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Browse AAFCPAs’ Most Recent Blogs
How SaaS and AI Companies Benefit from SOC 2 Examinations - Key takeaways: Strengthening Security, Governance, and Trust Artificial Intelligence (AI) is reshaping how companies develop software, deliver services, and engage with clients. For AI developers and providers, rapid innovation comes with heightened responsibility to ensure systems are secure, reliable, and well-controlled. SOC 2 examinations help organizations respond to customer and stakeholder expectations for validated security […]
How Nonprofits Can Prepare for Any Financial Scenario - Key takeaways: Organizations rarely have the luxury of planning in calm conditions alone. Funding models change, costs rise, programs evolve, and expectations continue to grow. The organizations best positioned to respond are not those that predict every outcome, but those that have already done the work to understand their cost structure, program sustainability, and financial […]
John Buckley Joins PrimeGlobal World Board - Boston, MA (February 13, 2026) – AAFCPAs, a U.S. Top 100 CPA and advisory firm, is pleased to announce that John R. Buckley, CPA, CGMA, Partner at AAFCPAs and leader of the firm’s educational services practice, has been appointed as a North America Director to the Prime Global World Board of Directors. AAFCPAs is a […]
Carla McCall to Keynote LC Vista Community Summit - Ready to level up learning and compliance at your firm? AAFCPAs’ Managing Partner Carla McCall, CPA, CGMA will serve as keynote speaker at the LC Vista Community Summit in Dallas this spring. The event brings together talent management, learning and development, and operations leaders from the U.S. top 200 CPA firms. Carla’s keynote, How Talent […]
Stock Sale Essentials: Key Steps for Private Company Owners - How Can Private Company Owners Prepare for a Successful Stock Sale? When a private company is sold, every contract, employee relationship, and financial detail faces close examination. In a stock sale, ownership, along with the company’s legacy, obligations, and opportunities, transfers to the buyer. While the process can be complex and demanding, thorough preparation by […]
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’ David McLaren Secures WBJ “Best of Business 2026” Honors in Valuation and Forensics - AAFCPAs’ David McLaren, Partner, Forensic and Business Valuation, has been recognized by the Worcester Business Journal’s Best of Business 2026 awards for excellence in both business valuation and forensic accounting—a rare dual honor that reflects not only the technical rigor of his work, but also the steady, investigative clarity he has brought to complex financial […]
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 […]
Carla McCall Engages with Emerging Leaders at Boston Business Journal Mentoring Monday - Carla McCall, CPA, CGMA will serve as a mentor at the Boston Business Journal’s 13th annual Mentoring Monday program on February 23, joining business leaders from across the region for an afternoon focused on professional growth, shared experience, and connection. Hosted at Encore Boston Harbor, the annual event brings together women at different stages of […]
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 […]