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.

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