Case Studies

Real Challenges, real solutions, Real Results

Every business has a story — from local service providers to fast-growing startups. These case studies show how Apex steps in to untangle the numbers and keep businesses on track.

Recent Case Studies

Catch-Up Bookkeeping

California S-Corp Medical Professional Unlocks $170k+ Tax Savings

Catch-Up Bookkeeping

Mechanic Shop Cleans Up 3 Years of Books in 48 Hours to Secure New Lease

Catch-Up Bookkeeping

Electrical Contractor Rescues Suspended LLC With Bookkeeping Cleanup and FTB Resolution

Fintech Startup Relies on Apex to Manage $500k+ in Monthly Vendor Payments

Catch-Up Bookkeeping

California S-Corp Medical Professional Unlocks $170k+ Tax Savings

Catch-Up Bookkeeping

Mechanic Shop Cleans Up 3 Years of Books in 48 Hours to Secure New Lease

Why We Share These Stories

Behind every case study is a business owner just like you — balancing growth, compliance, and peace of mind. Whether you’re months behind or planning ahead, these stories show what’s possible when bookkeeping is handled right.

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