Apex CAS & Consulting

According to an article in the most recent edition of Harvard Business Review, leaders are facing an ever-lengthening to-do list, and trying to accomplish it all on their own is backfiring. Many of the article's examples cite CEOs and leaders of large corporations, but we know that for family-owned and SMB leaders, it can be even more overwhelming. At Apex we focus on taking the financial stress and to-do list off the backs of leadership so they can focus on what they do best for their business. Contact us to find out how you can make your leadership to-do list that much shorter: https://lnkd.in/gjdu-yy4 You can read the HBR article "Leaders Shouldn't Try to Do It All" here: https://lnkd.in/gFtArYRR #leadership #CEO #SMB #familybusiness #todo #delegate #financialservices

According to census data, 78% of small businesses have experienced increases in supply chain pricing over the past few years, and half cite cash-flow problems as another major challenge. Monitoring your monthly cash inflows and outflows while evaluating your business's future needs is a crucial component of staying above water during periods of high inflation. Do you have the systems and processes in place to stay on top of it? #cashflowmanagement #inflation #financialservices #financecoaching #smb

Fractional CFO services can provide a range of benefits for your business. If you are stuck in the minutiae of financial tasks, or if you know there is more that could be done with the financial aspects of your business, a fractional CFO might make all the difference. #fractionalCFO #CFO #financialservices #businessleadership

Leadership affirmations that hit the mark for 2025 from the Center for Creative Leadership. Leaders have a lot on their minds: strategizing for the year ahead, taking care of their people and teams, and often stressing over aspects of their business that they wish they didn't have to carry out alone. This calendar marks January as the month of self-awareness. If you were to reflect on all of your responsibilities, what are the areas of business where you wish you had more help, third-party consulting, or coaching? Let us know in the comments. #financialconsulting #financecoach #leadershipaffirmations #selfaware

Strong performance cultures foster growth in any business. Use these strategies to create innovative, future-focused teams that will drive your organization to the next level of success. #performance #results #futurefocused #innovation

99% of accountants have felt burnout during their careers. Partnering with a third party to help your accounting team drive automation could be the key to freeing them from the stress associated with burnout. Learn more by contacting our experts today: https://lnkd.in/gjdu-yy4

The role of CFO is of utmost importance to having a thriving, growing, and sustainable business in 2025. However, not all companies are ready to take on the responsibilities that come with the high-profile hire, and some just can't afford to have a full-time CFO on staff. This is where the role of fractional CFO comes in. There are a number of benefits to having a fractional CFO on call. Cost-effectiveness, flexibility, and strategic advisory are just three of them. To learn more, contact one of our fractional CFOs today: https://lnkd.in/gjdu-yy4 #fractionalCFO #fianance #strategicadvisor #costsavings #flexibility

Have you ever wondered what kind of financial services help is right for your company? If you feel like your business financials are moving at a faster pace than you can keep up with, you may need a fractional CFO, fractional controller, or help with transactional accounting. At Apex, we meet you where you are, offering customizable services to companies at every growth stage. Look at the chart below and let us know where your company fits and where you see it going. #accouting #fractionalCFO #controller #financialservices

FP&A (financial planning and analysis) tools help companies plan, forecast, and budget to support financial health and major business decisions. With FP&A software implementations nearly doubling this year, it's clear CFOs recognize them as major assets to their business. Small- to mid-size companies looking to improve their resource planning and analysis can save time and benefit financially by bringing in a partner to tailor their approach and provide expertise that may not be available internally. If you know you need help with FP&A, but you have limited resources to uncover next steps, get in touch with one of our financial experts today. https://lnkd.in/gjdu-yy4 #finance #fpa #financialplanning #analysis #CFO

 🌟 Gratitude is at the Heart of What We Do 🌟 As we reflect on the journey of our firm during this Thanksgiving week, we are overwhelmed with gratitude. To our clients: Thank you for trusting us with your businesses. Your success fuels our passion, and your partnership means the world to us. To our team: Your dedication, expertise, and relentless pursuit of excellence inspire us every day. Together, we’ve built something truly special. To our referral network and the wider community: Thank you for your support, collaboration, and shared knowledge. You’ve played a vital role in helping us grow and thrive. And to life itself: Thank you for the opportunities, challenges, and growth that remind us why we love what we do. Here’s to collaboration, innovation, and continued success. The future is bright when we work together! #Gratitude #ClientAccountingServices #Teamwork #ThankYou #CAS