Business Details
Trusted Bookkeeping & Accounting Services in San Francisco
Maxwell Money has been delivering expert bookkeeping, accounting, and finance solutions to private clients, professionals, and businesses for over three decades. Our proprietary Maxwell Solution Process combines a highly trained team, cutting-edge technology, and rigorous security protocols to ensure seamless financial management. We begin by evaluating each client's unique needs, then implement a customized workflow system to clean up financial records and establish a strong foundation. Our ongoing servicing includes bill payment, cash flow management, detailed reporting, and secure collaboration with clients' financial partners. With a focus on freeing clients from financial clutter, we prioritize transparency, privacy, and personalized communication.Our team members undergo background checks, carry insurance, and receive specialized training in our systemized approach. Headquartered in San Francisco, our cloud-based services operate nationwide, leveraging best-of-breed tools for real-time financial oversight. Founded on the vision of Kathryn Maxwell over 30 years ago, we continue to innovate under the leadership of Ann and Matthew McGrath, who bring decades of legal, banking, and investment expertise to our operations. Our commitment to excellence has earned us a 100% data security record and a reputation as a trusted partner for businesses seeking financial clarity.
Services
Accounts Payable
Accounts Receivable
Payroll Processing
Financial Reconciliation
Client Onboarding
Highlights and features
- 30+ years of specialized bookkeeping expertise
- Background-checked, insured team members trained in our proprietary system
- Cloud-based technology for real-time financial access
- Proven security track record with zero breaches
- Customized workflow solutions for diverse client needs
What people say
Phenomenal service
Invaluable to my business
Leverage my time
Absolutely phenomenal service
Piece of mind
Services
Accounts Payable
Our Advisors receive, review, code, and pay vendors while tracking income and expenses. This service ensures timely payments and accurate financial records. Clients gain peace of mind knowing their obligations are managed professionally.
Accounts Receivable
Cloud-based systems process and distribute customer invoices efficiently. We maintain organized records of outstanding payments and follow up on delinquent accounts. This improves cash flow and reduces administrative burdens for business owners.
Payroll Processing
We handle all aspects of payroll implementation and execution, including tax calculations and employee payments. Our system ensures compliance with regulations while saving clients time. Direct integration with accounting records maintains financial accuracy.
Financial Reconciliation
Monthly or quarterly financial statements monitor earnings and spending patterns. Detailed reports support informed business decisions and tax preparation. We provide clear insights into financial health and growth opportunities.
Client Onboarding
We implement workflow systems, clean up existing books, and establish strong financial foundations. This process includes evaluating current practices and creating customized solutions. Clients receive a seamless transition to our managed services.
People
Ann McGrath
CEO
Brings 15+ years of risk management experience, former civil litigator, and legal expert in regulatory matters. Focuses on operations, compliance, and client satisfaction while leading security initiatives at Maxwell Money.
Matthew C. McGrath
Board Member
20-year finance veteran with expertise in investment banking and wealth management. Chartered Financial Analyst and former attorney who advises on financial strategies and serves on multiple nonprofit boards.
Jodi Bente
Controller
Senior financial professional overseeing accounting operations and ensuring accurate financial reporting. Provides expert guidance on financial processes and system implementation for client accounts.
Heather Mitchell
Client Advisor
Experienced advisor managing client relationships and financial operations. Coordinates human resources functions while delivering personalized financial solutions to business and private clients.
Jimisha Shah
Client Advisor
Dedicated financial professional providing bookkeeping solutions and client support. Trained in the Maxwell Solution Process to deliver accurate, timely financial management services.
Questions
What accounting services do you offer?
We provide accounts payable/receivable, payroll processing, financial reconciliation, and reporting services using cloud-based technology for real-time access.
How do you ensure data security?
We use a multi-layered security system with checks and balances, maintaining a 100% breach-free record over 30+ years through rigorous protocols.
What makes your bookkeeping different?
Our proprietary Maxwell Solution Process combines trained teams, cloud technology, and systematic workflows instead of traditional single-bookkeeper models.
How does the onboarding process work?
We evaluate your current financial systems, implement our workflow solution, clean up records, and establish a foundation for ongoing management.
Do you work with remote clients?
Yes, our cloud-based platform allows us to serve clients nationwide with real-time financial access and management capabilities.
