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Stephanie Ash, CPA, AAFCPAs’ 2024 Growth Mindset Award Recipient

Celebrate Stephanie Ash, AAFCPAs’ 2024 Growth Mindset Award recipient, as she reflects on the power of perseverance, curiosity, and continuous improvement. A trusted manager and peer-nominated honoree, Stephanie is known for embracing challenges, driving process enhancements, and inspiring those around her to grow. Her leadership shines through in the small, consistent actions that elevate team […]

Seminar Recap: Strategic Software Add-Ons to Streamline Operations

During AAFCPAs’ recent Nonprofit Seminar (April 2025), Robyn Leet and Stuart Karas of AAFCPAs’ Business Process & IT Consulting practice presented strategic considerations for nonprofit finance leaders looking to improve efficiency, automate painful manual operations, reduce duplication, and make better use of their existing software tools. Nonprofits often rely on a patchwork of systems—some modern, […]

Seminar Recap: You Can Automate That!

During AAFCPAs’ recent Nonprofit Seminar (April 2025), Ryan K. Wolff, MBA and Vassilis Kontoglis presented practical guidance to more than 550 attendees on how nonprofit finance teams are using automation and artificial intelligence to eliminate repetitive tasks, streamline operations, and accelerate digital transformation. Nonprofits are under pressure to do more with less, but the path […]

Ryan Wolff Presented on Innovation Strategy and Technology Adoption at CwX 2025

AAFCPAs was featured at CwX 2025, where Ryan Wolff, MBA, a leader of Strategic Innovation & Data Analytics, joined a panel focused on advancing firmwide technology adoption. Hosted by Rob Brown, co-founder of the Accounting Influencers Roundtable, the session brought together leaders who are driving change in how firms adopt and scale emerging tools. In this […]

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 […]