Customized solutions for your business

Industries We Serve

At Percipio Business Advisors, we specialize in more than just accounting. We help businesses make smarter financial decisions through tailored services like client accounting (CAS), outsourced CFO support, tax planning and preparation, real estate accounting, and M&A advisory. Whether you’re a startup laying the groundwork or a multi-location business managing growth, we support clients nationwide with accurate financial reporting, proactive planning, and compliance at both the state and federal level. Our goal is simple: deliver clear financial insight that drives confident decisions.

 
 

Tailored To Your Business

Today’s industries evolve fast. Whether you’re navigating regulatory shifts, rapid growth, or rising competition, you need financial partners who understand what’s at stake. That’s why we combine the strategic depth of seasoned CPAs and M&A advisors with hands-on experts who know your industry inside and out. We focus on the real-world factors that shape your success: cost structures, revenue cycles, compliance requirements, and capital needs.

With flexible engagement models—from ongoing Client Accounting Services (CAS) and fractional CFO support to project-based tax strategy or deal advisory—we deliver right-sized solutions expertly aligned to your pace of growth. Every engagement includes clear deliverables, tight timelines, and accessible communication, so you’re never left guessing.

What you can expect:

  • Advisors who understand industry challenges and opportunities
  • Customized accounting, tax, and advisory services aligned to your goals
  • Strategic financial planning that supports decision-making
  • Support for complex transactions through M&A advisory
  • Guidance that helps you maintain state and federal compliance
 

Our Industry Expertise Includes

We know that financial success looks different in every industry. That’s why we don’t offer one-size-fits-all solutions. Instead, we deliver accounting, tax, and advisory services tailored to the way your business actually runs. Whether you’re managing seasonal cycles, strict compliance, or rapid growth, our team brings real-world experience and proactive support that aligns with your industry’s priorities.

Agriculture

Construction

Healthcare

Manufacturing

Non Profit

Retail

Technology

Our Services

Whether you’re building the basics or navigating high-stakes decisions, our industry expertise comes to life through scalable service lines designed to meet you where you are. From day-to-day accounting and cash flow support to advanced tax strategies and complex M&A advisory, our services flex to fit your stage, your goals, and the unique demands of your industry.

Client Accounting Services

Get accurate, up-to-date financials without the stress. Our client accounting services handle the day-to-day details—like invoicing, reconciliations, and monthly close, while also giving you big-picture tools like budgeting, cash flow planning, and custom dashboards.

Mergers & Acquisitions Advisory

Buying, selling, or restructuring a business can be incredibly complex, but you don’t have to navigate it alone. Our team guides you through every stage of the deal process with expert valuation, due diligence, tax planning, and integration support.

Tax Planning & Preparation

We go beyond basic tax filing to help you plan ahead, reduce risk, and keep more of what you earn. Our team handles federal and state returns, advises on business structure, and helps you stay compliant with regulations.

Real Estate Solutions

From full-scale outsourcing to managing select property portfolios, our real estate accounting solutions are tailored to fit your needs. We provide scalable support for property owners and developers, aligning accounting functions with long-term growth and compliance goals.

Why Choose Percipio Business Advisors?

Percipio Business Advisors is your strategic partner in industry-aligned accounting, tax, and advisory services. Our experienced CPAs and advisors bring not just technical expertise but a deep understanding of how different industries operate, earn, and grow. Whether you’re scaling operations, navigating complex transactions, or trying to improve cash flow, we tailor every solution to the real-world challenges of your sector.

We work with you year-round to build smarter financial systems, optimize tax positions, and guide strategic decisions that move your business forward. Backed by a responsive team and a national footprint, Percipio Business Advisors delivers clarity, control, and confidence, no matter what your balance sheet looks like today.

National Reach

Based in Omaha, Nebraska, we partner with clients across the United States. Our team is equipped to manage state and federal regulations and policies and to provide customized solutions that address each client’s financial landscape. From New York, Chicago, and Miami to Houston, Los Angeles, Des Moines, and beyond, we are dedicated to guiding clients nationwide toward financial success and resilience.

 

 

 

 

Ready to get results?

Frequently Asked Questions

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Which Industries Do You Specialize At Percipio Business Advisors?

We focus on agriculture, construction, healthcare, manufacturing, non-profit, real estate, retail, and technology. We support additional sectors with similar needs as well.

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How Does Industry-Specific Expertise Benefit My Business?

It shortens the learning curve, improves forecast accuracy and reporting quality, and helps you avoid costly compliance missteps.

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Do You Work With Businesses Outside of Nebraska?

Yes. We serve clients nationwide with consistent processes and secure, remote-friendly collaboration.

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What Size Businesses Do You Typically Serve?

We support a wide range of clients, including startups, owner-led businesses, and established companies that are scaling, restructuring, or preparing for transactions.

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How Do I Know Which Services My Business Needs?

We start with a discovery call and a quick review of your financial reporting, tax position, and business goals. From there, we recommend a service package that fits your current needs and supports your next phase of growth.

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Can You Help With Both State & Federal Compliance In My Industry?

Absolutely. We manage multi-state filings and federal requirements aligned to your sector’s rules and reporting standards.