Topic

Protect Your SS Information from Fraud
AAFCPAs would like to make clients aware there have been reported incidents of identity theft involving Social Security Administration (SSA) accounts. These incidents highlight the importance of setting up SSA login credentials, enabling email notifications, and regularly monitoring your account for any suspicious activity. There have been reports of unauthorized changes to SSA account information, […]

Ryan Wolff to Present on Innovation Strategy and Technology Adoption at CwX 2025
AAFCPAs will be featured at CwX 2025, where Ryan Wolff, MBA, a leader of Strategic Innovation & Data Analytics, has been invited to join a panel focused on advancing firmwide technology adoption. Hosted by Rob Brown, co-founder of the Accounting Influencers Roundtable, the session brings together leaders who are driving change in how firms adopt and […]

Reframing AI and the Evolution of the CPA’s Role
Colorado Society of CPAs- Artificial intelligence (AI) has garnered significant attention in the accounting profession in recent years. To better understand its potential impact, it is useful to reflect on lessonsfrom past technical advancements in the field. With this foundation, we can shift ourfocus to how AI can reshape current practices and the practical steps […]

HRSA Cancels 2025 UDS+ Reporting Requirement
AAFCPAs would like to make clients aware that the Health Resources and Services Administration (HRSA) announced health centers will not need to submit the UDS+ report for the 2024 reporting year, originally due May 30, 2025. This update was shared during HRSA’s BPHC Program Updates webinar this week and confirmed in the Primary Health Care […]

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 […]

Navigating Economic Uncertainty: Strategies for Nonprofit Resilience
In this article: Economic volatility threatens not only nonprofit organizations but also the communities they serve. Funding uncertainty may disrupt essential services, particularly for vulnerable populations who rely on healthcare, housing, and social support programs. As costs rise and providers consolidate, access to care may become more limited, leaving individuals and families with fewer options […]

Pickleheads, the Wheel of Life, and Personal Growth
As a wealth advisor and a former clinical psychologist, I’ve always believed that true financial well-being is about more than just dollars and cents. It’s about creating a life that feels balanced, meaningful, and fulfilling in all areas. One of my favorite tools to support this mindset is the Wheel of Life—a simple yet powerful […]

Navigating Funding Uncertainty: Strategies for Life Sciences Organizations to Mitigate Risk
In the life sciences sector, where innovation often relies on grant funding, financial stability has become increasingly uncertain. Federal budget constraints and shifting political priorities pressure organizations to adopt a proactive approach to managing grants. As opposed to reacting to changes as they happen, AAFCPAs advises that clients anticipate potential funding risks and implement strategies […]

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 […]