Our services

Finance · For owner-led businesses

Accurate books every month and the reports you need to run your business. We use cloud tools and automation to keep your records current with less effort from your team.

You receive

• Bookkeeping, including accounts payable and receivable
• Payroll management
• Monthly financial statements
• Budgeting and cash flow management
• Month-end close cleanup to get your books accurate and closing on time

Timeline: Ongoing monthly service; cleanup projects in 2 to 6 weeks

Fee: Fixed monthly fee, scoped to your transaction volume

AI enablement · Start here

We start with an AI Readiness Assessment to find where AI will actually pay off, then redesign routine work so software handles the repetitive steps and your team reviews the results. Finance comes first, where the payback is fastest, then HR, sales or operations.

Step 1: AI Readiness Assessment (2 to 3 weeks)

• A review of your processes, data and current tools
• Prioritized opportunities with estimated time and cost savings
• A risk and controls check covering data privacy and accuracy
• A 90-day action plan

Step 2: Automation

• Bill intake, coding and approval routing
• Bank and credit card reconciliations
• Monthly management reports and variance commentary
• Documented review steps so every automated entry is checked by a person

How we measure it: We record the hours your team spends on these tasks before we start, then report the time saved against that baseline.

Timeline: 3 to 6 weeks to set up, then an optional monthly support plan

Fee: Fixed fee for the assessment and setup, plus a flat monthly fee for support

How it works

From first call to finished work

• Intro call: a free 30-minute call to understand your business and what you need.
• Written scope: a one-page proposal listing deliverables, timeline and a fixed fee.
• Delivery: we do the work with a short weekly check-in, so there are no surprises.
• Handover: you get the finished work, a walkthrough and a clear view of next steps.

Who we work with

Built for businesses without a full-time CFO.

• Owner-led businesses: companies of 1 to 250 employees that have outgrown basic bookkeeping and want better forecasting, reporting and practical AI.
• Buyers and sellers: owners planning an exit and buyers who want an independent view of a target’s numbers.
• Accounting firms: firms that want to offer advisory and AI services to their clients or train their own staff.

Common questions

Is APEX a CPA firm?

No. APEX is a financial advisory firm led by a CFO with Big Four experience. We don’t perform audits, reviews or other attest services that require a CPA license. When you need one of those, we work alongside your CPA.

How do you set fees?

Every engagement is quoted as a fixed fee and agreed in writing before work begins, so there are no hourly bills or surprises. Our fees are competitive with the market for CFO-level and AI advisory work, and because we scope each project to what you actually need, you only pay for work that moves your business forward.

Do you work with clients outside South Florida?

Yes. We’re based in South Florida and work with clients across the United States. Our services are delivered remotely through secure file sharing and video meetings, and we’re happy to meet in person where it helps.

How is my financial data protected?

We treat your data with the care we’d expect for our own. Files are exchanged through secure, access-controlled cloud platforms rather than email attachments, and every system we use is protected with multi-factor authentication. We ask only for the access an engagement needs and remove it when the work ends. When we use AI, we use business-grade tools that do not train on your data, and we never enter identifiable client information into public AI tools. We’re glad to sign a confidentiality agreement before you share anything.