Apex Bookkeeping
What we could verify
- Registered business?
- Not verified
- 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?
- QuickBooks Online, Xero
1 of 5 answered from a dated source.
Documents 3 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Apex Bookkeeping | home page | |
| Website | https://apexbookkeeping.co/ | home page | |
| Office locality | Newport Beach, CA | home page | |
| Phone | +19497318626 | home page | |
| Offers bookkeeping | Documented: Apex Bookkeeping | Bookkeeping & Accounting Services | Newport Beach, CA BOOKKEEPING & ACCOUNTING... | home page | |
| Monthly bookkeeping | Documented: ...Shop gained clean, audit-ready books despite years of backlog Owner saw the value of ongoing bookkeeping and began exploring future projects with Apex Impact Rapid cleanup... | /case-studies/mechanic-shop-bookkeeping-cleanup- | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...Let's Talk our services Bookkeeping Services Bookkeeping Services Bookkeeping Services Catch-Up Bookkeeping Catch-Up Bookkeeping Catch-Up Bookkeeping View All Services Need A Hand... | home page | 5 pts (max 5) |
| Month-end close + reporting | Documented: ...transactions across 2023-2025 Bank and credit accounts unreconciled No usable financial statements to provide a landlord Urgent timeline, with only 48 hours to deliver clean... | /case-studies/mechanic-shop-bookkeeping-cleanup- | 6 pts (max 6) |
| Software supported | QuickBooks Online, Xero | home page | 5 pts (max 5) |
| What is included / excluded | Documented: ...up, cleaned up, and ready to move forward with clarity. Clean-Up Services Usually Include: Recording past income and expenses to get you current Bank, credit card, and loan... | /services/catchupbookkeeping | 5 pts (max 5) |
| Reporting cadence stated | Documented: ...financial foundation for future planning and filings Ongoing partnership for accurate monthly reporting and tax insight generation Next >> Mechanic Shop Cleans Up 3 Years of Books... | /case-studies/s-corp-medical-professional-bookke | 4 pts (max 4) |
| Communication channel / process | Documented: ...or monthly bookkeeping so you’re never guessing where things stand. Clear Reporting & Client Portal Access clean monthly reports and communicate directly with us through your... | /services/bookkeeping | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /legal/privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): AP / AR (0 pts, max 4); Payroll coordination (0 pts, max 4); Industries served (documented) (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).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'Apex Bookkeeping' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
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; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Named contact / team (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 19 of 21 evidenced items come from Apex Bookkeeping's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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