Foundation Plan · $550–$850/mo
Your First Real Financial Partner
For small businesses with revenue under $750K. Stop managing your finances reactively and get a trusted advisor in your corner every month — not just at tax time.
Does This Sound Familiar?
You Built a Real Business. Now It Needs Real Financial Oversight.
You only look at your numbers when something goes wrong
Tax season ends in April — your business challenges don't
Cash flow is unpredictable and stressful month to month
You're not sure if you're compliant with IRS, CDTFA, or FTB
You have no one to call when a business problem comes up
You know you should be growing but don't know where to start
The Foundation plan is designed for exactly this stage — when your business has outgrown a shoebox but you're not yet ready for a full-time financial team.
What's Included
Everything You Need. Nothing You Don't.
The Foundation plan gives you a dedicated advisor who reviews your finances every month, monitors your compliance, and is available when problems come up — not just at tax time. You also get full access to our vetted partner network across banking, insurance, real estate, and legal.
- Monthly financial review and P&L analysis
- Cash flow monitoring and 90-day forecasting
- Quarterly strategy session with your dedicated advisor
- Compliance monitoring — IRS, CDTFA, Franchise Tax Board
- Access to our full vetted partner network (banking, insurance, legal)
- Referrals to banking and financing partners when needed
- Workers' comp and business insurance review
- Email and phone support during business hours
- Annual business health assessment
Foundation Plan
Best for businesses with revenue under $750K
Start Free — First Month On UsNo setup fees. No long-term contracts.
Not Included (But We'll Refer You)
- Tax preparation or filing (we refer to our tax partners)
- Bookkeeping (we refer to our bookkeeping partners)
- Payroll processing (we refer to payroll partners)
We have trusted partners for all of these — we'll connect you.
How It Works
From First Call to Financial Clarity
Free 30-minute consultation to understand your business
We review your financials, identify gaps, and build your baseline
Your first monthly review — we set priorities and a 90-day plan
Ongoing monthly oversight, compliance monitoring, and advisor access
Who This Is For
Built for the Business Owner Who Wears Every Hat
Most of our Foundation clients are skilled tradespeople, operators, and service providers who started a business to survive — and it grew beyond what they expected. They're excellent at what they do, but they didn't go to business school. That's exactly why they need APX.
Ready to Step Up?
When Your Business Grows Past $1M
As your revenue grows, so do your needs. Our Growth plan adds monthly strategy sessions, KPI dashboards, loan packaging support, and active IRS and CDTFA representation.
Explore the Growth PlanStart with Zero Risk — First Month Free
No setup fees. Your first month free — a $1,000–$2,500 value, based on selected service level.
No setup fees. Your first month free — a $1,000–$2,500 value, based on selected service level.