Nonprofit Consulting

We partner with nonprofits and tax-exempt organizations of all types and all sizes, from associations, schools, colleges and universities to think tanks, and mission-driven organizations.

Nonprofits turn to us during pivotal moments: rapid growth, leadership changes, audit preparation, technology transitions, or when facing complex financial processes. At Aprio, our role is to bring clarity and confidence through proven guidance and practical solutions to help keep your mission moving forward.

A finance department assessment becomes critical when organizational shifts, such as a new business model or evolving priorities, demand alignment between strategy and operations. It helps ensure processes are primed for efficiency, compliance, and scalability, positioning your nonprofit for sustainable success.

Audit facilitation and accounting research are important when the audit process feels burdensome or leads to unexpected audit adjustments. We help minimize risk, reduce surprises, and keep your organization audit-ready year after year through our disciplined approach and technical accounting experience. Our team is equipped to support you in implementing new accounting standards and addressing complex technical accounting questions.

A nonprofit should consider such a change when growth, complexity, or compliance needs exceed current capabilities. Common indicators include expanding programs, new grant compliance requirements, inefficient manual processes, technology limitations, audit challenges, or leadership seeking better financial insights.

Your nonprofit should consider a policy or process review when policies lack clarity, accounting procedures aren’t fully documented, or key person dependencies exist. If internal controls, audit readiness, and continuity in the event of staff turnover are at risk, a review can help strengthen structure and safeguard operations.

We provide experienced financial leadership tailored to your needs, whether that’s a strategic, high-level CFO for a large organization or a hands-on CFO or Controller to keep the monthly close processes on track. Our team steps in as a vital member of your finance function during transitions, providing the strategic oversight and experience your organization needs to maintain stability and momentum. While our primary focus is managing the work and guiding your finance function, we also support a smooth transition by drafting job descriptions, screening and interviewing candidates, and maintaining an effective handoff to your permanent resource.

Yes. Here at Aprio, we support grant management, compliance, documentation, and audit preparation for nonprofits receiving federal or private grant funding to maintain eligibility, help avoid costly findings, and build trust with funders.

We partner with colleges and universities to help strengthen the accuracy, compliance, and transparency of their endowment operations. Our team conducts detailed analyses of endowment data, validates unitization methodologies, reviews spending policies, and evaluates fund level activity to identify and address discrepancies. We also support system implementations—such as Fundriver Balance—and prepare UPMIFA-aligned endowment disclosures. The result is increased confidence in reporting, improved governance, and a strong foundation for long-term financial sustainability.

Aprio delivers customized process reviews for colleges, universities, and affiliated foundations, with a focus on high-risk, high-impact areas such as the business office, gift processing, and financial aid. Our assessments help evaluate workflows, staffing structure, technology, and internal controls to reduce key person risk and inefficiencies. We provide a prioritized roadmap of actionable recommendations, empowering institutions to streamline operations, reduce risk, and focus more fully on advancing their educational mission.