Business Advisory Services in Omaha – Accounting, Tax, M&A & Real Estate

Our Services

At Percipio Business Advisors, we provide streamlined accounting and financial services for privately held companies, nonprofits, and individuals in Omaha and nationwide. Our offerings include small business CPA services, client accounting support, business tax planning, outsourced CFO services, and real estate accounting solutions. Headquartered in Omaha, our experienced team delivers strategic financial planning, tax preparation for businesses, and mergers and acquisitions advisory services to help you navigate complex transactions with confidence, so you can focus on growing your business.

Client Accounting Services

Our client accounting services combine day-to-day transactional support with strategic financial planning to help you scale confidently. As a trusted Nebraska CPA firm, we align your financial operations with long-term business goals, delivering practical, data-driven insights tailored for small business success in Omaha, Nebraska, and across the country.

Mergers & Acquisitions Advisory

Successful business transactions require insight, precision, and experience. Our mergers and acquisitions advisory team in Omaha helps navigate complex deals with confidence, offering strategic guidance, valuation expertise, and support from due diligence to close, whether you’re buying, selling, or restructuring.

Tax Planning & Preparation

Maximize cash flow and reduce liabilities with proactive tax planning and preparation tailored to your business goals. Percipio Business Advisors provides expert guidance on business tax planning and tax preparation, ensuring compliance and strategic alignment with both short- and long-term objectives.

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.

Industries We Serve

To help as many industries as possible, we partner with organizations across diverse sectors, delivering tailored accounting, tax, and advisory solutions that align with each industry’s unique challenges and growth opportunities. Our deep experience allows us to provide strategic insights, operational support, and financial clarity that help businesses thrive in competitive and evolving markets.

Agriculture

Construction

Healthcare

Manufacturing

Non Profit

Real Estate

Retail

Technology

Why Choose Percipio Business?

When you work with Percipio Business Advisors, you’ll get a committed partner on your side. Our team combines deep CPA and tax expertise with real world, industry specific experience to deliver customized accounting services, strategic financial planning, and transaction advisory that propel growth. With roots in Omaha and a reach across Nebraska and nationwide, we balance local insight with broad, scalable solutions, allowing you to focus on running your business, not wrestling with your books.

National Reach

Percipio Business Advisors delivers accounting services, outsourced CFO services, and business tax planning to clients coast-to-coast. We partner with businesses, from mid sized companies to growing small businesses, in cities such as New York, Chicago, Miami, Houston, Las Vegas, Las Angeles, Dem Moines and beyond, ensuring consistent, scalable financial support wherever you operate.

Frequently Asked Questions

HIDDEN
What Size Businesses Do You Work With?
We partner with businesses of all sizes, from ambitious startups laying their foundation to established enterprises with decades of success. Our team brings the insight, flexibility, and expertise needed to support your growth at every stage.
HIDDEN
How Do Your Outsourced Accounting Services Work?
When it comes to outsourced accounting services, we deliver more than numbers. In addition, we provide strategic insight, enhanced financial reporting, increased efficiency, and deep industry experience that adds lasting value to your business.
HIDDEN
What's Included In Your Tax Planning Services?
Whether you need targeted guidance or end-to-end support, our tax planning services are built to scale with your needs. We offer comprehensive solutions including federal and state tax preparation, annual income tax planning, extension filing assistance, multi-property reporting, and more.
HIDDEN
Do You Offer Fractional CFO Services?
Yes. We offer fractional CFO services designed to fit your budget while delivering the high-level financial expertise your business needs. From monthly financial reviews and customized dashboards to software implementation and ongoing strategic support, our solutions drive clarity, control, and confident decision-making.
HIDDEN
How Do You Charge For M&A Advisory Services?
The cost of our M&A advisory services varies based on several factors, including transaction size, deal complexity, and the scope of additional support required. We tailor every engagement to match your unique needs and ensure you receive maximum value.
HIDDEN
Can You Help With Buy-Side And Sell-Side Advisory Services?
Yes. Our mergers and acquisitions advisory services include both buy-side and sell-side support, giving you the clarity to navigate transactions with confidence. We help you understand market dynamics, assess financial impact, and make informed decisions at every stage of the deal process.
HIDDEN
What States Do You Provide Business Advisory Services?

We provide services to all 50 states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Wyoming

Ready to get results?

Get Started