Apex CAS & Consulting is a California-based Client Accounting Services and AI advisory firm. The policies below describe how Apex CAS operates apexcas.com, what information we collect, and the terms that govern your use of the site. By using apexcas.com, you agree to these terms.
Privacy Policy
This policy describes what Apex CAS collects, why we collect it, and how we handle it across apexcas.com and any related sites, tools, or services we operate.
Information We Collect
Apex CAS asks for personal information only when it is needed to deliver a service you have requested. Common examples include registering for Apex AI Open Hours, requesting a consultation, subscribing to our newsletter, or contacting our team through a form on the site. We collect information by fair and lawful means, with your knowledge and consent, and we tell you why we are collecting it and how it will be used.
Information we may collect includes:
Name, email address, company, and role when you register for events, workshops, or downloads
Communication preferences and message content when you contact us
Basic site analytics (pages visited, referral source, device type) used to understand how the site is performing
Apex CAS does not collect sensitive personal information, payment card numbers, or government identifiers through this website.
How We Use Information
We use the information you provide to deliver the service you requested (such as sending your webinar link or replying to your inquiry), to follow up on conversations you have started with our team, and to send communications you have opted into. Apex CAS does not sell, rent, or trade your personal information.
AI Tools, Workshops, and Engagements
When you participate in Apex AI Open Hours, Foundations Workshops, Acceleration Sprints, or any Apex AI engagement, the business context, data, or examples you choose to share are used only for the purpose of that engagement. Apex CAS does not use your business data to train third-party AI models. When third-party AI tools are used during a session, we work within those providers’ enterprise data-handling terms and we will identify which tools are in use.
Retention
We retain information only for as long as needed to deliver the requested service or to meet legal and operational requirements. You can request deletion of your information at any time by contacting our team.
Security
Apex CAS protects the information we hold using commercially reasonable safeguards against loss, theft, and unauthorized access, disclosure, copying, use, or modification.
Service Providers
Apex CAS uses third-party service providers (such as email, CRM, calendar, payment, and webinar platforms) to operate the firm. These providers process information on our behalf under their own privacy and security commitments. We do not share personal information publicly or with unrelated third parties, except when required by law.
Third-Party Links
Our website may link to sites we do not operate. Apex CAS has no control over the content or privacy practices of those sites and is not responsible for them. Please review their policies before sharing information.
Your Choices
You may decline to provide personal information, with the understanding that some services may not be available without it. You may unsubscribe from our communications at any time using the link in any email we send, or by contacting our team.
Updates to This Policy
Apex CAS may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date. Your continued use of the website after an update constitutes acceptance of the revised policy.
Terms of Service
1. Terms
By accessing this website, you agree to be bound by these Terms of Service, all applicable laws and regulations, and you agree that you are responsible for compliance with any applicable local laws. If you do not agree with any of these terms, you are prohibited from using or accessing this site. The materials contained on this website are the property of Apex CAS & Consulting and are protected by applicable copyright and trademark law.
2. Use License
a. Permission is granted to temporarily download one copy of the materials (information or software) on the Apex CAS & Consulting website for personal, non-commercial transitory viewing only. This is the grant of a license, not a transfer of title, and under this license you may not:
i. modify or copy the materials;
ii. use the materials for any commercial purpose, or for any public display (commercial or non-commercial);
iii. attempt to decompile or reverse engineer any software contained on the website;
iv. remove any copyright or other proprietary notations from the materials; or
v. transfer the materials to another person or “mirror” the materials on any other server.
b. This license terminates automatically if you violate any of these restrictions and may be terminated by Apex CAS & Consulting at any time. Upon termination, you must destroy any downloaded materials in your possession, whether in electronic or printed format.
3. Disclaimer
a. The materials on the Apex CAS & Consulting website are provided on an “as is” basis. Apex CAS & Consulting makes no warranties, expressed or implied, and disclaims and negates all other warranties including, without limitation, implied warranties or conditions of merchantability, fitness for a particular purpose, or non-infringement of intellectual property or other violation of rights.
b. Apex CAS & Consulting does not warrant or make any representations concerning the accuracy, likely results, or reliability of the use of the materials on our website or otherwise relating to such materials or to any sites linked to this site.
4. Limitations
In no event shall Apex CAS & Consulting or its suppliers be liable for any damages (including, without limitation, damages for loss of data or profit, or due to business interruption) arising out of the use or inability to use the materials on the Apex CAS & Consulting website, even if Apex CAS & Consulting or an authorized representative has been notified orally or in writing of the possibility of such damage. Because some jurisdictions do not allow limitations on implied warranties, or limitations of liability for consequential or incidental damages, these limitations may not apply to you.
5. Accuracy of Materials
The materials appearing on the website may include technical, typographical, or photographic errors. Apex CAS & Consulting does not warrant that any of the materials on our website are accurate, complete, or current, and may make changes to the materials at any time without notice. Apex CAS & Consulting does not commit to update the materials.
6. Links
Apex CAS & Consulting has not reviewed all of the sites linked to our website and is not responsible for the contents of any such linked site. The inclusion of any link does not imply endorsement of that site. Use of any linked website is at the user’s own risk.
7. Modifications
Apex CAS & Consulting may revise these Terms of Service at any time without notice. By using this website, you agree to be bound by the then-current version of these Terms of Service.
8. Engagements and Refunds
The terms governing paid engagements with Apex CAS & Consulting, including Foundations Workshops, Acceleration Sprints, Architecture engagements, and any other professional services, are set out in the individual engagement letter, proposal, or order form executed between you and Apex CAS & Consulting. Those documents control the scope of work, payment schedule, cancellation rights, and refund eligibility for that engagement.
If no separate engagement letter exists for a paid item purchased through this website (for example, a downloadable resource or a one-time event registration), you may request a refund within 14 days of purchase if the materials or service have not been substantially delivered. Refund requests should be sent to patricia@apexcas.com.
9. Governing Law
These Terms of Service are governed by and construed in accordance with the laws of the State of California, without regard to its conflict-of-laws principles. You irrevocably submit to the exclusive jurisdiction of the courts in that State.
Cookie Policy
This Cookie Policy describes how Apex CAS & Consulting (“Apex CAS,” “we,” “us,” or “our”) uses cookies on apexcas.com and any associated services. For information on how Apex CAS uses, stores, and protects personal data more broadly, see the Privacy Policy above.
What Cookies Are
Cookies are small pieces of data stored in text files that are saved on your device when a website is loaded in a browser. They are widely used to remember you and your preferences, either for a single visit (a “session cookie”) or for repeat visits (a “persistent cookie”).
Session cookies are temporary and expire when you close the browser. Persistent cookies remain on your device after you close the browser and help return visitors get a consistent experience.
Cookies may be set by apexcas.com directly (“first-party cookies”) or by third-party services that provide content or analytics on the site (“third-party cookies”).
Cookies We Use
Necessary cookies. Allow the site to function and let us recognize that you have created an account or are logged in.
Functionality cookies. Let us operate the site according to the choices you make, such as remembering preferences across visits.
Analytical cookies. Collect aggregated data on how visitors use the site, so Apex CAS can understand performance and improve the experience. These do not contain names or email addresses.
Social media cookies. Where applicable, third-party cookies (most commonly LinkedIn, which is Apex CAS’s primary social channel) may be set when you interact with embedded content or share material from the site. Any data collected is used in accordance with our Privacy Policy and the platform’s own policies, and is not used to collect personally identifiable information on our behalf.
Your Cookie Options
If you prefer not to accept cookies, or want to accept only certain types, you can change your browser settings to delete cookies that have already been set and to refuse new ones. To learn how to manage cookies in your browser, visit internetcookies.org.
Changes and Amendments
Apex CAS may modify this Cookie Policy at any time, effective upon posting of an updated version on the website. The effective date at the bottom of this page will reflect any revision. Continued use of the website after a change constitutes consent to that change.
Acceptance of This Policy
By using apexcas.com or its services, you agree to be bound by this Cookie Policy. If you do not agree, you are not authorized to use or access the website and its services.
Contacting Us
For questions about this Cookie Policy or about our use of cookies, contact patricia@apexcas.com.
Contact
For any questions about this Privacy Policy, Terms of Service, or Cookie Policy, please contact patricia@apexcas.com.
This Privacy Policy, Terms of Service, and Cookie Policy is effective as of May 16, 2026.
Fred brings decades of finance and accounting experience to Apex, having served in roles ranging from public accounting and internal audit to Vice President of Finance and Senior Consultant. He has worked extensively with small to mid-sized privately held and private equity–owned manufacturing companies, specializing in financial reporting, operations finance, cost accounting system overhauls, and strengthening internal controls.
He holds a BBA in Accountancy from the University of Notre Dame, an MBA from the University of Wisconsin–Madison, and is a licensed CPA and Certified Management Accountant. Fred enjoys partnering with clients to solve complex challenges and develop strategies for sustainable growth.
Jacob brings over a decade of experience in operations, supply chain, and AI system design, including leadership in the semiconductor industry where he built scalable systems and streamlined complex global operations.
As COO at Apex CAS, Jacob oversees our internal operations and also serves as a fractional COO for clients—leading system and operational assessments that uncover efficiencies and create a foundation for effortless scaling. He also heads our AI enablement services, helping individuals and teams leverage AI through well-designed, automated systems that work seamlessly in the background.
Outside of work, Jacob enjoys training for triathlons, redesigning homesteads, flying drones, and building local food and barter networks—always with a focus on connection, sustainability, and purposeful design.
Ani Qadri is a seasoned finance and accounting leader with nearly a decade of experience across controllership, budgeting, forecasting, and tax strategy. She has led teams, streamlined processes, and partnered with senior leadership to enhance compliance and operational efficiency.
Her background spans domestic and international operations, financial consolidations, payroll, tax filings, and audit support. Ani holds an M.S. in Accountancy, a CPA‐eligible Certificate of Accountancy from the University of Houston, and both an M.S. and B.S. in Economics from the University of Karachi.
Known for her precision and collaborative approach, Ani provides strategic financial guidance that fosters growth and stability. Outside of work, she enjoys trying new recipes and spending time with her family in Texas.
Mina serves as the tactical arm for Apex CAS’s financial operations, providing critical back-office and systems support that keeps client operations running smoothly. Her expertise spans accounting operations, AP/AR management, sales operations, and administrative coordination, with prior experience in semiconductor industry operations.
She is deeply involved in enabling clients’ day-to-day success—streamlining processes, supporting system workflows, and ensuring accuracy across financial and operational tasks.
Outside of work, Mina enjoys traveling with her family to support her children’s pursuits—from college athletics and flag football to art showcases—making the most of time spent together.
With a robust career spanning over 35 years, Erica Somes is a distinguished professional at APEX. Erica stands out as a highly experienced accounting professional specializing in tax preparation, auditing, finance, and advisory services. Erica’s career began in public accounting, where she spent 16 years refining her skills as an auditor and tax preparer. Her journey continued as a Corporate Controller for a wholesale petroleum company for next 8 years, igniting her enduring passion for financial management.
In 2014, Erica drew on her extensive experience to establish a family-owned transport logistics company, broadening her professional expertise. She later transitioned to a venture capital firm, where she oversaw comprehensive M&A activities, accounting and finance operations for a diverse portfolio, including holdings, investments, and client engagements.
Today, Erica also serves as an Advisory Consultant, providing CFO and Controller services that provide strategic financial guidance that fosters growth, stability, and effective risk management. Known for her commitment to delivering exceptional financial strategies, Erica continues to make significant contributions in her field.
A lifelong resident of Texas, Erica proudly calls Texas home and brings her deep industry knowledge and dedication to every client and project she undertakes.
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.
Jesse Chen is a seasoned consultant at APEX CAS Consulting, where since 2022 he has specialized in cost accounting, SEC reporting, and full‐cycle accounting. His recent projects include cost accounting consulting for Elevate Semiconductor, controller consulting for Coherent Global, and leading SEC annual and quarterly filings for Finance of America and Clear Channel Communications. Prior to APEX, Jesse spent six years as Controller at Superconductor Technologies managing SEC reporting, government audits, and implementing ASC 606/842 to realize over $100K in annual savings followed by roles as Manufacturing Controller at Global Power Equipment Group and a 21‐year tenure at Weatherford International, where he standardized global month‐end close procedures for over 100 manufacturing sites.
Jesse holds a BBA in Accounting and Management from the University of Texas at Austin and is a Texas‐licensed CPA. He is proficient in advanced Excel, NetSuite, JD Edwards, Oracle, Workiva, SQL, and Power BI, and enjoys exploring financial technology innovations and process improvements.
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.
