Financial Services

As an outsourced financial controller-for-hire we offer the usual accounting services: Bookkeeping, Financial Statement Preparation, Tax Planning, Budgeting and Cash Flow Planning, Tax Preparation Assistance.

Timely & Accurate Reports

As an outsourced financial controller, AP Financial Services helps you operate effectively by using an onsite bookkeeper or accountant to handle day-to-day transactions, while we act as your in-house controller for quality financial information.

Coaching & Advising

From the analysis we do, the relationships we develop, and the conversations we have with our clients, we are in a unique position as your accounting firm to recognize areas where your business can improve.


A controller is more than a CPA. A controller is responsible for your company’s financial statements, general ledger, cost accounting, payroll, accounts payable, accounts receivable, budgeting, tax compliance and various special analyses.

After many years as business accountants and financial controllers, we handle the accounting and controller needs of a range of businesses, including non-profits, manufacturing, retailing and wholesaling. We specialize in companies up to $5 million in gross revenue that want to save money on taxes and improve their company’s financial well being.


We look at the numbers, but also beneath them. With our years of experience as business accountants and controllers, we are able to spot problem areas and process improvements. We can even help you navigate cash flow issues. Questions we can help you answer as your CPA or controller might be:

  • Am I paying my bills too early or late?
  • Should I apply for a line of credit?
  • How do I minimize my taxes?
  • Should I lease or buy?
  • How can I improve my company’s cash flow?
  • Where can I improve the financial efficiency of my company?
  • What are the tax ramifications of this decision?

We also provide individual tax and accounting services, including preparing tax returns, aiding clients in minimizing their tax liability, and providing financial planning advice.

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