Topic
Stock Sale Essentials: Key Steps for Private Company Owners
How Can Private Company Owners Prepare for a Successful Stock Sale? When a private company is sold, every contract, employee relationship, and financial detail faces close examination. In a stock sale, ownership, along with the company’s legacy, obligations, and opportunities, transfers to the buyer. While the process can be complex and demanding, thorough preparation by […]
Organized Books & Records Support Efficient Financial Statement Audits and Timely Tax Filings
We all know that clean, complete, and well–organized prepared by client materials (PBCs) can directly shorten audit and tax compliance preparation timelines. However, teams do not always provide those in the ideal condition. As busy season reaches its peak, pressure intensifies for fellow public accounting auditors and their clients alike to keep financial affairs in […]
AAFCPAs’ David McLaren Secures WBJ “Best of Business 2026” Honors in Valuation and Forensics
AAFCPAs’ David McLaren, Partner, Forensic and Business Valuation, has been recognized by the Worcester Business Journal’s Best of Business 2026 awards for excellence in both business valuation and forensic accounting—a rare dual honor that reflects not only the technical rigor of his work, but also the steady, investigative clarity he has brought to complex financial […]
AAFCPAs Invited to Speak on Finance Fundamentals for In-House Legal Teams
Join AAFCPAs Consulting CFOs and Risk Advisory practice leaders for an engaging session hosted by New England Corporate Counsel Associations, Inc. (NECCA) focused on strengthening collaboration between legal, finance, and business teams. The session, Speaking the Same Language: Finance Fundamentals for Legal Teams, is designed for in-house counsel who want a clearer understanding of essential […]
Due Diligence Preparation That Supports Stronger M&A Outcomes
Due diligence serves as the buyer’s primary tool for validating financial, operational, and compliance assumptions in a transaction. When documentation is incomplete, inconsistent, or poorly explained, diligence shifts from confirmation to investigation. This change increases scrutiny, extends timelines, and may place transaction value at risk. For sellers, the greatest exposure often stems not from complex […]
How to Level Up Financial Planning & Analysis
The Crucial Role of FP&A Financial Planning & Analysis (FP&A) plays a crucial role in an organization’s success and increasingly overlaps with business intelligence and data analytics. Budgeting, forecasting, and analytics support decision makers at organizations of all sizes. Most have the basic building blocks to drive FP&A—for instance, a good grasp of their industry, […]
Top Skills and Tools CFOs Need to Stay Future Ready
Finance leaders work across functions, shaping decisions in real time and navigating complexity that cannot always wait for quarterly updates. Their insight is drawn into conversations about growth, risk, technology, and talent. Meeting these expectations calls for a blend of technical knowledge, business awareness, and the ability to move across systems and departments with clarity. […]
IRS Updates Guidance on Business Interest Deductions
Key takeaways: The Internal Revenue Service recently clarified its Section 163(j) FAQs following changes under the One Big Beautiful Bill Act. These updates do not create new law but provide practical guidance for companies evaluating financing, merger and acquisitions activity, or capital investments. For businesses with significant depreciation or amortization, the revised framework helps align […]
How Boston Senior Home Care Reduced Claim Denials by 90% — A Live Client Webinar
Boston Senior Home Care slashed monthly claim denials from $65,000 to just $6,000 by automating one of the most time‑consuming, risk‑prone processes in their organization. Join us to see how this transformation delivered real‑time visibility, restored staff capacity, and created a proactive model any Aging Services Access Points (ASAPs) can replicate. Speakers include Vassilis Kontoglis, […]