Our Company

We love helping people make better, more informed decisions and feel in control of their financial picture and lives.


icon-time-green-plus-bottom-spaceFree Yourself!

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.

What Makes Maxwell Different.

Our Process

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

Our Team

Our staff is 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.

By The Numbers.

Years in Business





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. Kathryn’s goal was to provide an alternative to the traditional “one bookkeeper for one client ” model, and instead replace it with a systemized approach where the collaboration of a team would benefit her clients. In 2012, Kathryn (having followed her own financial advice) decided it was time to retire, and passed the reins onto the top team of Ann and Matthew McGrath.

Ann brings an exceptional attention to detail and knowledge based on her time as an employment and business attorney.  Matthew has advised businesses and individuals at leading commercial and investment banks in New York and California for many years. Today, Ann and Matthew head up Maxwell Money and along with nearly 15 team members ensure that as the world of business changes, they keep your books up to date.

We Take Security Seriously

It’s on everyone’s mind today. We use a fool-proof system of checks and balances to guard the privacy of your personal data and accounts. In more than 30 years, we’ve never had a breach.


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