CPA Partnerships – Aprio Advisor

Advance your capabilities, build stronger client relationships and foster profitable growth

As our profession becomes more competitive and client needs become more sophisticated your firm must continue to learn and develop new capabilities to compete. Aprio provides a comprehensive range of services and resources designed to help CPA firms retain a loyal client base, increase revenue and partner profitability.

Your Aprio team will serve as stewards of your business objectives and growth strategies – always acting in the best interest of your firm and your clients. Together we will create competitive advantage for your firm, now and in the future.

Advisory services that create competitive advantage.

R&D Tax Credits

Federal and state R&D Tax Credit studies; Jobs, Training, Film & Entertainment tax credits

State & Local Tax

Nexus Reviews, local tax credits and incentives

Business Valuation

Valuations for transactions, litigation, tax compliance, restructuring and more.

Cost Segregation

Cost segregation studies to maximize accelerated depreciation

International Services

Global expansion, structuring and tax planning, transfer pricing

Information Assurance

Cyber risk management, ISO 27001, PCI DSS, SOC 2, EI3PA, LADMF and GDPR

Transaction Advisory

Transaction strategy and preparation, financial, tax and IT due diligence

Technology Business Consulting

Transition to Cloud, IT Financial Management, System integration, process improvement and application development

Aprio Benefit Advisors

Defined Benefit and 401(k) Third-Party Administration, plan documentation advisory, ERISA and Tax Compliance

Behavioral Economics

Website effectiveness audits, advisory, and management, data-driven ROI optimization

Blockchain Services

Blockchain enterprise consulting; crypto audit, tax, accounting advisory; SOC 1 & 2, and Cyber Security Services

Data Analytics

Technology Enablement, Process Automation, BI, Descriptive and Predictive Analytics

Litigation Support & Forensic Accounting

Contract and post transaction disputes, insurance loss accounting and damages

Retirement Plan & 401k Services

Aprio Benefit Advisors + investment advisory, plan cost management & financial wellness for employee retention

Financial Consulting Services

Revenue recognition, technical accounting, transformation and governance

Outsourced accounting

Dedicated bookkeeping, accounting and finance advisory via real-time cloud technology.

M&A Advisory and Brokerage

Sell-side marketing, buyside acquisition advisory and private/institutional debt solutions

Lease Accounting

ROU asset and lease liability calculations and ACS 842 adoption and compliance

People Advisor

HR and payroll processing, compliance support and managed solutions for domestic and global growth.

Accounting and Technology Staffing

Leverage Aprio’s network and a data base of over 500k candidates to access talent vetted by industry experts.

Digital Transformation & Cybersecurity

Strategy, implementation and managed services for enterprise technology enablement and cybersecurity solution.

Business Technology Consulting

IT Financial Management (ITFM), ERP solutions and cloud migration strategy and implementation

Enterprise Risk Management

Risk assessment and strategy, internal controls review, internal audit, performance improvement and business continuity

Treasury Optimization Services

Assessment, technology and negotiation services to lower banking, merchant processing and foreign exchange fees.

Development programs for growth

To advance CPA firms must focus on continuous learning and improvement across the enterprise. As an Aprio CPA partner firm, you have access to resources that help you and your team improve quality control, improve client service, sales and operational performance.

National Tax Desk Support
Access expert advice for complex tax assistance, second opinions reviews and more.
CPE and continuous learning
Access Aprio’s extensive CPE catalog for learning and development.
Business development training
Advance your business development skills generate leads and close more deals.
Managing partner development
Get leadership coaching and mentoring tailored to the needs of CPA firm managing partners.
Functional peer group cohorts
Leverage peer group insights across IT, HR, Marketing/Business Development and more.
Content Marketing
Leverage Aprio thought leadership and content; including sales assets to promote specialty services.
Specialty service education
Learn how to leverage specialty services to position you and your firm as expert advisors.
Backoffice consulting
Improve operational firm efficiencies and manage risk across HR, marketing and finance.