Advisory Solutions

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.

Technology & Process Advisory

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

Improve efficiency, reduce errors, and strengthen controls. Learn how AAFCPAs helps organizations align processes with systems and growth goals.

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

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

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

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

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

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

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

International Financial Reporting Standards Conversion Consulting

Businesses seeking to expand internationally and those seeking new foreign investors are often asked to convert their US GAAP financials to International Financial Reporting Standards (IFRS).

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.

Meet AAFCPAs’ Advisory Leadership

James Jumes

MBA, M.Ed. | Partner, Governance, Risk & Compliance

Vassilis Kontoglis

Partner, AI Digital Transformation & Security

Robyn Leet

Partner, Business Process, Systems & Controls

Destiny J. Flood

Destiny J. Flood

CPA | Partner, Commercial Outsourced Accounting & Fractional CFO

Joyce Ripianzi

CPA | Nonprofit Partner, Outsourced Accounting & Fractional CFO

Janice O’Reilly

CPA, CGMA | Partner

Contact Us

We look forward to speaking with you to determine how we may best solve your needs. A firm representative will reach out to you within one business day. Looking for additional ways to reach us? Visit our Contact Page. >>