AAFCPAs Client Testimonials & Experiences
Our clients are our biggest proponents. Listen, watch, hear, or read first-hand what is so very unique about AAFCPAs and the client experience.
Client Testimonial Videos
At AAFCPAs, we believe that our clients’ success speaks louder than anything we could say.
Through these client testimonials, you’ll discover what makes partnering with us truly exceptional. Watch as our clients share their unique experiences, the challenges we helped them overcome, and the trust they’ve built with our dedicated team. Dive into these stories and see first-hand why so many choose AAFCPAs as their trusted advisor.
Eric Haartz, CEO of the Haartz Corporation, family-owned, global manufacturing corporation, talks about choosing AAFCPAs to support their growth. AAFCPAs provides financial audit, strategic tax planning, estate planning, and business transaction advisory. “AAFCPAs nudges and urges us along, in a good professional way that you would expect from someone who is more than a business partner, a good friend. It’s that sense of family that really made the relationship strong and has many years out in front of us.”
Cerise Lim Jacobs talks about the canopy of service offered by One Firm!
Cerise Lim Jacobs, Founder and Executive Producer of White Snake Projects, is a current client. Cerise and her late husband Charles have had a 25+ year relationship with AAFCPAs. Cerise Jacobs has been a client of AAF Wealth Management for 10 years. It was important to Cerise and Charles to have a “one stop shop,” with everyone in one firm that they trusted.
Boston MedFlight is a nonprofit organization that provides transport to the sickest of the sick, regardless of the patient’s ability to pay. AAFCPAs provides financial statement and employee benefit plan audits, nonprofit tax, and business & IT consulting. “The true support and guidance I’ve received from them, I would not give away for anything!”
Hear from Boston MedFlight’s Maura Hughes, CEO and Norma Mendilian, CFO.
Jan and Jef D’Entremont are current clients. They came to AAF Wealth Management in search of a holistic approach to their financial planning, one that would look at all aspects of their assets and income to help construct a path for early retirement. AAF Wealth Management provides personal financial planning, investment management, estate planning, and tax planning & compliance services.
Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Jan and Jeff D’Entremont are current client of AAF Wealth Management and AAFCPAs. Tax planning & compliance is performed as part of the clients’ personal financial planning and wealth management. This presents a conflict of interest because it may financially incentivize them to provide a testimonial.
Hear from Tom Bledsoe, President & CEO, and Eric Chatman, CFO. HPN is an award-winning business collaborative of 100 of the nation’s leading affordable housing and community development nonprofits. AAFCPAs provides Assurance, Nonprofit & Commercial Tax, Transaction Advisory, Business Valuation, System Selection, and Business Process Improvement.
Hear from Deborah Rambo, President, and Jennifer Mendelsohn, CFO. Catholic Charities is one of the largest multiservice providers of social services in Massachusetts. They offer nearly 90 programs out of 27 service locations, funded significantly by federal and state contracts, third party insurance, grants and contributions. AAFCPAs provides assurance, UFR compliance, nonprofit tax and advisory solutions.
Hear from Chrystal Kornegay, Former President and CEO, and Lisa Laramee, CPA, Former Director of Finance. Urban Edge is a complex Community Development Corporation (CDC) based in Boston, involved in affordable housing, homeowner services, financial education, asset management, commercial & economic development, and community building & organizing. AAFCPAs provides assurance, tax credit compliance, tax and advisory solutions.
Hear from Koh Han Seow, Acting Country Head and Cathy Blake, Controller. Crabtree & Evelyn Ltd. is a privately-owned luxury brand retailer and wholesaler, with manufacturing, distribution and export operations out of its US headquarters in Woodstock CT. AAFCPAs provides corporate tax planning and compliance, assurance, and advisory solutions for C&E US, as well as assurance for the company’s Canadian operations.
More Client Feedback
Written Testimonials.
We have asked for advice from AAFCPAs many times in the last 15 years. I can honestly say that each time the advice given has worked out exceptionally well for us. AAFCPAs’ proven advice has had a positive impact on our business practices. Every time I meet with someone from my AAFCPAs team I ask them the question: What are you seeing across our sector? And we always learn something. The unique way they deliver industry trends along with sound technical advice is very powerful.
The biggest takeaway that we get from our relationship with AAFCPAs is confidence. We get a great deal of confidence from the guidance we receive from AAFCPAs and with all the scrutiny that comes with being a public entity charter school, this confidence means the world to me, the board, and my entire organization.
AAFCPAs brings clarity and confidence to our audit process. Their team genuinely understands the complexities of nonprofit compliance and helps us plan ahead rather than react. That partnership has been invaluable as we have grown across 27 service locations.
Working with AAFCPAs has been a game changer for our dispensary. Before partnering with them, we were making procurement and inventory decisions with limited visibility into what was really moving the needle. Their data-driven approach has helped us optimize our menu, improve our cash flow, and make smarter purchasing decisions with confidence.
Their team provided clear, actionable insights—identifying slow-moving SKUs, spotlighting top-performing products, and helping us better align our inventory with customer demand. As a result, we’ve reduced obsolescence, improved turns, and increased cash flow.
If you’re in cannabis retail and not using AAFCPAs, you’re leaving money on the table. I can’t recommend them highly enough.
*AAF Wealth Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where AAF Wealth Management and its representatives are properly licensed or exempt from licensure. This blog is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by AAF Wealth Management unless a client service agreement is in place.
