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What I Learned: Moving AAFCPAs to a Work from Anywhere Model

LinkedIn Pulse (March 9, 2022) – What I Learned: Moving AAFCPAs to a Work from Anywhere Model “Where there are challenges, there are opportunities to learn. We announced our #workfromanywhere model last year with clear guidelines to help shift our mindset,” said Carla McCall, AAFCPAs’ Managing Partner. “It takes work, but it can work. We […]

Sandy Keegan, MSA

Sandy is a member of AAFCPAs’ specialized Employee Benefit Plan Audit & Consulting Practice with extensive expertise in the Department of Labor’s stringent rules and regulations for reporting and disclosure under ERISA. She supervises audits and advises plan sponsors on ERISA compliance requirements, including those associated with administering 401K, 403B, Defined Benefit, and Health & Welfare Plans. She reviews Form 5500s to confirm that investments reflect accurately in the financial information, and that clients are operating the plan in compliance with ERISA.

Cannabis Business Owners: Are you ready for an exit?

Consolidation is a defining aspect of the cannabis industry in its current stage. Mergers and acquisitions are mounting at a breakneck pace: Viridian’s Deal Tracker counts 265 North American transactions YTD in 2021, compared to 71 in the same period last year. Nearly 200 of those deals involved U.S. companies. It is not just the […]

AAFCPAs’ 2021 CFO Survey Finds Data Management Is Catalyst for Change

CFOs seek better inputs, predictability, and the talent to translate data Boston, MA (August 10, 2021) – AAFCPAs, a best-in-class CPA and consulting firm known for assurance, tax, accounting, wealth management, valuation, business process, and IT advisory solutions, today released its 2021 CFO Survey Report. The survey found that across the board, CFOs are prioritizing […]