Accounting Firms, CPAs,
Bookkeepers, and Tax Preparation Firms
Are you ready to create recurring revenue and grow your business by diversifying?
By adding complimentary products and services to your Accounting firm, the potential for your revenue knows no bounds
You are your clients’ most trusted advisor. They chose you because of your expertise and personal service. But with growth you discover skyrocketing administrative costs and an increased challenge to maintain the personal service level that sets you apart. In addition, rapid changes in payroll, tax, benefits, and other HR rules and regulations, makes it more difficult today for you to scale your own business.
At Apex, we work every day to serve you and leverage technology that helps you do more. Let Apex give you the tools you need to streamline your own business, reduce administrative costs, and get you back focused on providing your clients with expertise and personal service. Apex tailors our comprehensive yet flexible solutions to match the requirements of all your clients’ businesses. With our products and services, you have the power of one secure and easy login for all your clients and immediate secure access to all your clients’ data, reports, W-2/1099 information, tax payments, and more.
Hear how one firm expanded beyond accounting services to include payroll and HR services.
Watch the webinar recording or read the Customer Success Story to learn what made Walton CPA decide to expand their services, how they did it and the results. The Owner of Walton CPA shares her best practices for successfully adding payroll services to your accounting business and explains how they went from not wanting to do payroll at all to payroll being 50% of their annual revenue.
Nearly 50% of Apex’s service bureau base are Accountants. We know Accountants and know how to help grow (not outsource) your business
By adding complimentary products and services to your Accounting firm, the potential for your revenue knows no bounds. Download our latest white papers to help you learn everything from why to expand your services beyond accounting and how to do, it to the results of providing payroll services.