Apex Financial & Tax Ops
One System. Full Financial Control.
Stop patching together disconnected tools. Get a fully integrated financial infrastructure — deployed to you, branded for you, running in 48 hours.
The Problem
Most growing businesses patch together 4–6 disconnected tools, pay a part-time bookkeeper, and still have no real-time financial visibility. You don't have a software problem. You have an infrastructure problem.
No Real-Time Visibility
No real-time financial visibility
Disconnected Tools
Too many disconnected tools — QuickBooks, Bill.com, TaxDome don't talk to each other
Overpaying
Overpaying $3,000–$8,000/month for a system that still breaks
Tax Surprises
Tax surprises every year because nothing is tracked proactively
What Apex Replaces
Real tools. Real numbers.
Total you're paying now
$5,000+/month
Apex Tier 2
$1,997/month — one integrated system, your brand, deployed in 48 hours
What Sets Apex Apart
Deployed to You
Not hosted by us. Your data never leaves your device.
One Deploy Fee
Yours permanently. System freezes — fully functional — if you ever pause.
Your Brand
Your colors. Your system. Every deployment is configured to your business.
44 Modules
One system. Zero duct tape.
How It Works
Three steps to fully operational.
1. Submit Your Intake
5 minutes. Tell us your team size, tools, and preferred theme.
2. We Configure Your System
Within 48 hours of payment confirmation.
3. You're Live
Open in Chrome, set your password, your financial infrastructure is running.
Pricing
Transparent. No surprises.
Tier 1 — 2–5 people
$6,500 deploy fee
One-time, perpetual license
$897/month or $8,970/year (2 months free)
  • AP & AR
  • Cash Flow Tracker
  • Expense Tracker
  • Compliance Calendar
  • Email Center
  • Your brand colors
Tier 2 — 6–15 people — MOST POPULAR
$12,500 deploy fee
One-time, perpetual license
$1,997/month or $19,970/year (2 months free)
  • Everything in Tier 1
  • Revenue Dashboard
  • P&L
  • Financial Statements
  • Recurring Invoices
  • Client Management
  • Referral Tracking
Tier 3 — 16–50 people
$25,000 deploy fee
One-time, perpetual license
$3,997/month or $39,970/year (2 months free)
  • Everything in Tier 2
  • Custom Reports
  • API Connections
  • Tax Workflow
  • Quarterly Check-ins
Tax Services — Built In, Not Bolted On
Apex clients get 15% off all tax preparation.
Ready?
Your financial infrastructure is waiting.
Submit your intake today. We review same-day. Configuration starts the moment your deploy fee is confirmed.
Apex Financial & Tax Ops LLC
Alicia Howard
Principal Contact
(323) 486-3414
Call us directly
Location
California