Caden Tracy
Economics Major & Business Minor Student at The University of Texas at Austin | Accounting Intern at Maxwell Money Management
- Role
- Accounting Intern at Maxwell Money
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Caden Tracy
As a proud Longhorn Incoming Senior at the University of Texas at Austin, I accompany my…
Experience
Accounting Intern
May 2025 — Present · Austin, TX, US
Maxwell Money is a cloud-based financial operations firm specializing in bookkeeping, payroll, and financial reporting for individuals and small businesses. The team uses tools like QuickBooks and Bill.com to deliver secure, real-time financial clarity.So far, I have- Updated credit card and bank transactions using QuickBooks and Bill.com - Reconciled credit card, bank, and Bill.com accounts - Delivered monthly reconciliation reports to clients - Reviewed and audited clients’ Profit & Loss statements and balance sheets by verifying reconciliations for accuracy and completeness- Delivered financial reports in Excel and documented discrepancies between payroll-related P&L sections and IRS Form 941 filings- Created custom chart of accounts tailored to client needs and manually imported historical transactions into QuickBooks for accurate financial setup- Managed the preparation, payment, and filing of monthly and quarterly state taxes on behalf of clients, ensuring compliance with local regulations.
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