Maxim Liberty

Delegate bookkeeping and financial operations while gaining supervised reporting and Controller and CFO guidance without building an in-house finance department.

Get business returns prepared and filed, or provide your chosen tax professional with organized records for year-end filing.

Outsourced Accounting Department

Maxim Liberty’s outsourced accounting department combines bookkeeping, back-office financial operations, and fractional Controller and CFO support. The service can include transaction recording and categorization, account reconciliation, catch-up bookkeeping, accounts payable and receivable, payroll, sales tax support, month-end close, and financial reporting. Controller services cover accounting policies, close review, internal controls, cash flow forecasting, budgeting, and variance analysis. CFO support can include strategic planning, profitability analysis, KPI dashboards, and board, investor, lender, or fundraising materials. Industry-specific bookkeeping and reporting are available for areas such as construction, cannabis, retail, restaurants, banking, insurance, stock trading, and manufacturing. Customers can select individual tiers or the full bundle, which is listed as 60 hours per month for $2,000. Plans are month-to-month, with hourly overflow.

Category: Accounting Services

• Keep Financial Records Current
  Maintain organized books through transaction coding and ledger upkeep, with supervisory review built into the service.
• Verify And Reconcile Account Activity
  Match account activity against statements, investigate differences, and document results to support accurate records and financial reports.
• Bring Overdue Books Up To Date
  Address historical backlogs and recordkeeping errors to produce more complete, current, and reconciled books.
• Manage Vendor Invoices And Payments
  Organize and verify vendor invoices, schedule payments, reconcile statements, and maintain records for reporting and review.
• Manage Invoices And Customer Payments
  Keep customer balances current through invoice delivery, payment application, aging reports, and structured follow-up on overdue amounts.
• Process Payroll And Tax Filings
  Calculate and disburse payroll, manage payroll tax filings, and maintain connected payroll records, including support for stated specialized payroll requirements.
• Manage Sales Tax Obligations
  Support sales tax compliance through nexus monitoring, permit registration, tax calculations, scheduled return filing, and audit documentation.
• Close Books And Deliver Reports
  Use reviewed financial records and scheduled reporting to support management decisions, tax preparation, loan applications, investor presentations, and CPA coordination.
• Strengthen Financial Controls And Close
  Add Controller-level review, accounting oversight, control procedures, and financial planning without hiring a full-time Controller.
• Guide Financial Planning And Growth
  Use financial models, performance analysis, and stakeholder reporting to inform business decisions, fundraising, and growth planning.
• Organize Industry-Specific Financial Records
  Apply industry-relevant accounting categories and reporting workflows to keep specialized transactions and records organized for review.
• Extend Capacity Under Your Brand
  Add back-office bookkeeping capacity while keeping client-facing delivery and the client relationship with the CPA firm.
• Compare Results Across Business Areas
  Review financial activity by relevant operating unit and use consolidated reports where the business structure requires them.
• Use Existing Accounting Systems
  Keep financial work in the client’s current software and workflows rather than requiring a platform change.
• Scale Financial Support As Needed
  Choose individual services or a bundled department and adjust support through month-to-month plans and hourly overflow.
• Prepare Records For Tax Review
  Provide organized and reconciled financial information to support coordination with a CPA or tax preparation team.

Tax preparation services for CPA firms and businesses

Maxim Liberty prepares and files business tax returns using managed bookkeeping records and provides white-label tax preparation support to CPA firms using their software and workflows. Business owners can also receive a reconciled, tax-ready package for their own CPA or Enrolled Agent, or request a referral to a professional in Maxim Liberty’s partner network. Related filing services include payroll tax returns, 1099 forms, and Form 990 series returns. The service states that Maxim Liberty is not a CPA firm and does not provide audit, attest, or assurance opinions, represent clients in examinations, or advise on entity structure or tax elections.

• Prepare And File Business Returns
  Have business returns prepared from existing bookkeeping records and filed after the taxpayer reviews and signs the completed forms.
• Scale Tax Preparation Capacity
  Add preparation capacity through a white-label team working in the firm’s software and workflow.
• Give Tax Professionals Clean Records
  Provide a chosen tax professional with reconciled records and supporting financial information for year-end filing.
• Prepare And E-File 1099 Forms
  Manage vendor information and reporting through payment tracking, W-9 collection, TIN matching, form preparation, distribution, and IRS e-filing.
• Prepare And File Nonprofit Returns
  Prepare the applicable Form 990 series return with supporting schedules based on nonprofit records.
• File Payroll Tax Forms
  Have applicable federal and state payroll tax filings handled alongside managed payroll.
• Find A Tax Professional
  Request a referral to a CPA or Enrolled Agent in the partner network when professional filing support is needed.
• Protect Tax Data
  Use encryption, multi-factor authentication, antivirus monitoring, and separation of duties when handling tax-related data.