Business Growth
Consulting
If outsourcing your bookkeeping is not for you, our firm can also provide training and consulting services to help you perform your own financial record keeping. We can work with you and your staff to get your accounts set up and provide training in the best practices for your business.
Bookkeeping Training and Consulting
Our Philosophy is to Provide Quality, Experience, and Commitment. Earning the Clients' Trust
Online and remote bookkeeping services
"Our team of experts are always striving to help our clients achieve excellence and ready to help you develop strategies for not only surviving, but thriving in the future. Give us a call today to set up your free consultation."
Lisa Lacy
Apex CEO
Insurance Accounting
Apex provides remote bookkeeping services for Retail Agencies and Wholesalers. Our team is familiar with the insurance software programs and can provide accounting services for most.
Due to the nature of the insurance industry, there are unique transactions that occur outside of the standard bookkeeping, which makes our services accommodating for this industry, such as:
- Client Accounts Receivables
- Retail Agent Receivables
- Carrier Payables
- Direct Bill Reconciliations
- Producer Payables
- Retail Agent Payables