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Insights

Target market fit Family-owned and operated, CFM serves community associations in Northern California, presenting an opportunity to upsell comprehensive financial management, bookkeeping, and professional services to similar regional HOA and condo clients seeking trusted, personalized partners.

Growth potential Revenue range indicates mid-market scale with room to expand within Northern California. Potential to cross-sell additional services to existing clients and scale service offerings as associations grow or consolidate.

Tech-enabled efficiency Existing tech stack includes WordPress, Google tools, and cloud-based collaboration; emphasize scalable, secure, and automated financial reporting, integration with association management systems, and data-driven insights to differentiate from competitors.

Competitive positioning Smaller, family-run firm with deep niche focus on community associations offers personalized service and expertise; position as a high-touch alternative to larger firms by highlighting reliability, local knowledge, and accreditations.

Key decision makers Owned by a mother-daughter team Linnea Juarez and Stacie Donnelly; leverage founder-led messaging and strong client relationships in outreach, while exploring partnerships or referrals through local industry networks and management firms.

Similar companies to Condominium Financial Management, Inc.

Condominium Financial Management, Inc. Tech Stack

Condominium Financial Management, Inc. uses 8 technology products and services including Google AdSense, Usercentrics, Sucuri, and more. Explore Condominium Financial Management, Inc.'s tech stack below.

Condominium Financial Management, Inc.'s Email Address Formats

Condominium Financial Management, Inc. uses at least 2 email formats:
Condominium Financial Management, Inc. Email FormatsExamplePercentage
FirstL@condofinancial.comJohnD@condofinancial.com
94%
First.Last@condofinancial.comJohn.Doe@condofinancial.com
6%

Frequently Asked Questions

What is Condominium Financial Management, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Condominium Financial Management, Inc.'s main corporate office by phone at
+1-925-566-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Condominium Financial Management, Inc.'s official website and social media links?

Minus sign iconPlus sign iconCondominium Financial Management, Inc.'s official website is condofinancial.com and has social profiles on LinkedIn.

How much revenue does Condominium Financial Management, Inc. generate?

Minus sign iconPlus sign icon As of September 2026, Condominium Financial Management, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Condominium Financial Management, Inc.'s SIC code and NAICS code?

Minus sign iconPlus sign iconCondominium Financial Management, Inc.'s SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Condominium Financial Management, Inc. have currently?

Minus sign iconPlus sign iconAs of September 2026, Condominium Financial Management, Inc. has approximately 13 employees across 2 continents, including North America and Asia. Key team members include Operations Manager: K. F., Financial Reporting Manager: L. C. and Manager: S. S. Explore Condominium Financial Management, Inc.'s employee directory with LeadIQ.

What industry does Condominium Financial Management, Inc. belong to?

Minus sign iconPlus sign iconCondominium Financial Management, Inc. operates in the Accounting industry.

What technology does Condominium Financial Management, Inc. use?

Minus sign iconPlus sign iconCondominium Financial Management, Inc.'s tech stack includes Google AdSense, Usercentrics, Sucuri, WordPress, Shopify, Microsoft 365, Python and Apache.

What is Condominium Financial Management, Inc.'s email format?

Minus sign iconPlus sign iconCondominium Financial Management, Inc.'s email format typically follows the pattern of FirstL@condofinancial.com. Find more Condominium Financial Management, Inc. email formats with LeadIQ.

When was Condominium Financial Management, Inc. founded?

Minus sign iconPlus sign iconCondominium Financial Management, Inc. was founded in 1975.
Condominium Financial Management, Inc. logo

Condominium Financial Management, Inc.

AccountingCalifornia, United States11-50 Employees

Condominium Financial Management, Inc. operates in the accounting industry, providing financial management and bookkeeping services to community associations in Northern California. Founded in 1975, it is a family-owned and operated business based in Walnut Creek, California. The company employs between 11 and 50 people. It is owned by Linnea Juarez and Stacie Donnelly, a mother-daughter leadership team. It describes its services as accredited financial management for community associations in Northern California, with a focus on professional, courteous client service.

Section iconCompany Overview

Phone number
+1-925-566-****
Website
condofinancial.com
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1975
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Condominium Financial Management, Inc.'s revenue is estimated to be in the range of $10M - $25M

Company Leadership

  • Operations Manager at Condominium Financial Management, Inc.
    K. F.
    Operations Manager
    Mobile Phone
  • Financial Reporting Manager at Condominium Financial Management, Inc.
    L. C.
    Financial Reporting Manager
    Mobile Phone
  • Manager at Condominium Financial Management, Inc.
    S. S.
    Manager
    Mobile Phone
  • Principal at Condominium Financial Management, Inc.
    S. F.
    Principal
    Mobile Phone
  • Calgary Rep at Condominium Financial Management, Inc.
    J. C.
    Calgary Rep
    Mobile Phone

Employee Directory

  • Advisor at Condominium Financial Management, Inc.
    A. W.
    Advisor
    Mobile Phone
  • Building Accountant at Condominium Financial Management, Inc.
    A. E.
    Building Accountant
    Mobile Phone
  • Escrow Specialist at Condominium Financial Management, Inc.
    C. V.
    Escrow Specialist
    Mobile Phone
  • Accounts Payable Specialist at Condominium Financial Management, Inc.
    C. M.
    Accounts Payable Specialist
    Mobile Phone
  • Customer Service Specialist at Condominium Financial Management, Inc.
    H. C.
    Customer Service Specialist
    Mobile Phone

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