Business Details
Trusted Bookkeeping & Accounting Services in San Francisco
Maxwell Money has been delivering offsite bookkeeping, accounting, and finance solutions for over 30 years. Our approach combines a proprietary systemized process with a team of trained professionals to meet the unique needs of private clients, professionals, and businesses. We begin by evaluating each client's financial workflows, then implement tailored solutions to streamline operations. Our ongoing servicing includes bill payment, cash flow management, and detailed reporting, all while maintaining strict privacy and security protocols. With a focus on technology integration, we provide transparent, audit-ready systems that interface seamlessly with clients' existing financial teams.Our leadership team brings decades of legal, financial, and operational expertise to ensure continuous innovation and service excellence. We prioritize client satisfaction through personalized communication and a commitment to evolving with industry changes. Our security framework has maintained a perfect record with zero breaches in over three decades of service. This combination of experience, technology, and client-centric approach has made us a trusted partner for financial management solutions.
Services
Bookkeeping
Payroll Services
Accounts Payable
Financial Reporting
Vendor Management
Highlights and features
- We offer over 30 years of experience in bookkeeping and accounting.
- Our team includes legal and financial experts with industry-specific knowledge.
- We implement a proprietary systemized process for consistent results.
- Our cloud-based technology ensures real-time financial management.
- We maintain a perfect security record with zero breaches in 30+ years.
What people say
Phenomenal service
Invaluable to my business
Feel in control
Strong team collaboration
Security expertise
Services
Bookkeeping
Our bookkeeping services maintain accurate financial records through systematic tracking of income and expenses. We use cloud-based technology for real-time updates and reconciliation, ensuring your financial data remains current and accessible. This foundational service supports all other financial operations while maintaining strict confidentiality protocols.
Payroll Services
We handle complete payroll processing including tax calculations, direct deposits, and regulatory compliance. Our system ensures timely payments while maintaining accurate records for audits and reporting. This service integrates with your accounting systems to provide comprehensive financial oversight.
Accounts Payable
Our accounts payable service manages vendor payments, invoice processing, and expense tracking. We verify transactions, maintain payment schedules, and ensure proper documentation for all outgoing payments. This service helps maintain strong vendor relationships while controlling cash flow.
Financial Reporting
We generate detailed financial statements and performance reports tailored to your business needs. Our reporting includes cash flow analysis, profit/loss statements, and customized metrics to support informed decision-making while maintaining data security.
Vendor Management
Our vendor management service establishes and maintains supplier relationships while controlling payment schedules. We implement credit systems, track deliveries, and resolve discrepancies to optimize cash flow and ensure operational continuity.
People
Ann McGrath
CEO
With over 15 years in risk management and legal experience as a civil litigator, Ann oversees Maxwell's operations, security protocols, and client satisfaction. She implements policies to enhance compliance and workflow efficiency.
Matthew C. McGrath
Board Member
A finance expert with 20 years in investment banking and wealth management, Matthew advises on financial strategies. As a CFA charterholder, he brings extensive experience from Goldman Sachs and JPMorgan to Maxwell's leadership.
Jodi Bente
Controller
As Controller, Jodi manages financial operations with expertise in accounting systems and regulatory compliance. She ensures accurate financial reporting and implements internal controls to maintain data integrity.
Heather Mitchell
Client Advisor
Heather provides personalized financial guidance while managing client relationships. Her role combines financial expertise with HR coordination to ensure comprehensive client support and team efficiency.
Rashell Lewis
Senior Client Advisor
With dual responsibilities as Director of Business Services, Rashell oversees client operations and office management. She implements process improvements while maintaining direct client support as a senior advisor.
Questions
What accounting services do you offer?
We provide bookkeeping, payroll processing, accounts payable/receivable management, financial reporting, and vendor coordination using cloud-based systems.
How do you ensure data security?
We use multi-layered security protocols with checks and balances, maintaining a perfect record with zero breaches in 30+ years.
What industries do you work with?
We serve diverse clients including professionals, small businesses, and private individuals requiring financial management solutions.
How does your process work?
Our three-step approach includes needs evaluation, system implementation, and ongoing servicing with regular reporting and support.
Can you integrate with my existing financial team?
Yes, we seamlessly interface with CPAs, bankers, and wealth managers through our transparent, audit-ready workflow systems.
