Cerise Lim Jacobs talks about the canopy of service offered by One Firm!

Cerise Lim Jacobs, Founder and Executive Producer of White Snake Projects, is a current client. Cerise and her late husband Charles have had a 50+ year relationship with AAFCPAs and AAF Wealth Management. It was important to Cerise and Charles to have a “one stop shop,” with everyone in one firm that they trusted.

Boston MedFlight is a nonprofit organization that provides transport to the sickest of the sick, regardless of the patient’s ability to pay. AAFCPAs provides financial statement and employee benefit plan audits, nonprofit tax, and business & IT consulting. “The true support and guidance I’ve received from them, I would not give away for anything!”

Hear from Boston MedFlight’s Maura Hughes, CEO and Norma Mendilian, CFO.

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.

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.