Business Details
Trusted Bookkeeping & Accounting Services in San Francisco
Maxwell Money has been delivering expert bookkeeping, accounting, and financial solutions for over 30 years. Our proprietary Maxwell Solution Process combines a highly trained, insured team with cutting-edge technology to provide seamless, secure financial management for businesses, professionals, and private clients. We prioritize transparency, privacy, and efficiency, leveraging cloud-based systems to offer real-time access and actionable reporting. With a focus on client-specific needs, we handle payroll, accounts payable/receivable, reconciliation, and strategic financial planning.Our leadership team, including CEO Ann McGrath and Board Member Matthew McGrath, brings decades of legal, financial, and operational expertise. We are committed to continuous improvement in security and compliance, ensuring clients can focus on their core priorities while we manage their financial foundations with precision and care.
Services
Bookkeeping
Accounting
Payroll Services
Financial Reporting
Cloud-Based Solutions
Highlights and features
- We have over 30 years of experience in bookkeeping and accounting solutions.
- Our team members are background checked, insured, and trained in our proprietary process.
- We leverage secure, cloud-based technology to save clients time and money.
- Our collaborative team approach ensures continuity and reliability for clients.
- We guarantee rigorous privacy and security protections for all financial data.
What people say
Feel in control
Phenomenal service
Invaluable to my business
Leverage my time
Piece of mind
Services
Bookkeeping
Maxwell Money provides comprehensive bookkeeping services, including accounts payable/receivable management, payroll processing, and financial reconciliation. Our team ensures accurate, up-to-date records using secure cloud-based technology. Clients receive detailed reports to support informed business decisions while benefiting from our proprietary workflow system.
Payroll Services
We handle all aspects of payroll processing, from implementation to ongoing execution. Our services include tax compliance, direct deposit management, and integration with accounting systems. Clients gain peace of mind knowing their payroll operations are accurate, timely, and aligned with regulatory requirements.
Financial Reporting
Maxwell Money delivers monthly or quarterly financial statements tailored to client needs. Our reporting includes income statements, balance sheets, and cash flow analyses. These insights help businesses monitor performance, identify trends, and make strategic financial decisions with confidence.
Cloud-Based Solutions
Our cloud-based systems enable real-time financial management and collaboration. Clients access secure platforms for document sharing, transaction tracking, and reporting. This technology-driven approach enhances efficiency, reduces errors, and ensures seamless integration with banking and tax professionals.
Accounts Payable/Receivable
We manage vendor payments, invoice processing, and cash flow tracking. Our team codes transactions accurately, maintains payment schedules, and resolves discrepancies. This service ensures businesses maintain strong vendor relationships and optimize working capital.
People
Ann McGrath
CEO
Ann McGrath leads Maxwell Money with 15+ years in risk management and legal expertise. As a former attorney, she focuses on operational excellence, compliance, and client satisfaction. Ann holds a J.D. from Loyola Law School and actively supports Bay Area charities.
Matthew C. McGrath
Board Member
Matthew McGrath brings 20 years of finance and investment banking experience to Maxwell Money. A CFA charterholder, he advises on financial strategy and serves on multiple nonprofit boards. He holds a law degree from Loyola Law School.
Jodi Bente
Controller
Jodi Bente oversees financial operations and accounting processes at Maxwell Money. With extensive experience in financial controls and reporting, she ensures accuracy and compliance across client accounts.
Heather Mitchell
Client Advisor
Heather Mitchell provides personalized financial guidance and manages client relationships. She coordinates family office services and human resources functions at Maxwell Money.
Rashell Lewis
Senior Client Advisor
Rashell Lewis leads business services and office operations at Maxwell Money. She delivers expert client support and ensures smooth implementation of financial solutions for business clients.
Questions
What accounting services does Maxwell Money offer?
We provide bookkeeping, payroll processing, accounts payable/receivable management, financial reporting, and cloud-based financial solutions tailored to client needs.
How does Maxwell Money ensure data security?
We use a multi-layered security system with checks and balances. Our team follows strict protocols to protect client data, and we've maintained a perfect security record for over 30 years.
Can Maxwell Money handle financial needs for small businesses?
Yes, we serve businesses of all sizes. Our scalable solutions adapt to your specific requirements, from basic bookkeeping to comprehensive financial management.
How does the client onboarding process work?
We begin with an evaluation of your financial processes, implement our workflow system, clean up existing records, and establish a foundation for ongoing financial management.
What makes Maxwell Money different from other bookkeeping services?
Our proprietary process, experienced team, and technology-driven approach set us apart. We combine legal, financial, and operational expertise to deliver comprehensive, secure financial solutions.
