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Annual Report 2025

Annual Report 2025

Growing Our Impact DOWNLOAD THE REPORT

Growth Starts Here

Aprio is the go-to partner helping clients of all sizes and industries operate, compete, scale, and achieve next-level success.

In 2025, we expanded our capabilities through strategic combinations to include artificial intelligence (AI) automation, digital transformation, legal services, unclaimed property compliance, and an alliance program serving accounting firms. Combined with our existing experience, partnerships, and resources, these added capabilities establish us among the most dynamic professional service providers in the world.

AI and Digital Transformation

Aprio is building an AI-enabled firm that delivers smarter, faster, and more valuable services. In addition to a five-year, $300 million investment in AI and automation, we expanded our capabilities in intelligent automation across our audit, tax, legal, technology, and advisory practices.

Aprio Legal

With the launch of Aprio Legal, we became the first business advisory and accounting firm to deliver fully integrated legal, tax, accounting, wealth management, and advisory solutions. This multi-disciplinary approach streamlines access to strategic counsel, operational insight, and financial guidance.

Unclaimed Property Compliance

Aprio added unclaimed property compliance and escheat process development and improvement to our service portfolio, serving clients across more than two dozen industry segments.

Aprio Alliance

Aprio Alliance provides growth-oriented accounting firms with expanded access to our advisory resources, including technology guidance, leadership and career development programs, member-only events, data-driven financial insights, and an exclusive resource platform.

Growth By the Numbers

$1.9B
TAX CREDITS CLAIMED
4,200+
Restaurant and Franchise Clients
3,000+
Multi-national Corporations Advised on U.S. Operations

US Locations

AL
  • Birmingham
  • Birmingham West
AZ
  • Scottsdale, AZ
CA
  • Los Angeles
  • San Francisco
  • Walnut Creek
CO
  • Denver
DC
  • Washington, D.C. Metro Area
FL
  • Fort Lauderdale
GA
  • Alpharetta
  • Atlanta
  • Conyers
  • Valdosta
IL
  • Chicago
  • Libertyville
  • Schaumburg
KS
  • Overland Park
  • Topeka
MA
  • Dedham
MD
  • Baltimore
  • Bethesda
NC
  • Asheboro
  • Charlotte
  • Greensboro
  • Mooresville
  • Mount Airy
  • Raleigh
NJ
  • Hoboken
  • Little Falls
  • Scotch Plains
NV
  • Reno
NY
  • New York
OR
  • Lake Oswego
  • Portland
TN
  • Nashville, TN
TX
  • Austin
  • Dallas
  • Houston
  • San Antonio
VA
  • Arlington, VA

Growth Through Collaboration

Aprio unified our Firm Alliance and Professional Services+ (PS+) practices to create the Aprio Alliance — a new growth community providing professional development designed for accountants, by accountants.

The Aprio Alliance brings accounting leaders together around shared learning, best practices, and business performance. Comprising nearly 90 independent accounting firms across the U.S. and Canada, we offer curated resources and tailored insights not accessible anywhere else – from an expansive peer network and technical proficiency to professional development and industry-leading tools and templates.

This unique combination of collaboration, connection, and curriculum builds a thriving community empowered to tackle complex business challenges and address the most pressing issues facing accounting firms today.

“Aprio Alliance is about driving member growth and success, offering more collaboration, more resources, and more opportunities for every firm in the community.”

Dean Sengstock
Aprio alliance | Partner and Leader

“The network of alliance member firms in both Canada and the U.S. represents an impressive cross-section of our industry, and our entire leadership team gains valuable insights and strategies through our interactions with member firms. We appreciate the hard work and professionalism of the entire Aprio Alliance team, who always strive to create top-tier conferences, leadership training, and other member experiences.”

JEREMY HANSEN
FIRM MANAGING PARTNER | VIRTUS GROUP, LLP

“Aprio Alliance has been a pivotal part of my growth as a managing partner and has strengthened how our firm thinks about strategy. The Canadian MP group, the leadership conference, and my monthly coaching have each given me clearer perspective, stronger judgment, and new ways to approach the issues and growth at Avail.”

SCOTT ROWLAND
MANAGING PARTNER | AVAIL, LLP

“HSC has been deeply embedded in this community for well over 30 years. The relationships between us, the Alliance team, and the rest of the Alliance members are real and bring value to us. With it comes insights, ideas, cost savings, best practices, and the list goes on. We are a better firm as a direct result.”

Scott Olinger
CEO | Harding, Shymanski & Company, PSC

“LGA is honored to be a part of such a strong group of like-minded entrepreneurial member firms who are on similar journeys and equally value collaboration. We embrace the uncertainty of the future of our industry knowing we have the support of an amazing community”

John Geraci
Managing Partner | LGA, LLP

Aprio Alliance By the Numbers

100
MEMBER FIRMS RANGING IN SIZE FROM START-UP TO MARKET LEADERS
$1.5B
COMBINED REVENUE
15+
INDUSTRIES REPRESENTED
30
VENDOR PARTNERSHIPS
180+
COMMUNITY PROGRAMMING EVENTS
5
LEADERSHIP AND DEVELOPMENT PROGRAMS

Partnering with Intuit

In 2025, we expanded our ACE program with new partnerships, including a unique collaboration with Intuit. Aprio is the first to partner with Intuit to offer AI-powered solutions and services that meet the needs of large accounting firms and simplify how mid-market businesses operate and scale.

Boundless Benefit

  • Drive growth, efficiency, and profitability for shared mid-market clients
  • Deliver tailored customer experiences, industry-specific workflows, and dynamic insights
  • Transform how complex, mid-market businesses grow, eliminating the need 
 for costly, legacy ERPs, or multiple applications to manage operations

Primary Industries Served

  • Construction
  • Healthcare
  • Technology
  • Private Equity

Through our partnership with Intuit, Aprio is able to better serve the evolving needs of our clients by aligning advanced technology with hands-on advisory support. As businesses grow in complexity, they need more than software — they need systems that connect financial data, operations, and strategy. Together, Aprio and Intuit provide clients with a unified, AI-powered platform backed by advisors who understand how to turn information into action.

Clients benefit from a guided approach that goes beyond implementation. Aprio works alongside leadership teams to evaluate systems, manage migration, configure industry-specific workflows, and continuously help optimize processes as the business evolves. This helps ensure the technology environment supports better visibility, stronger financial management, and smarter decision-making at every stage of growth.

By reducing system fragmentation and manual work, clients can focus more time on running and expanding their businesses. The combination of intelligent automation and Aprio’s advisory insight helps organizations operate more efficiently, gain deeper profitability insights, and build a scalable foundation that supports long-term success.

“Mid-market businesses are facing a level of complexity that is simply unprecedented, and they need more than just tools, they need a partner that fuels their success at every stage of their journey. By combining the power of our AI-native ERP Platform, Intuit Enterprise Suite, with Aprio’s deep experience, we are delivering a game-changing ‘donefor-you’ experience to fuel customer’s growth.”
Sasan Goodarzi
Chairman and CEO, Intuit