Apex Bookkeeping

Apex Bookkeeping is a team of experienced professionals dedicated to helping businesses of all sizes achieve their financial goals. Founded in 1996 by Alan Pex, who built his expertise working with a CPA firm, Apex has grown into a trusted partner for businesses seeking comprehensive bookkeeping and financial management solutions. At Apex, our philosophy centers around providing personalized service and support, working closely with our clients to understand their unique needs and challenges. We believe that sound financial management is the cornerstone of a successful business, and we are committed to providing the tools and expertise necessary for our clients to thrive.

Our Services

Apex Bookkeeping offers a wide range of services designed to simplify your financial operations and empower your business growth. We understand that running a business involves navigating numerous complexities, from initial setup to ongoing financial management. Our team of experts is here to guide you through every step of the way.

• Business Setup: We assist you in establishing the right legal structure for your business, weighing the pros and cons of various options like sole proprietorships, partnerships, LLCs, and corporations. Understanding the nuances of each structure is crucial for maximizing tax advantages and minimizing liabilities.

• Accounts Payable and Receivable: We diligently manage your accounts payable and receivable processes, ensuring timely payments to vendors and efficient collection of outstanding invoices. Accurate record-keeping in these areas is essential for maintaining healthy cash flow and building strong business relationships.

• Monthly Financial Reporting: We prepare comprehensive and insightful financial reports on a monthly basis, providing you with clear and concise snapshots of your business's performance. These reports go beyond simple financial statements; they offer actionable insights to help you make informed decisions about pricing, inventory, marketing, and other critical aspects of your operations.

• Vendor and Customer Management: We streamline your vendor and customer relationships by maintaining accurate and updated records. This includes tracking payment terms, invoice processing, and customer communications, fostering efficient collaboration and building strong partnerships.
• Budgeting and Forecasting: We work with you to develop realistic budgets and financial forecasts, allowing you to anticipate future needs, control expenses, and plan for growth. Effective budgeting is key to achieving your financial goals and ensuring long-term sustainability.

• Payroll Processing: We handle all aspects of your payroll processing, from calculating employee wages and deductions to generating paychecks and filing necessary tax forms. This frees you to focus on your core business while ensuring your employees are paid accurately and on time.

Our Team

At Apex Bookkeeping, we pride ourselves on our team of experienced and dedicated professionals who are passionate about helping businesses succeed. Our expertise encompasses a wide range of industries, including chiropractors, dentists, lawyers, sound studios, real estate appraisers, software development, and construction. We work closely with our clients' tax professionals to ensure the accuracy and timeliness of financial information, providing a seamless and comprehensive accounting experience.