—By Author
From The Desk of Carmen Grinkis
I recently returned from the Northern California Financial Planning Conference held in San Francisco. I participate in continuing education opportunities on a routine basis, and this trip was a special treat—known as one of the best in the country and attended by more than 1,000 planners across the U.S. This year’s conference focused heavily on […]
From The Desk of Jonathan Bloom
I often reflect on my role in helping clients navigate not just retirement but all of life’s many transitions—like changing jobs, welcoming kids or grandkids, or exiting their business. These moments carry both financial and emotional weight, and I aim to make these transitions as smooth as possible. My goal is to support clients comprehensively—providing […]
Olga Yasinnik Promoted to Partner at AAFCPAs
Boston, MA (July 1, 2024) — AAFCPAs, a preeminent 350+ employee CPA and consulting firm, is pleased to announce the promotion of Olga Yasinnik, CPA, MBA to Partner, effective July 1, 2024! Olga is a leader in AAFCPAs’ Community Impact Human Services and Community Development practices and a go-to resource for nonprofits with vast federal […]
Volume 38, Issue 6 | INSIDE Public Accounting Monthly
INSIDE Public Accounting (June 7, 2024) – We’re thrilled to highlight Carla McCall, the newly appointed Chair of the AICPA, in the latest INSIDE Public Accounting newsletter (Volume 38, Issue 6). Carla brings a wealth of experience and a visionary approach to the role, driving innovation and excellence in the accounting profession. Her leadership promises […]
Angelina Lu and Richard O’Neil Earn IFRS Certification
AAFCPAs is pleased to announce that Angelina (Angie) Lu, MSA, CPA and Richard (Rich) O’Neil, CPA have earned the International Financial Reporting Standards (IFRS) certification from the Association of International Certified Professional Accountants (AICPA). Each brings auditing expertise that adheres to IFRS, able to assist clients with unique financial reporting requirements that fall within international […]
AAFCPAs Provides the Technical Blueprint To Unite a Portfolio of Vertically Integrated Entities
When a multifaceted and rapidly expanding energy resource company grew to the point that it was challenged to maintain its general ledger, client billing, and project management functions, the company was faced with a choice. It would need to either hire additional personnel or pursue digital transformation. But digital transformation required time, dedication, and insight […]
AAFCPAs Invited To Present at NCSC24
AAFCPAs’ John Buckley, CPA, CGMA has been invited to present on financial health when operating a strong charter school/network at NCSC24, the largest national gathering of educators, advocates, and leaders in the charter school community. This year’s conference will be held June 30 to July 3, 2024. In his presentation, John will touch on the […]
Response Divided on New 340B Legislation
AAFCPAs would like to make clients aware that legislation designed to overhaul the 340B program was recently introduced. This legislation, previously coined the 340B Affording Care for Communities and Ensuring a Strong Safety-Net Act (340B ACCESS Act), seeks to establish new transparency and oversight requirements and capture policy principles agreed upon in the Alliance to […]
ESSER Program Removed From Higher Risk Designation
AAFCPAs would like to make clients aware that the U.S. Office of Management and Budget (OMB) under the Office of Federal Financial Management released the 2024 OMB Compliance Supplement, removing the Elementary and Secondary School Emergency Relief (ESSER) program from the listing of programs with higher risk designation. Many charter schools have undergone an audit […]