Robyn Leet
How to Build a Reliable System of Record with Practical Data Strategy Insights
Financial systems are rarely as connected as they appear. As organizations grow and adopt specialized tools, each serving a distinct purpose, questions begin to emerge. Where does the most accurate version of a transaction live? Which system should drive reporting? Where does accountability reside? Without a clearly defined system of record, even routine tasks may […]
Six Ways to Regain Time Without Overhauling Your ERP/GL System
Some decisions are delayed not because they are unimportant, but because they are uncomfortable. For many finance teams, the thought of changing systems or introducing automation falls into that category—too expensive, too complex, too disruptive. But staying the course has its own cost. Hours spent maintaining spreadsheets, tracking deadlines manually, or entering transactions line by […]
How to Document System Requirements Before You Choose New Software
New software opens up abundant opportunities for improvement: automated processes, streamlined workflows, system integrations, and much more. For many organizations, however, bridging the gap between current systems to new systems can be daunting. What begins as a push for efficiency can lead to frustration when the system fails to meet expectations—or worse, creates new problems. […]
Seminar Recap: Strategic Software Add-Ons to Streamline Operations
During AAFCPAs’ recent Nonprofit Seminar (April 2025), Robyn Leet and Stuart Karas of AAFCPAs’ Business Process & IT Consulting practice presented strategic considerations for nonprofit finance leaders looking to improve efficiency, automate painful manual operations, reduce duplication, and make better use of their existing software tools. Nonprofits often rely on a patchwork of systems—some modern, […]
Avoiding Costly Mistakes in Software Implementation
The Key to Successful Software Implementation is Careful Planning Implementing new software offers more than just a chance to update systems; it’s an opportunity to refine how your organization operates. While the drive to launch quickly may seem appealing, rushing the process can lead to missed opportunities, inefficiencies, and even long-term complications. A deliberate and […]
Improving Budgeting Processes with Cloud-Based Tools
During AAFCPAs’ recent webinar, nearly 70 attendees joined AAFCPAs and Martus™ to discuss ways to streamline the budgeting process with the Martus cloud-based solution, which enhances financial planning and decision-making. AAFCPAs’ Robyn Leet, Partner, Business Process Assessments & Attestations and Wendy Smith, CPA, Consulting CFO, Process & Systems along with Martus’ Chris Grady and Joseph […]
A Better Way to Track Representative Payee Services
For health organizations providing representative payee services, tracking expenses can be time-consuming, particularly when managing hundreds or thousands of client transactions and bank accounts. Many organizations rely on spreadsheets, which are risky, difficult to maintain, and lack real-time visibility. Month-end allocations and reconciliations further complicate client accounting and timely reporting. As a result, managers may […]
The Role of Internal Controls in Effective Risk Management
Internal controls—or the policies, procedures, and systems that safeguard assets and ensure compliance—are essential for managing risk. They help organizations prevent fraud, prevent and detect errors, and meet regulatory requirements. Beyond risk mitigation, internal controls enhance financial accuracy, protect critical assets, and improve efficiency. When aligned with organizational goals, they create a framework that supports […]
Practical Applications for AI, Automation in Healthcare Finance
AI is reshaping healthcare finance and creating opportunities for providers to improve efficiency and financial performance. With government funding shortages, rising claim denials, and a competitive labor market, automation is becoming an essential tool. Third-party payors are already leveraging AI for claims processing, and providers may benefit from similar technologies. Consider just a few of […]