Ryan Wolff to Present on Innovation Strategy and Technology Adoption at CwX 2025

AAFCPAs will be featured at CwX 2025, where Ryan Wolff, MBA, a leader of Strategic Innovation & Data Analytics, has been invited to join a panel focused on advancing firmwide technology adoption. Hosted by Rob Brown, co-founder of the Accounting Influencers Roundtable, the session brings together leaders who are driving change in how firms adopt and […]

The Role of Internal Controls in Effective Risk Management

Internal controls—or the policies, procedures, and systems that safeguard assets and ensure compliance—are essential for managing risk. They help organizations prevent fraud, prevent and detect errors, and meet regulatory requirements. Beyond risk mitigation, internal controls enhance financial accuracy, protect critical assets, and improve efficiency. When aligned with organizational goals, they create a framework that supports […]

Streamlining Operations with a Modern ERP System

Incompass Human Services modernizes its financial and operational workflows, improving efficiency, compliance, and transparency. As the multi-service health and human services agency grew, despite its longstanding success, Incompass recognized the need to innovate to stay ahead of the evolving demands of the industry. Like many other large health and human services providers, the agency faced […]

Insights on Leadership and Grooming Future Leaders with AICPA Chair Carla McCall

Accounting Marketing (March 18, 2025)- As the accounting industry continues to grow and develop, understanding the journey and insights of seasoned leaders can provide invaluable guidance for those aspiring to take on leadership roles or groom future leaders. AAM Member JoAnne Starks, Chief Content Officer of AAFCPAs delved into the experiences and wisdom of Carla McCall, CPA, […]

AAFCPAs’ 2024 Growth Story Included Six New Partners

Boston, MA (January 27, 2025) — AAFCPAs reflects with gratitude on our success and organic growth in 2024 with six partnership additions. The company continues in its organic growth trajectory as valued clients spread the word about AAFCPAs’ exceptional value, agility, responsiveness, national reach, and innovative technology-driven solutions. 2024 partner additions included: Jonathan Bloom, CFP®, […]

Shauna (Sullivan) Harvey, CPA

Shauna is an experienced public accounting professional with a strong foundation in learning and development along with human resource management. A leader of AAFCPAs’ Learning & Development department, Shauna helps team members acquire technical and leadership development training at all levels, from new professionals to partners.  She provides access to training needed to build leadership […]

Nonprofit Seminar 2025

On April 30, 2025 AAFCPAs’ held our Annual Nonprofit Seminar! This event delivered practical strategies to help nonprofit leaders and finance professionals navigate current challenges, optimize operations, and drive long-term success within your organization. During the seminar, attendees: Stay tuned for our webinars OnDemand! April 2025 Agenda | Testimonials Your Event Agenda Our carefully curated […]

Best Practices for Cash Management

10 Tips for Effective Cash Management Understanding and managing cash is essential to running a business. Cash is at the center of every decision, from paying bills to meeting payroll. Effective cash management also ensures a business can invest in new projects, expand operations, and prepare for unexpected expenses or downturns. It ensures timely credit […]

OSD Procurement Regulations Related to Environmentally Preferable Products  

AAFCPAs would like to inform our health and human services clients that the Operational Services Division (OSD) of Massachusetts is planning to amend 808 CMR 1.00 to include provisions and requirements related to Environmentally Preferable Products (EPPs). While these amendments are currently in the early stages and OSD is soliciting feedback, their implementation appears imminent.  […]