Updated:
← Back to Top 28 Bookkeepers in Fairfield County, CT (2026)AP FINANCIAL SERVICES
Evidence Score 40/100 at 98% evidence coverage 19 of 28 on the Fairfield County list How the score works
What we could verify
- Registered business?
- Registration found: Connecticut Secretary of the State, status Active, formed 2013
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- None named on its website
1 of 5 answered from a dated source.
Documents 3 of 5 core services; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | AP FINANCIAL SERVICES | home page | |
| Website | http://www.apfinancialct.com/ | home page | |
| Office locality | Danbury, CT | home page | |
| Phone | +12034566526 | home page | |
| Offers bookkeeping | Documented: AP FINANCIAL SERVICES Home Our Services Bookkeeping PAYROLL Tax Preparation Business Planning Check Cashing About Contact Us Home Our... | home page | |
| Monthly bookkeeping | Documented: We basically assume the function of an accounting department without your need to hire your own staff. Transactions professionally coded and reviewed by your dedicated accountant. | /bookkeeping | 8 pts (max 8) |
| Payroll coordination | Documented: AP FINANCIAL SERVICES Home Our Services Bookkeeping PAYROLL Tax Preparation Business Planning Check Cashing About Contact Us Home Our Services... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...organized for tax time. WHAT WE'LL DO Bank Reconciliations General Ledger Preparation Balance Sheet and Profit and Loss Statement Sales & Use Tax Calculation Preparation of 1099... | /bookkeeping | 6 pts (max 6) |
| What is included / excluded | Documented: WHAT WE'LL DO Bank Reconciliations General Ledger Preparation Balance Sheet and Profit and Loss Statement Sales & Use Tax Calculation Preparation of 1099 Forms Preparation of... | /bookkeeping | 5 pts (max 5) |
| Named contact / team | Ariel Perez, Founder | /about | 3 pts (max 3) |
| Communication channel / process | Documented: ...need to hire your own staff. Transactions professionally coded and reviewed by your dedicated accountant. Everything will be neatly organized for tax time. WHAT WE'LL DO Bank... | /bookkeeping | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: AP FINANCIAL SERVICES LLC · CT account 1117080 · Connecticut Secretary of the State · Active | State business registry Third-party Sep 25, 2026 | 6 pts (max 6) |
| Operating 1+ year (registry formation date) | Formed 2013-08-22 (registration date of a Connecticut-formed entity) | State business registry Third-party Sep 25, 2026 | 5 pts (max 5) |
Checked and not found
- Not documented. Checked 6 pages of the firm's own site on 2026-09-25 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); Software supported (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Privacy / data-handling page (0 pts, max 2).
- Not verified. Searched individual CPA licenses (CPAL) for 'Ariel ... Perez' on 2026-09-25 (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
- Not verified. Searched Xero's advisor directory for 'AP Financial Services', 'AP FINANCIAL SERVICES' on 2026-09-25; no listing for this firm (Software advisor directory): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for 'AP FINANCIAL SERVICES, LLC' in DANBURY, CT on 2026-09-27: the one matching preparer record lists no CPA, EA, attorney or ERPA credential and no Annual Filing Season Program record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: Connecticut Department of Consumer Protection license search and business registry search.
- Entity found in the state business registry: Business registration found: Connecticut Secretary of the State business registry (data.ct.gov) lists AP FINANCIAL SERVICES LLC (CT account 1117080), status Active, checked 2026-09-25. It confirms a registered entity, not a license to practice accountancy.
- Operating 1+ year (registry formation date): The registry records 2013-08-22 as the registration date of a Connecticut-formed entity.
Data limitations
- 20 of 25 evidenced items come from AP FINANCIAL SERVICES's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.