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Employee Spotlight: Audit Practice
At AAFCPAs, our people are our greatest asset. We are delighted to spotlight five exceptional AAFCPAs team members for their contributions over the years and advancement within our audit practice. Their integrity, client service, and dedication have helped to set AAFCPAs apart, foster our winning culture, and delight our clientele. Let’s take a look at […]
QuickBooks Desktop 2020 Service Discontinued
In a recent announcement, Intuit provided details about their discontinuation of QuickBooks Desktop 2020 service, effective May 31, 2023. This includes all 2020 versions of QuickBooks Desktop Pro, QuickBooks Desktop Premier, QuickBooks Desktop for Mac, and QuickBooks Enterprise Solutions 20.0. Other Intuit products are affected by the software discontinuation. Those who didn’t upgrade QuickBooks Desktop […]
Optimize Your New ERP or GL System
Change is never easy. But as businesses evolve and leadership are pressed to maintain lean operations amid mounting cost constraints, adaptation becomes necessary. Optimizing your technology is no exception. Take Enterprise Resource Planning (ERP) and general ledger systems implementation, for example. Driven to get the greatest return for our investment, we commit a huge amount […]
AAFCPAs Welcomes New Assistant Director, Career Development & Engagement
Mary-Katharine Hardy Joins AAFCPAs’ Talent Management Department AAFCPAs names Mary-Katharine (Mary-Kate) Hardy as its new Assistant Director, Career Development & Engagement. In this role, she provides advisory support and professional coaching designed to help team members proactively manage their careers. She also is a leader in the company’s Professional Advancement & Development (PAD) program, which […]
The EQ Leader in Industry 4.0: An Introduction to Emotional Intelligence Leadership in the Digital Age
In this webcast, recorded April 2023 at AAFCPAs’ Nonprofit Educational Seminar, AAFCPAs’ Keynote Speaker: Jamelle Lindo, Emotional Intelligence Coach explores emotional intelligence. We are living in the midst of the greatest digital proliferation in history which has come to be known as Industry 4.0. In this keynote presentation, Jamelle explores why emotional intelligence is becoming […]
IRS Strategic Focus Area: Small Exempt Organizations that Sponsor Retirement Plans
As part of its 2023 strategic goals, the IRS plans to review retirement plans of small exempt organizations to determine whether the plan investments are properly administered, whether there are any party-in-interest transactions in the plan trust, and whether any participant loans violate Internal Revenue Code (IRC) Section 72(p). In this webcast, recorded April 2023 […]
What’s New at AAFCPAs 2023
AAFCPAs is the premier CPA and consulting firm based in New England and considered an attractive alternative to national CPA firms by discerning clients who appreciate exceptional value. We provide audit, tax, accounting, and advisory solutions to nonprofit organizations, commercial companies, and wealthy individuals/estates. Since 1973, our sincere approach to business and service excellence has […]
Understanding Secure 2.0, and how it Affects Plan Sponsors
SECURE 2.0—so-called because it builds on the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019—is legislation designed to substantially improve retirement savings accounts, including 401(k)s and 403(b)s, in the U.S. There’s a host of provisions in the bill and in this webcast, recorded April 2023 at AAFCPAs’ Nonprofit Educational Seminar. AAFCPAs’ Employee […]
AAF Wealth Management’s Investment Outlook
Secure 2.0 is designed to strengthen the retirement system and Americans’ financial readiness for retirement. However, it’s impossible to ignore our account balances as they swing up and down. AAF Wealth Management helps guide clients through periods of volatility. In this session, recorded April 2023 at AAFCPAs’ Nonprofit Educational Seminar, we provide valuable perspective on […]