Trusted client relationships are built over time through sound judgment, technical excellence, and a commitment to understanding what matters most to each organization. AAFCPAs’ latest promotions reflect that commitment.
AAFCPAs recognizes professionals whose contributions have strengthened client relationships, supported colleagues, and helped drive the firm’s continued growth. Among those recognized are two new directors, two new managers, five new supervisors, 12 new seniors, 14 new experienced staff and staff promotions as well as two additional role advancements within both Advisory and Audit, Risk & Compliance (ARC).
“These promotions reflect years of dedication to our clients, our people, and our profession,” said Carla McCall, CPA, CGMA, Managing Partner of AAFCPAs. “Each individual has earned the trust of clients and colleagues through technical excellence, sound judgment, and a commitment to helping organizations move forward with confidence. We are proud to celebrate their accomplishments and excited for the impact they will continue to make.”
Congratulations
Tax Director | Private Client Services
Keith serves high-net-worth individuals, families, business owners, estates, and trusts facing complex tax, wealth, and succession planning decisions. As a leader in AAFCPAs’ Private Client Services practice, he helps clients evaluate the tax implications of significant financial events, including business transitions, wealth transfers, charitable giving strategies, international reporting requirements, and estate planning opportunities.
A second-career CPA, Keith brings a practical perspective to tax planning and a natural curiosity about the people and goals behind each decision. Clients appreciate his ability to cut through complexity, ask thoughtful questions, and connect technical tax considerations to real-life outcomes. In addition to advising clients, he leads tax technology and transformation initiatives that enhance the client experience. Keith serves as Board Member Emeritus of Bridge Repertory Theater and volunteers with scholarship committees for the American Institute of Certified Public Accountants (AICPA) and the New England Society of CPAs. He also serves on the AICPA’s LGBTQ+ Initiatives Committee.
Director | Audit & Assurance
Ali advises community development financial institutions (CDFIs), community development corporations (CDCs), affordable housing organizations, and human and social service agencies as they navigate complex funding structures, regulatory requirements, and reporting obligations. Within AAFCPAs’ Community & Economic Development and Community Impact & Human Services practices, she helps organizations manage the financial and operational considerations that accompany growth, restricted funding, affordable housing investments, and increasingly complex reporting environments.
Clients value Ali’s ability to understand both the technical requirements and the mission behind their work. She helps organizations translate regulatory and compliance complexities into practical solutions that support informed decision-making and long-term sustainability. A recipient of AAFCPAs’ partnership-nominated Joel Aronson Character Award, Ali is also a mentor, career coach, internal trainer on CDFI and CDC assurance topics, and a member of the firm’s Auditing & Assurance Committee. Outside of work, she enjoys spending time with her husband and son and embracing whatever adventure the day brings.
Congratulations
Manager | Audit & Assurance
John provides assurance and advisory services to community development financial institutions (CDFIs), Federally Qualified Health Centers (FQHCs), behavioral health providers, human and social service organizations, community development corporations (CDCs), and affordable housing developers. As a member of AAFCPAs’ Community & Economic Development practice, he helps organizations navigate complex reporting, compliance, and funding requirements while addressing the operational realities unique to mission-driven organizations.
Clients turn to John for guidance on matters ranging from Uniform Guidance and Massachusetts UFR compliance to affordable housing reporting, tax credit-financed developments, and evolving CDFI lending and allowance methodologies. He is valued for his responsiveness, practical approach, and ability to help organizations work through complex requirements while keeping projects moving forward. Beyond client service, John contributes to AAFCPAs’ Inclusion & Belonging Committee and helps deliver internal training programs focused on planning, compliance, and assurance topics. Outside of work, he enjoys spending time with his bearded dragon, Rango, and gives golf his best shot.
Manager | Systems & Process Optimization
Stuart helps organizations improve operations, strengthen reporting, and make better use of technology to support informed decision-making and sustainable growth. As a member of AAFCPAs’ Technology & Process Advisory practice, he works with clients to evaluate business processes, optimize workflows, select and implement systems, and align technology investments with organizational goals.
Drawing on a background in accounting, finance, and consulting, Stuart understands the practical challenges organizations face during periods of growth, change, and transition. Clients value his ability to connect operational needs with technology solutions, helping them balance immediate priorities with long-term objectives. His experience includes business process improvement initiatives, ERP selection and implementation projects, and technology assessments across finance, HR, and planning functions. Stuart also provides SOC and risk advisory services that help organizations strengthen internal controls, security practices, and overall process effectiveness.
AAFCPAs is also pleased to announce the promotions of the following emerging leaders.
Supervisor/Accounting Manager:
Senior:
Additional Promotions:
Experienced Staff:
Staff:
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