Aprio is a top 25 CPA-led advisory firm delivering integrated audit, tax, and consulting solutions to financial institutions and their clients across a wide range of industries. With deep expertise in assurance, tax advisory, compliance, and risk management, Aprio supports banks and their customers in technology, digital assets, fintech, asset management, real estate, manufacturing and distribution, government contracting, professional services, healthcare and other industries and segments.
Aprio’s services for financial institutions include non-attest financial statement preparation and technical accounting assistance, internal control evaluations, SOC 1 and SOC 2 reporting, operational and compliance audits, and regulatory examination readiness. Our tax solutions cover compliance and reporting for businesses and individuals, international tax, transfer pricing, ASC 740 income tax provisions, R&D tax credits, and indirect tax planning. Advisory services include AML program development and AML audits, KYC compliance, IT risk and cybersecurity consulting, M&A transaction support, ESG strategy, IFRS/GAAP advisory, and business valuation services.
For financial institutions and private banks serving high-net-worth individuals, Aprio offers integrated tax, family office, and wealth management services—helping clients manage complexity, preserve wealth across generations, and plan with confidence.
By combining technical precision with industry-specific insight, Aprio empowers financial institutions to navigate regulatory complexity, enhance operational resilience, and deliver greater value to their clients. Whether strengthening core functions or enabling innovation, Aprio is a trusted partner for compliance, growth, and long-term success. At Aprio we are passionate for what’s next.
1. Advisory Services
2. Audit & Assurance
3. Tax Services
4. Managed Services
5. Private Client Services
6. Industry-Specific Services
http://www.aprio.com