About Pernee

A firm's memory should outlast the people who leave

Every year a CPA firm re-learns what it already knew. The preparer who worked a fund last season has moved on, the reasoning behind last year's treatment lives in one reviewer's head, and the same review comments come back a third time. Pernee exists to stop that loss compounding.

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The cost is not small, and it repeats every year

$145.5B
US accounting services revenue
The industry this runs inside, in 2025 alone.
50,885
CPA practices in the US
Overwhelmingly small and mid-sized firms, not the Big Four.
1.7M
Accountants and auditors
Professionals whose working memory is the asset being lost.

Take those 1.7 million professionals. If each loses 12 hours a week to hunting for context that already exists somewhere in the firm, that is roughly 979 million professional hours a year. At a blended $60 an hour, it is on the order of $58 billion of qualified time annually — spent re-finding work that was already done. The hours figure is Pernee's own estimate from firm interviews, not a published statistic; the professional count and industry revenue are IBISWorld's.

Industry figures: IBISWorld, Accounting Services in the US (2025–26).

Why it compounds

Turnover breaks the chain

In small and mid-sized firms the person preparing a return often isn't the person who prepared it last year. Every handoff sheds a little more of why the work was done the way it was.

The knowledge was never written down

It lives in one reviewer's head and in scattered files — prior-year workpapers, an email thread, a comment nobody carried forward. None of it is where the next preparer will look.

So the same issues return

The clearest symptom is the review comment that reappears year after year. It isn't carelessness; it's a firm with no memory between seasons.

A memory layer, not another system to feed

Pernee sits on top of the tools a firm already runs — the document stores, the mailboxes, the ledger — and reads across them. Nothing has to be migrated and nobody has to file differently. It reads a client's full history and hands whoever picks it up next a short brief: what changed each year, the recurring issues, the open items, the people to ask. A five-minute ramp instead of a week of archaeology.

How we build it

Answers you can check

Every response links back to the exact source. A tax position you can't trace is a tax position you can't sign.

The data stays where it belongs

Read-only, scoped access, US-resident. Handling taxpayer information carries real obligations under IRC §7216, and the architecture is built around them rather than bolted onto them.

Narrow on purpose

Pernee is built for CPA firms doing complex fund and partnership work — not a horizontal knowledge hub that is shallow everywhere.

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