We are a Financial Management Consulting Firm providing turnkey solutions for Entrepreneurs.

Most leaders follow the money...we design and build long-term success!

25+

Years of Professional Growth

$100M+

Success Stories

25+

Industries and Trades

About Us

We are your real Partners

At Max Financial, we have all the solutions needed to turn vision into reality. We use accounting, payroll, financial reporting, and management support services that allow you to increase profits, cut unnecessary expenses, achieve positive cash flows, and obtain bank financing at competitive costs. We represent you before tax authorities and create systems to deposit and file taxes on time.

MAX Financial Team

Meet your Financial Partners

David "Max" Hernandez, CPA

Founder & CEO

Adriana Hernandez

CFO and Sales Director

Mary Mendez

Accounting & Payroll Manager

Annabelle Hernandez

Financial Analyst

1,000+

Projects

Unlimited

Solutions

$60M+

In SBA Loans

Our Service

We offer a wide range of services to achieve greater financial results and build wealth.

Entity Management

We help you select the ideal organization for your business, taking into account size, industry, and financial goals. We provide Registered Agent Services for local and foreign-owned companies. We are constantly looking for ways to improve your asset protection and tax planning.

Accounting and Financial Reporting Systems

We provide the professionalism, training, and education needed to support businesses, from menial yet important tasks such as accounting and payroll to more advanced services such as Controller and CFO consulting services. We help you catch up when you fall behind, and keep you up-to-date with your obligations.

Tax Planning, Preparation and IRS-FDR Representation

We help you design your fiscal controls by estimating and depositing your taxes in a timely manner. Come Tax season, we do our best not to send for a tax extension. Finally, we represent you year-round with the Federal IRS and Florida Department of Revenue (FDR). We aim to give you peace of mind and a strong tax reporting and compliance platform.

Financial Consulting Services

We offer services typically offered by management consultants, such as helping you complete the documentation needed to apply for SBA Bank Loans and obtain private capital investments. We help you design internal controls and manage M&A situations while restructuring your finances. No job is complex enough if you trust us with the communication and documentation.

CPA Advisory and Financial Reporting

We are a CPA Firm, and as such, we are ready to undertake services that require a more advanced accounting, financial, audit-related services. These services include Review, Compilation of CPA issued Financials, Forensic and Litigation support services. Finally, we conduct Business Valuations and Due Diligence services when you need to acquire another company or business to improve, grow or strategically be ready for an Exit Strategy.

Join Our Team

We have a professional career path for CPA, accounting, and financial professionals, based on a culture of excellence, integrity and personal growth.

Join our Max Movement

A dynamic environment that fosters endless learning opportunities, mentorship programs and leadership development. Our collaborative culture values individual genius and enlightening perspectives.

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Continue your journey with MAX

In the XXI Century, entrepreneurs don't need regular accountants, but professional consultants with a strong accounting, financial, and management consulting background. We are your Team...Max Financial Team!

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Address:

150 se 2nd Ave , Miami Florida 33131

(305) 775-4745

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