1. No results to show.

Maxwell Money

Contact for price

Sorry this pro can’t do your job, but we know other pros who can. Check them out
About
Maxwell Money Management specializes in providing outsourced financial management services to businesses, professionals and families offices throughout the San Francisco Bay area and beyond. Clients leverage our team of 18 resources including a controller, assistant controller, advisors and support staff as well as our expertise of numerous best of breed business workflow solutions. Our services include secure management of accounts payable, invoicing, bank reconciliations, financial reporting, payroll, budgeting and maintenance of all financial documents. Quickbooks, Xero, and Bill.com partner certified.
Overview

Hired 9 times

19 employees

44 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

Ask this pro about their preferred payment method.

Services offered
Accounting needs

Bookkeeping

Preparing tax returns

Managing AR and AP

Preparing fin. statements

Entity type

Individual or sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Industry

Sales & marketing

Healthcare

Technology / IT

Manufacturing

Projects and media
Projects and media
Reviews
Exceptional 5.0

5 reviews

5

100%

4

0%

3

0%

2

0%

1

0%


pro avatar
Carina W.

Sep 25, 2015

Hired on Thumbtack

I have just brought on Maxwell to run my entire accounting division. They are professional, personable, responsive, and most of all experts in finance. Maxwell has a cohesive, strong team that allows me to leverage my time to bring in revenue not reconciling my books. In my business you get what you pay for and Maxwell is invaluable to my business and most of all my piece of mind. They feel like an extension of my leadership team and also work in concert with my CPA and my entire team within my firm. I highly recommend Maxwell.
Accounting
pro avatar
Jeff B.

Feb 3, 2015

Maxwell has helped our non-profit manage the day to day bookkeeping and accounting tasks as well as helping us streamline our payables and incorporating better controls on our payments. We highly recommend the team at Maxwell.
pro avatar
Chuck W.

Jan 26, 2015

My team at Maxwell Money has done an incredible job supporting my business, providing timely and accurate financial reports and removed the burden of managing the accounting process in-house.
pro avatar
Manpreet B.

Jan 18, 2015

Hired on Thumbtack

Accounting
pro avatar
Jake J.

Aug 12, 2015

Hired on Thumbtack

Accounting

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    Maxwell works on a blended rate that includes the use of our controller, advisors, and support staff. The majority of our clients quickly transition to a flat monthly fee after quick implementation and catch up efforts.

  • What is your typical process for working with a new customer?

    The Maxwell Solution encompasses three phases: - Evaluation - Maxwell works with our clients to review the support requirements and determine the best process and best of breed tools that are required. - Implementation - Maxwell will implement and configure required solutions as well as correct and catch up any historical work, - Servicing - Maxwell quickly transitions into the monthly accounting close which involves management of accounts payable, invoicing, payroll, reconciliation and presentation of financial statements in a timely manner.

  • What types of customers have you worked with?

    Private clients, professionals, and businesses.

  • Loading