Empowering Small Business Owners with Strategic Financial Insight
Improve Cash Flow, Optimize Investments, Seize Growth Opportunities, and Gain Clear Cash Flow Visibility.
Welcome to Apex CFO Solutions
Why We Are In Business
Why We Are In Business
Why We Are In Business
Studies show over 80% of small businesses fail because of poor financial decisions and lack of a financial planning. We launched our business to provide what small businesses needed: access to a qualified CFO on a fractional basis. The C-Suite partner for better with financial decisions and help accountability.
Our Services
Why We Are In Business
Why We Are In Business
We help small to mid-sized LLC business owners across all industries (with revenues between $250K and $25.0M) achieve predictable cash flow and financial clarity in 90 days. We offer comprehensive fractional CFO services that include:
CFO Leadership
Financial Reporting
Cash Flow & Profit Forecasting
Strategic Guidance
We help small to mid-sized LLC business owners across all industries (with revenues between $250K and $25.0M) achieve predictable cash flow and financial clarity in 90 days. We offer comprehensive fractional CFO services that include:
CFO Leadership
Financial Reporting
Cash Flow & Profit Forecasting
Strategic Guidance
Goal Setting and Tracking
Accountability Coaching
Scheduled Check-in Calls
Financial Modeling
How We Do It
Why We Are In Business
How We Do It
We keep it simple and focus business owners on what they need to know when it comes to their financials so they can manage their business. We use our proprietary Capital Clarity Framework—a structured approach to gaining full visibility into cash flow and investments.We also teach them what to focus on so they don't get lost in the numbe
We keep it simple and focus business owners on what they need to know when it comes to their financials so they can manage their business. We use our proprietary Capital Clarity Framework—a structured approach to gaining full visibility into cash flow and investments.We also teach them what to focus on so they don't get lost in the numbers. We have routine calls and a monthly CFO call that brings it all together for you.
Fractional CFO
Apex CFO Solutions and it's CEO
Apex CFO Solutions was founded by Nelson Mendoza, who recognized a significant gap between the services and advice small businesses were receiving from bookkeepers and accountants, and the guidance they truly needed from an experienced professional CFO. Moreover, the expense of hiring a full-time CFO was often beyond the means of many small businesses. Nelson knew he could establish a fractional CFO firm to provide these businesses with the access and advantage of top-tier financial leadership that they both require and seek.
Who is Nelson Mendoza? He’s a business owner and CFO based in South Florida with over two decades of experience working in the United States and Latin America, he has led and built top-tier finance organizations at companies such as HBO Latin America and Sky Latin America, as well as within small businesses and startup organizations.
As an entrepreneur himself, he understands the needs and anxieties of small business owners and what keeps them awake at night. While solving these concerns can often be challenging, he has the knowledge, leadership, and forward-looking vision necessary to meet the needs of these businesses. After a successful career, Nelson has chosen to share years of experience with the backbone of the economy; small business.
You can learn more about Nelson on his LinkedIn page (https://www.linkedin.com/in/nelson-l-mendoza/) or schedule an introductory call with him to learn how he can help you and your business.
Our Services
CFO Meeting/Financial Reporting
Goal Setting & Accountability Coaching
CFO Meeting/Financial Reporting
Monthly meeting with your CFO to discuss the financials of your business and educate you on how to interpret so you can make better strategic decisions.
Forecasting (Cash and Profit)
Goal Setting & Accountability Coaching
CFO Meeting/Financial Reporting
This is the area most businesses fail to spend enough time - forecasting. We will implement a method to start forecasting cash and profit.
Goal Setting & Accountability Coaching
Goal Setting & Accountability Coaching
Goal Setting & Accountability Coaching
As the owner of your business, who holds you accountable to achieve personal and business goals? We do!
Routine Check In Calls
Routine Check In Calls
Goal Setting & Accountability Coaching
In addition to your monthly call, your CFO will provide routine check-in calls for updates and to just stay on track.
Access to Your CFO
Routine Check In Calls
Access to Your CFO
There will be days when you just need to speak to your CFO and it can't wait. Clients can reach their CFO in a variety of ways and schedule meetings to discuss issues that come up.
Bookkeeping
Routine Check In Calls
Access to Your CFO
The basic bookkeeping service you need. We will work with your tax preparer to align both strategies. Excellent bookkeeping is the foundation for accurate financials.