Outsourced Accounting & Finance
How To Preserve Value After a Merger or Acquisition
Effective integration post-transaction depends on anticipating operational challenges, aligning teams and systems, and applying practical oversight from the outset. Early clarity and structured support help buyers turn deal assumptions into measurable results and lasting value. Key Takeaways: Acquiring a business post transaction brings a shift from negotiation to execution. Having a smooth integration of operational […]
How to Identify Common Inefficiencies in the Finance Function
Key Takeaways: Even strong finance teams can face hidden gaps that slow reporting or leave the organization exposed when there is a transition in key team members. Clarifying workflows and ownership helps recover time, reduce manual effort, and focus on higher-value tasks. The accounting and finance function often appears sound, largely because processes evolve gradually […]
Speaking The Same Language: Finance Fundamentals for Legal Teams
Key Takeaways: Aligning Legal Review with Financial Reality Legal teams are often asked to weigh in on decisions that carry financial consequences, even when the issue appears purely contractual or regulatory. A basic understanding of financial statements and reporting principles equips counsel to see those consequences more clearly. It also supports more informed discussions with […]
Janice M. O’Reilly to Retire March 1
AAFCPAs announced today that Janice M. O’Reilly, CPA, CGMA will retire effective March 1, 2026, marking the culmination of an extraordinary career defined by leadership, vision, and enduring impact. Over nearly a decade with the firm, Janice has been a trusted advisor to clients navigating pivotal moments, a builder of nationally recognized advisory practices, and […]
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 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, […]
AAFCPAs Expands Outsourced Accounting and Audit Teams
AAFCPAs, a U.S. Top 100 CPA and consulting firm, is expanding its talent community with the addition of three talented and accomplished professionals. Their backgrounds span education, healthcare, and nonprofit sectors, bringing a combination of technical depth and practical insight that enhances AAFCPAs’ ability to deliver proactive, results-oriented solutions for complex client needs. Ahmatjan advises […]