System Selection & Implementation

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Microsoft Discontinues Dynamics Great Plains Support

Microsoft Discontinues Dynamics Great Plains Support

AAFCPAs would like to make clients aware that Microsoft is discontinuing support for its Dynamics Great Plains software. Sunset of its mainstream support began in 2020, with extended support slated to phase out by 2028. While the system will not vanish completely, users may begin to find that select integrations and/or functions cease to perform […]

Essential Questions CFOs Must Ask When Choosing an Accounting or ERP System

Essential Questions CFOs Must Ask When Choosing an Accounting or ERP System

CFOs often in their careers encounter a time that they need to find a new accounting or ERP system because their current system becomes outdated, inefficient, or unable to support their growing needs. Other factors such as mergers, compliance changes, integration issues, and strategic initiatives can also prompt the search for a new system. Must-have […]

Making the Shift from Static to Dynamic Budgeting

Making the Shift from Static to Dynamic Budgeting

During AAFCPAs’ Nonprofit Educational Seminar (April 2023), Business Process & IT Consulting leaders Robyn Leet and Dawn M. Pantano, CPA, CITP updated 400+ CFO and Executive Director attendees on ways nonprofit budgeting software can save time, enhance collaboration, boost decision making year-round, and significantly improve productivity. The full session was recorded and may be viewed […]

Is tech sprawl hurting your business?

Is tech sprawl hurting your business?

Technology is designed to make our lives easier with real-time insights, analytics, and collaboration and communication tools. This is instrumental in managing on-site teams as well as today’s remote and hybrid workforce. But how much is too much? In an attempt to support various preferences, many companies have become weighed down with too many SaaS […]

QuickBooks Desktop 2020 Service Discontinued

QuickBooks Desktop 2020 Service Discontinued

In a recent announcement, Intuit provided details about their discontinuation of QuickBooks Desktop 2020 service, effective May 31, 2023. This includes all 2020 versions of QuickBooks Desktop Pro, QuickBooks Desktop Premier, QuickBooks Desktop for Mac, and QuickBooks Enterprise Solutions 20.0. Other Intuit products are affected by the software discontinuation. Those who didn’t upgrade QuickBooks Desktop […]

Budget Faster, Report Easier, Collaborate Better with Martus™ Software

Budget Faster, Report Easier, Collaborate Better with Martus™ Software

New Value-added Reseller Program Pairs AAFCPAs’ Industry Expertise with Hands-on Set-up, Optimization, and Support Boston, MA (May 3, 2023) – AAFCPAs, a preeminent 300+ member CPA and consulting firm specializing in tax, assurance, accounting, wealth management, business process and IT advisory solutions, today announced its partnership with Martus Solutions. As a value-added reseller, AAFCPAs will […]

How to Identify Areas of Improvement within Processes and Systems?

How to Identify Areas of Improvement within Processes and Systems?

Whether caused by external forces like the pandemic or internal shifts at a specific company, there is a renewed focus on operational efficiencies. Your employee resources may be consistently frustrated by challenges such as: Extensive manual data manipulation in Excel Lack of reporting functionality in your system Information maintained in multiple systems Difficulty gaining cooperation, […]

Pantano Earns Sage Intacct Implementation Specialist Certification

Pantano Earns Sage Intacct Implementation Specialist Certification

AAFCPAs is pleased to announce that Dawn M. Pantano, CPA, CITP, Manager, Business Process & IT Advisory, has earned the Sage Intacct Implementation Specialist certification. The Implementation Specialist certification is a demonstration of Dawn’s expertise implementing and configuring Intacct, reporting, and dashboards. Dawn helps clients get the most out of all the features available in […]

Phases in Selecting & Implementing a New Finance or ERP System

Phases in Selecting & Implementing a New Finance or ERP System

Selecting and implementing a new Finance or Enterprise Resource Planning (ERP) system can be a daunting prospect, especially for organizations and users accustomed to antiquated business processes customized to fit their current systems’ limited functionality. Even if it is something that will help your team succeed in the long run and end up saving them […]