Professional Services

Professional Services

From attracting and developing new business to finding and keeping good people, professional services companies face their own set of challenges. As a professional services firm ourselves, we understand what keeps you up at night, because we have overcome many of these challenges ourselves. Our team’s knowledge is informed by our work with over 700 professional services clients across the U.S. and over 30 years of industry experience advising law firms, medical practices, veterinary practices, engineering firms, architecture firms, consulting firms and marketing and public relations agencies. Our comprehensive services enable us to move beyond tax, assurance and compliance to provide the advice you need to achieve what’s next for you and your business.

To see how our experts can help your professional services organization, please read our articles and whitepapers hosted here.


Tax Planning and Preparation

We work with professional services firms to create strategies that reduce and manage tax liabilities while ensuring compliance. We will spend time with you each year reviewing your goals, discussing tax saving opportunities for your business and looking at the big picture to make sure your tax strategy aligns with your goals.

Financial Assurance

Accurate, professionally prepared financial statements ensure you, your creditors and those looking to invest in your business that your finances are in order. Our compilation services will provide you with monthly, quarterly or annual financial statements to ensure that your financial data is presented in conventional financial statement form.

Tax Credits and Incentives

Professional services companies can take advantage of many tax credits to save money, such as the Jobs Tax Credit for hiring new employees or the Retraining Credit for the training of employees on new software. Money saved through these tax credits can be reinvested into your business.

Information Assurance

As a professional services company, you’re doing business in an ever-changing threat environment. We’ll help you develop a comprehensive risk management program that protects your intellectual property and sensitive data.

Litigation Support and Forensic Accounting Services

We provide the Litigation Support and Forensic Accounting Services businesses need when dealing with complex disputes, such as contract disputes, internal investigations, damages, insurance loss accounting and business valuations.

Transaction Advisory Services

Looking to acquire another professional services firm? We go beyond routine due diligence to provide an independent perspective on your transaction that identifies deal breaker issues and opportunities for higher ROI. Looking to sell? We can help you set the right prices and terms for your deal. Our team will appraise your business’s value, giving you the information edge to assess potential transactions.

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 plan remains 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.

Financial Benchmarking

Find out how you stack up against the competition. Our team will provide a benchmark report that compares your business performance against your peers across 60 financial metrics.

Outsourced Accounting

Focus on your core strengths by outsourcing your accounting functions 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

Annually, U.S. businesses amass about $7 billion in IRS civil penalties due to incorrect reporting of business income and employee values, according to Bloomberg BNA. We apply the rigor of our tax and accounting expertise to our outsourced payroll services to save you time and money and avoid tax season surprises.

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