—By Author
Due Diligence Preparation That Supports Stronger M&A Outcomes
Due diligence serves as the buyer’s primary tool for validating financial, operational, and compliance assumptions in a transaction. When documentation is incomplete, inconsistent, or poorly explained, diligence shifts from confirmation to investigation. This change increases scrutiny, extends timelines, and may place transaction value at risk. For sellers, the greatest exposure often stems not from complex […]
Aligning Mission and Margin in LGBTQIA+ Nonprofit Finance
Some nonprofit leaders describe their financial landscape as a horizon that refuses to hold steady. For organizations serving the LGBTQIA+ community, that precarious feeling is especially familiar. Regulations shift, funding priorities change, and economic signals move in ways that require constant attention. In the middle of it all, CFOs in this sector shoulder the weight […]
How to Level Up Financial Planning & Analysis
The Crucial Role of FP&A Financial Planning & Analysis (FP&A) plays a crucial role in an organization’s success and increasingly overlaps with business intelligence and data analytics. Budgeting, forecasting, and analytics support decision makers at organizations of all sizes. Most have the basic building blocks to drive FP&A—for instance, a good grasp of their industry, […]
Top Skills and Tools CFOs Need to Stay Future Ready
Finance leaders work across functions, shaping decisions in real time and navigating complexity that cannot always wait for quarterly updates. Their insight is drawn into conversations about growth, risk, technology, and talent. Meeting these expectations calls for a blend of technical knowledge, business awareness, and the ability to move across systems and departments with clarity. […]
AAFCPAs Acquires McLaren & Associates CPAs, PC, Expanding Forensic Advisory and Tax Depth
Effective January 5, 2026, AAFCPAs and McLaren & Associates CPAs, PC have joined forces to deliver expanded forensic accounting, litigation support, business valuation, and tax advisory solutions. This means greater resources, expanded expertise, and continued commitment to our client base and the values our clients expect from both firms. We are thrilled to welcome David […]
IRS Updates Guidance on Business Interest Deductions
Key takeaways: The Internal Revenue Service recently clarified its Section 163(j) FAQs following changes under the One Big Beautiful Bill Act. These updates do not create new law but provide practical guidance for companies evaluating financing, merger and acquisitions activity, or capital investments. For businesses with significant depreciation or amortization, the revised framework helps align […]
How Boston Senior Home Care Reduced Claim Denials by 90% — A Live Client Webinar
Boston Senior Home Care slashed monthly claim denials from $65,000 to just $6,000 by automating one of the most time‑consuming, risk‑prone processes in their organization. Join us to see how this transformation delivered real‑time visibility, restored staff capacity, and created a proactive model any Aging Services Access Points (ASAPs) can replicate. Speakers include Vassilis Kontoglis, […]
Making Space for What Matters Most
Personal financial planning is something we go through together, evolving as we age andorganize our lives. It’s a process that’s ongoing, unique, and deeply personal—reminding us that each stage brings new perspectives and needs. Recently, I was reminded of that truth in a very personal way. One of my clients shared how she refinished her […]
AAF Wealth ManagementQ4 2025 Market Insights
In an ongoing commitment to keep you abreast on a range of issues that might affect your financial planning, AAFCPAs is pleased to share Q4 2025 Market Insights published by AAF Wealth Management, a wholly owned subsidiary of AAFCPAs. This provides investors with an understanding of what’s driven market performance of late. Markets closed 2025 […]