Solutions for over 30 years.

Maxwell Money has provided offsite bookkeeping, accounting and finance solutions to private clients, professionals and businesses for over 30 years.

Businesses

Professionals

Private Clients

The Maxwell Process

Because Outsourcing Is In.

Evaluation

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?

On-Boarding

Implement the workflow system, clean up the books, and provide a strong foundation for moving forward.

Ongoing Servicing

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.

Our Partners

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.

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Testimonials

“Before Maxwell, I felt overwhelmed by financial responsibility. I did not feel in control of my financial picture. Now I do.”

Private Client

“I work 15 hours a day, so this is an absolutely phenomenal service for busy professionals.”

Professional Client

“Maxwell has a cohesive and strong team that allows me to leverage my time to bring in revenue, not reconcile my books. Maxwell is invaluable to my business and piece of mind.”

Business Client

What Makes Maxwell Different.

Our Process

The Maxwell Solution takes you beyond data entry to real business book keeping.

Our Team

Our staff are awesome. No really, all of our employees are background checked, insured, and trained in our proprietary Maxwell Solution Process.

Our Tools

We leverage the best of breed technology to save you time and money.

Our Location

Since we are located off site, we are everywhere you are. Bookkeeping in the cloud allows us real time access to manage your financials.

All Payments are not equal

It’s easy to assume that all payments are alike. After all, they’re all money flowing out of your accounts. But paying a handyman in cash to buy a new hinge and install it on a door of your rental property is not the same as buying an airline ticket for a business...

Fire yourself and get a real accountant

What’s your unique value-add? There are some things that only you can do. Like running your business in a particular way to delight your customers and clients. Or managing your portfolio of investments with a keen eye to value and your goals. Or being an engaged dad,...

ADPs products explained

Only best-of-breed solutions for our clients Maxwell Money has been working with payroll solutions for decades. If you’ve ever researched payroll products, you’ve probably seen what a confusing landscape it is out there. There are many widely different products, each...

Three ways to get the most from best-of-breed technology

There are a lot of software packages and services out there that promise to solve all your bookkeeping and financial management challenges. You may have been spending some time evaluating them yourself—and that may be one of the reasons you are now looking at a...

Seven solid reasons to keep doing bookkeeping yourself

Many different types of organizations can benefit from a great bookkeeping service. Maxwell Money clients include families, professionals, and businesses in a variety of industries, including nonprofits. But we do understand that a bookkeeping service isn’t for...

Five things we’ve learned about hiring the best talent

At Maxwell Money, we’re like many of our private and business clients in that we depend on talented professionals to ensure the success of our service. As we’ve ramped up our business—growing from a staff of 8 to almost 20 in less than three years—we’ve learned a lot...

Make Cash Flow Work for You

We all know the overriding concept of business success: you bring in more money than you spend. Easy, right? But if you’ve been in business for a while, you’ve probably seen that there’s more to it than making sure your end-of-year totals are good. To succeed—or even...

Five easy steps to solving all your bookkeeping challenges

If you’re reading this, you’re beginning to think that you’re spending too much time on bookkeeping, and you’re researching your options. But odds are you’re now staring at a lot of different bookkeeping websites, and you’re just not sure how to get from a Google...

Invoicing best practices for Professional services

Get paid like a pro for your professional services If you’re in the professional services business, you’re not in the “amateur services” business. The difference: you expect to be paid. But at Maxwell Money, we’ve found that service-based businesses often have...

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