Eight years in corporate finance across FP&A, commercial finance, and strategic finance gave me a front-row seat to how great financial operations actually work. Apex CFO brings that full range of experience to your business, from accurate monthly books to the forecasts, models, and strategy that help you make better decisions and grow with confidence.
Whether you are running a lean operation or managing a growing team, Apex gives you the financial infrastructure to run your business with confidence.
A simple four-step process designed to get you set up fast and keep things running smoothly every month.
Three tiers built around where your business is right now. All plans require a 3-month minimum commitment, then month-to-month.
| Feature | Bookkeeping | Books + Insights | Fractional CFO |
|---|---|---|---|
| Transaction categorization | |||
| Monthly reconciliation | |||
| Monthly close package | |||
| Catch-up bookkeeping | |||
| Custom KPI dashboard | |||
| Executive financial summary | |||
| Cash Intelligence | |||
| 12-week cash planning | |||
| 12-month financial forecasting | |||
| Scenario & hiring planning | |||
| Revenue & expense forecasting | |||
| In-depth variance reporting | |||
| Financial strategy calls | |||
| Investor & lender prep |
Four things that define how Apex CFO works and what you can expect from every engagement.
I spent 8 years in corporate finance across FP&A, commercial finance, and strategic finance, working at companies where financial planning was a core part of how decisions got made. Forecasting, variance analysis, scenario planning, close processes, these were not nice to haves. They were how enterprise companies operated.
That included the full monthly close at Genesys, a global SaaS company, where I managed accruals, reclassifications, and reconciliations to make sure every number was right before it reached leadership. It also meant building the financial models and forecasts that helped executive teams make confident decisions about growth, investment, and where to cut.
I started Apex CFO because that level of financial rigor should not be limited to large companies. Small businesses make high-stakes decisions every day and deserve the same quality of thinking to make them well.
Everything you need to know before booking your first call.
Book a free 30-minute consultation. No commitment required, just a conversation about where your business stands and where you want to take it.
Not ready to book a call yet? Send a message and I will get back to you within one business day.