Updated:
← Back to Top 18 Bookkeepers in the Charlotte-Concord Area, NC (2026)Apex Business Consulting LLC
Evidence Score 35/100 at 75% evidence coverage 12 of 18 on the Charlotte-Concord area list How the score works
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks
Who they say they serve: construction, real estate, technology, non-profits (self-reported, from the firm's own website)
1 of 5 answered from a dated source.
Documents 3 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Apex Business Consulting LLC | home page Nov 10, 2026 | |
| Website | https://apexbconsulting.com/ | home page | |
| Office locality | Waxhaw, NC | home page | |
| Phone | +17046811006 | home page Nov 10, 2026 | |
| Offers bookkeeping | Documented: ...designed to identify opportunities for accelerated depreciation. 04 / Accounting & Bookkeeping Reliable financials that give your next decision a stronger foundation. 05 / Payroll... | home page Nov 10, 2026 | |
| AP / AR | Documented: ...and financial documentation. At Apex, she focuses on bookkeeping, bank reconciliations, accounts payable and receivable, and supporting individual tax preparation. Her... | /meet-the-team Nov 10, 2026 | 4 pts (max 4) |
| Payroll coordination | Documented: ...statements can make the process more efficient. Let us take care of your bookkeeping, payroll, and more. learn more If you are a real estate professional, maximize your tax... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Whether you are applying for a loan or creating a strategy, organizing your books and financial statements can make the process more efficient. Let us take care of your... | home page | 6 pts (max 6) |
| Industries served (documented) | construction, real estate, technology, non-profits | home page | 5 pts (max 5) |
| Software supported | QuickBooks | /about | 5 pts (max 5) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Jonas Lagrew · CPA (self-reported to the IRS, not a state license) · business name on the record: Apex Business Consulting | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Named contact / team | Of Professionals, CPA | /about | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 4 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Jonas Lagrew under the business name 'Apex Business Consulting' in Waxhaw, NC. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 22 evidenced items come from Apex Business Consulting LLC'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.