Business Details
Your Trusted Accounting & Advisory Partner in Austin
At Maxwell Locke & Ritter, we have built our firm around three core pillars: people, clients, and community. Our experienced-hire model ensures clients work directly with seasoned professionals who bring deep industry knowledge and practical problem-solving skills. We prioritize authentic relationships, delivering personalized accounting and advisory services tailored to each client's unique needs. With over 34 years of experience, our team of 160+ professionals serves businesses, nonprofits, government entities, and high-net-worth individuals across diverse industries. Our commitment to excellence is reflected in our 60+ awards since 2015 and our proactive approach to financial guidance.We combine technical expertise with a client-first philosophy, offering services spanning tax compliance, audit assurance, transaction advisory, and risk management. Our culture of empowerment and community involvement drives our dedication to both client success and societal impact. By maintaining low team turnover, we ensure continuity and deep institutional knowledge for every engagement. Our technology-enabled processes deliver efficient, accurate results while maintaining the personal touch that defines our client relationships. We actively support over 300 community organizations, reinforcing our belief that business success and social responsibility are interconnected.
Services
Tax Compliance
Financial Audits
Transaction Advisory
Risk Assurance
SaaS QoE Analysis
SOC Examinations
HIPAA Compliance
Internal Audit
IT Risk Management
Wealth Planning
Highlights and features
- We employ an experienced-hire model with professionals averaging 7 years of audit experience
- Our team includes 160+ accounting professionals with specialized industry expertise
- We maintain low turnover to ensure consistent client relationships and knowledge continuity
- We actively support 300+ community organizations through volunteer and charitable initiatives
- Our tech-enabled approach delivers efficient, accurate financial services with minimal disruption
Services
Transaction Advisory
Our transaction advisory services specialize in quality of earnings analysis for SaaS and software companies. We provide detailed financial due diligence including ARR verification, gross margin analysis, and working capital calculations. Our team delivers actionable insights through visual data presentations and integrated tax diligence, supporting clients through acquisitions, recapitalizations, and loan financings across North America and EMEA.
Financial Statement Assurance
We offer comprehensive financial statement services including audits, reviews, and compilations tailored to businesses of all sizes. Our experienced team provides GAAP advisory and ERISA-compliant benefit plan audits, combining technical expertise with industry-specific knowledge to deliver actionable financial insights that support strategic decision-making.
Risk Assurance
Our risk assurance practice delivers SOC examinations, HIPAA compliance assessments, and IT risk management solutions. We help organizations strengthen internal controls, achieve regulatory compliance, and mitigate cybersecurity risks through customized assessments and technology-driven audit approaches that minimize operational disruption.
Tax Compliance
We provide comprehensive tax services including federal/state compliance, transactional tax planning, and international tax optimization. Our experienced team offers specialized expertise in R&D tax credits, estate planning, and cross-border tax strategies, helping businesses and individuals maximize tax efficiency while maintaining compliance.
Internal Audit
Our internal audit services help organizations evaluate and strengthen their governance, risk management, and control frameworks. We offer outsourced and co-sourced audit solutions with specialized expertise in ESG reporting, enterprise risk management, and compliance with regulatory requirements across multiple industries.
People
Kyle Parks
Leading Partner
As Leading Partner, Kyle Parks oversees strategic direction and client relationships at Maxwell Locke & Ritter. With extensive experience in public accounting, he specializes in guiding growth-oriented businesses through complex financial challenges.
Kate Williams
Risk Assurance Partner
Kate Williams leads the firm's risk assurance practice, specializing in SOC examinations and cybersecurity compliance. Her expertise in information security auditing helps clients strengthen controls and achieve regulatory compliance across multiple industries.
Lathrop Smith
Transaction Advisory Partner
Lathrop Smith directs transaction advisory services with focus on SaaS and software company valuations. His background in private equity and investment banking supports clients through complex M&A transactions and financial due diligence processes.
Lesley Hargraves
Audit Partner
Lesley Hargraves oversees audit engagements for mid-sized and large enterprises. With deep expertise in financial statement assurance, she ensures compliance with auditing standards while delivering strategic business insights to clients.
Steven W. Knebel
Tax Partner
Steven Knebel leads tax strategy initiatives, specializing in complex compliance and optimization for high-net-worth individuals and businesses. His expertise includes international tax planning and regulatory compliance across multiple jurisdictions.
Questions
What industries does Maxwell Locke & Ritter specialize in?
We specialize in serving technology companies, particularly SaaS and software firms, along with healthcare, nonprofit, government, and high-net-worth individual clients.
What makes your transaction advisory services unique?
Our SaaS-focused QoE analysis combines financial due diligence with integrated tax review and industry-specific metrics verification through our proprietary Four Pillars approach.
Do you offer compliance services for healthcare organizations?
Yes, we provide HIPAA risk assessments, HITRUST readiness services, and healthcare compliance solutions tailored to organizations handling protected health information.
How does your experienced-hire model benefit clients?
Our model ensures clients work with seasoned professionals averaging 7 years of experience, providing immediate value without training periods or team turnover.
What geographic regions do you serve?
We serve clients throughout the United States, Canada, and EMEA regions with local expertise and international transaction experience.
Do you provide internal audit outsourcing?
Yes, we offer both outsourced and co-sourced internal audit solutions tailored to enterprise risk management and compliance requirements across various industries.
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