TERMINAL · 01 · FOUNDERS

Accounting
with the dashboard
you keep meaning to build.

Apex Ledger is a Sydney firm for founders who want their accountant to look and feel like the finance function they wish they had internally. Fees printed. Close dates honoured. Dashboards that tell you something.

MRR$412,900+8.4%
Runway18.2 mo+0.6
Burn$214,100−2.1%
AR days27−3
CloseDay 4 · 68%on track
SamplePro-forma. Hover chart to scrub.
CASHFLOW · 12-MONTH PROJECTION
Revenue Costs Net position
Peak month
$612K
Trough month
$184K
Avg. net
$298K
12-mo cumulative
$3.58M
§02 · FEES

Fee transparency that survives a second reading.

Most firms quote a number they can later "scope up." We print the fee schedule on the website, bake it into the engagement letter verbatim, and give you a red line if the scope moves.

Pick the business you have this quarter — not the one your accountant wishes you were — and the schedule adjusts. Every line item is plain English and maps to a real deliverable.

the apex promise

If we miss a close date by more than 2 business days for reasons that aren't yours, that month is on us. Printed in clause 4.2.

Live fee calculator

Annual revenue$1.2M
Monthly transactions600
Team headcount14
Monthly close & compliance$1,850
Payroll & STP lodgements$420
Quarterly BAS$320
Advisory hours (2/mo)$600
Total monthly retainer$3,190/month
§03 · CLOSE

The close happens on day five. Drag to watch it.

Tasks · Day 4 of 10

    68%
    Prepayments unwound. Accruals posted. FX marked to spot.
    T+16h
    ETA to full close from here. Board pack auto-assembles at 100%.
    Drag · or to scrub · Home/End to jump Day 4 · 40%
    §04 · SCOPE

    What we actually do, priced and timed.

    A

    Monthly close & management reporting

    Board-grade P&L, balance sheet, cashflow and a commentary page — delivered by day 5. Same template every month so you can read it faster each time.

    • Close dateD+5
    • Commentaryincl.
    • Review call30 min
    B

    Tax & compliance — ATO, ASIC, BAS

    Lodgements tracked in a shared calendar you can audit. R&D tax incentive, FBT, Div 7A and year-end handled with your legal counsel, not around them.

    • Lodgementson time
    • R&D claimbundled
    • Audit supportincl.
    C

    Advisory — modelling, fundraising, board

    A real finance partner for pitches, board packs and scenario models. We'll sit in your raise, not just "review the numbers" after the fact.

    • Model builds3-statement
    • Board packmonthly
    • Investor supportfull raise
    D

    Operations — payroll, AP, AR, systems

    Xero or NetSuite. AP on Approval Max. AR on Stripe + Ignition. Payroll run weekly or fortnightly. We'll migrate if you're on something worse.

    • StackXero / NS
    • AP cycleweekly
    • Migrationfixed fee
    Principals · registered tax agents · CA/CPA
    Priya Raman
    Managing principal
    14Y · ex-KPMG, ex-Atlassian
    James Holloway
    Tax & structuring
    18Y · ex-PwC
    Emma Chen
    Advisory & modelling
    11Y · ex-Bain, CFA
    Tom Mackenzie
    Ops & systems
    9Y · ex-Canva finance
    §05 · BOOK

    The first 30 minutes
    aren't a pitch. They're
    a read of your numbers.

    Next opening
    Thu · 11:00 AEST
    Format
    Zoom · we screenshare your P&L
    Outcome
    A written read + fee quote
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