Apex Accounting is a family-owned accounting firm based in Cooper City, Florida. We provide bookkeeping, tax preparation and planning, payroll services, and CFO advisory for growing businesses across South Florida and the United States. We work directly with our clients as financial partners, not just service providers.

We are a small, family-owned firm and that is by design. When you work with Apex Accounting, you work directly with the founders every time. No account managers, no junior staff, no getting passed around. You get experienced, senior-level professionals who are genuinely invested in your business.

No. While we are rooted in Cooper City and have a deep understanding of the South Florida business community, we serve growing businesses across the entire United States. Our local expertise and personalized approach extend to every client we work with, regardless of where they are located.

We work with a wide range of industries including construction and trades, ecommerce and retail, professional services, healthcare and wellness, real estate, restaurants, and technology. If you run a growing business that needs professional financial support, we have the experience to help.

We are available Monday through Saturday, 8AM to 7PM. We understand that business owners have questions outside standard office hours, so we built our schedule around that. You can also reach us by email at info@apexaccountingpro.com anytime.

Yes, completely free and with no obligation. During your consultation we will learn about your business, understand your current financial situation, and give you honest advice on how we can help. There is no sales pressure and no commitment required to move forward.

We spend about 30 to 45 minutes getting to know you and your business. We ask about your current financial setup, what is working, what is not, and what your goals are. From there we recommend the right services for your situation and give you a clear sense of what working together would look like, including transparent pricing.

Usually within a few days. After your consultation we send you a proposal and onboarding checklist. Once you sign on, we gather the necessary documents and access credentials and get started promptly. For time-sensitive situations like approaching tax deadlines, we can often move faster.

It depends on the service, but typically we need access to your accounting software, recent bank statements, your prior year tax return, and basic business information. We provide a detailed personalized checklist after your consultation so there is no guesswork involved.

We primarily work with QuickBooks Online and Xero, the two most widely used platforms for growing businesses. If you are already on one of these we will work with your existing setup. If you are starting fresh we will recommend the best fit and handle the full setup for you.

There is no limit. We have helped businesses catch up on months and even years of backlog. We specialize in catch-up and cleanup bookkeeping and approach it without judgment. You will get a clear timeline and flat-fee quote during your free consultation.

We use secure, read-only connections through your accounting software. You remain in full control at all times. We never move money or make transactions on your behalf, and all data is handled with strict confidentiality.

Absolutely. That is one of our core commitments. We do not just deliver reports full of numbers and hope you figure it out. We explain what everything means in plain English, highlight what matters most, and flag anything that needs your attention each month.

Yes. Catch-up bookkeeping is one of our most requested services. Whether you are one month or three years behind, we reconstruct your financial history accurately and efficiently so your books are clean, organized, and ready for tax time.

Yes, and we typically prepare them together for business owners. This ensures everything is properly coordinated between your business and personal returns so nothing is missed and you are not leaving money on the table through disconnected filings.

Absolutely. Self-employed professionals and freelancers are among our most common clients. We specialize in maximizing deductions for variable income earners and help set up quarterly estimated tax payments so you are never surprised at year-end.

Yes. We handle catch-up filings for prior years and can help you navigate any back taxes or penalties owed. Addressing it proactively is almost always the better path, and we make that process as clear and manageable as possible.

Tax preparation is filing your return based on what already happened. Tax planning is working with you throughout the year to make financial decisions that legally reduce your tax burden before it is too late to change anything. Smart planning can save significantly more than last-minute filing alone.

It depends on your situation but typically you will need W-2s or 1099s, your prior year tax return, records of business income and expenses if you are self-employed, and any investment or property statements. We provide a personalized checklist after your free consultation so there is no guesswork.

A bookkeeper records what happened financially. A CFO advisor helps you understand what it means, plan for what is coming, and make better decisions going forward. Both are valuable, and many of our clients have us provide both services together for a fully integrated financial picture.

Typically we deliver monthly financial reviews and reports with a dedicated call to walk through them together. We are also available by phone and email between sessions when decisions come up that need a financial perspective.

Not at all. We often help clients get their bookkeeping in order first and then layer in advisory services as part of a single engagement. We will assess where you are and recommend the right starting point during your free consultation.

Our CFO advisory service is well suited to growing businesses with annual revenues from around 500K upward, though the right fit depends more on where you are going than where you are now. If you are making decisions that will meaningfully impact your business, having a financial advisor in your corner makes sense.

A full-time CFO can cost over 200K per year in salary and benefits. A fractional CFO gives you the same strategic financial expertise on a part-time or as-needed basis at a fraction of that cost. For most growing businesses, it is the smarter and more flexible option.

Yes. Payroll compliance requirements are the same regardless of team size. IRS penalties for late deposits, incorrect withholding, and misclassified workers do not scale down for smaller businesses. We offer plans that make financial sense for teams of any size.

Yes. We handle both and will also help ensure your workers are properly classified from the start. Misclassification is one of the most common and costly payroll compliance issues for growing businesses, and getting it right upfront prevents significant problems down the road.

We work with Gusto, QuickBooks Payroll, ADP, and Paychex. We will recommend the best fit for your business size, budget, and existing accounting setup, or work with a platform you are already using.

Yes. Multi-state payroll compliance is something we handle regularly. Each state has its own payroll tax rules and filing requirements, and we manage all of that on your behalf so nothing falls through the cracks.

Most businesses are fully set up within one to two weeks. We handle everything from employee data collection to platform configuration, and we will have your first payroll run ready by your next scheduled pay date. Rush setup is available for time-sensitive situations.

We offer fixed monthly pricing for ongoing services like bookkeeping and payroll so you always know exactly what you are paying with no surprise invoices. For one-time engagements like tax preparation or catch-up bookkeeping, we provide a clear flat-fee quote after your free consultation.

No long-term contracts for our monthly services. We operate month to month because we believe you should stay with us because you value the service, not because you are locked in. Most clients stay long term because of the results and peace of mind they get.

Pricing depends on your business size, transaction volume, and the services you need. We keep our rates accessible for growing businesses. The best way to get accurate pricing is to book a free consultation, where we will give you a clear, no-obligation quote based on your specific situation.

Yes, and most clients do. Bundling services like bookkeeping with tax preparation or payroll is typically more affordable than sourcing each from a different provider. It also means everything is coordinated by one team that knows your business deeply, which leads to better outcomes.

We periodically offer introductory pricing for new clients. The best way to find out what is currently available is to book your free consultation and ask us directly. We are always transparent about pricing and will work with you to find a plan that fits your budget.