TRUSTED ACCOUNTING GUIDANCE TAILORED
TO YOUR GOALS
AREAS OF PRACTICE
FRACTIONAL CFO SERVICES
Fractional CFO services provide businesses with strategic financial guidance on a part-time or project basis. At Apex, we bring over 15 years of CFO experience to help you navigate financial complexities, whether you need budgeting, forecasting, or reporting.
ACCOUNTING SERVICES
Apex offers comprehensive accounting services that allow you to focus on running your business while we handle your finances. From bookkeeping to financial statements, we ensure that your business stays compliant and efficient.
BENEFICIAL OWNERSHIP INFORMATION REPORTING
The Corporate Transparency Act requires businesses to report Beneficial Ownership Information (BOI) to FinCEN. Apex Accounting and Consulting provides streamlined BOI reporting services to assist your business in complying with these new requirements.
FAMILY/INDIVIDUAL CASH FLOW MANAGEMENT
Our cash flow management services help individuals and families strategically plan their finances, track expenses, and optimize their spending. At Apex, we provide personalized solutions to help you reach your financial goals.
Testimonials
“I have been in commercial banking for over 35 years dealing with customers ranging from construction companies, service companies, and medical related businesses. I am writing this referral on behalf of Wende Wilson, CPA and her new CPA practice, Apex Accounting and Consulting, LLC. I have known Wende for over twenty years as the internal CPA for several large and successful companies. She is highly qualified to handle both administrative and management duties required.
Based on my many years of working with Wende, I can confidently recommend her and her new company to my customers for either accounting or management consulting services.”
- Jess Tubbs, Vice President, Progressive Bank
“As a business owner of 35 years, Wende Wilson and team managed all aspects of accounting services for 11 of our companies and 2 trusts. I highly recommend Apex Accounting services for any small to midsize business who struggle justifying full-time accountants. This was essential for a serial entrepreneur as myself to open and operate numerous businesses. When selling my first company to an equity group, the forensic accountants sent to verify accuracy during due diligence told me that our accounting was extremely tight and the acquisition went without a hitch. I presently utilize their services and highly recommend Apex Accounting and Consulting.”
- Michael Riordan, Entrepreneur, Shreveport, La.
“What has stood out to me most about Wende is her level-headed and self-confident nature in making business decisions. These are true qualities of effective business leaders.
I have no doubt that she will leverage her 20+ years as a CFO/HR Director into a very successful consulting business. I would highly recommend her services.”
- Mike Kemp, Preferred Benefits Plus