Bringing Agentic AI into Focus for Nonprofit Finance
Agentic AI is moving from concept to application—helping nonprofit finance teams streamline workflows with clear guardrails, strong governance, and continued human oversight.
Boston, MA (December 22, 2023) — AAFCPAs, a preeminent 300+ employee CPA and consulting firm specializing in tax, assurance, accounting, wealth management, business process and IT advisory solutions, reflects with gratitude on our success and organic growth in 2023 with...
Boston, MA (December 22, 2023) — AAFCPAs, a preeminent 300+ employee CPA and consulting firm specializing in tax, assurance, accounting, wealth management, business process and IT advisory solutions, reflects with gratitude on our success and organic growth in 2023 with five partnership additions. The company continues in its organic growth trajectory as valued clients spread the word about AAFCPAs’ exceptional value, agility, responsiveness, national reach, and innovative technology-driven solutions.

Promoted in January of 2023, Dan is a leader in AAFCPAs’ Tax Practice, where he advises high-net-worth individuals, their families, and their business interests. Dan works closely with AAF Wealth Management clients to provide tax compliance & advisory, wealth optimization, asset protection, privacy, entity selection and structuring.

Joining in June of 2023, Erica is a leader in AAFCPAs’ Tax Practice, where she specializes in advisory services for private businesses, high-net-worth individuals, and family offices. She provides clients with advanced tax strategies, partnership and international tax planning, compliance solutions, asset protection measures, and inheritance planning procedures.

Promoted in July 2023, Vassilis is an experienced technologist within the company’s Business Process and IT Consulting Practice. He manages the delivery of Robotic Process Automation (RPA), data analytics and visualization, and IT and cybersecurity solutions.

Promoted in July of 2023, Andrew is a leader in AAFCPAs’ Community & Economic Development and Charter School Practices, where he provides assurance, tax, and operational consulting to charter schools and charter management organizations (CMOs), community development corporations (CDCs), affordable housing and mixed-use real estate developers, and specialized lending institutions including community development finance institutions (CDFIs).

Joining in August of 2023, Destiny leads AAFCPAs’ Commercial Division within the firm’s Fractional CFO & Outsourced Accounting practice. She manages the firm’s commercial team of fractional CFOs, controllers, and transactional accountants in the delivery of accounting and advisory support to clients nationwide.
“As we finish a successful 2023, we do so with a steadfast focus on our clients and the delivery of service excellence driven by an exceptional partnership team across all business practices,” explained Carla McCall, CPA, CGMA, Managing Partner of AAFCPAs. “I am delighted by our growth, our partner additions, the positive feedback we consistently receive from clients, and by the clear vision and direction our partners bring not just within our operations but, most importantly, to client engagements. Together, we commit to continue to provide the value, service, and transparency our clients have grown to expect.”
Agentic AI is moving from concept to application—helping nonprofit finance teams streamline workflows with clear guardrails, strong governance, and continued human oversight.
When FQHCs face significant financial losses, strategic cost management and revenue optimization can restore stability while preserving the mission-critical care that defines these organizations.
Financial clarity, when tied directly to program activity, gives leadership teams a more reliable foundation for decision-making and long-term planning.