Robyn Leet
Unlocking the CFO’s Role in Digital Transformation 2024
Unlocking the CFO’s Role in Digital Transformation | Webinar OnDemand Watch AAFCPAs’ Fractional CFOs and Business Process Architects as they embark on a journey to empower attendees with actionable insights and strategies to enhance their finance function. Given the CFO’s pivotal role in driving efficiency and data-informed insight, we’ll help attendees set the stage for […]
Microsoft Discontinues Dynamics Great Plains Support
AAFCPAs would like to make clients aware that Microsoft is discontinuing support for its Dynamics Great Plains software. Sunset of its mainstream support began in 2020, with extended support slated to phase out by 2028. While the system will not vanish completely, users may begin to find that select integrations and/or functions cease to perform […]
Intuit Discontinues QuickBooks Desktop Service
AAFCPAs would like to make clients aware that, as of May 31, 2024, QuickBooks Desktop 2021 will be discontinued. This includes all 2021 versions of QuickBooks Desktop Pro, QuickBooks Desktop Premier, QuickBooks Desktop for Mac, and QuickBooks Enterprise Solutions v21. Clients who fail to upgrade by this date will no longer have access to live […]
Budgeting Software Features for Those Who Love Excel
CFOs and accountants will rightfully admit that Excel has its limitations. Consider the time involved in complex calculations, manual report generation, and meticulous data input due to the inability to download data directly from the bank. Still, despite its limitations, what keeps users loyal to Excel is the joy in working with spreadsheets. But business […]
Have you outgrown your general ledger system?
Making the switch from a general ledger to a customized enterprise solution can notably advance operations by offering improved efficiencies and accuracy along with the freedom in being untethered from complicated third-party software integrations. This holds especially true when less sophisticated financial reporting, forecasting, and analysis solutions begin to hold you back from optimal growth. […]
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careers encounter a time that they need to find a new accounting or ERP system because their current system becomes outdated, inefficient, or unable to support their growing needs.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
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 […]
Is tech sprawl hurting your business?
Technology is designed to make our lives easier with real-time insights, analytics, and collaboration and communication tools. This is instrumental in managing on-site teams as well as today’s remote and hybrid workforce. But how much is too much? In an attempt to support various preferences, many companies have become weighed down with too many SaaS […]
SOC Report 2022 Revised Points of Focus
In late 2022, the AICPA updated its guidance on performing System and Organization Controls (SOC) attestations with revised points of focus that offer enhanced context for meeting the criteria in your report. Organizations and their auditors should be aware of the updates and go through an exercise to actively incorporate these revised points of focus […]