Welcome to the fall edition of our company newsletter. It is hard to believe six
months have passed since our first publication. Our summer was busy with our very
successful software conversion! We hope you have enjoyed the new reporting formats
and functionality. Coming soon, we will be launching the Web Portal to allow homeowners
access to their accounts with the ability to make online payments. Following this
release will be the board access to online approval of invoices and automated check
processing. We are excited about these new offerings for our clients, and look forward
to hearing your feedback once they are implemented.
Sincerely, Linnea & Stacie
Franklin Award Recipient
The Franklin Award is a company reward of a $100 bill given to one employee per
quarter in recognition of an outstanding achievement or extraordinary task completion.
They can be nominated by their fellow employees, by a homeowner, board member, or
colleague. The Franklin Award winner for 3rd quarter 2009 is Lynn Lopez, our financial
services team leader, in recognition of her great customer service skills and client
See what our clients are saying about us...
"Well informed and easy to work with"
"CFM has managed the boat slip owner accounts at PIER 39 marina for over 15 years.
They have kept excellent records, and provided courteous professional service to
our slip owners and marina management staff. They have proved to be adaptable and
cooperative whenever we required changes or upgrades to improve our business. Stacie,
Linnea, and their staff are well informed and easy to work with."
PIER 39 Marina
See what our other clients are saying about us, click here
If there is a topic you would like addressed in a future newsletter, please send
an e-mail to: firstname.lastname@example.org
Get in touch:
P. (925) 566-6800
F. (925) 566-6797
M. 1001 Galaxy Way, Suite 200
Concord, CA 94520
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