Blog
Our Blog acts as a great resource of topical information for the finance community. Use the search function to find specific topics or browse our categories to benefit from our past shared learnings.
SOC 2 Meets Death Master File Certification Requirements
The System and Organization Controls (SOC) framework may be mapped to achieve requirements of the National Technical Information Service’s (NTIS) Limited Access Death Master File (LADMF) certification. When choosing SOC 2 to achieve your LADMF certification, businesses may also benefit from the marketing value of their SOC 2 attestation, which demonstrates your commitment to access […]
Process Assessment/System Selection Webinar: Watch Now
In some cases, business processes may be improved through optimization of existing technology and enhanced user training. In other cases, organizations may have simply outgrown their processes and/or systems. In this webinar, recorded on January 24th, leaders in AAFCPAs’ Business Process & IT Consulting practice provide insight for CFOs contemplating a change in their operations […]
5 Ways to Develop as an Authentic Leader
When leaders are genuine, self-aware, and show who they are as people, they inspire loyalty and trust in their employees. The following content, including insights from AAFCPAs’ Managing Partner Carla McCall, appeared in FM Magazine. The concept of authentic leadership has been around for many years. Bill George, Harvard professor and former Medtronic CEO, has […]
Happy Holidays from AAFCPAs 2022
Whatever is meaningful and brings you merriment, may it become yours during the holidays and throughout the coming year. In lieu of a physical holiday card or gift, AAFCPAs made a donation to Help Educate Assist Lives (H.E.A.L) Inc, an Atlanta, Georgia-based nonprofit whose scope of services is primarily focused on orphans based in Liberia, […]
AAFCPAs Invests in Solution to Streamline Indirect Tax Compliance
Boston (December 9, 2022) – AAFCPAs, a leading CPA and Consulting firm based in New England, today announced its recent strategic partnership with Synexus Tax Solutions, to help clients simplify and streamline state tax compliance. AAFCPAs now combines our years of tax expertise with new state-of-the art technology to deliver multistate indirect tax compliance so […]
Client Success Story: Robotic Process Automation
How MGCC Distributed ~$700 million to 15,000+ Small Businesses in ~4 Months Massachusetts Growth Capital Corporation (MGCC) was charged with standing up a new program to quickly deliver an unprecedented amount of relief to small businesses across Massachusetts impacted by the pandemic. Background Since 2020, MGCC has proudly been the administrator for multiple pandemic relief […]
Leet, O’Neil Promoted to Partner at AAFCPAs
Boston, Westborough, Waltham, MA (12/05/22) – AAFCPAs, a best-in-class CPA and consulting firm known for assurance, tax, accounting, wealth management, business process, and IT advisory solutions, today announced the promotions of Robyn Leet and Richard O’Neil, CPA to Partner, effective December 1st, 2022. Robyn Leet, Partner, Business Process & IT Consulting Robyn is a leader […]
$28k Donated in Firm’s 7th Annual GivingTuesday Match Program
In 2022, AAFCPAs celebrated our 7th annual participation in #GivingTuesday, a movement that unleashes the power of radical generosity around the world! Collectively, AAFCPAs’ 270+ team members and our Charitable Foundation’s Employee Matching Gifts program donated over $28,000 to mission driven nonprofits during the 2022 #GivingTuesday drive! AAFCPAs’ seven-year donation total for the #GivingTuesday movement […]
Year-end planning: focus on budgets and tax for cannabis operators
Cannabis Business Executive (November 22nd, 2022) – As we approach the close of a turbulent year, cannabis operators have an opportunity to establish a strong finance and tax strategy heading into 2023. You can enter the year from a position of strength by focusing on tax planning, tax compliance, and budgeting to ensure healthy cash […]