Janice M. O’Reilly to Retire March 1

AAFCPAs announced today that Janice M. O’Reilly, CPA, CGMA will retire effective March 1, 2026, marking the culmination of an extraordinary career defined by leadership, vision, and enduring impact. Over nearly a decade with the firm, Janice has been a trusted advisor to clients navigating pivotal moments, a builder of nationally recognized advisory practices, and a respected leader whose influence has helped shape AAFCPAs’ growth and direction. Her legacy extends beyond the services she built to the people she mentored, the clients she guided, and the standard of excellence she set across the firm.

When Janice joined AAFCPAs in 2017, she brought with her decades of experience guiding organizations through complex growth, transition, and capital events—at a moment when the firm was poised to expand its advisory vision. She played an instrumental role in the launch and growth of its Transaction Advisory Solutions practice and the expansion of its national cannabis advisory presence. Her leadership helped position AAFCPAs to meet rising client demand for sophisticated, integrated advisory services across complex and highly regulated industries.

Leading Next-Gen Transaction Advisory Solutions

Already widely respected for her strategic insight and transactional leadership, Janice joined AAFCPAs with a shared focus on helping shape and scale a next‑generation advisory platform aligned with the evolving needs of our sophisticated clients. As a leader in Transaction Advisory, Janice guided middle‑market businesses, entrepreneurs, and investor groups through complex buy‑side and sell‑side transactions and other critical capital events. She is known for bringing clarity, discipline, and strategic judgment to pivotal moments in a company’s lifecycle, helping clients navigate growth, transitions, and long‑term value creation.

Nationally Recognized Leader in Cannabis Advisory

Janice also emerged as a nationally recognized leader in the cannabis sector, helping cannabis retailers optimize procurement, manage inventory, and improve cash flow while navigating complex regulatory, tax, and banking constraints. She also advised operators and investors on financial strategy and compliance, supporting clients across growth planning, capital formation, and transaction readiness. She is a regular contributor to Cannabis Business Times and has been a featured speaker at NECANN’s reginal cannabis conferences, MJ Unpacked, Benzinga, and more.

Building and Leading Outsourced Accounting & Fractional CFO

Janice played a foundational role in building and leading AAFCPAs’ Outsourced Accounting & Fractional CFO (OAFC) practice, shaping its strategy and scaling its capabilities to meet clients where they are—and where they are headed. Her leadership strengthened the firm’s ability to deliver integrated and right-sized transactional accounting and high level CFO advisory solutions tailored to organizations at varying stages of growth. As Janice coined it, “people, processes, and technology are a three-legged stool, that when optimized in an interconnected ongoing effort, can effectively address evolving organizational needs.”

“Janice has been instrumental in shaping our advisory platform, but her impact runs much deeper than the services she helped scale,” said Carla McCall, CPA, CGMA, managing partner of AAFCPAs. “She has been a trusted advisor to clients navigating some of their most complex and consequential decisions, bringing clarity, confidence, and sound judgment when it mattered most. Just as importantly, she has been a generous leader and mentor to her teams—setting a high bar for excellence while investing deeply in the growth and development of others. On a personal level, I am profoundly grateful for Janice’s partnership, her counsel, and the steadiness she has brought to our firm over the years. I am grateful to call her a friend and working alongside her has been a gift. Her legacy is reflected not only in our capabilities, but in our people, our culture, and the trust our clients place in us.”

Prior to joining AAFCPAs, Janice built a distinguished career as a senior finance and advisory leader, serving as CFO, president, partner, and treasurer for public companies, private enterprises, and advisory firms, including TechTarget (NASDAQ: TTGT), Deloitte, and TechCXO. She continues to volunteer her service on the board of directors of MassVentures, fueling early-stage innovators with funding, mentorship, and strategic guidance to turn bold ideas into transformative businesses.

A Seamless Transition, Backed by Trusted Leaders

AAFCPAs has implemented a thoughtful succession plan to ensure continuity across Janice’s practice areas. A multi-disciplinary team, including Richard Weiner, CPA, MST, CM&AA, Kelly Zack, MST, Emily Feeley, CPA, MBA, and Ronald C. Lipof, will help lead Business Transaction Advisory services; David McManus, CPA, CGMA will continue as National Cannabis Practice Leader and Destiny Flood, CPA and Joyce Ripianzi, CPA will continue to lead Outsourced Accounting & Fractional CFO.

One client says, “Working with you helped in ways I can’t describe.” And a team member shares, “Words can’t express how grateful I am for the influence you have had on my life both personally and professionally.”

Reflecting on her retirement, Janice said:

“It has been a privilege to work alongside such dedicated clients and colleagues. I am proud of what we have built together and confident in the strength of the team moving forward. The firm is well positioned to continue delivering thoughtful, strategic guidance to the businesses and organizations we serve.”

Please join AAFCPAs in celebrating the incredible career of Janice M. O’Reilly, and to wish her health, love, and recreation in retirement!