Firm profile
Apex Bookkeeping & Financial Solutions LLC
Sacramento
Monthly income/expense tracking, reconciliations and reports.
At a glance
- Services listed
- Bookkeeping, Monthly bookkeeping, Cleanup / catch-up, Tax preparation
- Software
- QuickBooks Online
- Published address
- 3550 Watt Ave Suite 140, Sacramento, CA
- Ways of working
- Remote-friendly
- Credentials as stated
- Advanced QBO ProAdvisor, Payroll ProAdvisor, bookkeeping certification, tax preparer and accounting-degree claims; unverified
Apex Bookkeeping & Financial Solutions LLC, with a published office in Sacramento, lists monthly bookkeeping, cleanup and catch-up work and tax preparation on its website and names QuickBooks Online as its software; it does not publish a monthly bookkeeping fee (checked October 13, 2026).
What the website describes
- Monthly bookkeeping
- Monthly income/expense tracking, reconciliations and reports.
- Cleanup and catch-up
- Catch-up and cleanup.
- Tax-related scope
- Individual and business preparation/filing.
Questions to ask this firm
- Are you taking on new clients now, and when could work start?
- What exactly would a written quote for my books include?
- What are the contract length, notice period and any fees to leave?
- Who will do my work each month, and which credentials do they hold?
- What does monthly bookkeeping cost for a business like mine?
- How do you protect client information and documents?
Not published on the firm's website
These details were not found on the pages reviewed on October 13, 2026. That does not mean the firm lacks them; ask directly.
- A bookkeeping price
- A service area
- Industries served
- Payroll services
- Names of the people who do the work
Sources and checked dates (1)
- https://www.apexbfs.com/: Services, Software, Industries, Working style, Office, Service area, Credentials, Published fee. Checked October 13, 2026.
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