About us at Maxama

Maxama provides a wide range of consultancy, support and training services to assist small and medium sized businesses transition into and gain the greatest benefit from cloud based systems to enable them to take their business to the next level.

We are leading experts in Xero and other add-on products such as Receipt Bank, WorkflowMax, Geo and TidyWork.

We constantly research and evaluate add-ons for Xero to ensure that the best options can be applied to our client’s specific challenges.

As long established training partners with Xero, we have converted and trained over 200 companies in Xero and add-on software. At every stage, we personalise the conversion process to ensure its 100 percent right, including full liaison during, after and at handover with training and support. We provide additional advice on budgeting, management reporting and add-ons that deliver greater internal efficiency.

Meet the Team

Maree Maxfield
Maree Maxfield
With 25 years experience in financial business management, I’m passionate about enabling businesses deploy and use the best systems and tools available to manage their operations and make key decisions. In today’s world that means cloud based solutions, particularly Xero and specialist add-on software which I have specialised in since 2011.

As an acknowledged Xero expert, I provide a wide range of consultancy, support and training services on cloud based systems.

I’m a fully qualified accountant, registered with the ICAEW with broad experience in both small and multinational companies.

David Maxfield
David Maxfield
Having worked for many years in systems analysis across a wide variety of industries, I bring a diverse range of experience to the Maxama team.

I enjoy problem solving to reach a solution for the client and appreciate each business is different.

I am a Certified WorkflowMax Consultant and have also gained Certification as a Xero Advisor.

Julie Brimble
Both Xero and WorkflowMax allows you to create attractive invoices, quotes/proposals and purchase orders that reflect your branding. For the last five years Julie has been creating these documents for our many happy clients.
Nadia Nazir
At certain times there may be a requirement to develop an Excel Macro or perhaps utilise the API functionality within WorklfowMax to talk to an external program. Nadia is a developer with skills in many programming languages and has a thorough understanding of the WFM API.

Maxama Ltd has Worldwide Professional Indemnity Insurance with Blue Fin Professions.

Contact telephone number for our insurer:  0117 929 3344

Maxama Ltd Privacy Policy

This privacy policy explains how Maxama Ltd handles any personal data we hold.  We keep our privacy policy under regular review and will display the most up to date version on our website.  This privacy policy was last updated on the 24th May 2018.

Information we collect

– Contact details for clients, potential clients and suppliers.

We collect contact details from you when you ask us for a quotation or when we enter a contract together.  We hold this information for purposes such as issuing contracts, general business communication and invoicing.  This information may be held both physically and electronically and may contain personal data.  As required by the General Data Protection Regulation (GDPR), our stated lawful basis for holding this personal data is ‘Contract’ as we would need this information to be able to comply with our obligations of our contract.

For Xero implementations, we are required by our Professional Body, the Institute of Chartered Accountants England and Wales, to complete identity checks on the beneficial owners of the business to comply with Money Laundering Regulations. Our stated lawful basis for holding this personal data is ‘Legal Purposes’.

– Information supplied by clients for contracted work.

The support services that we provide for our clients may require us to process information that may contain personal data.  This information may be held both physically and electronically.  As required by the GDPR, our stated lawful basis for holding this personal data is ‘Contract’ as we would need this information to be able to comply with our obligations of the contract.

We shall be considered an independent Data Controller in relation to the client personal data provided by you. Each of us will comply with all requirements and obligations applicable to us under the data protection and GDPR legislation in respect of the client personal data.You shall only disclose client personal data to us where:

  • You have provided the necessary information to the relevant data subjects regarding its use
  • you have a lawful basis upon which to do so, which, in the absence of any other lawful basis, shall be with the relevant data subject’s consent; and
  • you have complied with the necessary requirements under the data protection legislation to enable you to do so.

Security

– We understand the need for security and confidentiality of any information we hold or have access to and we take every reasonable care to protect this information.  We understand our obligations in the event of a data breach and have procedures to deal with this.

– All of our computers are password protected. We do not hold client data unless it is necessary for the ongoing implementation of a system. Where we do hold files which hold contact data, these are password protected. Where we access data via either WorkflowMax or Xero we use the two-step authentication security system.

Access to personal data

-An individual has the right to request a copy / correction / or removal of the personal data we hold about them.

If you have any questions about our privacy policy or would like to get in touch with us regarding any personal data we hold about you then please either email us at maree@maxama.co.uk or write to us at Office 655, Chremma House, 14 London Road, Guildford, Surrey, GU1 2AG. A copy of our Privacy policy is also held on our website at http://www.maxama.co.uk/aboutus