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From The Desk of Kevin Hodson – July 2024
During the past few months, we’ve been reviewing client accounts for tax strategies, i.e., losses, and preparing for Q3. I’ve also been having great conversations with clients about the direction of interest rates and inflation. In short, there’s been little movement. The Fed is keeping interest rates at their current levels and projecting just one […]
Client Success Story: Global Nonprofit Saves 800+ Hours of Manual Data Input Annually with Automation
Discover how our innovative robotic process automation (RPA) solutions transformed our client’s payroll operations, delivering unprecedented efficiency and accuracy—an essential read for any organization looking to streamline processes and boost productivity. Client Success Story AAFCPAs’ client, a regional branch of a global nonprofit, relied on a manual payroll maintenance process when capturing employee status changes […]
From The Desk of Andrew Hammond – July 2024
Voices in this industry, wealth management, encourage you to save as much as possible and never spend. It is predicated on getting investors to believe a narrative that you’ll never have enough. But so many of my clients, once they save enough for retirement and legacy plans, don’t give themselves permission to enjoy it. It’s […]
From The Desk of Carmen Grinkis – July 2024
I recently returned from the Northern California Financial Planning Conference held in San Francisco. I participate in continuing education opportunities on a routine basis, and this trip was a special treat—known as one of the best in the country and attended by more than 1,000 planners across the U.S. This year’s conference focused heavily on […]
From The Desk of Jonathan Bloom – July 2024
I often reflect on my role in helping clients navigate not just retirement but all of life’s many transitions—like changing jobs, welcoming kids or grandkids, or exiting their business. These moments carry both financial and emotional weight, and I aim to make these transitions as smooth as possible. My goal is to support clients comprehensively—providing […]
AAFCPAs’ Summer Outing 2024
We are pleased to share the success of our recent Summer Outing, a day dedicated to team-building and celebrating our collective achievements. The day began with a warm welcome and introductions, followed by a variety of engaging activities such as cornhole tournaments, double shot basketball, and ZTAG laser games. These activities not only fostered camaraderie […]
Grants for Mental Health Centers, Applications Due July 19
AAFCPAs would like to make clients aware that the Commonwealth of Massachusetts’ Executive Office of Health and Human Services (EOHHS) announced the establishment of time-limited supplemental payments to eligible providers enrolled with MassHealth as mental health centers (MHCs). With a July 19th deadline to apply, AAFCPAs advises that clients not delay. Grant Eligibility Eligibility for […]
Olga Yasinnik Promoted to Partner at AAFCPAs
Boston, MA (July 1, 2024) — AAFCPAs, a preeminent 350+ employee CPA and consulting firm, is pleased to announce the promotion of Olga Yasinnik, CPA, MBA to Partner, effective July 1, 2024! Olga is a leader in AAFCPAs’ Community Impact Human Services and Community Development practices and a go-to resource for nonprofits with vast federal […]
Volume 38, Issue 6 | INSIDE Public Accounting Monthly
INSIDE Public Accounting (June 7, 2024) – We’re thrilled to highlight Carla McCall, the newly appointed Chair of the AICPA, in the latest INSIDE Public Accounting newsletter (Volume 38, Issue 6). Carla brings a wealth of experience and a visionary approach to the role, driving innovation and excellence in the accounting profession. Her leadership promises […]