Privacy Policy and Terms of Use

Thank you for visiting our website. By accessing and using our website, you agree to comply with the following Privacy Policy and Terms of Use:

Privacy Policy 

Information We Collect
We do not collect any personal information from our website users. We do not use cookies or any other tracking technology to monitor user activity on our website. 

Use of Information
As we do not collect any personal information, we do not use it for any purpose. We do not share, sell, or rent any user information to third parties.

Third-Party Links
Our website may contain links to third-party websites. These websites have their own privacy policies, and we are not responsible for their content, privacy practices, or any other aspect of their websites.

Updates to the Privacy Policy
We reserve the right to update this privacy policy at any time. Any changes will be posted on this page, and we encourage you to review this policy periodically to stay informed about how we are protecting your personal information.


Contact Us
If you have any questions or concerns about our privacy policy, please contact us at

Terms of Use 

Content and Use of the Website All content on our website, including but not limited to text, graphics, images, and videos, is the property of Apex CAS & Consulting and is protected by applicable copyright and trademark laws. You may use the content for personal, non-commercial purposes only. You may not copy, reproduce, distribute, or modify any content on our website without our prior written consent.


Prohibited Activities
You agree not to use our website for any illegal, fraudulent, or unauthorized purposes. You may not use our website to: 

  • Post or transmit any content that is unlawful, harmful, threatening, abusive, harassing, defamatory, vulgar, obscene, or otherwise objectionable; 
  •  Impersonate any person or entity, or falsely state or otherwise misrepresent your affiliation with a person or entity; 
  •  Use any device, software, or routine to interfere with the proper functioning of our website or any transaction conducted on our website; 
  • Attempt to gain unauthorized access to our website or any associated networks or systems; 
  • Use our website for any commercial purpose without our prior written consent. 

Limitation of Liability 

We make no representations or warranties of any kind, express or implied, regarding the content and use of our website. We shall not be liable for any damages, including but not limited to direct, indirect, incidental, punitive, and consequential damages, arising from the use or inability to use our website. 


You agree to indemnify and hold us harmless from any claims, damages, or losses arising from your use of our website or your violation of these Terms of Use. 

Updates to the Privacy Policy and Terms of Use
We reserve the right to update this Privacy Policy and Terms of Use at any time. Any changes will be posted on this page, and we encourage you to review this page periodically to stay informed about our Privacy Policy and Terms of Use. 

Governing Law
These Privacy Policy and Terms of Use shall be governed by and construed in accordance with the laws of the State of California, without regard to its conflict of laws principles. 

Contact Us
If you have any questions or concerns about these Privacy Policy and Terms of Use, please contact us at

These Privacy Policy and Terms of Use are effective as of March 31, 2023.

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.