Ana Goodman Presents on Budgeting and Best Practices for the Community Associations Institute
Ana Goodman, CPA, a Member in the Audit Division in our Fort Walton Beach accounting and advisory office, recently spoke to members of the Community Associations Institute (CAI), sharing insights on budgeting strategies and financial best practices for community associations.
With more than 50,000 members, CAI is a leading authority in promoting high standards, education and advocacy for community associations across the country. Ana presented during three CAI chapter meetings throughout August, offering attendees a comprehensive overview of the budgeting process and key financial considerations for association boards and managers.
During her presentations, Ana covered the foundational elements of effective budgeting, including statutory requirements, reserve funding methods and the importance of leveraging historical data for financial planning. She also shared practical tips for preparing operating and reserve budgets, estimating expenses and planning for future needs such as maintenance, staffing and inflation.
“Budgeting is more than just numbers. A good budget can help associations plan confidently for the future,” Ana said. “My goal is to equip board members and managers with the tools they need to make informed, transparent financial decisions that support their communities.”
With over 12 years of experience in public accounting, Ana serves as one of Warren Averett’s industry leaders in Common Interest Realty Associations (CIRAs). She also works with small businesses. Ana lives in Shalimar, Florida, with her husband and two children.
Learn more about Ana Goodman or the firm’s Fort Walton Beach CPAs and advisors.