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Apex Bookkeeping

San Francisco, CA

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5/5

6 customer reviews

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27 March 2019

Alan has been managing our books for a few months now and has been superb.  I'm quite particular about all our financial details, and Alan has adapted to, and helped us improve, our accounting systems.  He's responsive, insighful, and a great guy in general. More...

Reviewed on Yelp

17 July 2018

THE BEST SERVICES AND GREAT PEOPLE TO WORK WITH :-)

Reviewed on Facebook

18 August 2012

Apex Bookkeeping has helped our company get its paperwork organized and back on track.  Tax filings have been much easier once we started utilizing Apex. If you have questions or concerns, they are very responsive to your needs.  Needless to say, we have less stress and much more peace of mind now that we have been using them.They are professional, courteous, and prompt - what more can a company ask for? More...

Reviewed on Yelp

25 February 2012

I have been working with Apex Bookkeeping since Jan of 2010 and it's one of the best business decisions I've made. I had been doing my own bookkeeping and every tax season was a nightmare. Alan got me up to speed for the '09 tax year, with most of my business expenses on auto pay. Then going forward into 2010 and onward, all I have to do is drop my receipts in the mail once a month and relax. They take care of all the posting, and I receive Profit & Loss statements, balance sheets, everything I need. At tax time they send my info over to send to the accountant and now, instead of a nightmare, it's a dream!Adel, my usual rep, is efficient, friendly, and fast. My questions are answered promptly and I never have to wonder when I'm going to get a call back when I need information.The rates are reasonable and working with Apex allows me to run my business and do what I do, leaving the bookkeeping to the professionals! More...

Reviewed on Yelp

23 February 2012

I am a Real Estate Professional & have been working with Dale from Apex Bookkeeping since we filed our 2010 tax returns.  Holy smokes.... honest to God, Dale is *totally* THE BEST!!!!!    I love him & love what working with him has done for our business...and, if you are serious about getting your finances in order & delegating out to a true professional; I think you will love him, too. :)  He seriously knows his stuff & kicks some serious a**.  He reconciles my accounts on a monthly basis & gives me back precious time so that I can go & do what I am good at: Sell Real Estate & network up a storm!  Now that we have hired Dale, I finally LOVE talking about our finances.  It has taken the weight of the world off of my shoulders & he has created HUGE peace of mind for us.  *sigh*  SO HAPPY!!  He is worth every penny & is one of the best investments I have ever made in my business. The return on my investment  is off the charts!Dale has changed my life & business... no joke!  Need I say more?  Please feel free to reach out to me if you have any questions at all...  or just pick up the phone (or ping him with an email).  You will thank yourself later! :) More...

Reviewed on Yelp

18 December 2011

So trusting someone with your financial information is a big deal, right? Trusting someone to advise you in your business and in regard to taxes is an even bigger deal. Dale and Alan of Apex Bookkeeping go far above and beyond being merely trustworthy. These guys provide the most excellent customer service I have ever experienced working with any small business.When was the last time you teared up when talking about how much you LOVE your bookkeeper That's right, I get choked up about these guys.I haven't even got to the part where they've saved me thousands, yes THOUSANDS of dollars. When I first started working with Dale he insisted on redoing my taxes from the previous year (which had been prepared by a professional). I was reluctant to spend the money to have them redone but I sure am glad I did. Turns out the previous bookkeeper was off by almost $20k!!! Since then, Dale and Alan have coached me in my business decisions and continue to save me enormous amounts of money each year.Their service has paid for itself one hundred times over.Don't waste your time (and money) on any other bookkeeping service. I gaurantee these guys can top it! More...

Reviewed on Yelp