Apex Financial Services, LLC
Apex Financial Services, LLC

Apex Financial Services, LLC

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Sorry this pro can’t do your job, but we know other pros who can.
Introduction: 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 5 times

Background checked

1 employee

5 years in business

Payment methods

This pro accepts payments via Check and Stripe.

Featured Projects

1 photo

Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

5.0

3 reviews

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pro avatar
KRISTIN N.
Oct 10, 2023
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Hired on Thumbtack

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
pro avatar
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.
pro avatar
Jon M.
Feb 23, 2023
I've worked with Apex almost 3 years now. Incredibly professional, responsive and detail oriented. Highly recommend!
Credentials
Background Check

Sarah Munoz

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