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Professional Services CPA & Advisory Solutions

Growing your business takes a strong team. With Aprio’s industry specialists by your side, you’ll have the knowledge, tools, and guidance to handle accounting, taxes, transactions, and risk—so you can focus on what you do best.

Cash flow optimization.

Tax structure analysis.

Operational bottlenecks.

Compliance complexities.

Aprio helps professional services firms Account for Anything™

As a professional services firm, you’re a master of your craft—but the financial, operational, and regulatory demands of running your business can pull focus from what you do best. Aprio partners with businesses like yours to handle every accounting, tax, and advisory complexity behind the scenes. From navigating partnership taxes to planning for growth and succession, we combine industry insight with hands-on support to help a wide range of clients thrive today, tomorrow, and beyond:

Our Solutions for the Professional Services Industry

Business Tax Services

Our tailored tax solutions for the professional services industry can help you reduce tax liabilities, enhance profitability, improve the accuracy and timeliness of tax filings, and more.

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Outsourced Accounting Services

Our team can free you from the burden of day-to-day accounting and allow you to focus on what truly matters—driving your business forward.

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Financial Assurance Services

Our specialists will provide specialized audit guidance that give you the clarity and actionable insights you need to confidently plan for what’s next.

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Tax Credits & Incentives Consulting

We’ll help you identify and claim valuable tax credits—such as federal, state, and local employment and training tax incentives—to reduce tax liabilities and boost profitability.

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Information Assurance & Risk Management Services

Our team will help you safeguard your sensitive client and employee data with managed assurance solutions that simplify SOC 2, PCI-DSS, ISO 27001, CMMC, and HITRUST certification and compliance.

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Business Transition Support

We’ll help you navigate mergers, acquisitions, partner buyouts, or transitions with sound due diligence and financial guidance that reduce risks and enhance deal value.

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Succession Planning Services

If you’re considering retirement or exit, our team will provide the guidance, experience, and confidence you need to embark on your business succession planning journey.

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Retirement Plan Services

Our team can help you improve your current plan or establish a quality package that supports employee retention and growth goals.

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Business Applications & ERP Advisory

If your company’s growth is starting to outpace the systems and people that manage your day-to-day operations, it may be time to consider an ERP solution with Aprio.

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Forensic Services

Rely on financial analysis from our forensic accounting specialists to proactively identify risks, uncover misconduct, and work towards swift, data-driven resolutions to any litigation or forensic challenge.

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People & Talent Advisory Solutions

Whether you’re looking to hire for interim, fractional, or permanent positions, Aprio can help you attract and retain top talent with an approach that’s tailored to the specific needs of your business.

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Your Professional Services Specialists

Providing the trusted insights and advice you need to thrive

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Professional Services Industry Resources

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Frequently Asked Questions

What key financial metrics do professional services firms need to plan around?

Professional services firms looking to run efficiently and grow have a variety of metrics they need to be monitoring, like cash flow, utilization rate, realization rate, profit per partner, and overhead ratio. These help evaluate operational performance, profitability, and can help leaders identify inefficiencies, optimize staffing, and forecast revenue more accurately. By combining financial indicators with client retention and project margin analysis, it’s easier to get a comprehensive view of performance and make decisions that drive long-term growth.

What tax considerations are unique to professional services firms?

Professional services firms often deal with complex partnership tax structures, multi-state tax obligations, and employee-related tax incentives such as research and development credits.

But careful planning can reduce the risk of compliance issues and optimize the allocation of resources for growth initiatives. Understanding sector-specific deductions, retirement plan contributions, and bonus structures is essential to maintain tax efficiency and protect both the firm and its partners.

How can professional services firms prepare for mergers or acquisitions?

Mergers and acquisitions require detailed due diligence on both the sell and buy side in order to optimize value. Aprio has a team dedicated to transaction advisory that can help you with everything from tax structure, financial audits, operational assessments, quality of earnings analysis, evaluation of client contracts and more. A structured M&A strategy helps professional services firms integrate new operations, retain talent, and achieve sustainable growth after a transaction.

What role does technology play in scaling professional services operations?

Technology, including enterprise resource planning (ERP) systems and project management software, can be instrumental in streamlining workflows, improving data accuracy, and enhancing reporting capabilities. Firms that implement scalable technology solutions can reduce administrative burden, track project profitability in real time, and optimize resource allocation.

Why is succession planning important for professional services firms?

Succession planning ensures the continuity of leadership, protects client relationships, and preserves firm value. It involves identifying potential future leaders, aligning partnership agreements, and preparing financial strategies to support smooth transitions. A well-structured succession plan allows professional services firms to maintain operational stability and achieve long-term strategic objectives.

Don’t risk your firm’s long-term stability.

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