Build a Bookkeeping Business
That Runs on Structure, Not Stress
The Maven Ecosystem
Start • Scale • Sustain
Maven Ecosystem
Where trained bookkeepers become savvy entrepreneurs
Your Practice Management Command Center
MavenSystems PMP is the all-in-one platform built exclusively for bookkeepers — manage clients, automate checklists, secure financial data, and keep your entire team aligned from one powerful hub.
Client Setup & Intake Forms
Onboard clients with structured forms capturing company details, tax info, bank accounts, and payroll data — all securely stored in AWS-encrypted infrastructure.
Bookkeeping Checklists
Track monthly, quarterly, and yearly tasks per client — reconciliations, filings, and reviews — so nothing falls through the cracks.
Task Management & Reports
Bird's-eye view of every client task, your to-do list, and monthly/yearly overview reports at a glance.
Team Collaboration & Client Communication
Multi-user access, built-in messaging, document management, and automated reminders — everyone stays in sync.
Everything Inside Each Course
Practical materials, real-world tools, and structured resources in every package.
Maven Start
- ✓Business naming & entity formation
- ✓TIN application walkthrough
- ✓Local licensing guidance
- ✓Business banking setup
- ✓Insurance essentials
- ✓Comprehensive Workbook
Maven Systems
- ✓Master the 10 Systems of Systems-Based Advisory™
- ✓Learn to spot the system behind the business problem
- ✓Diagnose gaps in roles, expectations, boundaries & responsibility
- ✓Build workflows and SOPs that create consistency
- ✓Turn client problems into systems-based solutions
- ✓Create businesses that can collaborate, scale & sustain
Maven Intermediary
- ✓Intermediary Mindset framework
- ✓CPA-Ready Snapshot process
- ✓Balance Sheet Tie-Out system
- ✓Support documentation standards
- ✓CPA communication scripts
- ✓Year-end process Workbook