Blog
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AAFCPAs to Present at FEI Boston’s Ethics Symposium
AAFCPAs’ Jeffrey Mead, CPA, CGMA, Partner has been invited to present on “Ethics in Practice: Navigating Failures and Cultivating Integrity” alongside an esteem panel of speakers at FEI Boston’s Ethics Symposium. This four-hour Continuing Professional Education (CPE) course qualifies for four credits. Speakers will delve into strategies and best practices for navigating ethical challenges and […]
Q1 2024 Performance Report and Market Insights
In an ongoing commitment to keep you abreast on a range of issues that might affect your business, AAFCPAs is pleased to share Q1 2024 Market Insights published by AAF Wealth Management, a wholly owned subsidiary of AAFCPAs. These insights reflect on some of the financial developments in the first quarter of 2024 that influenced […]
Cannabis Ventures, Startup Best Practices, and Ways to Compete
Cannabis Business Executive (March 25, 2024) – Once relatively easy to break into, the cannabis industry now demands a leaner and more conservative approach to financial management along with precise forecasting and a great deal of patience. There are inherent risks, regulatory uncertainties, and financial challenges faced by new market entrants and established operators alike. […]
The Role of SOC Reports for Subservice Organizations
If a subservice organization (e.g., payroll processors, software firms, IT support, or medical billing functions) processes sensitive data, handles financial transactions, or provides critical services to clients, it may require a System and Organization Controls (SOC) report to demonstrate its commitment to internal controls and compliance. Subservice organizations are third-party entities such as process outsourcers […]
AAFCPAs’ Alumni Event
Mark your calendar and consider joining us as we reconnect, reminisce, and pay tribute to the lasting impact of our shared contributions. This relaxed and casual event is a chance to network with your former colleagues, see our new headquarters, forge new connections, and accept our gratitude for the impact you have made during your […]
Promotions Announced at AAFCPAs
Boston, MA (April 8, 2024)—AAFCPAs, a preeminent 325+ employee CPA and consulting firm specializing in tax, assurance, accounting, wealth management, business process and IT advisory solutions, is pleased to announce recent promotions to director, manager, and experienced professional. New Directors and Managers Amy Staunton, CPA. Now Director & Consulting CFO in AAFCPAs’ Outsourced Accounting & […]
Carmen Grinkis, Leading Lady 2024
Carmen Grinkis, Ph.D, CLTC, CLU®, CFP® was recently featured in Providence Monthly, Hey Rhody, and The Bay Magazine’s Leading Ladies 2024 spotlight, which included several inspiring, passionate, determined leaders who are making a difference in their Rhode Island communities. Carmen is a Wealth Advisor and Co-Managing Partner of AAF Wealth Management, a division of AAFCPAs.
AAFCPAs Speaking at MJ Unpacked, Atlantic City
Janice O’Reilly, CPA, CGMA, Partner has been invited as a panelist on “Empowering Women: Navigating the Path to Capital” at MJ Unpacked, an event uniting cannabis retail and brand executives, license holders, and accredited investors who actively invest in the space. The event takes place April 9, 10, and 11, 2024 at the Hard Rock […]
Webinar: Cannabis ESOPs – The Industry Game Changer
While the cannabis industry is growing rapidly, cannabis business owners still face trade-specific challenges—from regulations to banking restrictions and from capital acquisition to mounting competition. These pressures have led many businesses to explore Employee Stock Ownership Plans (ESOPs) to enhance employee loyalty, reduce their tax obligation, raise capital, plan for eventual succession, and prioritize a […]