Janice M. O’Reilly to Retire March 1
AAFCPAs announced today that Janice M. O’Reilly, CPA, CGMA will retire effective March 1, 2026, marking the culmination of an extraordinary career defined by leadership, vision, and enduring impact. Over nearly a decade with the firm, Janice has been a trusted advisor to clients navigating pivotal moments, a builder of nationally recognized advisory practices, and […]
Purchase Agreement Essentials: Key Components and Common Pitfalls for Business Transactions
A purchase agreement is the cornerstone of any business transaction. It defines what is being bought or sold, outlines the obligations of each party, and sets the terms for closing. Even minor ambiguities can create friction after the close, extend timelines, or reduce realized value for buyers or sellers. While legal counsel drafts the formal […]
How SaaS and AI Companies Benefit from SOC 2 Examinations
Key takeaways: Strengthening Security, Governance, and Trust Artificial Intelligence (AI) is reshaping how companies develop software, deliver services, and engage with clients. For AI developers and providers, rapid innovation comes with heightened responsibility to ensure systems are secure, reliable, and well-controlled. SOC 2 examinations help organizations respond to customer and stakeholder expectations for validated security […]
How Nonprofits Can Prepare for Any Financial Scenario
Key takeaways: Organizations rarely have the luxury of planning in calm conditions alone. Funding models change, costs rise, programs evolve, and expectations continue to grow. The organizations best positioned to respond are not those that predict every outcome, but those that have already done the work to understand their cost structure, program sustainability, and financial […]
John Buckley Joins PrimeGlobal World Board
Boston, MA (February 13, 2026) – AAFCPAs, a U.S. Top 100 CPA and advisory firm, is pleased to announce that John R. Buckley, CPA, CGMA, Partner at AAFCPAs and leader of the firm’s educational services practice, has been appointed as a North America Director to the Prime Global World Board of Directors. AAFCPAs is a […]
Carla McCall to Keynote LC Vista Community Summit
Ready to level up learning and compliance at your firm? AAFCPAs’ Managing Partner Carla McCall, CPA, CGMA will serve as keynote speaker at the LC Vista Community Summit in Dallas this spring. The event brings together talent management, learning and development, and operations leaders from the U.S. top 200 CPA firms. Carla’s keynote, How Talent […]
Stock Sale Essentials: Key Steps for Private Company Owners
How Can Private Company Owners Prepare for a Successful Stock Sale? When a private company is sold, every contract, employee relationship, and financial detail faces close examination. In a stock sale, ownership, along with the company’s legacy, obligations, and opportunities, transfers to the buyer. While the process can be complex and demanding, thorough preparation by […]
Organized Books & Records Support Efficient Financial Statement Audits and Timely Tax Filings
We all know that clean, complete, and well–organized prepared by client materials (PBCs) can directly shorten audit and tax compliance preparation timelines. However, teams do not always provide those in the ideal condition. As busy season reaches its peak, pressure intensifies for fellow public accounting auditors and their clients alike to keep financial affairs in […]
AAFCPAs’ David McLaren Secures WBJ “Best of Business 2026” Honors in Valuation and Forensics
AAFCPAs’ David McLaren, Partner, Forensic and Business Valuation, has been recognized by the Worcester Business Journal’s Best of Business 2026 awards for excellence in both business valuation and forensic accounting—a rare dual honor that reflects not only the technical rigor of his work, but also the steady, investigative clarity he has brought to complex financial […]