Forward-thinking businesses need forward-thinking solutions.

Let’s work towards your next level together!

Forward-thinking businesses need forward-thinking solutions.

Let’s work towards your next level together!

Are you ready to elevate your business?

Our team of experts can help you get there. When you work with us, you get a tailored solution designed with you in mind. Here’s how it works:


We'll work with you to identify your unique needs


Next, we’ll create an individualized program just for you.


Then we help you implement the plan!

With Apex CAS & Consulting, you’re never on your own!

Our services go beyond your traditional back-office duties. We offer a range of client accounting services, consulting, and coaching to guide you and your business to ultimate success.

We understand your needs.

You need flexibility.

You can pick and choose what your business needs, whether it's one-time consulting, budgeting, cash-flow analysis, business coaching, or ongoing support.

You need accurate, timely information.

At Apex CAS & Consulting, you and your success are priorities. We provide accurate, timely information so you can make informed decisions about your business.

You need support.

Our team serves as your sounding board, offering accounting solutions, anticipating future problems, and assisting with strategic growth development.

Let’s create an environment where innovative ideas can flourish, and business leaders have the tools they need for success.

Our team is here to support you every step of the way!

Here’s what others have to say about our services.

Patrick Sullivan
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Finance is critical to your business. You can’t mess around with it because there are so many legal issues when it comes to managing your finances. You need to have someone you trust, someone who will go out of their way to do whatever research necessary to maintain your compliance and pull in resources that you may not have on staff at the time. Having worked with Patricia and her team since 2012, I can confidently say they will go above and beyond to make sure the financial portion of your business is done correctly, with the highest integrity and tremendous trust.
Founder and Chief Technology Officer Elevate Semiconductor
Bryce Sims
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We never have to worry about our accounting because Patricia and her team manage our entire accounting department. They are super diligent, always on top of everything, and precise. From closing our books to any special projects, they do great. I would absolutely recommend them to anyone, both within our portfolio and outside of it. We are so grateful to have them on our team!
CFO Elevate Semiconductor
Steve Mellinger
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Our partnership has been invaluable since the beginning of our relationship. At Apex CAS & Consulting, they keep your growth and expansion goals in line with every conversation. They aren’t just doing your books in the background; they’re proactively helping you hit your goals and get to the next level. When you work with them, you feel that you’re their only customer. You’re provided with an unparalleled experience that is consistent, reliable, and thorough. For business owners thinking about working with Apex CAS & Consulting, I have one question: What are you waiting for?
Owner Terminal Manufacturing Company
Jon Oxidine
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If you’re looking for a firm that can flex and grow with you, Apex CAS & Consulting is the firm for you. My experience of working with them over the past few years has been excellent, and I have nothing but praise for their services. As a CFO, it's essential to concentrate on driving the business forward, which is only achievable when you have the assurance that the accounting is being managed timely and accurately. Patricia and her team are hands-on, dependable, and skilled in their field. I have complete confidence and trust when it comes to working with Apex CAS & Consulting.
CFO Podium Audio
Sylvia Cohen
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Patricia's work has completely transformed my relationship with money and my ability to monetize my business. A few days after my first session with Patricia, I closed the largest deal of my entire career - at a price ten times higher than I had previously been charging. Patricia has helped me overcome money mindset blocks, which has enabled me to build a business I would never have dreamt possible. Patricia is brilliant, insightful, and always a pleasure to work with - I can't recommend her work enough!
Owner Sylvia Choen Communication
Kari Williams
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I have had the pleasure of working with Apex CAS & Consulting since May 2018. Patricia and her team’s impact have been nothing short of impressive. As business owners, our backgrounds often aren’t in accounting, so it's vital you find a team you can trust to take care of everything and do things right. Something very unique about Apex CAS & Consulting is the coaching they provide alongside their services. Through coaching, they have helped me grow on a personal and professional level. For example, they helped us successfully navigate the pandemic and accelerate company growth year over year. Personally, they’ve advised me on how to manage staff-related challenges, better plan for retirement, and more. Whatever comes up, Patricia and her team are there to support you. I highly recommend Apex CAS & Consulting to any business owner looking to reach the next level. Thank you, Apex CAS & Consulting, for all that you do!
Kari Williams
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Working with Patricia was an absolute blessing. Our company was experiencing a major transition, and our accounting department was in shambles. Patricia was able to jump in and begin a transformation much greater than we ever expected. Not only did her expertise allow us to resolve a huge payroll mess, streamline procedures and implement systems to enhance the accuracy of our data, but she also served as a powerful mentor. Patricia’s approach to leadership training allowed me to grow exponentially from a professional perspective, ultimately giving me the tools necessary to step into the role of Controller.
Controller Novavine
Cindy Jackson
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Apex CAS & Consulting is our superhero. They have become just as important to our accounting team as any other employee. Whether it's setting up and managing key software, such as FloQast or BILL, or ensuring the day-to-day accounting is done accurately and timely, they are a critical part of our team. They don't shy away or back down when challenges arise; instead, they step in, learn, and pick up where they're needed. Anyone considering working with Apex CAS & Consulting should know they are responsive, dedicated, on point, and committed to your needs.
Controller Bravas
Daphne Waldo
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I’ve worked with Apex CAS & Consulting since May 2018, and their impact has been nothing short of impressive. As business owners, it’s vital you find an accounting team you trust to take care of everything and do things right. In addition to their accounting services, the coaching has been invaluable. They helped us successfully navigate the pandemic and accelerate company growth year over year. Personally, they’ve advised me on how to manage staff-related challenges, better plan for retirement, and more. Whatever comes up, Patricia and her team are there to support you. I highly recommend Apex CAS & Consulting to business owners looking to succeed!
Owner Och Labs

Let us be your guide to a brighter future.

Contact us today to schedule your evaluation and learn how we can help take your business to the next level.

Linda has held various roles in her career including bookkeeper, executive assistant, logistics manager, and purchasing agent. She enjoys being busy, learning new skills, and feeling that sense of accomplishment when finishing challenging projects. She also loves working with all of her co-workers.

On her days off, Linda loves spending time with her family, gardening, hiking, and making pottery.

With a Bachelor’s degree in Earth Science and a minor in Paleontology, Bianca has gained extensive experience in a diverse range of roles in agriculture, farming, and parks management, including 10+ years of project management.

Bianca particularly enjoys creating company manuals and policies for human resources, training, and safety. The sense of accomplishment that comes with closing a set of books and helping others with their IT issues lights her up. 

A food and beer enthusiast, when Bianca isn’t working, you’ll find her traveling, playing with her cats, working on DIY home projects, or looking for treasures at thrift stores. Originally a California native, Bianca currently resides in Michigan.

Emma has ten years of experience with bookkeeping and accounting in a variety of settings, including small businesses, startups, and multi-million-dollar corporations across many different industries such as alcohol and spirits, construction, retail, and manufacturing.

Things she loves about her job include her coworkers, solving bookkeeping puzzles, and the sense of accomplishment that comes with closing a set of books. Emma is also an accomplished musician with a degree in biology. 

When she’s not in the office, you’ll find Emma in Los Angeles spending time with her partner and family, playing music, and going on walks with her dog Flapjack.

With a decade of experience in the accounting industry, Angela has worked with businesses across various sectors such as agriculture, manufacturing, and publishing. She is passionate about working collaboratively with both clients and teams, whether it involves exploring new software to enhance processes, closing a set of books, or utilizing her problem-solving skills to find the best solutions.

During her free time, Angela enjoys cooking, exploring new restaurants with her husband, gardening, traveling, and taking her corgi to the beach. She currently resides with her husband in San Francisco, where she enjoys being close to various entertainment options such as museums, theaters, live music, and diverse restaurants.

For over 35 years, Andrea has done bookkeeping and accounting work, including owing and operating several businesses. She has experience in many industries, which gives her a unique perspective when working with our clients and our team. Training internal and client staff, putting out fires, and organizing clients are some of her favorite things!

In her free time, you’ll find Andrea camping, skiing, kayaking, or hiking with her three adorable dogs or spending time with her seven grandkids at big family events (another love of hers!). 

Jolié joined Apex CAS in 2021 to provide controllership and CFO services for multiple clients. Since then, she has taken on a leadership role in operations and staff training. With over 30 years experience in finance, Jolie’ has held numerous leadership position including Controller, Associate VP of Finance, CFO. She also has experience in non-profit higher education and information technology. 

Some of the daily activities Jolié enjoys the most include completing difficult reconciliations, streamlining processes to improve workflows, and working with a team of professionals she adores. 

An avid reader, Jolié enjoys up to 50 books a year in all genres. She also paints and has sung in and directed small musical theater groups. Family is a top priority for Jolié, and when she isn’t working, you’ll likely find her spending time with her husband, her children, and her grandchild.

Patricia is the owner of Apex CAS, where she takes pleasure in supporting clients’ visions and objectives while collaborating with the exceptional team at Apex CAS. She began her career as an accountant in the audit department at KPMG and later moved to international internal audit with Warner-Lambert (Pfizer).

After traveling for years, Patricia relocated to California to pursue a master’s degree in psychology and her passion for personal growth. During this time, she discovered her niche while working in a tax position at a small CPA firm, where she enjoyed working with entrepreneurs. Patricia spent 15 years providing tax, controllership, and consulting services to local CPA firms before starting her own firm.

Patricia possesses over 30 years of accounting experience, a master’s degree in counseling psychology, and certifications as a Certified Professional Co-Active Coach and a neuro-linguistic programming (NLP) practitioner. She has coached business owners and their teams for more than eight years and can assist her clients in achieving their goals, regardless of their aspirations, by using NLP in her services. When Patricia is not working, she enjoys spending time with her family, hiking, learning to play the piano, and connecting with other fantastic individuals. She also stays active in her local community by serving as Treasurer and chairing the finance committee at Summerfield Waldorf School and Farm.