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Robyn Leet

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Cost Center Coding Strategies for Effective Grant Reporting

Cost Center Coding Strategies for Effective Grant Reporting

For complex human and social services providers, managing grants and ensuring compliance can often feel like navigating a labyrinth. One effective strategy to simplify this process is through cost center coding. AAFCPAs provides the following detailed guidance on how to leverage cost center coding to streamline grant reporting and maintain compliance. Design Your Cost Centers […]

Enhancing Reporting Capabilities With Integrated Systems

Enhancing Reporting Capabilities With Integrated Systems

For CFOs and financial leaders within the Health and Human Services sector, the challenge of managing and reporting on diverse programs funded from various sources is a significant one. Accurate and efficient reporting is essential but often hampered by data spread across multiple, disconnected systems. AAFCPAs provides the following guidance on how integrating these systems […]

System Integration for Human Services: Watch our OnDemand Webinar

System Integration for Human Services: Watch our OnDemand Webinar

Watch AAFCPAs’ Partner of Business Process, Robyn Leet, along with guests Adam Shuster from Incompass Human Services and AAFCPAs’ Audit Partner Katie Belanger, CPA, speak on overcoming common system integration challenges in health and human services organizations. Learn ways to integrate billing and ERP systems with accounting and GL systems and how to simplify state […]

A Guide to Business Process Assessment and System Selection 

A Guide to Business Process Assessment and System Selection 

A business process assessment is the first step in identifying, addressing, and solving inefficiencies that may hold back performance and productivity within your organization. Successful, growing organizations often find themselves over-reliant on Excel for data management, facing reporting delays, lacking real-time insights, struggling with data processing and intensive reconciliations between systems, or closing late due […]

Why a Business Process Assessment is Essential for Successful System Implementation

Why a Business Process Assessment is Essential for Successful System Implementation

While it is more instant gratification to skip analysis before selecting the pretty new system with fancy bells and whistles, this may lead to poor fit, high cost, security exposures, downtime, disruption, issues with scalability, and long-term vendor dependance. Employees may also feel resistant to change and frustrated by the new system right off the […]

Seminar Recap: Unlocking the CFO’s Role in Digital Transformation

Seminar Recap: Unlocking the CFO’s Role in Digital Transformation

During AAFCPAs’ recent Nonprofit Seminar (April 2024), Robyn Leet and Joyce Ripianzi, CPA briefed approximately 400 attendees on ways CFOs can unlock digital transformation within their organization. The full session was recorded and may be viewed as a webcast at your convenience. >> Faced with resource constraints, nonprofit organizations are driven to keep operations lean […]

AAFCPAs Provides the Technical Blueprint To Unite a Portfolio of Vertically Integrated Entities
Client Success Story - Financial Software Overhaul

AAFCPAs Provides the Technical Blueprint To Unite a Portfolio of Vertically Integrated Entities

When a multifaceted and rapidly expanding energy resource company grew to the point that it was challenged to maintain its general ledger, client billing, and project management functions, the company was faced with a choice. It would need to either hire additional personnel or pursue digital transformation. But digital transformation required time, dedication, and insight […]

Unlocking the CFO’s Role in Digital Transformation 2024
Unlocking the CFO’s Role in Digital Transformation

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

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 […]