Aprio

Aprio is an American advisory, tax and accounting firm working with business owners, executives, entrepreneurs and private equity investors. Alongside core audit and tax work it runs wealth management, outsourced finance and staffing services, and publishes insights and webinars on tax, deals and technology.

Services

• Business advisory: valuation, M&A advisory and brokerage, transaction support, forensic accounting, succession planning, risk management and digital transformation with cybersecurity.
• Assurance: financial and non-financial assurance, ESG reporting, information assurance including SOC reports, and employee benefit plan audits.
• Tax: business, individual and family, international, state and local tax, R&D credits and other incentives.
• Private client: wealth management for individuals and families.
• Outsourcing: outsourced accounting, CFO advisory, payroll and HR.
• Talent: finance, accounting and IT staffing.

Who it works with

Its industry groups cover dental, healthcare, housing, manufacturing and distribution, financial services, nonprofits and education, private equity, professional services, real estate and construction, restaurants, franchises and hospitality, and technology and blockchain.

Key facts

• Wealth arm: Aprio Wealth Management
• Specialist services: blockchain accounting and tax, FedRAMP guidance for cloud providers