APEX ADVISORY
AI-powered finance & advisory
Enterprise-grade AI and CFO-level finance, built for businesses your size.
WHO WE ARE
With 15+ years of CFO-level experience across BPO, healthcare and audit, APEX helps businesses with 1 to 250 employees put AI to work across finance and operations. We combine hands-on accounting, project management and fractional CFO support with practical AI enablement, so you get enterprise-grade tools and controls built for a business your size.
Big Four
Audit and advisory background
15+ years
CFO-level finance experience
Inc. 5000 Top 100
Finance support for a 2025 honoree
Data stays private
Secure, access-controlled file sharing
SERVICE OFFERING
Accounting & Reporting
- Bookkeeping and payroll
- Monthly financial statements
- Budgeting and cash flow
- Month-end close cleanup
Fractional CFO & Deal Advisory
- Cash flow forecasts and lender packages
- Budgets and KPI dashboards
- Deal readiness and diligence for buyers and sellers
AI Finance Automation
- AI readiness assessment and 90-day plan
- Automated bills, reconciliations and reporting
- Human review built into every step
AI Leadership & Training
- Fractional AI Officer on a monthly retainer
- AI policy, governance and vendor selection
- Workshops and team training
HOW IT WORKS
1. Intro call
A free 30-minute call to understand your business and what you need.
2. Written scope
A one-page proposal with deliverables, timeline and a fixed fee.
3. Delivery
We do the work with a short weekly check-in, so there are no surprises.
4. Handover
Finished work, a walkthrough and a clear view of next steps.