Advisory Solutions
AAFCPAs quickly earns the role of trusted business advisor by providing proven advisory solutions in diverse areas critical to the success of our clients.
Strategic Advisory Services for Nonprofits, Businesses & Individuals
AAFCPAs delivers customized business advisory, information technology consulting, and financial advisory services to nonprofit organizations, privately held commercial companies, high-net-worth individuals, and estates and trusts. Our team of seasoned consultants brings a unique blend of technical insight, strategic thinking, and hands-on experience to help clients solve complex challenges and achieve meaningful results.
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.
Business Process & Internal Controls
Business Process & Internal Controls
AAFCPAs’ integrated Business Process & IT Consulting practice strengthens the links between people, process, and technology, which increases productivity and drives business growth.
IT Risk/Cyber Security Assessments
IT Risk/Cyber Security Assessments
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.
System Selection and Implementation
System Selection and Implementation
AAFCPAs performs Business Process Assessments and advises clients on improvement opportunities, or when a new system is in order.
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.
Migration to Cloud Computing Platforms
Migration to Cloud Computing Platforms
AAFCPAs’ seasoned IT infrastructure and security professionals have extensive technology consulting, implementation, and governance experience and uses a well-architected cloud migration methodology to deliver a complete & guided process.
Technical Accounting Advisory
Technical Accounting Advisory
Enhance Financial Compliance with AAFCPAs’ Technical Accounting Advisory Solutions: New Accounting Standards, Complex Transactions, IFRS Conversion & Audit Preparation
Forensic Accounting
AAFCPAs’ forensic accounting team applies our accounting, financial analysis and investigative skills to uncover truth, and assist in financial investigations.
Smart Automation: AI & RPA
Smart Automation: AI & RPA
AAF Advisory helps clients leverage Artificial Intelligence and Robotic Process Automation in a way that’s not just powerful—but responsible, secure, and scalable.
Nonprofit Management Consulting
Nonprofit Management Consulting
Our depth of nonprofit industry expertise is unmatched by our peers and makes us uniquely qualified to advise you on running a highly efficient and effective organization.
Private Client Financial Concierge Services
Private Client Financial Concierge Services
High-touch consultation, coordination and development of a comprehensive financial plan to ensure personal, business, and philanthropic objectives are achieved
Business Transaction Advisory
Business Transaction Advisory
We help clients make informed decisions and execute transactions through all stages of the deal cycle.
US Market Entry Point Consulting
US Market Entry Point Consulting
AAFCPAs provides best-value solutions to global companies expanding into US markets, via the booming Greater Boston metropolitan region.
Meet AAFCPAs’ Advisory Leadership
James Jumes
James Jumes
MBA, M.Ed. | Partner, Business Process & IT Consulting
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
