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AAFCPAs Wealth Management Adds Depth to Wealth Advisory Expertise by Welcoming Andrew Hammond, CFP®

AAFCPAs Wealth Management Adds Depth to Wealth Advisory Expertise by Welcoming Andrew Hammond, CFP®

AAFCPAs Wealth Management, an affiliate company of AAFCPAs, continues to grow and is pleased to announce the addition of Andrew Hammond, CFP® as a Wealth Advisor and Director of Wealth Management.  Andrew joins our growing team of advisors after 17 years in financial services at Fidelity Investments. Andrew sought-out AAFCPAs Wealth Management in response to the evolving retirement landscape.  “With the implementation of the Department of Labor fiduciary rule, investors... continue reading

AAFCPAs brings on new Chief Financial Officer, Greg Bielski, to support continued growth

AAFCPAs brings on new Chief Financial Officer, Greg Bielski, to support continued growth

AAFCPAs, a best-in-class accounting firm known for assurance, tax and advisory solutions, recently announced Greg Bielski joined the firm as its Chief Financial Officer (CFO). With over 30 years of comprehensive financial management experience, he served as a CFO and finance executive for entrepreneurial commercial businesses in previous positions. “Greg has demonstrated an ability to deliver exemplary strategic financial guidance over the course of his career,” said Dave McManus, co-managing... continue reading

AAFCPAs Joins PrimeGlobal Alliance. The world’s fourth largest CPA firm association will provide national and global reach.

AAFCPAs Joins PrimeGlobal Alliance. The world’s fourth largest CPA firm association will provide national and global reach.

Westborough, MA (May 15, 2017) – AAFCPAs, a best-in-class public accounting firm known for assurance, tax, accounting, and business & IT advisory solutions, today announced it has joined PrimeGlobal, the fourth largest accounting firm association in the world. PrimeGlobal is a thriving CPA firm association that coordinates communication and resources among the independent member firms of its four autonomous regional members: North America, Europe, Asia Pacific, and Latin America &... continue reading

AAFCPAs Wealth Management Invests in Team and Processes in 2016

AAFCPAs Wealth Management Invests in Team and Processes in 2016

AAFCPAs Wealth Management is pleased to share the investments we have made in our team and processes in 2016, designed to enhance your client experience: Carmen Grinkis, PhD, CLTC, CFP® has joined our team as a Senior Wealth Advisor and Director of Wealth Management.  Carmen is a licensed investment adviser, a CERTIFIED FINANCIAL PLANNER™ (CFP®), and holds a Certification in Long-Term Care (CLTC).  In addition, Carmen has a PhD in... continue reading

Plan ahead to manage busy season

Plan ahead to manage busy season

Worcester Business Journal  | Carla McCall, CPA, CGMA writes about managing AAFCPAs’ multiple deadlines during the busy season. The Co-Managing Partner shares three key areas to focus on to be sure the team stays on task and energized.

AAFCPAs Adds Expertise to Support Growth in Commercial Tax by Welcoming a New Tax Advisor

AAFCPAs Adds Expertise to Support Growth in Commercial Tax by Welcoming a New Tax Advisor

AAFCPAs is pleased to announce the addition of tax advisor Jennifer Brezniak, CPA, MBA to support the firm’s growth in the Commercial Tax practice. Jennifer brings over 16 years’ experience providing compliance and tax planning solutions for high-net-worth individuals & their families, and commercial business C Corps, S Corps, partnerships & their owners.  Jennifer specializes in advising businesses on the complexities of accounting for income taxes (ASC 740). She provides guidance on... continue reading

AAFCPAs Wealth Management Continues to Grow and Welcomes Jonathan Bloom

AAFCPAs Wealth Management Continues to Grow and Welcomes Jonathan Bloom

AAFCPAs Wealth Management, an affiliate company of AAFCPAs, is pleased to announce the addition of Jonathan Bloom, CFP® as a Wealth Advisor.  Jonathan is a seasoned professional providing comprehensive financial planning solutions for individuals, families, business owners, benefit plan sponsors, nonprofits & foundations. Jonathan is a licensed investment adviser, a CERTIFIED FINANCIAL PLANNER™ (CFP®), and holds Life & Health Insurance licenses in MA.  He joined AAFCPAs Wealth Management after 10... continue reading

AAFCPAs Announces New Partner, Nicole Zompa

AAFCPAs Announces New Partner, Nicole Zompa

Westborough, Mass. – (November 28, 2016): AAFCPAs, a best-in-class accounting firm known for assurance, tax and advisory solutions, today announced Nicole Zompa, CPA, joined as commercial audit partner. In this role, Nicole will advise AAFCPAs’ diverse commercial clients including early-stage venture-backed companies, family owned and private equity owned companies, and mid-sized, multinational SEC registrants, focusing on continued growth in AAFCPAs’ commercial practice. “Nicole’s decades of experience in client service coupled... continue reading

AAFCPAs Promotes Kerrie K. Dupré, CPA to Manager

AAFCPAs Promotes Kerrie K. Dupré, CPA to Manager

Westborough, MA 10/18/2016 – AAFCPAs is excited to announce the promotion of Kerrie K. Dupré, CPA to manager. Kerrie brings diverse assurance experience to AAFCPAs’ clients, and is known and appreciated for her high-energy, diligence, and commitment to client service excellence. Kerrie specializes in serving AAFCPAs’ commercial clients in software, high-tech, manufacturing & distribution, consulting, and publishing industries. She is a leader in the firm’s ERISA practice, specializing in auditing... continue reading