News & Resources

This guide provides a structured approach to navigating the merger and acquisition process, from due diligence to post-merger integration. We also highlight some common pitfalls to avoid.

Tax season is often a stressful time for many business owners. Given the many intricacies of the tax code, it’s easy to get lost in your planning.

Under the leadership of Justin Niederklein, CPA, Percipio Business Advisors worked alongside Athelas’ executive team, finance and accounting departments, and attorneys, to manage the due diligence process, provide insight on deal structure and negotiation, and to coordinate closing activities.

The benefits of outsourced accounting far outweigh the potential downsides of cost and less control over financial data.

Starting a small business involves many moving parts, and it can be challenging to keep track of everything. That’s where Percipio Business Advisors come in.

On September 14, 2023, the IRS announced a moratorium on processing new Employee Retention Credit (ERC) refund claims through the end of the year.

The Corporate Transparency Act (CTA), effective as of January 1, 2024, requires many U.S. businesses to report beneficial ownership information to the Financial Crimes Enforcement Network (FinCEN).

Highlighting the pitfalls of bookkeeping; those errors that can quietly chip away at a business’s foundation, and what you can do to avoid them.

The Employee Retention Credit (ERC) has become a vital financial lifeline for small to medium-sized businesses, offering crucial support in the wake of economic challenges.