Services
The Genesis Finance Group offers a wide range of services that help business owners understand where they are financially and create a plan to get to where they want to be. Genesis means beginning, we want to be the beginning of your financial journey.
01
Fractional CFO
We can partner with you as a contract-based chief financial officer providing strategic financial planning, budgeting, and forecasting. If you have a desire to grow your margins but aren’t sure where to begin, talk with us about our fractional CFO services.
02
Bookkeeping
No business is stronger than the foundation of its bookkeeping. The problem many of our clients have expressed is that their books were in shambles and they had no idea if they were even making a profit. We understand the pain of bad bookkeeping. We desire to work with entrepreneurs who want to maintain good books to help grow their business.
03
Wealth Management
Through strategic partnerships with local financial advisors and planners we help you keep more of the hard earned dollars you make. We sit with many clients who want to understand the best way to position their dollars to grow in the most tax efficient manner.
04
Business Succession and Estate Planning
Although we love to work with the “Genesis”(beginning) of companies, we also understand the importance of legacy and estate planning. Our experienced team brings meaningful conversations to the table to help you plan your legacy. Through building trusts, wills, business succession plans and even family constitutions, our clients feel that what they have grown can now continue long into the future.
05
Treasury Management
We have strategic financial partnerships with advisor and wealth management experts to help businesses strengthen and grow their cash reserves through disciplined, market-based strategies. By blending treasury best practices with professionally managed investment solutions, we help companies optimize liquidity, enhance yield, and safeguard operating capital. Our approach ensures your cash is not only protected—but positioned to support long-term stability, growth, and financial resilience.
Additional Services
Accounting
Payroll
Computer & Quickbooks Setup
LLC Creation
Business Consulting
Compliance
Tax Planning
Life Insurance
Trusts & Wills
Retirement Accounts
Disability & Long Term Care Insurance
HR Resources
Come experience a new Genesis for your business today.
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