Essential Questions CFOs Must Ask When Choosing an Accounting or ERP System

Essential Questions CFOs Must Ask When Choosing an Accounting or ERP System

CFOs often in their careers encounter a time that they need to find a new accounting or ERP system because their current system becomes outdated, inefficient, or unable to support their growing needs. Other factors such as mergers, compliance changes, integration issues, and strategic initiatives can also prompt the search for a new system. Must-have […]

Making the Shift from Static to Dynamic Budgeting

Making the Shift from Static to Dynamic Budgeting

During AAFCPAs’ Nonprofit Educational Seminar (April 2023), Business Process & IT Consulting leaders Robyn Leet and Dawn M. Pantano, CPA, CITP updated 400+ CFO and Executive Director attendees on ways nonprofit budgeting software can save time, enhance collaboration, boost decision making year-round, and significantly improve productivity. The full session was recorded and may be viewed […]

Nonprofit Collaborative Budgeting

Nonprofit Collaborative Budgeting

Ideally, your software should include all the core accounting features and functionality you need, including the ability to easily budget to department and person if necessary. In this webcast, recorded April 2023 at AAFCPAs’ Nonprofit Educational Seminar, AAFCPAs reviews system requirements that are proven to save management considerable time. We also demonstrate how efficiencies and […]

AAFCPAs Announces New Director Promotions

AAFCPAs Announces New Director Promotions

AAFCPAs, a best-in-class CPA and consulting firm known for tax, assurance, accounting, wealth management, business process, and IT advisory solutions, today announced employee promotions to Director: Aaron Diamond, CPA Promoted to Director, Assurance Aaron has been promoted to Director in AAFCPAs’ Assurance practice. He has extensive experience leading high-energy assurance teams, and in providing advice […]

Process Assessment/System Selection Webinar: Watch Now

Process Assessment/System Selection Webinar: Watch Now

In some cases, business processes may be improved through optimization of existing technology and enhanced user training. In other cases, organizations may have simply outgrown their processes and/or systems. In this webinar, recorded on January 24th, leaders in AAFCPAs’ Business Process & IT Consulting practice provide insight for CFOs contemplating a change in their operations […]

Pantano Earns Sage Intacct Implementation Specialist Certification

Pantano Earns Sage Intacct Implementation Specialist Certification

AAFCPAs is pleased to announce that Dawn M. Pantano, CPA, CITP, Manager, Business Process & IT Advisory, has earned the Sage Intacct Implementation Specialist certification. The Implementation Specialist certification is a demonstration of Dawn’s expertise implementing and configuring Intacct, reporting, and dashboards. Dawn helps clients get the most out of all the features available in […]

Implementation Tips Specific to Sage Intacct

Implementing a new accounting software application requires significant investments in time, energy, and financial resources. A proper implementation plan is key to maximizing the long-term value of your new system. In a previous blog, AAFCPAs’ Business & IT Consulting practice outlined best practice recommendations to ensure clients get the most out of the new system.  […]

Keys to a Successful Accounting Software Implementation

Implementing a new accounting software application requires significant investments in time, energy, and financial resources. A proper implementation plan is key to maximizing the long-term value of your new system. AAFCPAs Provides the Following Best Practice Recommendations to Ensure Clients Get the Most Out of Their New System: Change is Hard AAFCPAs advises clients to […]

People, Processes and Technology, the Three-Legged Stool: AAFCPAs to Lead MNN Educational Workshop

AAFCPAs’ Partner Janice O’Reilly, CPA, CGMA and Manager Dawn Pantano, CPA, CITP will present a timely, educational workshop at the Massachusetts Nonprofit Network’s 2018 Annual Conference in Framingham, MA on October 10th on the topic of right-sizing the modern finance function. Nonprofit finance departments are often juggling the day-to-day accounting and bookkeeping responsibilities alongside more […]