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AAFCPAs Welcomes Wendy Smith, CPA as Consulting CFO, Processes & Systems

AAFCPAs Welcomes Wendy Smith, CPA as Consulting CFO, Processes & Systems

AAFCPAs is pleased to announce the addition of Wendy Smith, CPA as Consulting CFO, Processes & Systems within the firm’s growing Business Process & IT Consulting Practice. This growth comes in response to growing client demand for support with process and systems efficiencies. “I’m thrilled to incorporate my broad-based experience across financial operations and business […]

Jonathan Bloom, CFP®, AIF®, Wealth Advisor Promoted to Partner

Jonathan Bloom, CFP®, AIF®, Wealth Advisor Promoted to Partner

Boston, MA (December 11, 2023)—AAFCPAs, a preeminent 300+ employee CPA and consulting firm specializing in tax, wealth management, assurance, accounting, business process and IT advisory solutions, is pleased to announce the promotion of Jonathan Bloom, CFP®, AIF®, Senior Wealth Advisor, AAF Wealth Management to Partner effective January 1, 2024. Jonathan joined AAF Wealth Management in […]

Promotions Announced at AAFCPAs

Promotions Announced at AAFCPAs

Boston, MA (September 27, 2023) — AAFCPAs, a preeminent 300+ employee CPA and consulting firm specializing in tax, assurance, accounting, wealth management, business process and IT advisory solutions, is pleased to announce the promotions of new directors, managers, and rising professionals. Promotions recognize the exceptional accomplishments and achievements of each along with a steadfast dedication […]

AAFCPAs Welcomes New Outsourced Accounting & Advisory Partner

AAFCPAs Welcomes New Outsourced Accounting & Advisory Partner

Destiny J. Flood, CPA to Lead Client Accounting & Advisory Solutions for the Commercial Market AAFCPAs is pleased to announce the addition of Destiny J. Flood, CPA, Partner to lead the commercial division of the firm’s growing Managed Accounting & Advisory Solutions practice. Destiny brings 14 years of experience advising small to mid-cap privately held […]

What’s New at AAFCPAs
AAFCPAs summer outing 2023

What’s New at AAFCPAs

During AAFCPAs’ Nonprofit Educational Seminar (April 2023), Partner and Chief Marketing Officer Matthew Boyle, MBA updated 400+ CFO and Executive Director attendees on exciting firm developments by highlighting news that may be of particular interest to our nonprofit clients. The full session was recorded and may be viewed as a webcast at your convenience. >> […]

Richard Weiner, CPA, MST Earns CM&AA Designation

Richard Weiner, CPA, MST Earns CM&AA Designation

AAFCPAs is pleased to announce that Richard Weiner, CPA, MST, Tax Partner has earned the Certified Merger & Acquisition Advisor® (CM&AA) designation issued by the Alliance of Merger and Acquisition Advisors. Certification is granted following the successful completion of coursework and is only maintained through mandatory continuing professional education (CPE) and development activities. Achievement of […]

AAFCPAs Expands Tax Practice to Meet Growing Client Demand

AAFCPAs Expands Tax Practice to Meet Growing Client Demand

AAFCPAs Welcomes New Tax Advisors Erica Nadeau, CPA, MST, Tax Partner and Traci Grady, EA, Manager Boston, MA (August 1, 2023)—AAFCPAs, a preeminent 300+ employee CPA and consulting firm specializing in tax, assurance, accounting, wealth management, business process and IT advisory solutions, is pleased to announce the expansion of its tax practice to meet growing […]

Carla McCall Featured in Inside Public Accounting

Carla McCall Featured in Inside Public Accounting

Carla McCall Featured in Inside Public Accounting Carla McCall, CPA, CGMA, Managing Partner at AAFCPAs was recently featured in the July 2023 issue of Inside Public Accounting, where she discusses innovation and leadership strategies she used to scale the firm and meet the dynamic challenges of the industry. In this informative interview, Carla discusses: Cutting […]

Kontoglis & Puricelli Promoted to Partner at AAFCPAs

Kontoglis & Puricelli Promoted to Partner at AAFCPAs

Boston, MA (July 10, 2023) — AAFCPAs, a preeminent 300+ employee CPA and consulting firm specializing in tax, assurance, accounting, wealth management, business process and IT advisory solutions, today announced the promotions of Vassilis Kontoglis and Andrew Puricelli to partner effective July 1, 2023. Vassilis Kontoglis, Partner, Analytics, Automation & IT Security Vassilis Kontoglis is […]