The full catalog

Accounting & tax services

Every service Apex provides, organized by category. Not sure which one you need? Schedule a free consultation and we will work it out together.

Bookkeeping

  • Monthly and quarterly bookkeeping
  • Bank and credit-card reconciliation
  • Transaction categorization
  • Accounts cleanup

QuickBooks

  • QuickBooks Online setup
  • Cleanup and catch-up
  • Chart of accounts setup
  • QuickBooks support and training

Tax preparation

  • Individual tax returns
  • Sole proprietors and Schedule C
  • Partnerships
  • S corporations
  • Federal and California tax preparation

Payroll

  • Payroll processing
  • Payroll setup
  • Payroll tax support
  • W-2 and 1099 support

California sales tax

  • CDTFA registration assistance
  • Sales-tax reporting and filing support
  • Sales-tax bookkeeping

Financial reporting

  • Profit & loss
  • Balance sheet
  • Cash-flow reporting
  • Management reporting

Business & financial advisory

  • Budgeting
  • Cash-flow planning
  • Profitability analysis
  • Financial organization and business guidance

Simple, transparent pricing

Every client and business is different. Pricing depends on the services required, transaction volume, number of accounts, payroll needs, and the condition of the existing books. After your consultation, you will receive a clear scope of work and pricing before services begin.

Request a consultation Call or text(916) 907-2599