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Nonprofit and Tax-Exempt CPA & Advisory Services

As a nonprofit, you face constant pressure to balance impact with funding, compliance, and operational demands. Aprio can help you account for any challenge that may stand in the way of achieving your mission.

Tax liabilities.

Grant reporting requirements.

Federal funding compliance.

Stakeholder expectations.

Aprio helps nonprofits Account for Anything™

In the nonprofit sector, every dollar, initiative, and volunteer hour counts—and so does the strategy behind each one.

Aprio partners with nonprofits to translate complex financial and regulatory requirements into practical solutions that help you make bold decisions, secure funding, and extend your reach in the communities you serve. From audits and tax compliance to strategic advisory and cloud-based financial management, our specialists will put our deep understanding of nonprofit operations to work for your team so you can focus on delivering programs that make a difference.

We serve organizations across the nonprofit and tax-exempt sector:

  • Trade associations
  • Educational institutions
  • Social welfare organizations and advocacy groups
  • Public health organizations
  • Environmental organizations
  • Think tanks and Political Action Committees (PACs)
  • And more

Our Solutions for the Nonprofit Industry

Nonprofit Client Accounting Services

Always know where you stand with our scalable, managed nonprofit accounting solutions that deliver real-time insights and help you improve processes, reduce risks, and give you time back to focus on your mission.

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Nonprofit Tax Services

We’ll provide guided support for Form 990 preparation, unrelated business income taxes (UBIT), and other nonprofit-specific tax needs.

Nonprofit Consulting Services

Our trusted advisors provide both business advisory and interim CFO and Controller services designed to strengthen financial reporting, optimize processes and systems, mitigate risk, and position your nonprofit for long-term success through tailored strategies and continuous improvement.

Financial Planning & Analysis Services

Gain reliable, easy-to-understand financial reports that help you demonstrate compliance, fiscal responsibility, and impact to donors, board members, and stakeholders.

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Uniform Guidance Services

We know how vital compliance is for federal award recipients—and our specialists have proven experience helping nonprofits comply with OMB’s Uniform Guidance requirements.

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Financial Assurance Services

Our specialists provide accurate, timely audit reports that help you and your stakeholders see beyond the numbers, maintain compliance, and plan for growth.

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Strategic Fundraising Guidance

Get the trusted insights you need to create compelling grant applications that check all the boxes for private donors and OMB Grant Management Specialists awarding funding.

Payments Consulting Services

If you accept donations via credit card, we’ll help you identify potential savings and efficiencies on credit card processing, providing partner-enabled platforms and exclusive rates that can help you save up to 50%.

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Business Applications & ERP Advisory

If your organization’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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Frequently-Asked Questions

What is a Uniform Guidance (single) audit?

A Uniform Guidance audit, also known as a single audit, evaluates federal funding compliance for organizations receiving federal grants. It ensures proper internal controls, verifies reporting accuracy, and helps maintain transparency with stakeholders and donors.

Contact Aprio today to learn more about our Uniform Guidance services.

What financial management tools are best for nonprofits?

Cloud-based solutions like NetSuite and Sage Intacct enable nonprofits to streamline accounting, improve reporting, and track key performance metrics. These tools support budgeting, fund tracking, and operational decision-making.

How can nonprofits improve their financial sustainability?

Financial sustainability comes from strong internal controls, clear reporting, and efficient resource allocation. Strategic planning, grant management, and operational oversight help organizations maintain long-term stability and growth.

How can nonprofits optimize grant management?

Nonprofits can improve grant management by tracking due dates, monitoring fund allocations, and maintaining clear reporting. Structured processes help ensure compliance with funder requirements and support effective program delivery.

What internal controls should nonprofits implement?

Segregating duties, regular reconciliations, and approval workflows help nonprofits prevent errors and fraud. Strong internal controls also support audit readiness and demonstrate accountability to donors and regulators.

Don’t risk falling behind on your mission.

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