Financial clarity without the CFO price tag.
We're a modern tax advisory firm.
We help boost your profits and fuel growth.
Get the strategy and tax planning you need.
Unlock Growth
with a CFO Partner.
Before Apel Advisory
Most founders operate in the dark when it comes to their numbers.
Financial reports are delayed
Cash flow is unpredictable, and tax savings fall through the cracks.
Decisions feel reactive, not strategic.
After Apel Advisory
With integrated CFO and tax planning support, your business gets the clarity, control, and structure needed to grow.
We provide:
Forward-looking reporting
Custom cash-flow models
Strategic recommendations built for real operators, not corporate theory.
Why Having a CFO
Partner Matters:
Hiring a full-time CFO costs $300,000–$500,000 per year.
Apel delivers equivalent strategic insight at a fraction of the cost, with founder-led engagement tailored to businesses earning $500K–$10M+ in revenue.
What You Get
Fractional CFO Services:
Real-time dashboards, cash-flow forecasting, margin analysis, budgeting, and strategic planning.
Strategic Business Advisory:
Owner-aligned planning for growth, hiring, pricing, and expansion decisions.
Tax Planning & Preparation:
Proactive strategies that reduce tax liability and increase available capital.
Data-Driven Reporting:
Custom dashboards that translate scattered numbers into clear action.
Our services are built for business owners who want a partner that "thinks like an owner" and delivers both tax and financial strategy under one roof.
How It Works
Our Approach: Assess. Align. Accelerate.
Assess: We start with a Financial Health Check and Tax Review.
Align We map your business goals to cash flow, margin, and tax metrics
Accelerate We work with you to implement strategies and refine over time
This process is simple, owner-friendly, and designed to create measurable progress fast. Our goal is to turn confusion into clarity and decisions into action.
Why our Clients Love Us
From Burned Out to Bankable
After losing my husband, I was overwhelmed managing our farm’s records and financial responsibilities. Our CPA stepped in with compassion and expertise, helping organize our financials and providing clarity during a very difficult time.
In the years since, they have guided our family through a successful farm transition, including gifting strategies, restructuring, and helping the next generation establish their own entities to manage different areas of the operation. Their knowledge and genuine care have helped preserve our farm’s legacy and position it for future success.
Joan Holig
Cattail Dairy Farms LLC
Working with Apel Advisory Solutions has been a tremendous benefit to Nelson Grain Farms. From proactive tax planning to guiding us through business succession and retirement considerations, their team has helped us make important decisions with confidence. They truly understand the unique challenges of agriculture and take a personal approach to helping our family and business plan for the future. We value their knowledge, accessibility, and the trust we’ve built working together.
Scott Nelson
Nelson Grain Farms, LLC
Poynette, WI
We had a great experience with Apel Advisory Solutions LLC. Their advisory expertise helped our manufacturing business improve planning and make smarter financial decisions.
Laura P
Founder
Manufacturing Company
ABOUT US
Meet Kari Apel, CPA
With over two decades of experience advising founders, Kari brings hands-on expertise to every engagement. As a Wisconsin-based CFO and tax strategist, she works directly with each founder/operator, ensuring clarity, context, and execution at every step.
Kari’s approach is practical and personal. No jargon. No big-firm bait-and-switch. Just straight talk and meaningful outcomes.
Meet Kari Apel, CPA
Your Business Deserves More Than a Tax Preparer.
Get a financial partner who understands strategy, not just compliance.