Robin Kelley

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MA Form 3ABC due by 3/1 to avoid local property taxes
MA Form 3ABC Due

MA Form 3ABC due by 3/1 to avoid local property taxes

The Massachusetts “Return of Property Held for Charitable Purposes” (Form 3ABC) provides for an exemption from local taxation on personal and real property for eligible charitable organizations. As a reminder, in order to be exempt, you must file an annual Form 3ABC, due at the Assessor’s Office no later than March 1, in each city or town […]

AAFCPAs Announces Promotions and Peer Nominated Awards

AAFCPAs Announces Promotions and Peer Nominated Awards

“Our people are our greatest asset! Therefore, AAFCPAs hires exceptional people at all levels, develops them faster and provides opportunities for personal and professional growth. Our culture ensures they feel a genuine sense of being cared about; and that care extends to how graciously we serve our clients, and communities.” said Carla McCall, CPA, CGMA, […]

Continuous Improvement of the Finance Function: Accept the Things You Cannot Change… But Change the Things You Can!

Continuous Improvement of the Finance Function: Accept the Things You Cannot Change… But Change the Things You Can!

Listen to Podcasts:   The most thriving nonprofits are those that have a continuous improvement culture. Continuous improvement ensures systems and processes scale with growth; systems integration and integrity is maintained or improved; highly-manual processes and lengthy/overburdened close cycles are eliminated; and meaningful data is available on-demand for decision-making. In this informative session, members of […]

AAFCPAs Earns SOC for Cybersecurity Services Certificate
Trust and Confidence are strategically critical

AAFCPAs Earns SOC for Cybersecurity Services Certificate

AAFCPAs’ Partners James Jumes, MBA, M.Ed. and Robin Kelley, CPA, CITP, CGMA, CSPM, CCSFP have earned the System and Organization Controls (SOC) for Cybersecurity Certificate issued by The Association of International Certified Professional Accountants (AICPA). SOC for Cybersecurity is a new entity-wide cybersecurity audit that allows organizations to voluntarily report on their cybersecurity management programs […]

AAFCPAs’ Human & Social Services Practice to Present Educational Workshops at Providers’ Council Annual Conference: Transitioning to Data Driven Patient Care, and Strategic Budgeting
Providers Council Members-Only Webinar

AAFCPAs’ Human & Social Services Practice to Present Educational Workshops at Providers’ Council Annual Conference: Transitioning to Data Driven Patient Care, and Strategic Budgeting

AAFCPAs will happily present educational workshops on two important topics at the Providers’ Council 42nd Annual Convention & Expo in Boston, MA on September 25th. Preparing Health Providers for Financial Success in the Transition to Data Driven Patient Care As health providers move to data driven patient care and new value-based reimbursement models, payers are […]

OMB Further Extends the Effective Date for the Procurement Standards of the Uniform Guidance

OMB Further Extends the Effective Date for the Procurement Standards of the Uniform Guidance

AAFCPAs would like to make clients aware that on May 17, 2017, the U.S. Office of Management and Budget (OMB) issued a correcting amendment extending the effective/applicability date of the procurement standards under the Uniform Guidance (UG). The procurement standards were one of the areas of significant change under the UG, and nonprofits receiving federal […]

AAFCPAs Presents How to Start & Run a Nonprofit

AAFCPAs Presents How to Start & Run a Nonprofit

AAFCPAs Partner, Robin Kelley, CPA, CITP, CGMA, CSPM, will serve as a faculty presenter for the Massachusetts Continuing Legal Education’s (MCLE) upcoming program: How to Start & Run a Nonprofit. In this new three-hour, live, continuing legal education (CLE) program and live webcast, Robin Kelley, and co-faculty members Elka T. Sachs, Esq., Krokidas & Bluestein […]

Guidance on How to Comply with Procurement Standards Under the Uniform Guidance

Guidance on How to Comply with Procurement Standards Under the Uniform Guidance

In December 2013, the Office of Management and Budget (OMB) issued the new Uniform Guidance (UG), which includes comprehensive reform rules affecting all nonprofits receiving federal grants and contracts. One of the areas of significant change under the UG is the procurement standards, a component of Subpart D, Post-Award Requirements, contained in Sections 200.317 through […]

Massachusetts to Issue Changes to Surplus Revenue Retention Regulations

Massachusetts to Issue Changes to Surplus Revenue Retention Regulations

AAFCPAs is pleased to report that there will be changes to the Massachusetts regulations regarding Surplus Revenue Retention, which appear favorable to human & social service providers.  The 20 percent lifetime cap on Surplus Revenue Retention will be eliminated.  Additionally, the 5 percent annual cap on Surplus Revenue Retention will be changed to a 20 […]