Nonprofit
Understanding Secure 2.0, and how it Affects Plan Sponsors
SECURE 2.0—so-called because it builds on the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019—is legislation designed to substantially improve retirement savings accounts, including 401(k)s and 403(b)s, in the U.S. There’s a host of provisions in the bill and in this webcast, recorded April 2023 at AAFCPAs’ Nonprofit Educational Seminar. AAFCPAs’ Employee […]
AAF Wealth Management’s Investment Outlook
Secure 2.0 is designed to strengthen the retirement system and Americans’ financial readiness for retirement. However, it’s impossible to ignore our account balances as they swing up and down. AAF Wealth Management helps guide clients through periods of volatility. In this session, recorded April 2023 at AAFCPAs’ Nonprofit Educational Seminar, we provide valuable perspective on […]
What is Robotic Process Automation, Anyway?
Accounting transformation is driven by people who envision what’s possible. If you understand the power of RPA, you can make a list a mile long of potential transformations in how we do our work. In this webcast, recorded April 2023 at AAFCPAs’ Nonprofit Educational Seminar, Vassilis Kontoglis from AAFCPAs’ Business Process & IT Advisory Practice […]
Accounting Standards Update 2023
In this webcast, recorded April 2023 at AAFCPAs’ Nonprofit Educational Seminar, AAFCPAs’ nonprofit assurance leaders are back again with our fast-paced accounting standards update. This year, we discuss the Lease standard and what to think about now in year two of adoption (such as lease renewals, accounting changes, and schedules). We also dig into what […]
Hindsight is 20/20: Observations into the Best and Worst Practices in Nonprofit Finance
In 2023, AAFCPAs celebrates 50 Years of Impact! Time and deep nonprofit experience have been wonderful teachers for us. With new clients, AAFCPAs’ Managed Accounting & Advisory Solutions practice is brought in to leverage this experience. We often start engagements by cleaning up books and modernizing processes and technologies. Some of our observations into the […]
Nonprofit Collaborative Budgeting
Ideally, your software should include all the core accounting features and functionality you need, including the ability to easily budget to department and person if necessary. In this webcast, recorded April 2023 at AAFCPAs’ Nonprofit Educational Seminar, AAFCPAs reviews system requirements that are proven to save management considerable time. We also demonstrate how efficiencies and […]
Taxes for the Tax Exempt
In this webcast, recorded April 2023 at AAFCPAs’ Nonprofit Educational Seminar, AAFCPAs Tax Consulting Attorneys cover what nonprofits need to know about the Inflation Reduction Act and new solar credits, the Employee Retention Credit, and the IRS’s priorities and goals for 2023! Download the full slides from AAFCPAs’ Nonprofit Seminar >> Watch Now
Budget Faster, Report Easier, Collaborate Better with Martus™ Software
New Value-added Reseller Program Pairs AAFCPAs’ Industry Expertise with Hands-on Set-up, Optimization, and Support Boston, MA (May 3, 2023) – AAFCPAs, a preeminent 300+ member CPA and consulting firm specializing in tax, assurance, accounting, wealth management, business process and IT advisory solutions, today announced its partnership with Martus Solutions. As a value-added reseller, AAFCPAs will […]
How to Identify Areas of Improvement within Processes and Systems?
Whether caused by external forces like the pandemic or internal shifts at a specific company, there is a renewed focus on operational efficiencies. Your employee resources may be consistently frustrated by challenges such as: Extensive manual data manipulation in Excel Lack of reporting functionality in your system Information maintained in multiple systems Difficulty gaining cooperation, […]