Non-Profit and Education

Non-Profit and Education

Tax-exempt organizations must continually develop new strategies for funding operations, while providing assurance to donors, lenders and board members that they are acting with fiscal responsibility. At Aprio, we share your passion for community service and understand the challenges that come with this commitment because we run our own non-profit, the Aprio Foundation. Many of our partners and associates are board members of tax-exempt organizations, so they have experienced and resolved many of the issues you may face. More than just a CPA partner, we work closely with you to provide proactive advice and services that help ensure that your business operations support the growth of your organization.


Financial Assurance

Make sure that your financial statements are accurate. We’ll review your operations and provide guidance on how you can improve your organization.

Federal Uniform Guidance Audits

Provide peace of mind to your government grantors. For companies which receive more than $750,000 in federal funds, we will review your internal controls so you can demonstrate that you’re using that money appropriately.

Department of Housing and Urban Development Audits

Reassure your government grantors that your organization is spending HUD funds appropriately. We will perform an audit so you can demonstrate that your business is compliant with government rules.

Outsourced Accounting Services

Simplify financial reporting and focus on your core strengths by outsourcing your accounting and finance function to Aprio. You’ll get a dedicated team of accounting professionals delivering service on world-class technology for a fraction of the cost.

Outsourced Payroll Services

Avoid costly penalties and tax season surprises by allowing us to handle every aspect of your payroll processing, benefits administration and the filing of your federal, state and local payroll taxes.

Review of Internal Controls

Ensure you have the proper controls in place to effectively run your organization and mitigate your risks. Our team will review your existing controls and make suggestions to improve your operations.

Information Assurance

Protect the personal information of your donors. We’ll help you develop an information risk management program that safeguards your sensitive data.

Form 990 and 990-T Tax Planning and Return Preparation

Ensure that you’re complying with federal laws. We’ll help you file your required returns correctly and on time.

Consulting with Board Members on Governance Matters

Help your board members guide your organization. We provide ongoing consulting around board member responsibilities and governance concerns.

Retirement Planning

Let us help you avoid risk of potential fines by making sure your retirement plan is in compliance with regulatory standards. Our approach reduces administrative time and costs, and provides ongoing coverage across three key plan areas: investments, risk and education. From filing your plan’s tax return to benchmarking and participant education, we ensure your plans remain in lock step with best practices as regulations and your company continue to evolve.

Private Client Services

Synchronize every aspect of your financial life and gain a big-picture view of your complete financial landscape. Your Aprio advisor will coordinate financial, tax, estate and investment planning to reduce unnecessary tax liabilities, mitigate risks and maximize your returns. Get the best possible advice to advance your financial goals and prepare for what’s next.

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