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Be the visionary,
we'll do the math.

CPA reviewed bookkeeping to take your business to the next level. 

Bookkeeping Services Near Newport Beach

Don't guess where your money goes. 

Accurate monthly bookkeeping ensures you'll always keep your income, expenses, and cash-flow stay in check and make informed decisions. 

CPA Reviewed

Our approach to bookkeeping ensures accuracy with review of your books by a CPA at the middle & end of your year.

Confidential

We use secure file and email portals for all of your sensitive numbers. If you need AP services, rest assured you'll always approve outgoing payments.

Hyper-Informed Reporting

Monthly reports for all your key performance measures. Reports on demand.

Fast, Continuous Support

We love to chat. We guarantee to respond to you within 24 hours or less. You'll have a dedicated bookkeeper.

Technology-Driven

Cloud-based systems ensure your visibility from wherever you may be. We're always looking for ways to help improve your processes.

Tax Planning

Having the right numbers, estimates, and projections is the only way to create insightful strategies. We're cognizant of tax implications.

Getting Started is Simple & Free

Your situation is unique, let's get to know each other first. 

Catch Up & Clean Up Bookkeeping Services

Ease your mind and get back on track. 

Regardless of how far behind your books are, we can be your time-travelers. 

Revive Your Books

Being behind is no fun. Getting caught up and placing yourself in a position of power is a meeting away.

Updated Financials

As a business owner, you know that consistency is key. Current financial statements keeps you ready to win.

Tax-Time Ready

Transform disorganized financial information into data that allows for a seamless tax season.

New Year, Clean Slate

Start the new year with a clean slate that primes your business for success and new opportunities.

How it Works

Discovery

Time to chat about your situation and business goals.
Book Now

We'll Set Things Up

Cloud-based systems if you don't already have them.

We Handle Bookkeeping

Expect categorized transactions each week or month.

Tax-Ready Financials

Financials delivered for your tax filing! (or filed for you)

Got my backlogged transactions of over a year cleaned up and sorted in less than a month and has been on top of everything and readily available anytime I have a question or require his expertise. Overall a fantastic experience. Highly recommend Zan and his associates at Apex!

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