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Advisory

AAFCPAs quickly earns the role of trusted business advisor by providing proven advisory solutions in diverse areas critical to the success of our clients.

CPA Advisory Services

AAFCPAs provides tailored business, information technology and financial advisory solutions to nonprofit organizations, commercial companies, wealthy individuals, and estates.

No matter the challenge, the AAFCPAs Team delivers practical and enduring results. We bring deep, functional expertise with a holistic approach. Since 1973, we have been helping our clients make lasting improvements to their performance and realize their most important goals.

Capabilities

 

Business & IT Consulting

AAFCPAs’ integrated Business Process & IT Consulting practice strengthens the links between people, process, and technology, which increases productivity and drives business growth. Learn more about how we provide Business Intelligence & Productivity Solutions, Information & Risk Management, and Attestation, Compliance, and Certifications.

Managed Accounting Solutions

AAFCPAs provides right-sized, outsourced accounting solutions, from cloud-based transactional accounting to high level CFO deliverables designed to optimize the modern finance function, and efficiently address your most critical financial processes.  This allows you to shift time, money and other resources to focus on your core competencies, strategic business activities and vision, instead of focusing on administrative functions.

Wealth Management & Financial Planning

AAFCPAs Wealth Management is a boutique Registered Investment Advisor (RIA) serving high net worth individuals and families. As an affiliate of AAFCPAs, Inc., we leverage shared knowledge with New England’s preeminent CPA and Consulting firm to provide insightful planning that considers the full range of tax implications to our clients’ financial lives

Cyber Security and Technology Risk Assessments

AAFCPAs’ Cyber Security & Technology Assessments help identify risks from the use of technology that could potentially cause information loss or financial or reputational harm to an organization.

Business Process Controls & Performance

Companies change in size, complexity, or just evolve over time.  Their processes do not necessarily evolve appropriately to match the company’s changes.  Typically, process changes lag behind advancements in their software too. AAF’s approach to business process improvement is focused on efficiency, effectiveness, and internal control within the context of a company’s information system capabilities.

Nonprofit Management Consulting

AAFCPAs has been preaching “If there is no margin, there is no mission” to our nonprofit clients for 45+ years, and we have engaged closely with them to solve the issues that impact margins. We apply the same best practices and business disciplines that have been successful with our commercial clients. Our proven advice has a positive impact on margins, which is so critical to the success of your mission. Let us help you.

Financial Forecasts & Projections

Financial forecasts and projections are a critical component to a successful business plan. They are also very important in the budgeting process. Well-developed forecasts and projections provide management with the tools to help lead your business to profitability, and to identify and mitigate your business risks.

Healthcare Consulting & Reimbursements

AAFCPAs has over 40 years of experience helping healthcare organizations reduce costs, streamline efficiency, improve third-party collections and enhance overall success.

Business Valuation

As a business owner or investor, having an accurate and realistic understanding of the value of your business or the value of your shares in a business is critical to strategic decision-making and planning.  Our experienced business valuation professionals have a combination of formal education, diverse work experience, and continuous hands-on exposure to the nuances of what determines value.

Succession Planning

AAFCPAs’ exit strategy planning ensure that your business remains profitable after a transition, and personal finances continue to support your financial and life goals.

Forensic Accounting

AAFCPAs’ forensic accounting team applies our accounting, financial analysis and investigative skills to uncover truth, and assist in financial investigations.

Litigation Support

AAFCPAs provides litigation support solutions for existing or pending litigation, both in the field and on the stand. AAF’s experienced professionals have testified as expert witnesses in state and federal courts as well as arbitration. AAF has the flexibility to respond immediately, with the proven ability to communicate financial information clearly and concisely in a courtroom setting.

Find out why clients consistently attest to our pragmatic advice. It is that ideal combination of expertise, service and price that make AAFCPAs a “best value” CPA and consulting firm solution for organizations who demand the best.