Business Accounting & Advisory
Understand your numbers. Stay ahead of your obligations.
Genesis works as an ongoing accounting partner for small businesses — handling the books, payroll and filings, and helping owners use the resulting information to make better decisions.
The Problem We Solve
Most owners are not short on data. They are short on interpretation.
Accounting software will produce a report. It will not tell you whether your margins are holding, whether payroll has outgrown revenue, whether your entity structure still fits, or what your tax bill is likely to be in nine months. That is the work Genesis does alongside the compliance work.
- Books that are current — not reconstructed in March
- Payroll and filings handled so deadlines stop being your problem
- A tax estimate you can plan around, not a surprise
- Someone to call before signing a lease, hiring, or buying equipment
Capabilities
What the engagement can include
Bookkeeping
Monthly or quarterly bookkeeping, reconciliations and clean-up work, so the books reflect what actually happened in the business.
Payroll
Payroll processing, tax deposits, quarterly filings and year-end forms for small and growing employers.
Business tax preparation
Federal and state returns for LLCs, S corporations, partnerships and sole proprietors, coordinated with the owners' personal returns.
Tax planning
Entity structure, owner compensation, equipment timing, retirement plans and estimated payments reviewed before the year closes.
Financial reporting
Statements prepared and, more importantly, explained — what the numbers mean and what changed.
Cash flow understanding
Where cash actually goes, what a growth decision costs, and what the business can afford.
Business formation & LLC setup
Entity selection, formation filings and the accounting foundation a new business needs.
Startup assistance
Chart of accounts, recordkeeping, payroll setup and the tax obligations that surprise first-time owners.
Virtual CFO guidance
Recurring reviews with an advisor who knows the business — for owners who need CFO-level thinking without a CFO's salary.
Who It Is For
Owners who want an accountant in the business, not just at year end
Startups getting their foundation right. Established small businesses whose bookkeeping has outgrown a spreadsheet. Entrepreneurs running more than one entity. Professionals and service firms with payroll. Owners who want their business and personal tax picture handled together.
How It Works
A predictable rhythm
Most business relationships follow the same shape: an initial conversation about how the business runs, a review of the current books and filings, a scope and schedule you agree to, then recurring work with planning checkpoints during the year.