Professional Services CPA and Advisory Solutions

Aprio provides industry-specific tax, advisory, and accounting solutions to a broad range of professional services providers. Our holistic approach drives better partnership financial planning, personal wealth management, and succession planning.

Overview

Accounting Solutions & Business Advisory for Professional Services

Professional service firms face mounting challenges: navigating complex partnership taxes, managing cash flow, meeting regulatory demands, and planning for succession or business transitions. These challenges can strain resources and hinder growth.

Since 1952, Aprio has provided professional services accounting solutions that simplify compliance, improve tax strategies, and strengthen financial and operational planning. Aprio’s relationship-driven, professional services CPA specialists provide the industry experience, tools, and guidance you need to achieve scalable financial success.

Who We Serve

Diverse Industries, Tailored Accounting for Professional Services

Aprio serves a broad range of professional service providers, addressing their industry-specific needs with accounting, tax, and advisory excellence. We serve various industries, including but not limited to the following:

Healthcare

Aprio can help you improve revenue cycles, navigate regulatory compliance, and gain the financial clarity you need to focus on patient care.

Dental Practices

From startup to transition, we help dental practices of all sizes improve operations and manage profit to increase practice value and personal wealth.

Legal Firms

Aprio helps law firms manage partnership tax structures and streamline billing complexities to support sustainable growth.

Veterinary Services

An Aprio professional services CPA can be your ally. Simplify accounting and financial planning to enhance profitability and practice value.

Engineering Firms

Engineer success with professional services accounting solutions that improve cash flow and revenue recognition.

Architectural Firms

We help architects improve accounting operations to streamline financial reporting and cash flow management while balancing creativity with profitability.

Consulting Firms

Improve accounting, billing, and cash flow management for financial planning that supports growth at scale.

Marketing Agencies

The Aprio professional services CPA team helps marketers improve cash vs accrual, accounting, contractor vs employee reporting, and project cost accounting.

How We Help

Integrated Advisory, Accounting, and Tax Solutions for Professional Services

Professional service firms often face intricate financial, operational, and technological demands that require more than standard solutions. Aprio combines decades of experience with innovative approaches to simplify partnership taxes and enhance financial visibility.

Refine tax compliance strategies
Decrease tax headaches. Aprio tax solutions for professional services can help plan for payments and improve the accuracy and timeliness of tax filings.
Reduce liability & simplify partnership taxation
Improve tax planning to help lessen tax exposure, enhance profitability, and reduce personal liabilities and financial risks.
Improve financial reporting and benchmarking
Gain clarity with precise financial statements and actionable insights to understand your performance and highlight opportunities to elevate your performance and drive growth.
Leverage tax credits to enhance profitability
Identify and claim valuable tax credits—such as federal, state, and local employment and training tax incentives—to reduce tax liabilities and boost profitability.
Simplify data security and compliance
Safeguard your sensitive client and employee data with managed solutions that simplify SOC 2, PCI-DSS, ISO 27001, CMMC, and HITRUST certification and compliance.
Facilitate smooth business transitions
Navigate mergers, acquisitions, partner buyouts, or successions with sound due diligence and financial guidance to reduce risks and enhance deal value.
Manage retirement plan administration
Aprio can help you improve your current plan or establish a quality retirement plan that supports employee retention and growth goals.
Transform your accounting operations
Simplify accounting processes, implement ERP systems, and address revenue management challenges to support growth objectives.
Utilize litigation support and forensic accounting
Utilize financial analysis from our forensic accounting specialists to conduct internal investigations and settle disputes arising from damages claims and business valuations.
Refine tax compliance
strategies
Reduce liability &
simplify partnership
taxation
Improve financial
reporting and
benchmarking
Leverage tax credits
to enhance
profitability
Simplify data
security and
compliance
Facilitate smooth
business transitions
Manage retirement
plan administration
Transform your
accounting
operations
Utilize litigation
support and forensic
accounting

Aprio offers tailored solutions that address critical needs for professional service firms. Our assurance* services for professional services bring transparency and build stakeholder confidence, while strategic advisory helps streamline operations and navigate complex transitions.

Build a meaningful relationship with professional services CPA and advisory team members who are committed to helping you succeed in today’s competitive and dynamic economic landscape.

Why Aprio

A Legacy of Professional Services Consulting

Our years of experience serving professional services companies mean we understand your industry like no other. From addressing complex partnership tax challenges to guiding seamless business transitions, our holistic and tailored approach helps you stay ahead of evolving demands. More than advisors, we are strategic growth partners that can help you explore what's next.

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Professional services clients served

+

Years of experience serving
partnerships

+

Team members in
professional services tax

Aprio is your partner that can evolve with your business. At Aprio, we are committed to providing solutions that create lasting value. We focus on providing professional services accounting solutions that deliver measurable results and repeatable predictable outcomes.

Leadership

Proven Professional Services CPA Leaders to Guide Success

Aprio’s leadership team brings decades of experience and passion for delivering impactful solutions. Guided by innovation and a commitment to client success, our professional services advisory leaders make sure that your firm receives the advice and insights needed to thrive.

Thomas Prevatt

Professional Services Tax Team Leader | Tax Partner Aprio Advisory Group, LLC

Trenton D. Watrous, CPA, CFE, CVA  

National Dental Practice Leader | Tax Partner, Aprio Advisory Group, LLC

Angela Dotson

Black Business Segment Co-Chair | Tax PartnerAprio Advisory Group, LLC

Jonathan Rudolph

Professional Services | Legal | Tax PartnerAprio Advisory Group, LLC

Cindy Gomerdinger

Tax PartnerAprio Advisory Group, LLC

Frequently Asked Questions