Human & Social Services

Leading the Way in Comprehensive CPA and Consulting Solutions for Multi-Service Human Services Agencies

Human Services CPA and Consulting

CPA, CFO, and Consulting Services for Health & Human Services

AAFCPAs provides comprehensive financial analysis, strategic planning, and compliance solutions to complex health and human services agencies. We help clients streamline costs, improve efficiency, and ensure regulatory compliance, empowering them to lead their sectors and deliver vital services.

With deep expertise in navigating government contracts, regulatory requirements, and high-demand environments, we enable leaders to optimize operations while staying focused on mission-critical programs.

We support a wide range of human services clients in managing fiduciary responsibilities tied to crucial funding for food security, childhood services, foster care, workforce development, behavioral health, trauma care, housing, and disability services.

Depth of Solutions and Expertise with Health & Human Services Agencies

AAFCPAs’ team of 350+ multi-disciplinary professionals includes CPAs, Consulting Tax Attorneys, Consulting CFOs & Controllers, Data Analysts, Business Process and IT Security Professionals, as well as Investment Advisors. Our bench is deep with hands-on expertise serving multi-service human services providers.  

Our solutions are tailored to meet the strategic objectives of CEOs and CFOs, ensuring a clear path toward operational scalability and financial sustainability.

Solutions

AAFCPAs’ tailored services range from strategic decision-making and operational efficiency to compliance and risk management.

Tax Positioning & Compliance
Optimizing Reimbursements
Outsourced Accounting & Fractional CFOs
Nonprofit Reserve & Endowment Management
Technical Accounting Advisory
Business Process Improvement
System Selection & Implementation
Data Intelligence
IT Security
Board Training
Independent/ Consultative Audits & Reviews

Tax Positioning & Compliance

AAFCPAs ensures compliance with a holistic approach to your nonprofit’s financial picture, optimizing resources and enhancing appeal to funders.

Learn more about our Tax & Compliance Solutions >>

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IRS Forms 990 presentation & filing
Tax Credit Consulting
UBIT Consulting
State & Local Tax
Tax Consulting Attorneys

Optimizing Reimbursements

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Revenue Cycle Management (RCM)
Coding and Billing Optimization
Denial Management
Contract Management and Negotiation
Documentation Improvement
Financial Reporting and Analysis
Training and Education

Outsourced Accounting & Fractional CFOs

AAFCPAs specializes in providing high-quality, cost-effective cloud-based Accounting and Advisory solutions for commercial businesses and nonprofits of all sizes.  Learn More >>

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CFO Advisory
Finance Function Assessments
Financial Planning & Analysis
Transactional Accounting & Bookkeeping
Audit/Tax Compliance Readiness

Nonprofit Reserve & Endowment Management

The stronger you are financially, the better you are able to serve your community. AAF Wealth Management constructs financial strategies which help you enhance and leverage the use of your assets for short and long-term goals, optimize the services you are able to provide, and further your mission. Learn More >> 

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Portfolio Management
Spending & Investment Policy Statements
Executive Benefits & Compensation

Technical Accounting Advisory

Enhance Financial Compliance with AAFCPAs’ Technical Accounting Advisory Solutions: New Accounting Standards, Complex Transactions, IFRS Conversion & Audit Preparation. Learn More >>

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Guidance on New Tax Code & ASUs
M&A Due Diligence
Grant Compliance

Business Process Improvement

Companies change in size, complexity, or just evolve over time.  Their processes do not necessarily evolve appropriately to match the company’s changes.  Typically, process changes lag behind advancements in their software too. Learn More >>

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Business Process Assessments & Gap Analysis
Internal Controls Consulting
Robotic Process Automation
Change Management Consulting

System Selection & Implementation

In some cases, business processes may be improved through better optimization of existing systems and enhanced user training. In other cases, organizations may have simply outgrown their accounting and/or operations system. Learn More >>

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ERP & General Ledger Systems
Staff Management Software
Change Management Consulting
Migration to the Cloud

Data Intelligence

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Data Analytics & Dashboarding
Financial Planning & Analysis

IT Security

AAFCPAs’ IT/Cyber Security Assessments help identify risks from the use of technology that could potentially cause information loss or financial or reputational harm to an organization.

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IT General Controls (ITGCs)
Vulnerability Assessments
Configuration Assessments
Infrastructure Operations
Regulatory and Compliance
Phishing
Vulnerability Management as a Service (VmaaS)
SOC Report Assessments for Outsourced Services

Board Training

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Understanding Your Financial Statements

Independent/ Consultative Audits & Reviews

Experience the Best in Assurance Services with AAFCPAs: Expertise, Agility, and Exceptional Value

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Financial Statement Audits
Employee Benefit Plan Audits
Uniform Guidance / Single Audits
State-Specific Filing Requirements (e.g., UFR)
Audit Readiness

State & Local Tax

Nonprofit organizations are often thought to be tax exempt. But this is a misnomer, as there are many situations where a nonprofit may have to either pay or collect and remit tax. Learn More >>

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Employee Payroll Taxes
Property Taxes
Sales Tax

Tax Consulting Attorneys

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Nonprofit Formation and Dissolution
Tax-Exempt Status and Compliance
Nonprofit Conversion and Restructuring
Lobbying and Advocacy
Out-of-State Registrations

Strategic Decision-Making 

AAFCPAs offers a comprehensive suite of services to enhance strategic decision-making, providing C-level executives with actionable insights that align operations with business goals. Our services include data analytics to optimize service delivery, financial forecasting to anticipate funding changes, and market analysis to benchmark performance against sector trends.

We also provide mergers and acquisitions advisory, risk management tailored to sector-specific challenges, change management, and technology advisory to drive service efficiency and strategic growth. Together, these services help human services organizations optimize resource utilization and align operations with strategic objectives.

Investment management and Board governance consulting further support asset management and ensure strong oversight and strategic direction.

For human services agencies, staying ahead of funding shifts is critical. We offer financial modeling and forecasting to address fluctuating government grants, helping leaders anticipate and mitigate risks while maintaining compliance with regulatory standards.

How One Nonprofit Distributed ~$700 million to 15,000+ Small Businesses in ~4 Months

Client Success Story: Massachusetts Growth Capital Corporation (MGCC) was charged with standing up a new program to quickly deliver an unprecedented amount of relief to small businesses across Massachusetts impacted by the pandemic. Learn how AAFCPAs helped them accomplish this.

Learn More

Operational Efficiency 

AAFCPAs delivers tailored strategies to enhance efficiency across people, processes, and systems. By assessing financial health and identifying cost-saving opportunities, we help streamline operations and optimize resource use. Our advisors specialize in revenue cycle management, assisting healthcare agencies in maximizing reimbursements. With expertise in best practices and technology integration, we enable clients to focus on their mission while achieving peak performance.

Our solutions include Business Process Assessments, Robotic Process Automation, System Selection & Implementation, Outsourced Accounting, Fractional CFO services, and Cloud Migration. We empower organizations to work smarter, do more with less, ensuring sustainable success.

We understand the pressures human services providers face, from funding shortages to regulatory scrutiny. Our team specializes in optimizing processes for high-demand services like behavioral health, workforce development, and housing.

Partnering closely with CFOs, we drive operational efficiencies and cost-effective resource management, enabling leadership to stay focused on mission-critical goals. Our expertise in organizational transformations equips C-suite executives to lead through change while maintaining optimal performance.

Compliance: Audit, Assurance, Tax, and More  

At AAFCPAs, we provide proactive guidance to help you navigate complex regulatory landscapes, ensuring compliance, avoiding penalties, and securing essential funding. Our thorough audits, led by specialists up-to-date on Uniform Guidance, state-specific requirements, and new accounting standards, deliver both compliance and actionable insights. We specialize in audits that adhere to governmental regulations, with a focus on cost reporting, internal controls, and financial management tailored to nonprofits. We also prepare your staff for compliance and advise on transparency best practices to maintain stakeholder trust.

Beyond independent auditing, our team includes consulting tax attorneys, outsourced accounting, and fractional CFOs. Our tax attorneys offer strategies for navigating complex tax issues, while outsourced accounting ensures accurate, up-to-date financial records without the overhead of full-time staff. Fractional CFOs provide strategic leadership to guide your organization through growth and critical decisions, customizing their approach to your needs. This comprehensive suite ensures your financial and compliance needs are expertly managed.

Human and social services organizations face stringent regulatory frameworks, often going beyond typical nonprofit requirements. We bring deep experience in managing compliance and adopting new accounting standards for agencies reliant on government funding, providing finance executives peace of mind in overseeing multiple funding sources.

Risk Management 

AAFCPAs proactively identifies and mitigates financial and operational risks through customized strategies. We conduct thorough risk assessments, evaluate internal controls, and offer services including compliance audits, cybersecurity, business continuity planning, and fraud prevention. Our approach ensures operational stability, regulatory compliance, and asset protection.

Human services agencies face unique risks, from compliance failures to vulnerabilities during leadership transitions, service expansions, and the management of sensitive patient data and personally identifiable information (PII). Our tailored risk assessments address these specific challenges, helping executives safeguard against funding loss, data breaches, fraud, and service disruptions.

“We are really honored to do the work we do. The group of young people we work with have a lot going on. I’m a youth worker at heart. So having our house in order economically, funding wise, and financial-system wise is crucial.

Having a firm like AAFCPAs, with expertise for nonprofits, is critical. I think that as you grow and as you have more complicated funding sources and the need to navigate major economic shifts, having a firm that helps you advance through that and who you can comfortably ask questions to is really key. Because I don’t have a crystal ball.”

Contact Our Team

Explore our consultants and find the team member best suited to your needs, or reach out to us through the contact form below and we will match you with the appropriate expertise.

Thomas Muldoon
Thomas Muldoon

Thomas Muldoon

CPA, CGMA | Partner
Lauren M. Duplin
Lauren Duplin

Lauren M. Duplin

CPA | Partner & Consulting CFO

Contact AAFCPAs

We look forward to speaking with you to determine how we may best solve your needs. A firm representative will reach out to your within one business day. Looking for additional ways to reach us? Visit our Contact Page. >>