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Technology & Process Advisory

Modernize operations with processes and technology that work for you.

Technology assessments, system selection, business process improvement, and IT advisory.

Bridging Technology and Strategy for Meaningful Business Gains

When systems and processes no longer align with your goals, it becomes harder to see clearly, act decisively, or grow with intention. AAFCPAs works with finance and operations leaders to uncover where inefficiencies live, where risk accumulates quietly, and where the right investment could lead to meaningful gains. Whether you are modernizing platforms, restructuring workflows, or managing technical debt, we bring both operational fluency and financial perspective. Our work helps ensure systems are calibrated to the strategy—not resisting it. The result is a more resilient operation, better equipped to make decisions rooted in clarity, not just instinct. 

Smart Automation: AI & RPA

Smart Automation: AI & RPA

Unlock faster, smarter finance operations with secure, scalable automation. Learn how AI and RPA are helping CFOs streamline processes and lead digital transformation.
Business Process Optimization

Business Process Optimization

Improve efficiency, reduce errors, and strengthen controls. Learn how AAFCPAs helps organizations align processes with systems and growth goals.
Business Intelligence & Analytics

Business Intelligence & Analytics

Turn complex data into clear decisions. AAFCPAs builds custom dashboards and analytics tools that reveal insights, improve performance, and support growth.
System Selection, Implementation & Optimization

System Selection, Implementation & Optimization

Outgrowing your current system? We help assess your requirements, evaluate options, and guide you through a smooth and cost-effective software selection process.
Collaborative Budgeting

Collaborative Budgeting

Budgeting is one of the more time consuming and frustrating annual tasks. AAFCPAs helps clients get more done in less time with an easy to use and affordable cloud-based software.
IT Risk/Cyber Security Assessments

IT Risk/Cyber Security Assessments

By proactively managing cybersecurity and evolving risks like AI threats, we enable resilient, compliant systems that support your business goals.

Stronger decisions start with stronger data. 

Too often, leaders must choose between incomplete snapshots or overwhelming detail. AAFCPAs works with organizations to define the metrics that matter, trace data back to its sources, and design dashboards that elevate clarity over clutter. We help bring structure to what is often fragmented, revealing trends and connections that support timely, confident decision-making. Whether for board reporting, forecasting, or day-to-day operations, our solutions give your team the visibility to focus less on pulling data and more on acting on it. The result: insight that moves in step with your goals. 

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Connect with us

Robyn Leet
Robyn Leet

Robyn Leet

Partner, Business Process, Systems & Controls
Vassilis Kontoglis
Vassilis Kontoglis

Vassilis Kontoglis

Partner, AI Digital Transformation & Security
Wendy Smith

Wendy Smith

CPA | Consulting CFO, Business Transformation & Intelligence
Ryan K. Wolff
Ryan Wolff

Ryan K. Wolff

MBA | AI & Strategic Innovation Consultant

Contact Us

We look forward to speaking with you to determine how we may best solve your needs. A firm representative will reach out to you within one business day. Looking for additional ways to reach us? Visit our Contact Page. >>