Apex - Accounting

Knowing Your Numbers Made Easy

Save Money & Save Time

My name is Alex Pulido. I help small business owners keep their books clean and truly understand their numbers so they can make smarter decisions and grow with confidence. With experience managing over $25M in small business revenue, I bring not just accounting skills, but also business insight and AI-powered efficiency.

This unique combination allows us to give you the information necessary to make well-informed financial and strategic decisions in your business.

Knowing your numbers is an important gauge of how fast you can grow, how much you should spend on marketing, when to buy equipment, and how many new employees you need. We aren’t just bean counters… we make sure you have the data needed to regain control of your business and take it to the next level with confidence!

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Our Focus: Helping You Focus

Running a business means your plate is already full. Our job is to take the bookkeeping off your hands, so you can focus on growth, customers, and the parts of your business you enjoy. We work closely with you to ensure your numbers are accurate, precise, and valuable, giving you the confidence to make informed decisions.

Accounts Payable

Track and manage outgoing expenses
Schedule and send payments on time
Record vendor bills accurately
Monitor disputes and keep payment records organized

System Setup & Clean-Up

Whether you’re new to QuickBooks or need to straighten out an existing file, we’ll get your accounting system in order. That includes:

Chart of accounts setup
Historical transaction cleanup
Custom reports for financial clarity
A clear picture of your business performance

Accounts Receivable

Create and send invoices to clients
Record deposits as payments come in
Stay on top of outstanding balances
Provide reports on overdue accounts and cash flow

Ongoing Support

We’re here as a partner, not just a bookkeeper. Whether you need monthly reports, quarterly check-ins, or a deeper dive into your numbers, we’ll help you stay organized and in control.

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Monthly Reconciliations

We’ll reconcile your accounts each month to ensure your records are precise. From sales and purchases to deposits and expenses, we’ll make sure your books match your bank statements so you always know exactly where your business stands.

AI & Automation

We help you eliminate repetitive tasks with simple automations and AI tools that integrate with the systems you already use. We’ll streamline your workflow, allowing you to save time and focus on running your business.

Why Choose Apex Accounting?

We’ve seen the frustrations that small business owners face with typical bookkeeping services, including slow responses, late reports, and numbers that don’t provide clear insights. At Apex, we do things differently.

⚡ Fast Response Times

No more waiting days for answers. We guarantee a response within 24 hours (and even faster with higher-level plans), so you always know where things stand.

🚀 Proactive Insights

We don’t just record history,we highlight trends, flag potential issues, and point out opportunities to help you grow. You’ll always know what’s working and what needs attention.

📊 Financials That Actually Mean Something

We are committed to optimizing your financial performance. With a wealth of experience and industry knowledge, we work collaboratively to enhance your financial success.

🤖 Smarter Tools, Less Stress

We leverage modern technology and automation to streamline your processes, minimize errors, and provide you with more time to focus on running your business.

4L Framework

I strongly believe in the 4L framework: Liquidity, Leads, Labor, and Leadership, as a simple yet powerful way to identify bottlenecks that hold businesses back. By combining accounting expertise, business knowledge, and modern AI tools, I help owners diagnose where their challenges lie and create solutions that free up time, improve cash flow, and set the foundation for growth.