Technology & Process

Three Essential Steps to Prepare for Implementing Robotic Process Automation
As technology continues to advance at an unprecedented pace, we are exploring innovative solutions to streamline our clients’ operations and enhance efficiency. Robotic Process Automation (RPA) has emerged as a powerful software technology that automates repetitive tasks, freeing up valuable time and resources for more strategic initiatives. The business case for RPA is often clear […]

Robotic Process Automation is a Must-Have for Community Health Center CFOs
CFOs of Federally Qualified Health Centers (FQHCs) face a daunting obstacle when it comes to managing filings, data reporting, and process management. While already overburdened by high costs, high volume, and stringent regulations, these heavily manual tasks create an environment that is prone to inefficient functions and inaccurate data transfers. Not only do overwhelming […]

Optimize Your New ERP or GL System
Change is never easy. But as businesses evolve and leadership are pressed to maintain lean operations amid mounting cost constraints, adaptation becomes necessary. Optimizing your technology is no exception. Take Enterprise Resource Planning (ERP) and general ledger systems implementation, for example. Driven to get the greatest return for our investment, we commit a huge amount […]

AAFCPAs Recommends Common Sense Precautions After Spoofed Email
AAFCPAs was recently informed that one of its email accounts had been spoofed, i.e., an outside party impersonated the company while sending spam. Consequently, some individuals may have received an email that appeared authentic but contained inappropriate or spam-like content or promoted products or services that we do not sell. We want to assure you […]

What is Robotic Process Automation, Anyway?
Accounting transformation is driven by people who envision what’s possible. If you understand the power of RPA, you can make a list a mile long of potential transformations in how we do our work. In this webcast, recorded April 2023 at AAFCPAs’ Nonprofit Educational Seminar, Vassilis Kontoglis from AAFCPAs’ Business Process & IT Advisory Practice […]

Nonprofit Collaborative Budgeting
Ideally, your software should include all the core accounting features and functionality you need, including the ability to easily budget to department and person if necessary. In this webcast, recorded April 2023 at AAFCPAs’ Nonprofit Educational Seminar, AAFCPAs reviews system requirements that are proven to save management considerable time. We also demonstrate how efficiencies and […]

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?
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, […]

SOC Report: Why are our Sales & Marketing Teams Insisting we have one?
Prospects may ask for a SOC report as a way to assess the controls and processes in place at an organization before doing business with them. Many organizations, particularly in regulated industries or those that handle sensitive information, are required to demonstrate compliance with relevant regulations and industry standards. A SOC report can be an […]