AAFCPAs’ 2023 Growth Story Included Five New Partners
Posted on
Boston, MA (December 22, 2023) — AAFCPAs, a preeminent 300+ employee CPA and consulting firm specializing in tax, assurance, accounting, wealth management, business process and IT advisory solutions, reflects with gratitude on our success and organic growth in 2023 with five partnership additions. The company continues in its organic growth trajectory as valued clients spread the word about AAFCPAs’ exceptional value, agility, responsiveness, national reach, and innovative technology-driven solutions.
Promoted in January of 2023, Dan is a leader in AAFCPAs’ Tax Practice, where he advises high-net-worth individuals, their families, and their business interests. Dan works closely with AAF Wealth Management clients to provide tax compliance & advisory, wealth optimization, asset protection, privacy, entity selection and structuring.
Joining in June of 2023, Erica is a leader in AAFCPAs’ Tax Practice, where she specializes in advisory services for private businesses, high-net-worth individuals, and family offices. She provides clients with advanced tax strategies, partnership and international tax planning, compliance solutions, asset protection measures, and inheritance planning procedures.
Promoted in July 2023, Vassilis is an experienced technologist within the company’s Business Process and IT Consulting Practice. He manages the delivery of Robotic Process Automation (RPA), data analytics and visualization, and IT and cybersecurity solutions.
Promoted in July of 2023, Andrew is a leader in AAFCPAs’ Community & Economic Development and Charter School Practices, where he provides assurance, tax, and operational consulting to charter schools and charter management organizations (CMOs), community development corporations (CDCs), affordable housing and mixed-use real estate developers, and specialized lending institutions including community development finance institutions (CDFIs).
Joining in August of 2023, Destiny leads AAFCPAs’ Commercial Division within the firm’s Fractional CFO & Outsourced Accounting practice. She manages the firm’s commercial team of fractional CFOs, controllers, and transactional accountants in the delivery of accounting and advisory support to clients nationwide.
“As we finish a successful 2023, we do so with a steadfast focus on our clients and the delivery of service excellence driven by an exceptional partnership team across all business practices,” explained Carla McCall, CPA, CGMA, Managing Partner of AAFCPAs. “I am delighted by our growth, our partner additions, the positive feedback we consistently receive from clients, and by the clear vision and direction our partners bring not just within our operations but, most importantly, to client engagements. Together, we commit to continue to provide the value, service, and transparency our clients have grown to expect.”
0
We use cookies to ensure we give you the best experience on our website. By continuing your visit, you consent to the use of these cookies. See our:
Functional cookies
Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
We use cookies to optimize our website and our service.
Functional cookies
Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
