Aprio

Manage tax compliance, identify savings opportunities, and make informed decisions with year-round planning and specialized tax guidance.

Gain reliable reporting and actionable insights that support compliance, strengthen stakeholder confidence, and inform decisions.

Strengthen governance, protect sensitive data, and navigate security and regulatory compliance requirements with tailored advisory and assurance support.

Navigate uncertainty, make informed decisions, manage risk, and pursue business and financial goals with trusted guidance.

Reduce accounting workload and gain financial insight, planning support, and scalable expertise to focus on business growth.

Streamline operations, strengthen security, and gain insights for smarter decisions through technology guidance and implementation.

Navigate federal requirements, reduce compliance risk, protect sensitive information, and pursue growth opportunities.

Align financial resources with personal goals while helping preserve, grow, and transfer wealth across generations.

Extend your firm’s capabilities, retain client relationships, and earn referral revenue without membership fees or volume commitments.

Help independent accounting firms grow through peer collaboration, specialist access, talent development, and practical resources.

Strengthen firm strategy, people, leadership, and marketing capabilities with experienced advisors and practical programs.

Help solution providers reach accounting firms, build leadership relationships, and increase visibility through promotion, events, and co-marketing.

Build international connections, collaborate across borders, and better serve internationally active clients through a global accounting firm alliance.

Pay invoices, manage your account, reach Aprio’s team, and share feedback from one client center.

Business Tax Services

Aprio provides year-round business tax planning, preparation, and advisory services. Advisors review business goals, identify savings opportunities, and prepare and file federal and state tax returns. Services also cover tax credits and incentives, state and local taxes, international tax, transfer pricing, employment taxes, tax disputes, real estate tax studies, and transaction-related tax matters.

• Plan And File Business Taxes
  Review business goals, identify potential savings, and receive help preparing and filing federal and state tax returns.
• Identify And Claim Tax Incentives
  Find relevant credits and incentives, manage required filings, track milestones, and receive audit or dispute support.
• Manage State And Local Tax Obligations
  Assess multistate tax exposure, address compliance needs, and access support with income, sales, use, and other state and local taxes.
• Recover Qualifying Research Costs
  Assess eligible research activity and pursue federal and state credits that can help recoup R&D costs.
• Identify Property Tax Savings
  Review property assets and eligible expenses to identify depreciation, deduction, and other tax-saving opportunities.
• Address Payroll Tax Compliance
  Review payroll tax reporting, worker classification, compensation taxability, and multistate or remote-work obligations.
• Resolve Tax Disputes And Audits
  Receive support with tax authority inquiries, audits, investigations, and disputes across federal and state jurisdictions.
• Plan Cross-Border Tax Strategies
  Get guidance on international tax obligations, business structures, and expansion into or beyond the U.S.
• Document Intercompany Pricing
  Assess transfer pricing policies, prepare documentation, and receive support with planning and regulatory reviews.
• Evaluate Tax Implications Of Deals
  Assess tax exposures and structuring options to support transaction decisions before signing and through close.
• Navigate Customs And Tariff Requirements
  Get guidance on customs and tariff challenges associated with importing, exporting, and cross-border business activity.
• Recover Overpaid Sales Taxes
  Identify, document, and pursue eligible sales and use tax refunds with support through the claims process.
• Manage Global Workforce Tax Needs
  Address tax and compliance requirements related to employees working across countries and jurisdictions.
• Respond To ERC Audits
  Get representation and assistance when addressing IRS audits or disputes related to Employee Retention Credit claims.
• Plan Tax Aspects Of Restructuring
  Evaluate tax impacts and planning considerations related to debt changes, reorganizations, and distressed transactions.
• Address Transaction Tax Requirements
  Address transaction structuring, merger tax consequences, and post-close compliance considerations for SPAC and de-SPAC deals.
• Set Up Compliant ROBS Structures
  Receive guidance on implementing and managing a ROBS structure to use retirement savings to start or grow a business.

Audit and assurance services

Aprio provides audit and assurance services to help organizations meet compliance and reporting requirements, strengthen financial integrity, and make confident decisions. Services include employee benefit plan audits, financial audits and assurance reviews, compilations, agreed-upon procedure reports, non-financial assurance, and Uniform Guidance compliance audits.

• Choose Assurance That Fits Your Needs
  Select from audits, reviews, compilations, and targeted procedures to address reporting requirements and specific financial concerns.
• Maintain Federal Award Compliance
  Specialized audits and recommendations help recipients address federal award requirements, improve controls, and demonstrate fiscal responsibility.
• Reduce Compliance Risk And Avoid Surprises
  Specialist-led audits help sponsors identify issues early, navigate regulations, and address potential compliance findings.
• Gain Faster Results And Actionable Insights
  Use analytics, cloud collaboration, and AI-driven insights to identify issues, support faster audits, and inform business decisions.
• Strengthen Non-Financial Reporting And Credibility
  Assess controls and non-financial metrics, improve reporting quality, and respond to stakeholder questions with relevant information.
• Navigate The SOC Reporting Process
  Guidance through SOC reporting helps organizations address compliance demands and demonstrate system integrity to clients and partners.

Risk and compliance services

Aprio’s risk and compliance services help organizations strengthen governance, manage compliance risk, and protect sensitive information. Offerings include information assurance and risk management, security frameworks and certifications, managed compliance, internal audit and SOX readiness, SOC reporting, penetration testing, and forensic services addressing AML, KYC, and NACHA needs.

Category: Compliance Consulting Services

• Protect Sensitive Data And Manage Risk
  Safeguard sensitive information and address information risks through assurance solutions aligned with security frameworks and certification requirements.
• Navigate And Maintain Security Compliance
  Get specialist support to manage ongoing data security compliance requirements and demonstrate compliance to stakeholders.
• Strengthen Governance And Prepare For SOX
  Use tailored internal audit support and SOX readiness strategies to address governance needs and manage compliance risk.
• Address AML Findings And Strengthen Controls
  Get support addressing AML findings and strengthening controls, as well as forensic services related to AML, KYC, and NACHA requirements.
• Navigate The SOC Reporting Process
  Receive guidance throughout SOC reporting to help prepare for and meet compliance demands.
• Test Security And Address Compliance
  Assess security through penetration testing to help reduce cyber risk and address applicable data security requirements.

Advisory Services

Aprio provides advisory services for businesses and individuals facing challenges, transitions, and growth opportunities. Its advisors support strategic and financial decisions, people and talent needs, technology and digital transformation, and risk and compliance. Services include transaction advisory, accounting advisory, valuations and investigations, succession planning, forensic services, sustainability advisory, unclaimed property compliance, strategy and growth, and transformation and change management.

Category: Management Consulting

• Guide Financial Decisions And Firm Strategy
  Access specialized financial and strategic guidance for business challenges, opportunities, and long-term plans.
• Strengthen Talent And People Programs
  Get support with staffing, HR, payroll compliance, benefits administration, and people programs.
• Improve Operations With Technology Guidance
  Apply technology and digital transformation support to streamline operations, strengthen security, and improve decisions.
• Strengthen Controls And Navigate Compliance
  Get guidance to improve system integrity and data security while addressing regulatory and compliance requirements.
• Navigate Transactions And Mitigate Risk
  Receive support across due diligence, structuring, execution, and integration to address transaction complexity and risk.
• Assess Value And Investigate Financial Issues
  Use valuation and investigation expertise to support transactions, address disputes, and examine financial risks or misconduct.
• Plan Business Succession And Transitions
  Get guidance to prepare for succession and navigate a business transition.
• Manage Organizational Change And Transformation
  Get support with analysis, planning, execution, and workforce readiness as your organization navigates change.
• Advance Sustainability Initiatives
  Receive support to advance sustainability efforts, communicate impact, and identify growth opportunities.
• Support Business Development Across Acquisitions
  Access support through opportunity shaping, customer engagement, proposal management, and post-award execution.
• Improve Nonprofit Processes And Controls
  Get advisory support and interim financial leadership to streamline processes, strengthen controls, and improve effectiveness.

Client Accounting & Advisory Services

Aprio provides tailored accounting and advisory support for day-to-day financial operations and planning. Services include outsourced accounting, CFO advisory, financial planning and analysis, payroll and HR support, compliance, and industry-specific accounting. Engagements can scale with a business while maintaining visibility and oversight of financial processes.

Category: Accounting Services

• Free Up Internal Capacity
  Move day-to-day accounting work to Aprio specialists, giving your team more time to focus on business priorities and growth.
• Access Senior Financial Leadership
  Gain senior-level financial perspective and strategic support without building a full-time CFO role.
• Make More Informed Decisions
  Use financial analysis, forecasts, and reporting to understand performance, plan ahead, and make decisions with greater confidence.
• Improve Financial Visibility
  Bring financial information together in timely reports and dashboards to support clearer oversight and decision-making.
• Manage Payroll And HR
  Coordinate payroll, tax filings, and HR administration with specialist support for business and compliance needs.
• Address Compliance Requirements
  Get support for accounting-related tax, audit, and regulatory requirements, including sales tax and state or federal compliance needs.
• Streamline Accounting Processes
  Improve workflows and use automation and technology integration to reduce routine process burdens and support efficient operations.
• Match Support To Your Industry
  Work with accounting specialists who tailor support to the needs and operating context of your sector.
• Scale Support As You Grow
  Adjust accounting support as your business changes without adding internal headcount for every new requirement.
• Strengthen Controls And Readiness
  Assess finance processes and prepare for growth or transactions with support focused on controls, reporting, and due diligence readiness.
• Connect Accounting Tools
  Integrate accounting platforms and use cloud-based tools to support access to financial data, approvals, and reporting.
• Protect Sensitive Financial Data
  Apply security controls and confidentiality practices to help safeguard financial data while maintaining authorized access.

Technology & Digital Transformation Services

Aprio provides technology advisory, implementation, cybersecurity, compliance, and managed technology services. Specialists help organizations align systems and data with strategic priorities, streamline operations, strengthen security, and adopt scalable solutions. Services include ERP advisory and implementation, data and AI solutions, penetration testing, managed compliance, and cloud-first technology operations.

• Modernize Systems And Streamline Operations
  Get ERP guidance and implementation support to align systems with operational needs, automate tasks, improve visibility, and support growth.
• Safeguard Data And Reduce Cyber Risk
  Test systems to identify security concerns and support efforts to protect data and address applicable requirements.
• Identify ERP Gaps And Next Steps
  Understand where an ERP system may fall short and whether improvements or replacement could better support requirements.
• Unlock Insights For Faster Decisions
  Use data and AI capabilities to gain insights that can inform smarter, faster business decisions.
• Simplify Ongoing Security Compliance
  Get specialist support to manage data security compliance requirements and reduce the effort involved in maintaining them.
• Keep Technology Secure And Reliable
  Rely on proactive technology operations and monitoring to support secure, reliable systems without managing them internally.
• Strengthen Government Technology Readiness
  Get industry-focused technology and ERP guidance to support processes, data security, and compliance in federal contracting.

Federal Government Contracting Support

Aprio provides end-to-end support for companies contracting with or planning to contract with the federal government. Services span federal accounting, regulatory compliance, cybersecurity, technology advisory, contract management, and business development. Aprio helps contractors navigate FAR and DFARS, strengthen controls and business systems, pursue CMMC certification and FedRAMP authorization, manage GSA schedules and joint ventures, and develop proposals and growth strategies.

Category: Compliance Consulting Services

• Navigate Complex Requirements
  Get guidance on federal regulations and support to assess gaps, improve controls, and establish compliant processes and systems.
• Strengthen Financial Management
  Access specialized accounting support for government contracting, including reporting, cost tracking, cash flow management, and financial planning.
• Advance CMMC Certification
  Get support through CMMC assessment and certification processes.
• Navigate The GSA Schedule Lifecycle
  Receive guidance from readiness and acquisition through contract administration, compliance checks, and audit support.
• Strengthen Federal Proposals
  Get support developing competitive proposals, from opportunity shaping and capture planning through pricing and proposal execution.
• Prepare For Federal Audits
  Receive support preparing submissions and organizing for federal audits, with assistance managing the audit process.
• Manage Contracts Through Closeout
  Get support across contract administration, reviews, negotiations, changes, and closeout.
• Optimize Contract Cost Structures
  Use cost and rate analysis to inform budgeting, forecasting, contract performance, and pricing strategies.
• Align Systems With Federal Needs
  Assess existing ERP systems or plan an implementation that supports federal contracting operations and compliance.
• Pursue FedRAMP Authorization
  Receive guidance to pursue authorization and strengthen security and competitiveness for government contracts.
• Build Federal Market Growth
  Align capabilities and opportunities with business development and execution support to pursue federal marketplace growth.
• Support Compliant Joint Ventures
  Get assistance with joint venture compliance, financial records, audit documentation, and GSA contract planning.
• Meet Federal Labor Standards
  Get guidance on labor classifications, prevailing wages, benefits, certified payroll, and ongoing compliance.
• Pursue Set-Aside Opportunities
  Get support with specified SBA certifications and eligibility considerations for federal set-aside opportunities.
• Navigate Organizational Change
  Get support with planning and executing transformation, including workforce readiness as the business changes or grows.
• Document Contract Change Costs
  Receive assistance quantifying and documenting costs related to contract changes and termination.

Personal Tax Planning & Wealth Management

Aprio’s personal tax planning and wealth management services help individuals, business owners, and families align financial resources with their priorities and long-term goals. Services include coordinated income tax and estate planning, family office support, retirement plan services, and wealth management integrating financial planning, investment management, and tax optimization.

• Plan Taxes And Preserve Your Legacy
  Coordinate income tax and estate planning with long-term wealth objectives through personalized strategies.
• Coordinate Financial And Investment Planning
  Integrate financial planning, investment management, and tax strategy, with planning for retirement, estate, insurance, and family office needs.
• Coordinate And Preserve Family Wealth
  Bring tax, estate, wealth management, reporting, and governance strategies together to support multigenerational wealth preservation.
• Align Advice Across Your Financial Picture
  Work with a collaborative team that coordinates financial planning and accounting with tax and estate considerations.
• Offer Competitive Retirement Plans
  Help business owners provide competitive retirement plans while addressing administrative costs and employee financial wellness.

Aprio Channel Partners

Aprio Channel Partners is a referral partnership for accounting and professional services firms whose clients need services beyond their current scope. Partners refer work to Aprio, which handles the engagement while the referring firm remains informed and involved and retains its client relationship. Partners receive a 10% revenue share on fees collected, with no membership fee, minimum volume commitment, or exclusivity requirement.

• Keep Client Relationships In Your Hands
  Bring Aprio into client work beyond your scope while retaining the relationship and remaining informed and involved.
• Earn 10% On Collected Referral Fees
  Receive a 10% referral revenue share on fees collected for work referred to Aprio.
• Extend Your Firm’s Service Capabilities
  Refer client needs beyond your firm’s scope to Aprio, which handles the engagement and provides access to services not offered in-house.
• Join Without Fees Or Volume Commitments
  Participate without a membership fee, minimum volume commitment, or exclusivity requirement.
• Simplify Referral Revenue Administration
  The referral revenue share is presented without a paperwork chase or complicated reconciliation.

Aprio Alliance

Aprio Alliance is a growth-focused community for independent accounting firms. Members can collaborate with peers, connect with Aprio specialists, access learning and leadership programs, and use advisory and growth resources. The Alliance supports firms in expanding capabilities, developing people, and scaling while maintaining independence. Membership includes a personalized 60-day onboarding plan and access to a network of firms across North America.

• Expand Client Service Capabilities
  Access specialist teams to address client needs beyond the firm’s in-house services while keeping client relationships with the member firm.
• Learn Alongside Peer Firms
  Share ideas and solve practical challenges with peers who understand the decisions facing accounting firms.
• Develop Skills Across Your Team
  Give team members access to career-level learning plans covering technical, leadership, and professional skills.
• Compare Firm Performance
  Use peer benchmarking data to understand the firm’s position and inform decisions about where to focus.
• Strengthen Firm Leadership
  Participate in leadership programs and cohort-based learning designed for Alliance member firms.
• Support Firm Growth
  Draw on industry advisors, marketing resources, and thought leadership infrastructure as the firm develops its growth strategy.
• Connect Through Member Events
  Use in-person and virtual gatherings to build peer relationships and participate in community learning.
• Access Vetted Firm Solutions
  Explore tools and services from vetted providers, with preferred member pricing available.
• Start With A Tailored Plan
  Begin membership with a personalized onboarding plan aligned to the firm’s growth strategy and access the Alliance ecosystem.

Firm advisory services for accounting firms

Aprio provides senior advisory and consulting for accounting and professional services firms, regardless of Aprio Alliance membership. Programs address people, leadership, learning, marketing, and firm performance. Offerings include the on-site Firm Enhancement Program, HR and marketing advisory, Leadership Suites, and career-stage learning programs.

Category: Management Consulting

• Uncover Insights And Align Firm Leadership
  Candid feedback and structured analysis help firm leaders clarify priorities and develop actionable strategies.
• Strengthen HR Strategy And Infrastructure
  Access HR leadership and practical guidance to establish priorities and put people strategies into action without a full-time executive hire.
• Develop Leadership Skills With Functional Peers
  Leaders build skills through cohort programming, exchange perspectives with peers, and connect with Aprio specialists.
• Build Skills Across Career Stages
  Role-relevant programs help professionals develop technical, leadership, communication, and business development capabilities.
• Facilitate Leadership Decisions And Development
  Aprio supports leadership discussions and development, including meetings, partner programs, compensation planning, and succession-related bench strength.
• Set Marketing Priorities And Measure Progress
  A structured assessment and roadmap provide a baseline and actionable priorities, measures, and resourcing guidance.
• Lead Marketing Strategy Without A Full-Time Hire
  Access ongoing senior marketing leadership to guide execution without committing to a full-time CMO.
• Activate Marketing And Strengthen Business Development
  Implement marketing priorities across brand, digital presence, campaigns, content, referral processes, and business development.
• Identify Employee Needs And Retention Risks
  Employee perspectives help firms understand organizational health and identify factors affecting satisfaction and retention.
• Improve Client Insight And Marketing Accountability
  Client feedback and marketing reporting help firms understand relationship opportunities and risks and track priorities.

Aprio Alliance Solutions Center

The Aprio Alliance Solutions Center is a partnership program for providers whose offerings help accounting and professional services firms run better, serve clients better, or grow faster. It connects selected providers with firms through portal listings, announcements, promotional opportunities, introductions, event sponsorship, and tiered partnership options. Providers are evaluated for fit, value, and relevance to member firms.

• Connect Directly With Member Firms
  Providers gain a direct path to relevant member firms through connections and introductions.
• Reach Firms With Relevant Solutions
  Fit-focused selection connects member firms with providers whose offerings are relevant to their needs.
• Meet Accounting Firm Leaders
  Introductions create opportunities to connect with accounting and professional services firm leaders.
• Choose A Partnership Tier That Fits
  Three partnership tiers let providers select a level of visibility, access, and engagement aligned with their strategy.
• Showcase Your Offering To Members
  A member portal listing gives firms a place to discover a partner’s products, tools, or services.
• Sponsor Events At Preferred Pricing
  Preferred pricing gives partners opportunities to sponsor events and engage with the community.
• Increase Visibility With Featured Placement
  Featured or priority placement gives eligible partners added visibility within the Solutions Center and at events.
• Build Visibility Through Co-Marketing
  Eligible partners can collaborate on marketing, with Premier partners able to pursue co-branded content.
• Introduce Your Partnership To Firms
  Announcements communicate a new partner relationship directly to member firms.
• Promote Your Solution In Newsletters
  Newsletter promotion provides a channel to share offerings with member firms.
• Expand Your Visibility On Social Media
  Social media promotion gives partners an additional channel for visibility.

Aprio Global

Aprio Global is an international professional services alliance connecting accounting firms across more than 50 countries. It provides a global community for firms seeking to serve internationally active clients, build cross-border relationships, and collaborate for growth.

• Connect With Firms Across 50+ Countries
  Build connections within an international alliance of accounting firms spanning more than 50 countries.
• Support Internationally Active Clients
  Connect with firms across the alliance to support clients whose business activities extend across borders.
• Build Cross-Border Firm Relationships
  Develop international connections with other accounting firms through a global professional services community.
• Join A Global Community Built For Growth
  Become part of an international community designed for accounting firms seeking growth through global connections.

Aprio Client Center

Aprio Client Center gives clients a central place to pay invoices, access web tools for managing their account, and stay connected with Aprio’s team. Clients can contact Aprio with billing and payment questions and submit feedback about their experience.

• Pay Aprio Invoices
  Access Aprio’s invoice payment options and proceed to the payment portal.
• Manage Your Aprio Account
  Access Aprio web tools to manage your account through the Client Center.
• Stay Connected With Aprio
  Use the Client Center to stay connected with Aprio’s team and find a contact option for billing and payment questions.
• Share Feedback With Aprio
  Submit feedback about your experience after working with the Aprio team.
• Use The Center In Four Languages
  Choose an English, Spanish, Korean, or Japanese version of the Client Center.