Bookkeeping & Consulting Services in Apex, NC

Helping Apex Business Owners Stay Organized and Financially Focused

From charming Downtown Apex to the expanding business parks along US-64, this community is filled with entrepreneurs working hard to grow smart. At SBA Services LLC, I provide practical financial services including bookkeeping, payroll management, consulting, and QuickBooks training—all designed to help Apex small business owners understand their numbers and make confident decisions.

Supporting Apex Small Businesses with Personalized Financial Guidance

With over 30 years of experience supporting small business owners, I offer clear, grounded financial support for businesses across Apex—from startups and side hustles to growing companies with a team. Whether you run a salon off Salem Street, manage rentals near Beaver Creek, or operate from a home office in Olive Chapel, I can help.


My services are always personal, flexible, and focused on helping you feel more in control of your business finances.

Services for Apex Small Business Owners

No-Nonsense Financial Support to Help You Stay on Track

Track income and expenses, stay reconciled, and receive clean records for tax time and smarter decision-making. Available monthly, quarterly, or annually.

Complete support for small business payroll, including processing, tax filings, and year-end W-2s and 1099s. Run through QuickBooks and tailored to your team.

Hands-on training for QuickBooks Desktop and Online, designed around your business and your comfort level. Learn what you need without the overwhelm.

Let’s review your financials, identify goals, and build systems that help you stay organized and plan ahead. Includes reporting and actionable insight.

Help evaluating business structure options and determining IRS-compliant salary amounts if you’re an S-Corp owner. No guesswork, just practical guidance.

Frequently Asked Questions

  • What does your bookkeeping service actually include?

    My bookkeeping service includes tracking daily transactions, reconciling bank and credit card accounts, and preparing management reports to help you understand your business performance. I also make sure your books stay clean and consistent for tax season. Services can be scheduled monthly, quarterly, or annually depending on your business’s needs. Everything is done through QuickBooks, keeping the process efficient and easy to manage.

  • Do you handle payroll tax filings as part of payroll services?

    Yes, I manage payroll tax filings along with regular pay runs, direct deposits, and year-end reporting. Everything is processed through QuickBooks to ensure accurate calculations and reporting. I work with you to ensure filing deadlines are met and forms are submitted correctly. This helps take pressure off your plate while keeping your business in compliance.

  • Can I learn QuickBooks with no prior experience?

    Definitely. My training is designed for business owners, not accountants, so no experience is necessary. I guide you through the areas that matter most for your day-to-day operations—like invoicing, categorizing expenses, and reviewing reports. You’ll get practical skills that you can use right away to manage your business more confidently.

  • What do your consulting sessions typically involve?

    Consulting sessions involve reviewing your current financials, identifying key business goals, and helping you implement better systems or planning tools. I also provide management reports and walk you through what they mean, so you’re not just getting numbers—you’re getting insight. These sessions can be ongoing or one-time check-ins depending on your goals. Everything is customized to where you are and what support you need most.

  • What is reasonable compensation for an S-Corp, and how do you help determine it?

    Reasonable compensation is the salary an S-Corp owner must pay themselves for the work they do in the business. I use specialized software and industry research to help determine a fair, defensible salary based on your role, revenue, and industry. This helps keep your business compliant with IRS standards and supports smart tax planning. I’ll guide you through the process clearly and without jargon.