Apex Financial Services, LLC
About
I've been in the industry for 20 years. I am most passionate about digging into messy books or issues, analyzing and cleaning them up, and delivering a clean, beautiful product that owners can use to better understand their profitability. If you are looking to sell your business at a higher value, meet bank demands, apply for loans, provide information to bankers, Tax CPA's or auditors or you just want to gain financial knowledge of your business, I'm the person for you. I am a very analytical and detailed person that will ensure I spend the time to do the job right and not leave any loose ends.
Overview
Hired 8 times
Background checked
1 employee
6 years in business
Business hours
SunClosedMon9:00 am - 4:00 pm
Payment methods
This pro accepts payments via Check and Stripe.
Credentials
Ask about licensing
This pro hasn’t verified a license with us yet.
Background checked
Passed by Sarah Munoz on Jun 26, 2024.
Services offered
Accounting needs
Bookkeeping
Managing AR and AP
Preparing fin. statements
Entity type
Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Projects and media
1 photo
Projects and media
1 photo
Reviews
Customers rated this pro highly for work quality, professionalism, and responsiveness.
5.0
3 reviews
5
100%
4
0%
3
0%
2
0%
1
0%
KRISTIN N.
Oct 10, 2023
•
Hired on Thumbtack
Apex offers phenomenal Financial Services! Sarah, the owner, has an extremely high attention to detail, is highly educated in her field, works with and recommends excellent additional financial support, as needed, & is simply a joy to work with! She takes the stress out of books & accounting!
Accounting
Dana K.
Jun 12, 2023
There are not enough stars to rate Sarah! I would give her a A+++.
She is extremely detailed, professional, punctual and communicates effectively. I would highly recommend. We very much appreciate all your hard work and dedication to helping us. Worth every penny.
Jon M.
Feb 23, 2023
I've worked with Apex almost 3 years now. Incredibly professional, responsive and detail oriented. Highly recommend!