Apex Bookkeeping

Bookkeeping is the whole of the work at Apex Bookkeeping, LLC, and tax, legal and investment advice is left to independent third-party professionals the firm coordinates with rather than handled in-house. Around the monthly books sit reconciliations, expense tracking and financial reporting, AP/AR support, accounting system setup in QuickBooks, and help forming a business entity. Catch-up and cleanup engagements are a recurring theme: one took a mechanic shop's three years of neglected books to a usable state in 48 hours ahead of a new lease, another paired a cleanup with a Franchise Tax Board resolution to bring an electrical contractor's suspended LLC back into good standing.

Clients range from solopreneurs and startups to established small and midsize companies across Newport Beach and the rest of Orange County. Zan Malik is managing partner and founder, working with a manager, a senior accountant and a bookkeeper.