Our Mission
To deliver crystal-clear finance and payroll operations that are accurate, compliant, and decision-ready — turning complex requirements into simple, actionable insights.
Numbers tell your story. We make sure it’s a story you’re proud to share.
Apex Financial Services — powered by Akix Group — is a finance partner for small-to-mid-size businesses, nonprofits, and schools. We blend rigorous accounting with practical strategy so leaders can make confident decisions, satisfy regulators, and focus on their mission.”
Our Services
We believe in building lasting partnerships through integrity, excellence, and unwavering commitment to your success.
Outsourced CFO & Controller
Budgeting, forecasting, and cash-flow planning
Cash-flow planning and strategic financial modeling
Board-ready reporting and dashboards
Professional dashboards and executive summaries
Grant proposals and ad hoc
We help organizations prepare clear, compelling grant proposals
KPI design and monthly financial narratives
Monthly financial narratives and performance metrics
Analysis and recommendations
Monthly financial narratives and performance metrics
Accounting Operations
Full-cycle bookkeeping and monthly close
Monthly close and account reconciliations
Policies, procedures, and internal controls
Policies, procedures, and control frameworks
Clean-up, catch-up, and account reconciliations
Catch-up and historical reconciliations
Financial Reporting
Comprehensive financial statements and analysis
Compliance & Audit Readiness
Federal awards & grants (Uniform Guidance/2 CFR Part 200) management
Uniform Guidance/2 CFR Part 200 management
Documentation, calendars, and checklists that prevent surprises
Calendars and checklists to prevent surprises
Audit preparation and PBC coordination
PBC coordination and audit support
Financial Planning and Budgeting
Strategic Financial Roadmaps
We create detailed financial plans that align with your organization’s goals, ensuring sustainable growth .
Expense Control & Optimization
We identify cost-saving opportunities and design strategies to optimize spending without compromising quality or operations.
Budget Forecasting & Analysis
Our team helps you predict future trends, allocate funds wisely, and monitor performance through data-driven forecasting models.
Payroll Services
Payroll Setup & Conversion
- Pay schedules, earnings/deductions, PTO policies
- Timekeeping integrations and employee onboarding
Tax Registrations & Configuration
- Federal EFTPS setup and payment workflows
- State withholding and unemployment accounts; rate and SUTA tracking
Processing & Controls
- Hourly/salary runs, off-cycle checks, reimbursements, and stipends
- Review workflows, approval matrices, and separation of duties
Quarter-End & Year-End
- 941/944, 940, state returns; W-2, 1099/1096 preparation and filing
- Quarter-to-date balancing and year-end reconciliation
Benefits & Compliance
- Pre-/post-tax deductions, HSA/FSA, fringe benefits taxability
- Garnishments, child support orders, and unemployment claims
Multi-State & Remote Teams
- Nexus analysis, reciprocity considerations, payroll tax sourcing
- New-hire reporting and local requirements management
Documentation & Training
- Payroll calendars, SOPs, checklists, and handoff training for staff payroll tax sourcing