About Maxim Liberty: Who We Are, What We Stand For, and How We Got Here

About Maxim Liberty — we’re a US-headquartered firm founded in 2005, now in our 21st year of work in the accounting industry. Roughly 70–80% of our revenue comes from CPA firms and accounting providers; the rest from small and mid-size businesses across North America. The story on this page covers who we are, why we built the firm the way we did, who leads it, and what keeps long-term clients with us. For a description of what we actually do day-to-day, our outsourced bookkeeping services homepage is the better starting point.

Who We Are

Maxim Liberty is a privately held firm that’s been doing the same fundamental work for 21 years: clean monthly ledgers, reliable reconciliations, tax-ready financials, and quietly capable back-office support for the accounting professionals and business owners who trust us with their books.

We’ve never tried to be a software company. We’ve never tried to be a CPA firm. We’ve never tried to scale on a model that depended on cutting corners on the supervisor layer. The firm grew because we built each engagement around the same principles, and because clients stayed long enough to compound the trust that comes from doing the work the same careful way every month.

Our Mission

To make professional bookkeeping accessible, accurate, and affordable for accounting firms and the businesses they serve — and to do it with a quality of supervision and continuity that small businesses normally have to forfeit when they outsource.

Our Vision

To be the most trusted back-office partner in the accounting profession — the firm CPAs recommend by name, and the team that disappears invisibly into a client’s workflow.

Our Values

• Quiet competence over loud marketing. Clients hire us once and stay for a decade because the work is reliable, not because the pitch was clever.
• No conflicts with the people who hire us. We deliberately don’t staff CPAs, controllers, or CFOs — so we never compete with the credentialed professionals who refer business to us.
• The supervisor matters more than the bookkeeper. Every engagement has a senior reviewer built into the price, because that’s the layer that catches errors and survives turnover.
• Long relationships over quick wins. The economics of our model only work if clients stay. So we behave accordingly.

How We Got Here

Maxim Liberty’s history is mostly the story of a firm that grew slowly on referrals and stayed focused on a narrow definition of what we do well.

2005: Founded in Vienna, Virginia

Maxim Liberty was founded in Vienna, Virginia as a US-based outsourced support firm focused on bookkeeping production for small businesses and accounting professionals. The premise from day one was a hybrid model: US accountability and oversight on the front end, with a production team that could deliver consistent quality at a price small firms could justify.

2008–2014: Expansion Through Referrals

Through the financial crisis and the recovery years, the firm grew almost entirely on referrals from CPA firms whose clients we were already supporting. The pattern surprised us at the time: a firm would bring us one client, watch us work for six months, and then forward five more. The CPA-firm channel ended up being the strongest part of the business.

2015–2020: Production Operations Open in South India

To support the volume that came with the CPA-firm referrals, we opened dedicated production operations in South India. The production team handles daily transaction work; senior review and account management remain US-headquartered. The split lets us deliver overnight turnaround on most ledgers — partners log in to a current set of books each morning — without sacrificing the supervision and review layer clients depend on. Today the production footprint spans three centers in South India that Maxim Liberty exclusively controls and manages — not a shared offshore staffing pool, and not a third-party subcontractor relationship.

2022: Incorporated in Puerto Rico

In 2022, Maxim Liberty was incorporated in Puerto Rico — a US territory with full US business and regulatory alignment. The move expanded the firm’s US corporate footprint while preserving every operational continuity clients had relied on since 2005.

2026: Today

21 years in, we serve over 10,000 active engagements across the US and Canada, with a meaningful share of CPA-firm clients who’ve been with us for over a decade. The firm remains privately held and US-headquartered, with no outside investors and no plan to take any.

What Sets Maxim Liberty Apart

Five differentiators that come up most often when we ask long-term clients why they’ve stayed:

• Decades of relationship continuity. Many of our CPA-firm clients have been with us for 10+ years — some since the firm’s founding. That kind of retention is rare in offshore back-office work, and it’s the metric we care most about internally.
• The supervisor + bookkeeper model. Every engagement includes a senior reviewer in the base price, not as an upcharge. The supervisor is the institutional memory of the engagement and the layer that catches errors before they become expensive.
• No CPAs on staff — by design. We made the deliberate choice to not staff credentialed tax or advisory professionals so we’d never compete with the CPA firms that send us work. Many other providers can’t say the same.
• A dedicated CPA-firm partnership tier. 70–80% of our revenue comes from accounting firms, so we built a pricing tier specifically for them. Details on white-label bookkeeping for CPA firms live on that page.
• Software agnostic by policy. We work in whatever platform our client already uses — QuickBooks Online, Desktop, Xero, Sage, NetSuite, AppFolio, Yardi, Clio, and others — rather than forcing a migration to fit our preferred workflow.

Leadership and Team

Maxim Liberty’s leadership team combines US consulting depth with operations expertise built across the Indian outsourcing industry’s most demanding firms.

Sankar Prabhukumar — Chief Executive Officer

Sankar is Maxim Liberty’s CEO and brings over 30 years of consulting and financial expertise in the United States. He holds a BTech from the Indian Institute of Technology (IIT) and an MBA / MS from the University of Maryland, College Park (UMCP). His career across US consulting and finance has shaped Maxim Liberty’s approach to engagement design, pricing structure, and the firm’s deliberate decision to operate as a back-office partner rather than a competing service line.

S. Krishnakumar (KK) — Chief Operating Officer & Chief Financial Officer

KK serves as Maxim Liberty’s COO and CFO, drawing on more than 30 years of operations and finance management experience. He holds a BTech from Anna University. Internally, he’s responsible for the firm’s own financial discipline as well as the operational structure that keeps client engagements running on time — a standard that has, occasionally, kept the rest of us honest.

Srivatsan Visvanath (Vats) — President

Vats is Maxim Liberty’s President and brings more than 20 years of experience, including a long tenure at Tata Consultancy Services (TCS) leading large-scale process delivery for global clients. He holds a BTech from PSG College of Technology. His TCS background is visible in how Maxim Liberty’s production workflows are structured: standardized templates, layered review, exception flagging, and the kind of process discipline that scales without losing fidelity.

The Production Team

Beyond the leadership team, Maxim Liberty’s daily work is delivered by trained bookkeepers and senior reviewers organized into supervisor-led teams. We invest deliberately in retention — turnover at the senior reviewer level is the single biggest risk in this kind of work, and the firm’s structure is built around minimizing it.

Where We Operate

Maxim Liberty is US-headquartered, with production operations across three centers in South India that we exclusively control and manage. The split is deliberate: senior leadership, account management, and client-facing communication run on US time and US business norms; daily transaction work runs on overnight production at our owned facilities so that books are typically current when partners log in each morning.

The “exclusively control and manage” point matters. A meaningful number of competitors in the offshore back-office category operate through shared staffing pools, third-party subcontractors, or staffing agencies where the actual work is done by people the provider doesn’t directly employ or supervise. Our model is the opposite: the bookkeepers and supervisors working on your engagement are Maxim Liberty employees in Maxim Liberty facilities, hired and trained by us, with no shared resourcing across competing providers.

We serve clients across the United States and Canada. About 70–80% of revenue comes from CPA firms and accounting providers; the rest from small and mid-size direct businesses across a wide range of industries.

Awards, Accreditations, and Industry Recognition

• #1 Ranked on Clutch.co — in our category, based on verified client reviews
• #1 on Solution Scout — recognized for client outcomes and trust signals
• #1 on Tech Times — coverage of our position in the outsourced back-office space
• BBB A+ Accredited — the highest rating awarded by the Better Business Bureau
• 5-Star Customer Rating — aggregate verified review score across third-party platforms
• Featured on Forbes — coverage of our model and approach to the accounting industry

We treat third-party verification seriously because it’s the credibility signal that matters most when a CPA firm is deciding whether to send a client our way. Anyone can write marketing copy; verified reviews and accreditations are harder to fake.