AAFCPAs’ Advisory Solutions bring together deep financial expertise, innovative technology consulting, and strategic insight. From risk management to automation, data analytics to CFO guidance, our specialists provide tailored solutions to help nonprofits, businesses, and individuals achieve clarity, efficiency, and growth.
Since 1973, AAFCPAs has been a trusted partner for organizations and individuals seeking to strengthen operations, drive growth, and make informed financial decisions. Whether you’re navigating a business transformation, implementing new technologies, or planning for generational wealth transfer, our holistic, client-focused approach ensures tailored, practical, and enduring solutions.
Technology & Process Advisory
Smart Automation: AI & RPA
Smart Automation: AI & RPA
Unlock faster, smarter finance operations with secure, scalable automation. Learn how AI and RPA are helping CFOs streamline processes and lead digital transformation.
Business Process Optimization
Business Process Optimization
Improve efficiency, reduce errors, and strengthen controls. Learn how AAFCPAs helps organizations align processes with systems and growth goals.
Business Intelligence & Analytics
Business Intelligence & Analytics
Turn complex data into clear decisions. AAFCPAs builds custom dashboards and analytics tools that reveal insights, improve performance, and support growth.
System Selection, Implementation & Optimization
System Selection, Implementation & Optimization
Outgrowing your current system? We help assess your requirements, evaluate options, and guide you through a smooth and cost-effective software selection process.
Collaborative Budgeting
Collaborative Budgeting
Budgeting is one of the more time consuming and frustrating annual tasks. AAFCPAs helps clients get more done in less time with an easy to use and affordable cloud-based software.
Risk Management & Cybersecurity
Enterprise Risk Management
AAFCPAs partners with organizations to build structured risk frameworks that identify, assess, and monitor risk enterprise‑wide while seizing strategic opportunities. Our approach integrates internal control design, compliance, and governance to support sustainable decision making and organizational resilience.
Cybersecurity and IT Risk
Cybersecurity and IT Risk
Transforming data into actionable insights. AAFCPAs helps strengthen your cybersecurity and IT risk posture without compromising operational efficiency. We deliver practical, right-sized strategies to manage threats, meet compliance requirements, and protect critical systems and data.
SOX 404 Consulting
SOX 404 Consulting
AAFCPAs helps public companies and pre-IPO organizations meet SOX 404 requirements with efficient, risk-based internal control solutions. Our team streamlines compliance, enhances control design, and supports alignment with external auditors to reduce effort and cost.
Internal Control and ITGCs
Internal Control and ITGCs
Developing and maintaining an effective control environment is essential for governance, compliance, and risk management. We partner with you to assess and strengthen your controls, turning regulatory requirements like Internal Controls over Financial Reporting (ICFR) into opportunities for improved confidence, performance, and efficiency.
SOC Reporting Services
SOC Reporting Services
AAFCPAs delivers trusted SOC reports that demonstrate your organization’s strong controls and commitment to managing risk. Our expert team provides thorough, efficient assessments—backed by certified ethical hacker oversight—to help you build trust with clients and ensure compliance and operational integrity.
Technical Accounting Advisory
Business Transaction Advisory
Business Transaction Advisory
We help clients make informed decisions and execute transactions through all stages of the deal cycle. From managing risks to maximizing deal returns, AAFCPAs has the specialized knowledge, tax depth, and technical expertise that sellers, buyers and lenders need.
Outsourced Accounting & Fractional CFOs
Financial Planning & Analysis
Financial Planning & Analysis
Strategic Financial Planning & Analysis: AAFCPAs works with clients seeking support and smart ways to visualize and analyze their data to provide timely and actionable insights.
Financial Forecasts & Projections Consulting
Financial Forecasts & Projections Consulting
Whether we provide simple projections, complex financial modeling, or interpretive insights, AAFCPAs will greatly assist you in determining and achieving your organizations financial goals.
Meet AAFCPAs’ Advisory Leadership
James Jumes
James Jumes
MBA, M.Ed. | Partner, Governance, Risk & Compliance
Vassilis Kontoglis
Vassilis Kontoglis
Partner, AI Digital Transformation & Security
Robyn Leet
Robyn Leet
Partner, Business Process, Systems & Controls
Destiny J. Flood
Destiny J. Flood
CPA | Partner, Commercial Outsourced Accounting & Fractional CFO
Joyce Ripianzi
Joyce Ripianzi
CPA | Nonprofit Partner, Outsourced Accounting & Fractional CFO
Janice O’Reilly
Janice O’Reilly
CPA, CGMA | Partner
Courtney McFarland
Courtney McFarland
CPA, MSA, 340B Apexus Certified Expert™ | Partner
Lauren M. Duplin
Lauren M. Duplin
CPA | Nonprofit Partner, Outsourced Accounting & Fractional CFO
