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AAF Wealth Management Q1 2025 Market Insights
In an ongoing commitment to keep you abreast on a range of issues that might affect your business and/or personal financial plans, AAFCPAs is pleased to share Q1 2025 Market Insights published by AAF Wealth Management, a wholly owned subsidiary of AAFCPAs. This provides investors with an understanding of what’s driven performance of late. The […]
From the Desk of Andy Hammond – April 2025
I hope this message finds you well. With recent headlines and market volatility, I understand that you may be feeling a sense of unease. Please know you’re not alone and that we are here for you. At AAF Wealth Management, we remain focused on what matters most: your long-term financial wellbeing. We regularly run Monte […]
Flood Nominated for CPA Experienced Leader, 2025 CalCPA Women to Watch Awards
AAFCPAs is pleased to announce that Destiny J. Flood, CPA, Commercial Partner, Outsourced Accounting & Fractional CFO has been nominated for CPA Experienced Leader at the 2025 CalCPA Women to Watch Awards presented at the 2025 Elevate: Women’s Leadership Forum. This recognition highlights her exceptional leadership, dedication to the profession, and contributions to the success […]
Developing Future Leaders in Accounting
Accounting Today (April 4th,2025)- As technology continues to automate routine tasks, the role of finance professionals is evolving, demanding deeper capabilities in critical thinking, communication and business acumen. Many of PrimeGlobal’s North American firms are focused on cultivating these skills in their future leaders. Carla McCall, managing partner at AAFCPAs, Randy Nail, CEO of HoganTaylor, […]
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 […]
FQHCs: Navigating Financial and Operational Challenges Amid Federal Funding Uncertainty
AAFCPAs’ Matthew Hutt, Vassilis Kontoglis, and Ryan K. Wolff offered insights in an educational session titled Navigating Financial & Operational Challenges in FQHCs at CHI 2025! This session was ideal for health center CFOs, COOs, and other decision-makers looking to adapt to the current federal and state funding landscape. In this session, attendees explored how […]
Navigating the Evolving Role of CFOs: Insights from Carla McCall’s FEI-Boston Fireside Chat
Carla McCall, CPA, CGMA, managing partner of AAFCPAs and Chair of the AICPA, recently shared valuable insights with a packed audience of FEI-Boston members on how CFOs can stay ahead in an increasingly complex business environment. The fireside chat, held on March 4th at the UMass Club in Boston, was moderated by Carolyn Jones, Market […]
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 […]
Tax and Accounting Implications in Buy-Side Business Transactions
Understanding the myriad tax implications of a buy-side business acquisition is essential to achieving a successful outcome. The way you structure the deal and approach due diligence can influence your financial results and help to avoid costly pitfalls. With the right strategies, you can identify opportunities to maximize tax benefits and streamline the integration process. […]