Jan and Jef D’Entremont are current clients. They came to AAF Wealth Management in search of a holistic approach to their financial planning, one that would look at all aspects of their assets and income to help construct to a path for early retirement. AAF Wealth Management provides personal financial planning, investment management, estate planning, and tax planning & compliance services.
HPN is an award-winning business collaborative of 100 of the nation’s leading affordable housing and community development nonprofits. AAFCPAs provides Assurance, Nonprofit & Commercial Tax, Transaction Advisory, Business Valuation, System Selection, and Business Process Improvement.
Hear from HPN’s Tom Bledsoe, President & CEO, and Eric Chatman, CFO.
“For the AAFCPAs team, it wasn’t just about the numbers. They wanted to hear about where the organization had been and where it wanted to go. They were willing to be on that journey with us as well as performing their core function.”
– David Shapiro, Chief Executive Officer
Learn more about this Partnership by downloading the Client Success Story: AAFCPAs & MENTOR’s Partnership in Charting a Sustainable Future >>
Catholic Charities is one of the largest multiservice providers of social services in Massachusetts. They offer nearly 90 programs out of 27 service locations, funded significantly by federal and state contracts, third party insurance and grants and contributions. AAFCPAs provides assurance, UFR compliance, nonprofit tax and advisory solutions.
Hear from Catholic Charities Deborah Rambo, President, and Jennifer Mendelsohn, CFO.
Urban Edge is a complex Community Development Corporation (CDC) based in Boston, involved in affordable housing, homeowner services, financial education, asset management, commercial & economic development, and community building & organizing. AAFCPAs provides assurance, tax credit compliance, tax and advisory solutions.
Hear from Urban Edge’s Chrystal Kornegay, Former President and CEO, and Lisa Laramee, CPA, Former Director of Finance
Crabtree & Evelyn Ltd. is a privately-owned luxury brand retailer and wholesaler, with manufacturing, distribution and export operations out of its US headquarters in Woodstock CT. AAFCPAs provides corporate tax planning and compliance, assurance, and advisory solutions for C&E US, as well as assurance for the company’s Canadian operations.
Hear from C&E’s Koh Han Seow, Acting Country Head and Cathy Blake, Controller.
“I have been involved in entrepreneurial businesses for over four decades and have worked with three of the “Big Six” (now “Big Four”) and several smaller firms. AAF can match any of them in overall service, responsiveness, accuracy and thoroughness. They have helped us with an overall program of SOX preparedness as well as through several complex private financings. AAF’s professionalism, high level of personal service and mindful efficiency keep RailRunner a faithful client.”
– Charles T. Foskett, President & Chief Executive Officer