Financial Advisory for Restaurants,
Auto Shops, Markets & Contractors.

APX — Advanced Profit Experts — is a bilingual business advisory firm built for the small business community in Los Angeles. We provide hands-on financial coaching, compliance navigation, and growth strategy across every dimension of your business — from cash flow and tax planning to financing, real estate, and audit defense.

No setup fees. Your first month free — a $1,000–$2,500 value, based on selected service level.

82%
of failures tied to cash flow
50%
close within 5 years
30%
faster growth with an advisor
40%
pay IRS penalties yearly

LA's Small Businesses Deserve Real Financial Support.

There are over 33 million small businesses in the United States. Half will close within five years — not because they lack customers or talent, but because they lack the financial guidance to manage what they've built. Cash flow problems alone account for 82% of business failures.

Restaurant owners operate on margins of 3–8%. Contractors manage cash flow between milestones that can stretch months apart. Market owners navigate CDTFA compliance on margins as thin as 2–5%. These are skilled operators running complex businesses — and most are doing it without a dedicated financial advisor who understands their industry.

Cash flow is unpredictable and keeps you up at night
Growth decisions feel like guesswork without financial clarity
Compliance issues are piling up — IRS, CDTFA, FTB
You need financing but don't know how to package it
There's no one to call when a real business problem comes up

A Bilingual Business & Financial Advisory Firm Built for Our Community.

APX is not a single-service provider. We are embedded financial partners — bilingual advisors who understand the operational realities of restaurants, auto shops, markets, and construction companies. We cover the full spectrum of what a growing business needs, coordinated under one roof:

Cash Flow Management
Tax Planning & Resolution
Banking & Financing
IRS & CDTFA Audit Defense
Payroll & Benefits
Corporate Formation
Workers' Comp Insurance
Loan Packaging
Real Estate Advisory
Growth Strategy

We also maintain a vetted partner network of attorneys, bankers, insurance brokers, and other specialists — so when your business needs expertise beyond our scope, we bring in the right person.

82%

of small business failures are caused by cash flow problems — not lack of customers.

5%

improvement in profit margin can double an owner's take-home income.

27days

days — the average cash reserve for a small business. One bad month can end everything.

34%

growth in Latino-owned businesses over the past decade — the fastest-growing segment in the U.S.

Advisory Built Around Your Stage of Growth

Every engagement begins with a free consultation. We learn your business, understand your challenges, and recommend the level of support that fits where you are today — and where you want to go.

Best for revenue under $750K

Foundation

$550–$850/mo

Core financial oversight, bookkeeping, tax planning coordination, payroll management, and quarterly strategy sessions — the financial foundation every growing business needs.

  • Managed bookkeeping & reporting
  • Quarterly P&L review
  • Tax planning coordination
  • Payroll management
  • IRS/FTB/CDTFA compliance support
  • Bilingual service (EN/ES)
Learn More
Most Popular

$750K–$3M revenue

Growth

$900–$1,400/mo

Everything in Foundation plus cash flow forecasting, loan packaging, full audit representation, and monthly advisor calls — for businesses ready to scale.

  • Everything in Foundation
  • Cash flow forecasting
  • Loan packaging & capital access
  • Full IRS/FTB/CDTFA audit support
  • Workers' comp audit support
  • Real estate advisory
Learn More

$3M–$12M revenue

Enterprise

$1,500–$2,500/mo

Full-scope advisory for complex, high-growth operations — including priority audit representation, acquisition advisory, and a dedicated advisor on bi-weekly calls.

  • Everything in Growth
  • Priority IRS/FTB/CDTFA representation
  • Real estate & acquisition advisory
  • Dedicated advisor (bi-weekly calls)
  • Custom engagement scope
  • Bilingual service (EN/ES)
Learn More

No setup fees + your first month free — a $1,000–$2,500 value based on selected service level. Limited availability.

Built by Advisors Who Chose to Serve the Small Business Community

APX wasn't built to serve the largest companies. We were built to serve the businesses that need us most — the restaurant owner working 14-hour days, the contractor managing cash flow between milestones, the market owner navigating compliance in a language that isn't always their first.

We bring bilingual, multi-faceted advisory to an underserved market — covering everything from bookkeeping and tax planning to financing, audit defense, and growth strategy. Very few firms have the combination of industry knowledge, language capability, and breadth of engagement that APX provides. That's not a gap we fill. It's a model we built.

Bilingual Advisory (EN/ES)
10+ Areas of Expertise
Vetted Partner Network
LA-Rooted & Community-Focused
Our Story

Real Outcomes for Real Businesses

"Before APX, I was running a $2M construction company out of a shoebox. They organized everything, helped me get a line of credit, and now I actually understand my own business."

Carlos M.

General Contractor, Los Angeles

"When I had a real problem, there was no one to call. APX stepped in, resolved a three-year IRS issue, and restructured my payroll to save $40K annually. They handle everything I didn't even know I needed."

Maria T.

Restaurant Owner, East LA

"I have 12 trucks and was bleeding money without knowing why. APX found the leaks, renegotiated my insurance, and helped me finance two new trucks at a rate I didn't think was possible."

Roberto S.

Trucking Company Owner, Gardena

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The 7 Financial Mistakes Costing Your Small Business Money

Download our free guide and discover the most common financial mistakes we see across restaurants, auto shops, markets, and construction companies in Los Angeles — and exactly how to fix them.

Cash flow managementTax complianceFinancing readinessProfit margin optimization

Get the Free Guide

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Your First Month Is On Us

No setup fees. Your first month free — a $1,000–$2,500 value, based on selected service level. Schedule your free consultation and let's talk about what your business needs.

First month free — a $1,000–$2,500 value based on selected service level. 10% off with annual prepayment.