Business and IT Consulting

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 […]

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 […]

Bill Introduced to Repeal R&D Expense Capitalization
AAFCPAs provides the following update to clients with expenditures incurred in connection with your trade or business which represent research and development costs in the experimental or laboratory sense. On Thursday, March 16th, Senators Maggie Hassan (D) of New Hampshire and Todd Young (R) of Indiana reintroduced a bill to repeal the required capitalization of […]

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, […]

SOC Report: Why are our Sales & Marketing Teams Insisting we have one?
Prospects may ask for a SOC report as a way to assess the controls and processes in place at an organization before doing business with them. Many organizations, particularly in regulated industries or those that handle sensitive information, are required to demonstrate compliance with relevant regulations and industry standards. A SOC report can be an […]

Alex Santiago Earns Certified Ethical Hacker Credential
Boston (1/25/2023) – AAFCPAs, a leading CPA and Consulting firm based in New England, is pleased to announce Alex Santiago, Senior Associate, Business Process & IT Consulting, has earned the Certified Ethical Hacker (CEH) credential, a preeminent designation for information security professionals awarded by the EC-Council. (The International Council of Electronic Commerce Consultants). Alex is […]

How Sage Intacct Enhances Financial Operations for AAFCPAs’ Clients
AAFCPAs’ expertise in cloud-based accounting solutions continues to expand with our longstanding collaboration with Sage Intacct, a recognized leader in financial management technology. This partnership reflects our commitment to providing clients with scalable tools to optimize financial operations, improve decision making, and stay competitive in today’s business environment. Sage Intacct, the only AICPA-recommended accounting platform, […]

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 […]

Client Success Story: Better Decisions in Less Time, with Better Visualization!
The need for financial analysis is constant, and visibility into KPIs (Key Performance Indicators) is essential for decision making. When your systems have limitations in how you can visualize your data, your ability to make meaningful decisions is hindered. In this Client Success Story, we outline how AAFCPAs helped Beaver Country Day School move beyond […]