Help Center

Frequently Asked Questions

Quick, transparent answers to the most common questions about our services and onboarding process.

1. How much do you charge hourly?

We operate on a simple pay-as-you-go model. Our hourly rates typically range from $10 to $15 per hour depending on the complexity and volume of your needs. This means you only pay for the work we actually perform. Our full pricing structure is published online with no hidden fees.

2. Do you offer a money-back guarantee?

Yes, we offer an unconditional money-back guarantee on your first payment deposit. Because we operate on a retainer model, this guarantee effectively covers up to 12 months for the $75/mo plan, 6 months for the $150/mo plan, 3 months for the $300/mo plan, and 1 month for our White-Label CPA plan.

3. What accounting software do you support?

Our core strength is being 100% software-agnostic. We support all major accounting software and ERPs. Whether you use QuickBooks (Online or Desktop), Xero, Wave, Zoho Books, Sage, NetSuite, AppFolio, Buildium, Stessa, or a specialized industry platform, our experts can manage your ledger seamlessly.

4. What sets your firm apart?

We have been laser-focused on the financial support industry for over two decades (since 2005). Our clients consistently give us 5-star reviews, and we hold the highest A+ rating from the Better Business Bureau. We are regularly ranked as a top provider by independent agencies—including being ranked #1 on the Clutch Leaders Matrix, ranked #1 on Solution Scout, ranked #1 on Tech Times, and featured on Forbes.

5. Will I get the same team or am I thrown into a pool?

You will get a dedicated, assigned Supervisor and Bookkeeper. You are never thrown into a random pool of workers. We set up a group email that includes your specific assigned team, you, and anyone else from your organization who needs to be in the loop.

6. How often do you update my books?

We update your ledger based on the plan you choose: monthly, weekly, or even daily. We also offer ad-hoc updates for specialized catch-up/clean-up projects and for our CPA firm partners.

7. How do we get our data to you?

For our Monthly and CPA plans, you can securely upload your statements to a dedicated, secure share drive we will set up for you.

For our Weekly and Daily plans, we will require read-only access to your bank and credit card websites. Because we need to update your ledger constantly, waiting for monthly statement uploads will not work for high-frequency plans.

8. How do you access our books?

We set up a group email that includes your assigned team and you. You can invite us to your cloud-based accounting system using this group email.

For desktop software like QuickBooks Desktop, we use remote desktop access software. If you want, you can simply watch us move the mouse and work directly on your desktop! For added security, you can also control our access to bank and credit card websites by forcing us to log into your remote desktop first, and accessing the bank portals exclusively through that secure environment.

9. Can we set up calls with your team?

Yes! While our team operates on Indian Standard Time (IST), there is a great amount of overlap for meetings. You can easily schedule calls with your assigned team in the mornings until about 11:00 AM EST, or in the evenings after 7:30 PM PST.

10. How can you offer high-quality services at such competitive rates?

First, we are 100% dedicated to ledger management. Because we have decades of experience, our teams are highly proficient in all major accounting software, allowing us to work efficiently across any platform without a learning curve.

Second, our operations in India allow us to pay our global professionals highly competitive local wages while passing massive savings on to you.

Finally, we group our teams by industry. Instead of one professional juggling retail, law firms, and restaurants, your team works exclusively within your industry, ensuring rapid, expert-level categorization.

11. How do you ensure data security with a global team?

You are partnering with a US-based firm (Maxim Liberty) to manage the operations. We offer the cost efficiency of global labor backed by the legal accountability of an American company.

Partnering with us is often safer than hiring an in-house employee. We perform rigorous background checks, conduct ongoing security training, and enforce strict data privacy protocols. Because we work remotely, we cannot access physical cash or checkbooks, creating a natural separation of duties that prevents internal fraud.

12. Is a remote financial team a good fit for small businesses?

Absolutely. In the past, only large corporations could afford outsourced financial support. Today, businesses of all sizes can benefit. With just basic computer skills, you can easily communicate with our team via email or phone, giving your small business enterprise-level financial oversight.

13. Do you log your time?

Yes. We log our hours every single day. Your timesheets are stored in a highly secure, shared folder we establish for you, allowing you to see exactly how many hours we have billed and what specific tasks were completed at any given time.

14. What does a Supervisor get me?

Every plan includes a dedicated Supervisor at no additional cost. Your Supervisor acts as your primary point of contact, manages the daily workflow, and runs rigorous “Maker/Checker” cross-checks to ensure flawless quality control before financial reports are delivered to you.

15. How long does it take for you to get up to speed?

Because our teams are already highly experienced in your specific industry, we do not need weeks of onboarding. Once you sign the simple service agreement and make your deposit, we can usually begin managing your ledger that exact same night.

16. Do you file business and personal taxes?

We specialize strictly in providing flawless, CPA-ready financials. By focusing entirely on accurate ledger management, we ensure your data is pristine so that you or your dedicated CPA or EA can file your taxes quickly and effectively without us overstepping into tax advisory.

We do not have CPAs and EAs on our staff by design to avoid competing with our CPA and EA partners. However, for the clients that do not need the rigor of a CPA or EA, we offer tax preparation services where we prepare the return and sign as the paid tax preparer, and the client signs on the return as well.

17. What is your cancellation policy?

We do not lock our clients into long-term contracts. Either party can cancel the agreement at any time without fees or penalties. If you decide to cancel, we will issue a prorated refund for any unused hours from your deposit. We want you to stay with us because you value our service, not because you are trapped in a contract.

18. How do I get started?

Getting started is incredibly easy. Simply review our pricing page, and then reach out to us via our Contact Form, email us at sales@maximliberty.com, or call us at 703-957-6938.

We will send over a non-binding service agreement. Once signed and your initial block of hours is deposited, you are officially onboarded!

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