Robyn Leet
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 […]
Streamlining Operations with a Modern ERP System
Incompass Human Services modernizes its financial and operational workflows, improving efficiency, compliance, and transparency. As the multi-service health and human services agency grew, despite its longstanding success, Incompass recognized the need to innovate to stay ahead of the evolving demands of the industry. Like many other large health and human services providers, the agency faced […]
Webinar On-Demand – Budget With Efficiency!
Webinar: Streamline budgeting, forecasting, and reporting with Martus™ Are you tired of the time-consuming and frustrating annual budgeting process? AAFCPAs helps clients streamline budgeting, forecasting, and reporting with Martus™, an easy-to-use and affordable cloud-based software. Webinar Highlights Webinar OnDemand Why Watch? AAFCPAs helps clients ditch the spreadsheets and budget better! Budget in minutes, not months.