Maxwell Money has provided offsite bookkeeping, accounting and finance solutions to private clients, professionals and businesses for over 30 years. Discover clients' specific needs: how you get paid, how you pay your bills, how you pay your people. How do you capture all this information now? Implement the workflow system, clean up the books, and provide a strong foundation for moving forward.
Now that you are newly liberated our Advisors will handle your finances immaculately. Pay your bills. Manage your cash flow. Communicate with you as much or as little as you like. Provide detailed reports. Vigorously guard your privacy and security and interface seamlessly with your banker, wealth manager and CPA.
Maxwell leverages best of breed applications in a transparent, audit-able workflow, to efficiently manage our clients finances and to provide useful, accurate reporting to our clients and their professional team.Maxwell has a cohesive and strong team that allows me to leverage my time to bring in revenue, not reconcile my books.
Now that you are newly liberated our Advisors will handle your finances immaculately. Pay your bills. Manage your cash flow. Communicate with you as much or as little as you like. Provide detailed reports. Vigorously guard your privacy and security and interface seamlessly with your banker, wealth manager and CPA.
Maxwell leverages best of breed applications in a transparent, audit-able workflow, to efficiently manage our clients finances and to provide useful, accurate reporting to our clients and their professional team.Maxwell has a cohesive and strong team that allows me to leverage my time to bring in revenue, not reconcile my books.
Services
Unless you are one those individuals who relish rolling up your sleeves and spending your time processing payroll, balancing bank statements, paying bills, and invoicing Maxwell is for you.
We help you take back your time and free yourself from financial clutter.
Our staff is awesome.
No really, all of our employees are background checked, insured, and trained in our proprietary Maxwell Solution Process.
More than 30 years ago Kathryn Maxwell was convinced she had a better model for bookkeeping and was determined to bring it to the business world.
We help you take back your time and free yourself from financial clutter.
Our staff is awesome.
No really, all of our employees are background checked, insured, and trained in our proprietary Maxwell Solution Process.
More than 30 years ago Kathryn Maxwell was convinced she had a better model for bookkeeping and was determined to bring it to the business world.
As a Principal at Maxwell, Ann brings over 15 years of experience advising companies on risk management issues.
She is focused on Maxwell's operations, including human resources, workflow and client satisfaction.
In this capacity, Ann has been instrumental in implementing new policies and procedures at Maxwell in order to improve its security and compliance processes.
Ann's prior experience includes legal practice as a civil litigator in California focused on regulatory and employment matters.
Before moving to the private sector, Ann worked as a prosecutor for the San Diego and Los Angeles district attorneys' offices.
She is focused on Maxwell's operations, including human resources, workflow and client satisfaction.
In this capacity, Ann has been instrumental in implementing new policies and procedures at Maxwell in order to improve its security and compliance processes.
Ann's prior experience includes legal practice as a civil litigator in California focused on regulatory and employment matters.
Before moving to the private sector, Ann worked as a prosecutor for the San Diego and Los Angeles district attorneys' offices.
Our Advisors receive, review, code, and pay vendors, as well as track income and expenses.
Our cloud-based technologies allow us to efficiently process and distribute customer invoices.
Maxwell assists in the implementation of your payroll solution, as well as handles all of your payroll needs.
Maxwell provides monthly or quarterly financial statements to monitor earning, spending and to assist in future business decisions.
Discover clients' specific needs: how you get paid, how you pay your bills, how you pay your people.
Our cloud-based technologies allow us to efficiently process and distribute customer invoices.
Maxwell assists in the implementation of your payroll solution, as well as handles all of your payroll needs.
Maxwell provides monthly or quarterly financial statements to monitor earning, spending and to assist in future business decisions.
Discover clients' specific needs: how you get paid, how you pay your bills, how you pay your people.
For many small businesses, payroll can be the biggest expense.
At Maxwell, we have learned with big expenses, comes big responsibility.
Not only do your employees depend on it, it also introduces compliance issues that could affect your financials or even your business' reputation.
At Maxwell, our goal is to improve our client's financial workflow, and we recognize through experience that having a payroll department that runs smooth like a well-oiled machine is critical to the health of all businesses.
At Maxwell, we have learned with big expenses, comes big responsibility.
Not only do your employees depend on it, it also introduces compliance issues that could affect your financials or even your business' reputation.
At Maxwell, our goal is to improve our client's financial workflow, and we recognize through experience that having a payroll department that runs smooth like a well-oiled machine is critical to the health of all businesses.
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