Our Services
Client Accounting Services
We know accounting, you know your business. From transactional support to high-level strategic planning, our fractional CFO and accounting services offer an integrated approach to align with the future state of your small business.
Fractional CFO & Controller
Our mission is to help both small and large businesses succeed. So, what’s our approach? Percipio Business Advisors offers outsourced accounting and fractional CFO services to help strengthen your financial strategy, drive growth, and achieve your long-term goals. Get in touch with our team to learn more.
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Monthly Financial Review
- Accurate and timely profit & loss, balance sheet, and cash flow statements
- Budget and forecast modeling
- Annual budgeting by department, location, service/product lines
- Monthly/quarterly forecasting updates
- Detailing changes in expected revenue, expenses, and cash flows due to new information or business-environment changes
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Financial Dashboards
- Budget vs. actual analysis
- Cash flow projections
- Key performance indicator review
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Process Review and Improvement
- Accounting policy and process design
- Upgrading outdated or inefficient processes
- Cash flow management
- Inventory control
- Month-end close
- Payroll processing
- Accounting standards implementation
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Software Implementation & Management
- Accounting systems
- Inventory / POS systems
- ERP systems
- Payroll systems
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Client staff training and development
- On-site or remote guidance
- Assistance to in-house accounting team on policy and procedure implementation
- Training on
- Technical accounting issues
- Technology
- Month-end closing duties
- And more
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Corporate governance document review
- Review and comment of documents
- Articles of incorporation
- Certificates of organization
- Operating agreements
- Bylaws
- Profit interest agreements
- And more
For the avoidance of doubt, you agree that the use of our services does not constitute legal advice and we recommend you obtain legal advice from qualified counsel.
Outsourced Bookkeeping
Let Percipio Business Advisors take the stress out of managing your finances. Through our outsourced bookkeeping services, we handle everything, from customer billing to payroll processing retirement plan funding. We make your business’ financials seamless and stress-free, so you can stay focused on what you do best.
- Remote or on-site
- Month and year-end closing duties
- Bank account and credit card reconciliations
- Customer billing and invoice management
- Vendor invoice management
- Payroll processing and reporting
- Retirement plan funding
- Fixed asset and depreciation schedule management
Advantages of Outsourcing Accounting Services
Why choose Percipio Business Advisors for outsourced accounting services? Simply put, we bring financial expertise and strategic insight so you can stay focused on growing your business. Our fractional CFO solutions are designed to streamline operations and drive results. Explore the key benefits of partnering with us below:
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Better Financial Reporting
Our financial experts combine deep knowledge with strategic creativity to help you approach reporting with clarity, confidence, and purpose.
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Efficiency
Leave the monthly financial work to us so you can stay focused on running and growing your business.
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Long Term Partner
Whatever your needs, we’re here to support the financial health and long-term growth of your business every step of the way.
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Cross-Industry Expertise
We partner with businesses across a wide range of industries, giving us the experience to quickly understand the nuances of yours.
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Value
By using Percipio Business Advisors’ fractional CFO services, you gain high-level financial expertise without the cost of a full-time hire, freeing up your budget to invest in the areas of your business that require more attention.
National Reach
Percipio Business Advisors helps businesses stay financially sound and ready for what’s next. From agriculture and construction to healthcare, retail, and technology, we provide outsourced accounting services that scale with your business size. Headquartered in Omaha, Nebraska, we serve clients nationwide, including in Des Moines, New York, Miami, Chicago, Houston, Las Vegas, and Los Angeles, delivering the clarity and consistency organizations need to grow with confidence.
Whether you’re navigating complex financial regulations, preparing for audits, or simply trying to streamline daily operations, our team works behind the scenes to ensure your numbers tell the right story. With proactive support, detailed reporting, and industry-specific expertise, Percipio Business Advisors is more than a vendor—we’re a long-term partner in your financial success. No matter where you’re located or what stage you’re in, we’re here to help you move forward with precision and peace of mind.
Frequently Asked Questions
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Why Should I Outsource Accounting?
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How Much Does It Cost To Outsource Accounting?
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What Is A Fractional CFO?
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What Does A Fractional CFO Do?
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When Is It Time To Hire A Fractional Controller?
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How Does Outsourced Bookkeeping Work?
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What States Do You Provide Accounting Services?
We provide accounting 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