Max Accounting Solutions PLLC
Carlos Max is a Certified Public Accountant whose mission is to empower small and mid-sized business leaders with financial clarity in volatile economic times.
Having served in roles from Staff Accountant to Chief Financial Officer, Max has hands-on experience successfully navigating the waters of mergers and acquisitions, building teams from scratch, and has fueled small business growths of more than 100% across a variety of industries.
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What kind of accounting services do you provide?
Kick-off meeting
Setup and Onboarding
Quickbooks Online
On demand support and meetings
Industry specific chart of accounts implementation
Accrual basis accounting and reconciliation
Year-to-date accounting, clean-up, and reconciliation
Payroll setup and review
Payroll processing and management
Payroll tax compliance
Receipt and invoice coding
Profit & Loss report
Balance Sheet
Statement of Cash Flows
Bank reconciliation
Credit card reconciliation
Sales tax preparation and filing
1099 preparation and filing
Tax notice management
Tax account registration and review
Automation and streamlining software implementation (Expensify, Bill.com, etc.)
Draft financial policies, procedures, and workflows
Document organization and administration
Accounting inbox management
Accounts Receivable
Accounts Payable
Industry specific performance reporting
Why is it so important for businesses to hire a great accountant?
The business can focus on running efficiently and growing.
What do you love most about your job?
Helping businesses be able to utilize accounting to efficiently operate and grow.
What inspired you to start your own business?
I enjoyed helping small/mid size business run efficiently and grow. I enjoyed the challenge but realized it was exciting to provide this to multiple companies instead of one and this inspired me to open my own business.
Why should our clients choose you?
I will provide visibility through accurate, reliable, and timely accrual basis financial reporting with accounting services that will enable the client to focus on the business growth.
Bookkeeping Services
Kick-off meeting
Setup and Onboarding
Quickbooks Online
On demand support and meetings
Industry specific chart of accounts implementation
Accrual basis accounting and reconciliation
Year-to-date accounting, clean-up, and reconciliation
Payroll setup and review
Payroll processing and management
Payroll tax compliance
Receipt and invoice coding
Profit & Loss report
Balance Sheet
Statement of Cash Flows
Bank reconciliation
Credit card reconciliation
Sales tax preparation and filing
1099 preparation and filing
Tax notice management
Tax account registration and review
Accounting Services
Kick-off meeting
Setup and Onboarding
Quickbooks Online
On demand support and meetings
Industry specific chart of accounts implementation
Accrual basis accounting and reconciliation
Year-to-date accounting, clean-up, and reconciliation
Payroll setup and review
Payroll processing and management
Payroll tax compliance
Receipt and invoice coding
Profit & Loss report
Balance Sheet
Statement of Cash Flows
Bank reconciliation
Credit card reconciliation
Sales tax preparation and filing
1099 preparation and filing
Tax notice management
Tax account registration and review
Automation and streamlining software implementation (Expensify, Bill.com, etc.)
Draft financial policies, procedures, and workflows
Document organization and administration
Accounting inbox management
Accounts Receivable
Accounts Payable
Industry specific performance reporting
CFO Services
Kick-off meeting
Setup and Onboarding
Quickbooks Online
On demand support and meetings
Industry specific chart of accounts implementation
Accrual basis accounting and reconciliation
Year-to-date accounting, clean-up, and reconciliation
Payroll setup and review
Payroll processing and management
Payroll tax compliance
Receipt and invoice coding
Profit & Loss report
Balance Sheet
Statement of Cash Flows
Bank reconciliation
Credit card reconciliation
Sales tax preparation and filing
1099 preparation and filing
Tax notice management
Tax account registration and review
Automation and streamlining software implementation (Expensify, Bill.com, etc.)
Draft financial policies, procedures, and workflows
Document organization and administration
Accounting inbox management
Accounts Receivable
Accounts Payable
Industry specific performance reporting
Advisory
Forecasting & Financial Modeling
Budget-to-Actual Reporting
Tax advisory & compliance
Break-Even Analysis
