Maxwell Money
Maxwell Money

Maxwell Money

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Introduction: 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

42 years in business

Payment methods

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Featured Projects

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Reviews
Exceptional 5.0

5 reviews

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pro avatar
Jake J.
Aug 12, 2015
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Hired on Thumbtack

Hired on Thumbtack

Accounting
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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.
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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.
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Manpreet B.
Jan 18, 2015
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Hired on Thumbtack

Hired on Thumbtack

A very professional group of people!!!! They have made the transition from my previous bookkeeper very stress free. I recommend them to anyone that is having a problem getting a clear picture of your business.
Accounting
pro avatar
Carina W.
Sep 25, 2015
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Hired on Thumbtack

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

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.