Financial & Budget Support

Financials Your Board Can Trust — and Actually Understand

Budgets grounded in real obligations, monthly reporting in plain language, reserves protected, and receivables managed — fiduciary-level financial management for Massachusetts and Rhode Island associations.

Why communities choose Dahlia

350+

Homes & units under management

8+

Associations served

100%

Client retention

1:5–1:7

Manager-to-home ratio

Every Dollar Accounted For

A positive bank balance isn't the same as a balanced budget. We show boards what the numbers actually mean.

Annual Budgets

Budgets built from your association's actual obligations — insurance, contracts, loan payments, reserves — not last year's numbers with a bump.

  • Line-item review of known obligations
  • Realistic snow, repair & legal allowances
  • Plain-language walkthrough for the board

Monthly Financial Reporting

Statements your trustees can read and your owners can trust, delivered on schedule every month.

  • Monthly statements & budget variance
  • Delinquency and receivables reporting
  • Year-end reporting for accountants

Reserve Planning

Appropriate annual reserve contributions — and a firm wall between reserves and operating cash, so reserves never paper over a budget problem.

  • Funding plans matched to your components
  • Reserves kept separate from operating funds
  • No inappropriate reserve raids

Receivables & Collections

Structured, consistent collections that respect neighbor relationships while protecting the association's cash flow.

  • Aging reports every month
  • Structured delinquency follow-up
  • Counsel escalation when required

Assessments

Special assessments evaluated honestly — what they'll really cost, what they'll really fix, and how collections will work.

  • Special assessment evaluation & modeling
  • Clear owner communication
  • Assessment collections administered separately

Inherited-Record Reconstruction

When the prior company's records are a mess, we establish a clean cutoff and rebuild a financial baseline your board can rely on.

  • Clean transition-date accounting cutoff
  • Rebuilt baselines from source records
  • Documented findings in plain language

Proof: a positive balance hid a $5,713 shortfall

A 12-unit condominium association in Massachusetts

Turning Fragmented Financial Information Into a Responsible Budget

A midyear management transition, incomplete financial visibility, outstanding receivables, an association loan, and rising operating costs.

A positive bank balance does not necessarily mean an association has a balanced operating budget. We look beyond the balance and show Boards what the numbers actually mean.

Frequently Asked Questions

Concerned About Your Association's Financial Position?

Request a confidential review. Tell us where the numbers stand and we'll give your board an honest read — free of charge.

No obligation| Response within one business day

Prefer to talk or email? Call (508) 258-9220 or send your RFP to hello@dahliapropertysolutions.com.