Business Process Optimization
How to Build a Reliable System of Record with Practical Data Strategy Insights
Financial systems are rarely as connected as they appear. As organizations grow and adopt specialized tools, each serving a distinct purpose, questions begin to emerge. Where does the most accurate version of a transaction live? Which system should drive reporting? Where does accountability reside? Without a clearly defined system of record, even routine tasks may […]
Six Ways to Regain Time Without Overhauling Your ERP/GL System
Some decisions are delayed not because they are unimportant, but because they are uncomfortable. For many finance teams, the thought of changing systems or introducing automation falls into that category—too expensive, too complex, too disruptive. But staying the course has its own cost. Hours spent maintaining spreadsheets, tracking deadlines manually, or entering transactions line by […]
Is Your Tech Stack Built for Real-Time Decision Making?
Finance leaders face increasing pressure to produce faster, accurate reports and maintain strong internal controls—all while managing lean teams and limited resources. Technology should help ease this burden. However, when systems are disconnected, it often creates more work. Teams spend more time managing data across platforms than leveraging it for decision-making. Reconciliations get delayed. Reports […]
Seminar Recap: Strategic Software Add-Ons to Streamline Operations
During AAFCPAs’ recent Nonprofit Seminar (April 2025), Robyn Leet and Stuart Karas of AAFCPAs’ Business Process & IT Consulting practice presented strategic considerations for nonprofit finance leaders looking to improve efficiency, automate painful manual operations, reduce duplication, and make better use of their existing software tools. Nonprofits often rely on a patchwork of systems—some modern, […]
Seminar Recap: You Can Automate That!
During AAFCPAs’ recent Nonprofit Seminar (April 2025), Ryan K. Wolff, MBA and Vassilis Kontoglis presented practical guidance to more than 550 attendees on how nonprofit finance teams are using automation and artificial intelligence to eliminate repetitive tasks, streamline operations, and accelerate digital transformation. Nonprofits are under pressure to do more with less, but the path […]
AI Chatbots and Deepfake Awareness: Navigating Risks and Training Your Team
During AAFCPAs’ recent Nonprofit Seminar (April 2025), Ryan K. Wolff, MBA and Vassilis Kontoglis presented practical guidance to more than 550 attendees on the responsible use of AI tools in the workplace including risk mitigation strategies, security policy considerations, and how to recognize and respond to deepfake threats. This article offers select takeaways for nonprofit […]
AAFCPAs Named One of The 2025 Best Firms for Technology
Boston, MA (May 22, 2025)—AAFCPAs, a U.S. Top 100 CPA and consulting firm, is pleased to announce it has been named one of The 2025 Best Firms for Technology by Accounting Today. This prestigious recognition highlights the firm’s commitment to leveraging cutting-edge technology to enhance end-to-end services under one roof and improve operational efficiency and […]
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 […]
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 […]