Tech-Forward, Client-Focused, Results Driven
MAI SOLUTIONS, LLC
Empowering small businesses with expert accounting, focused CFO services, and
strategic financial guidance.
Comprehensive Financial Services Tailored to Your Business
​At Mai Solutions, we combine cutting-edge technology with personalized attention to deliver financial clarity and strategic insights that drive business growth. Our team of experts works alongside you to create customized solutions that address your unique challenges.
Our Core Services
01.
Bookkeeping Services
Stay organized and informed with accurate, tech-forward bookkeeping. We handle the numbers so you can focus on running and growing your business with confidence. From payroll to full back-office support, we offer solutions designed to help businesses of all types and sizes thrive.
02.
Focused CFO Services
Get executive-level financial insight without the full-time cost. Our Focused CFO services help you plan for growth, manage cash flow, and make smarter strategic decisions. For companies looking to grow, sell or anything in between.
03.
QuickBooks and
Xero Training
Whether you're just starting or looking to refine your skills, our expert training sessions in QuickBooks and Xero give you the confidence to manage your finances like a pro.
Training Available for both QuickBooks Desktop and Online versions.
04.
Tax Planning & Preparation
Proactive tax strategies and thorough preparation help you minimize surprises and maximize savings.
We stay ahead of the rules so you don’t have to.
Empowering Financial Success
At Mai Solutions LLC, we believe in empowering businesses with the financial tools and insights they need to achieve lasting success.
FREE Assessments To Get You Started
After completing the assessment, a team member from Mai Solutions will personally reach out to review your results and discuss actionable next steps based on your business’s unique needs.
Industries We Serve
While we work with small businesses across many sectors, we've developed specialized expertise in these industries:
Construction & Manufacturing
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We understand the unique challenges of project-based accounting, inventory management, and contractor relationships. Our specialized services help streamline operations while maximizing profitability on every project.
Service-Based Industries
Professional service firms benefit from our streamlined billing systems, utilization analysis, and profitability tracking. We help optimize your operations to increase billable time and client satisfaction.
Real Estate
From property management to development, we provide financial clarity across complex real estate portfolios. Our expertise includes entity structuring, investment analysis, and tax optimization strategies.
Non-Profits​
We help mission-driven organizations maintain impeccable financial records, ensure grant compliance, and maximize every dollar toward their cause through strategic financial management.
Our Services
Bookkeeping Essentials
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Bank and credit card coding
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Monthly reconciliations
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Monthly report pack
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Unlimited support through client portal
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Cash basis accounting
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Month-to-month agreement
Bookkeeping
Insights
All Essentials features, plus:
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Monthly strategy call
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Phone Support
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Budget setup and adjustments
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Cash flow reporting insights
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Live reporting dashboard
Finance Suite
All Insights features, plus:
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Full A/P & A/R handling
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Quarterly business review
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KPI alignment and tracking
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Accrual basis accounting​
We help transform your small business by providing complete back-office support — so you can focus on growth while we handle the financial foundation.
Focused CFO Services
​Examples of Focused Services can include:
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Bookkeeping Insights Package
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Strategic financial planning
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Cash flow optimization
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Financial modeling for growth
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Investment analysis
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Board & investor reporting
Perfect for businesses planning significant growth, seeking funding, or other changes to the company.
Tax Planning & Preparation
Custom Pricing based on needs
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Proactive tax strategy
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Business entity optimization
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Quarterly tax planning
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Annual tax preparation
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IRS representation (coming soon)
Comprehensive tax services to minimize liability and maximize savings
All services include access to our secure client portal, dedicated financial team, and can be customized to meet your specific business needs. Contact us for a personalized quote.
Additional Support
Need more? Ask us we can help with things like Receipt and Document apps, tax transcript monitoring for potential audits, penalty notices, connections to our network of professionals, and so much more!
Quickbooks and Xero Training
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One-on-One or Group training is to focus on how to use QuickBooks Online/Desktop or Xero products for your specific business needs.
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Zoom Training
Business Services
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New Business Set up
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Payroll Tax Registration
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Sales & Use Tax Permits
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Registered Agent Service
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Business Compliance
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Annual Report Filings
Strategy Call
Sessions
(Package of 6 Calls)
This package includes six one-on-one financial strategy sessions (typically held monthly or weekly) focused on actionable insights, key metrics, and areas of opportunity revealed in your Health Check or based on other specific needs, such as Reviews or SOP's.
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Please note: these sessions are strategy-based only. We do not create detailed reports, cash flow statements, or other specialized financial deliverables under this package. Our focus is to guide you through key financial decisions and strategies using your existing data.
Payroll Services
Payroll Services provided by third party vendors.
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Run your own payroll
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Pay 1099 Contractors
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Add your own employees
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Multiple Payroll Schedules
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Free Direct Deposit
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Run Additional Payrolls for free
*Based on payroll provider
*Processing done for you options available
Tax Transcripts
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Monitor Tax Credits
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Audit Alerts
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Verify Income History
AI Accounts
Books Review Only
Even the smartest AI needs a human check. Our team reviews your AI-managed books monthly or quarterly to confirm accuracy, spot errors, and ensure your financial data truly reflects your business. We bridge the gap between automation and assurance—so you get the efficiency of AI with the confidence of expert oversight.
Government
Procurement
Services
We help small businesses access government contracting opportunities. For a low monthly fee, we handle your vendor registration, monitor potential contract matches, and notify you of opportunities that fit your business. When you’re ready to bid, we can also assist with bid preparation and submission for an additional fee.
Ready to Transform Your Business Finances?
Book a Discovery Call
Scope of Books
Proposal
We begin with an in-depth conversation about your business goals, pain points, and financial needs. This helps us understand your unique situation and how we can best support your growth.
Our team reviews your current financial records to assess their condition and identify immediate opportunities for improvement. This thorough evaluation allows us to provide an accurate, customized quote.
You'll receive a comprehensive proposal outlining our recommended services, timeline, and investment. Once signed, we'll immediately begin implementing the financial systems your business needs.
