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Browse AAFCPAs’ Most Recent Blogs
AAFCPAs’ Career Development Leaders Achieve International Coaching Certification - Mary-Katharine Hardy, Director of Career Development & Engagement, and Kayla McEwen, Assistant Director of Career Development & Engagement, have earned the Associate Certified Coach (ACC) credential from the International Coaching Federation. This globally recognized credential signals a commitment to professional standards and strengthens AAFCPAs’ leadership in developing team members. Recognized for her strategic leadership, decisive […]
2025 HRSA Site Visit Protocol Updates Refine Compliance Expectations - The Health Resources and Services Administration (HRSA) has released its 2025 updates to the Health Center Program Site Visit Protocol, refining how Operational Site Visits are conducted for Federally Qualified Health Centers (FQHCs) and Look-Alikes. Many revisions align language and methodology with current program guidance. Several changes, however, provide clearer direction in areas where documentation […]
How Nonprofits Spot Loss‑Leading Programs Early and Keep Their Mission Moving Forward - Key Takeaways: Identifying Loss-Leading Programs Early Nonprofit leaders balance mission and financial responsibility every day. For organizations with multiple programs, that balance grows even more complex as funding sources multiply, staffing challenges persist, and reporting expectations increase. Over time, financial pressure may emerge in subtle ways. An organization may continue to meet its obligations and […]
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 […]
Purchase Agreement Essentials: Key Components and Common Pitfalls for Business Transactions - A purchase agreement is the cornerstone of any business transaction. It defines what is being bought or sold, outlines the obligations of each party, and sets the terms for closing. Even minor ambiguities can create friction after the close, extend timelines, or reduce realized value for buyers or sellers. While legal counsel drafts the formal […]
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 […]