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Women in Great Places: Getting to the Top and Helping Other Women Succeed

Posted By Administration, Wednesday, September 19, 2018

AAFCPAs - An Attractive Alternative to the Big 4 and National Firms

Women in Great Places: Getting to the Top and Helping Other Women Succeed

HiKaren,

AAFCPA_Event_04AAFCPAs’ Co-Managing Partner Carla McCall, CPA, CGMA has been asked to serve on a women’s leadership panel presentation organized by the Women’s Bar Association, scheduled for Monday, September 24th, 2018 in Boston.

Carla will share her personal experiences and insights on how she continues to reinvent “leaning in” with her strategic initiatives for the future of women leaders at AAFCPAs. Carla will join other distinguished executive panelists: Geeta Aiyer, CFA, President and Founder of Boston Common Asset Management, and Diane McDermott, Partner, Holland & Knight LLP. The panel will be moderated by Meredith Ainbinder, Deputy General Counsel, Emerson College.

When:

Monday, September 24th, 2018, 5:30pm – 7:30pm

Where:

Holland & Knight, 10 St. James Ave, #1200, Boston, MA

This is a free event hosted by the Women’s Bar Association in collaboration with the Massachusetts Society of CPAs. Learn more. >>

Carla is recognized often in Boston’s financial community, most recently, in theBoston Business Journal Woman UPfeature, by theMSCPA’s Woman to Watch Awards, and with the2016 ATHENA Award. Throughout her career, Carla has positively influenced women leaders in business. She is fully committed to women’s issues and balancing work and family to improve the quality of life for all involved. She founded AAFCPAs’ “Women’s Opportunity Network” (AAFCPAs’ WON) to serve as a platform to discuss challenges for women in the workplace, educate and bring awareness to issues. The collaboration at AAFCPAs is working, as overall female leadership is currently at 47%, up from 25% in 2011.

Carla has made it her goal to recruit – and more importantly, retain women in public accounting, which has traditionally been a male dominated environment. She continuously seeks new ways to enhance the effectiveness of women leadership programs. She encourages millennial females to explore the flexibility offered in public accounting, make personal drivers and passions a part of their professional success, and to ask for what they want. She also encourages young female professionals to build a network of strong leaders and mentors who can help them envision a bigger and better path for themselves. Most recently, Carla volunteered her time, and shared advice as a professional Mentor for the Boston Business Journal’s Bizwomen Mentoring Monday, February 12th at the Boston Park Plaza, Boston, MA.

We invite you to attend this Women’s Bar Association event, or share with others who may be interested, as Carla and others continue to champion a dialogue and actions which help women in business, drive mentorship programs, promote investment in women, and empower young girls!


About AAFCPAs

AAFCPAs is an attractive alternative to the Big 4 and National CPA firms. The firm provides best-value assurance, tax, accounting, business process, and IT advisory solutions to nonprofit organizations, commercial companies, and wealthy individuals/estates. Since 1973, our sincere approach to business and service excellence has attracted discerning clients along with the best and brightest CPA and consulting professionals. AAFCPAs donates 10% of its net profits annually to nonprofit organizations.

AAFCPAs is an independent member of PrimeGlobal, Inc., the fourth largest CPA firm association in the world. These resources provide our clients with seamless national and global reach. Our pay-as-you-use model is considered advantageous by our diverse clients who appreciate exceptional value.

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AAFCPAs Wealth Management Announces Transition of Leadership

Posted By Administration, Monday, September 10, 2018

AAFCPAs Wealth Management Announces Transition of Leadership

 

AAFCPAs Wealth Management is pleased to announce a transition in leadership, naming Carmen Grinkis, PhD, CLTC, CFP® and Andrew Hammond, CFP® as Co-Directors. Grinkis and Hammond are both Senior Wealth Advisors at AAFCPAs and have been poised to take over the leadership from Founder and Wealth Advisor Joel Aronson, CPA, MBA, PFS since joining the firm in 2016 and 2017 respectively.

 

“I have the utmost respect for my colleagues Carmen and Andy, both personally and professionally,” says Aronson. “They are sharp, energetic leaders committed to maintaining AAFCPAs’ unique culture, values, and service to our clients, and maintaining the objective of true independence. They are both people of character who are proven advisors and will take our wealth management practice to the next level with custom financial plans that incorporate tax planning, investment management, insurance evaluation and planning, business consultation, and estate planning.” Read more. >>

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You're Invited: Are You Wayfair Ready?

Posted By Administration, Wednesday, August 22, 2018
Discussion on the implications of the U.S. Supreme Court’s decision in South Dakota v. Wayfair

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Janice O’Reilly, Tracy LeMaire Honored as Women to Watch

Posted By Administration, Monday, August 13, 2018

AAFCPAs - An Attractive Alternative to the Big 4 and National Firms

Janice O’Reilly, Tracy LeMaire Honored as Women to Watch

AAFCPAs is excited to announce Janice O’Reilly, CPA, CGMA and Tracy LeMaire, CPA, MBA will be honored as recipients of the Massachusetts Society of CPAs’ (MSCPA) 10th Annual Women to Watch Awards. These prestigious awards honor women who have made significant contributions to the accounting profession, their organizations, community, and in the development of women as leaders.

Janice O’Reilly, Partner

Janice O'ReillyJanice will be recognized in the Experienced Leader category. As a partner in AAFCPAs’ consulting division and head of the Managed Accounting Solutions (MAS) practice, Janice’s enthusiastic leadership has enabled the MAS practice to thrive. She is a charismatic leader and collaborative senior finance and business executive with an entrepreneurial approach to problem solving, and extensive global operating experience.

“Janice is a passionate individual who brings years of proven business experience to our fortunate clients who benefit from her pragmatism, judgement, and high energy,” said Carla McCall, AAFCPAs’ Co-Managing Partner. Read more about Janice’s contributions. >>

 

 

 

Tracy LeMaire, Manager

Tracy LeMaireTracy will be recognized in the Emerging Leaders category. After graduation from UNH in 2010, Tracy quickly developed into a confident business professional with a true passion for advising AAFCPAs’ clients. She was promoted to Manager in December of 2015. Tracy’s example of leadership, character, and pursuit of excellence has benefited many in our growing CPA and consulting firm.

“Tracy receives praise from all levels of professionals at AAFCPAs,” said McCall. “Tracy is a natural leader and has a special skill for building lasting relationships with clients. Her AAFCPAs peers and juniors frequently look to her for direction and consider her feedback to be most helpful. As businesses grow in complexity, Tracy’s value to our clients continues to soar. She epitomizes our firm’s motto: great minds | great hearts.” Read more about Tracy’s contributions. >>

This year’s winners were selected by a panel of past award recipients and MSCPA leadership, and will be recognized at the Women’s Leadership Summit on October 25 at the Westin Waterfront, Boston. AAFCPAs will host tables at the event and our proud team will lead the standing ovations!

Carla McCall, CPA, CGMA was honored in 2013 in the Experienced Leader category. Katie Belanger, CPA was honored in 2014 and Jeanie Gorlovsky-Schepp, CPA in 2016 in the Emerging Leaders category.


About AAFCPAs

AAFCPAs is an attractive alternative to the Big 4 and National CPA firms. The firm provides best-value assurance, tax, accounting, business process, and IT advisory solutions to nonprofit organizations, commercial companies, and wealthy individuals/estates. Since 1973, our sincere approach to business and service excellence has attracted discerning clients along with the best and brightest CPA and consulting professionals. AAFCPAs donates 10% of its net profits annually to nonprofit organizations.

AAFCPAs is an independent member of PrimeGlobal, Inc., the fourth largest CPA firm association in the world. These resources provide our clients with seamless national and global reach. Our pay-as-you-use model is considered advantageous by our diverse clients who appreciate exceptional value.

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Make Giving Your Strong Suit!

Posted By Admin, Monday, July 23, 2018

Make Giving Your Strong Suit!

 

Help low-income job seekers prepare for career success by donating to Robert Half’s 16h annual Suit Drive! From August 6 through August 17, the Robert Half Boston office will be supporting Dress for Success Boston and other nonprofit organizations that provide disadvantaged job seekers with interview-appropriate attire.

 

Since its inception in 2002, close to 320,000 items of business clothing have been collected through the Robert Half Suit Drive. Robert Half is a specialized staffing firm our company works with in Boston.

 

Donations should be new or nearly new women’s suits (pants and skirts), blouses, shoes and accessories, including handbags and jewelry. All donations must be appropriate to wear to work, as well as clean, stylish and in good condition. Please provide all garments on hangers, as they will be made available immediately to job seekers.

 

Donations can be brought to our Boston office, located at 125 High Street, 17th Floor, Oliver Street Tower, Boston, MA 02110.  The final day to donate is Friday, August 17.

 

For more information on the drive, please contact Kelly Ryan, Taylor Rothbauer or

Daniel McGinnis at 617-951-4000.

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AAFCPAs Partners Dunk It Out, and Issue a Challenge to Other Companies

Posted By Admin, Monday, July 16, 2018

AAFCPAs Partners Dunk It Out, and Issue a Challenge to Other Companies

At this year’s Summer Outing, my partners and I cooled off as we got dunked by eager team members lined up with their $1s for a shot at striking the target. Our good-natured, yet slightly sinister Dunk Tank was a fun way to provide entertainment for our team, while making a difference at the same time by raising money for a not-for-profit organization in need.

 

Proceeds Donated to Help SAVE Young Adult Lives

Money raised by our participants will contribute to the mission to help prevent suicide among high-school and college age student populations. Read more.>>

 

Dave and I challenge you to a #dunktankchallenge! Or, for the faint of heart, combine your team building with another charitable activity. Raise and donate even more money than @AAFCPAs! Tell your Story! This is #MyGivingStory #dunkforsuicideprevention Read more.>>

 

Sincerely,

Carla McCall, CPA, CGMA, Co-Managing Partner, AAFCPAs

 

  

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The Future Is Now: How to Help Your Team Navigate Digital Disruption

Posted By Admin, Thursday, July 5, 2018

The Future Is Now: How to Help Your Team Navigate Digital Disruption

Accounting and finance teams sometimes resist change. It’s understandable. After all, accuracy is essential in this field, and major changes to processes and the introduction of new ways of working could create additional stress and lead to costly mistakes.

However, resisting change is futile in an age of continuous and rapid digital disruption. Research conducted for Benchmarking Accounting and Finance Functions: 2018, a special report from Robert Half and Financial Executives Research Foundation (FERF), suggests that the pace of technological change in accounting and finance organizations is accelerating. Many functions are expanding their use of automation and cloud computing — a move often motivated not only by a desire to increase efficiency but also to keep pace with broader digital transformation initiatives underway at the company.

According to the Benchmarking report, accounting and finance functions are most commonly automating processes such as invoicing, data collection, financial report generation, and documentation storage and compliance. Some also see an opportunity to automate more complex processes such as financial planning and forecasting, especially as machine learning and artificial intelligence (AI) technologies continue to mature and become more widely used in businesses.

What can you do as a manager to help your staff successfully navigate and embrace digital disruption — and perhaps, even assist in driving it? Try applying the following four strategies:

1. Explain the impact of the change

Get your team thinking about technological change not as a series of occasional disruptions, but a constant state. Also, instill the idea that this type of disruption can be a positive force rather than something to fear. For example, when adopting a new system or application, make clear how that technology will allow teams to work more efficiently. Further, explain how it will help them find more time to focus on higher-value projects they may find more challenging and interesting.

Paint a picture of how the department will operate post-change. Provide an overview of an average day, and explain what will be different, what will stay the same, and whether and how some job descriptions will evolve. When you help your employees understand how a change in technology will specifically impact their work and daily routine — especially for the better — they will be more likely to adapt to the change faster and with more enthusiasm.

2. Listen thoughtfully to employees’ concerns

Listening to employee feedback is one pillar of successful change management. People on the ground often have the best understanding of how well a certain process is working and what the real impact of a change in technology might be. A good manager will take their staff members’ comments and recommendations into full consideration.

You also need to know how to manage employees' objections to change decisively but gracefully. Some complaints you hear will be valid, while others will be rooted in unnecessary worry or misunderstanding. For instance, your accountants may feel that a manual reconciliation process is the only way to be confident everything is done correctly. However, systems have improved and doing everything by hand is not the best use of your employees’ time, especially as the company grows.

To help counter the fear of change, in this case, you could discuss how automated reporting would work and what plans are in place to ensure accuracy. Then, you could list all the positives, such as leaving more time for analysis and strategy.

3. Encourage staff to maintain relevant skills

Every wave of digital change has an impact on the relevancy of your workers’ current skill sets. So, what technical and nontechnical skills are most important for accounting and finance professionals to possess as their organizations undergo digital transformation? According to the Benchmarking report, strong communication skills, experience with data analytics, and experience with enterprise resource planning (ERP) systems all top the list.

Keep in mind that, for workers, a common fear of technological change is job loss. However, most companies surveyed for the Benchmarking report said digital transformation efforts are not having a significant impact on their staffing levels. Few organizations plan cutbacks, and firms are more likely to expand their teams. Encouraging your employees to maintain in-demand skills will help ensure they keep adding value to your organization as it evolves. And if the business must reduce headcount down the road, the professionals who leave likely will be more marketable to other employers.

4. Provide support after the change

Change management failures are still a possibility after you implement a new system or process. Keep up communication with your employees during this critical time, and ensure they have what they need to succeed. For example, you may find that you need to offer training to some or all team members. Or, you may need to engage extra support, such as consultants with specialized skills and expertise.

Remember, change management is ultimately about people. Your ability to affect change in your business requires the support and involvement of your workers. So, when team members step up to help you and their colleagues through the transition, be quick to acknowledge their efforts. And with each milestone achieved, take time to share and celebrate that success collectively. These are good practices not only for change management but staff management.

This article is provided courtesy of Robert Half Management Resources, the premier provider of senior-level accounting, finance and business systems professionals to supplement companies' project and interim staffing needs. The company has more than 140 locations worldwide and offers online job search services at www.roberthalfmr.com. Follow our blog at www.roberthalf.com/blog.  

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AAFCPAs Healthcare eBook: Strategic Guidance for Healthcare Executives

Posted By Karen Regan, Tuesday, June 26, 2018

 

AAFCPAs Healthcare eBook: Strategic Guidance for Healthcare Executives

Running a healthcare operation was complex even before recent activity shook the industry into a near-constant state of flux. Whether considering the shifting relationship between payers and providers, increased cyber-security threats, outcomes-based models, or any of the seemingly countless concerns, the need for organizations to stay one step ahead of change has never been so great.

 

At AAFCPAs, we take that goal to heart. Our work in the healthcare space requires us to be vigilant about risks faced by Community Health Centers, behavioral health providers, in-home and senior care facilities, and private medical practices. We frequently delve into subject matter that helps our clients direct their operations, remain compliant, and manage profitability.

 

In this e-guide, we share our expertise through articles including:

 

·         AAFCPAs Advises Healthcare Providers to Position Themselves for Change

·         Identifying Strategic Partnership Options for Provider Organizations’ Reimbursement Complexities

·         Best Practices for Complying with HIPAA & Safeguarding Patient PHI Accessible to your Business Associates

·         Denials Management: Best Practices in Improving Revenue Cycle Processes and Monitoring Third-Party Denials

·         Best Practices for Maintaining Your Charge Description Master to Maximize Revenue

·         Revenue Recognition Guidance for Healthcare Organizations

 

Our guidance is founded on four decades of experience providing healthcare clients with incisive financial knowledge and strategic management advice. As the industry evolves, we embrace the opportunity to continue to collaborate with our clients to help drive financial and operational improvements to make you thrive!

 

Download AAFCPAs’ Healthcare eBook on Strategic Guidance for Healthcare Executives. >>

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AAFCPAs Commercial Revenue Recognition Guidance Webinar Available OnDemand

Posted By Karen Regan, Monday, June 18, 2018

AAFCPAs Commercial Revenue Recognition Guidance Webinar Available OnDemand

AAFCPAs' Revenue Recognition Guidance for Commercial Businesses Webinar, presented live on Tuesday, June 12, 2018, is now available 24/7 via our website. Access the recording OnDemand here: http://info.aafcpa.com/webinar-2018-rev-rec-comm 

AAFCPAs’ Nicole Zompa, CPAJeffrey Mead, CPA, CGMA and Tracy LeMaire, CPA, MBA provide finance executives with an understanding of how the new standard could impact revenue recognition and company policies, and what they should be doing now to prepare for adoption.

This Revenue Recognition Webinar Covers:

  • An overview of the revenue recognition standard
  • Effective dates and transition guidance
  • The key provisions and impact areas by industry
  • Practical considerations and challenges to IT systems and processes
  • Lessons learned from early adopters
  • Guidance on where you should be in the process for a successful 2019 implementation, and action you should take now

AAFCPAs provides live and OnDemand webinars for busy executives so you may benefit from our knowledge & insights whenever and wherever you may need it. Our library of Webinars OnDemand and AAFCPAs Blog are available 24/7 on aafcpa.com.

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Are you ready to meet the FASB’s Deadline for Revenue Recognition?

Posted By Karen Regan, Wednesday, May 23, 2018
WEBINAR: Are you ready to meet the FASB’s Deadline for Revenue Recognition?

The deadline is fast approaching in January 2019 for private companies to begin using the new revenue recognition standard. CFOs should be well on their way now to implementing the new standard, including taking action on: understanding accounting and disclosure requirements, gathering contracts for review against the new rules, determining potential system modifications for any new information that may be needed, and communicating as appropriate the impact of adoption to external users of your financial statements.
 
There is still time to register for AAFCPAs’ live, 1-hour revenue recognition implementation webinar, scheduled for Tuesday, June 12th, 12-1pm.

 
In this interactive educational webinar, AAFCPAs will provide guidance on the implementation of this complex new standard, including recommendations related to interpretation and situational judgments. Learn more. >>

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