Genesis Financial Group

The Beginning to Your Financial Solutions

Our Firm

To put the right systems to work for your situation, Genesis will use a structured process that follows four key stages.  Through this process, Genesis will create a tailor made strategy and will help you to prioritize and implement your strategy.  The four steps of the process are as follows:

Establish Objectives: During the first phase, Genesis will work closely with you to identify and prioritize your short- and long-term goals for your business.

Plan Development: Once your needs and objectives are defined, Genesis will develop a strategic plan to get you on the right track in working towards  your goals.

Systems Implementation: Genesis will propose systems and strategies that are consistent with your noted needs and will assist you to achieve optimization in the finances of your business.

Review Progress: Genesis at an agreed frequency will meet with you to review your objectives, strategies and performance, assessing your ongoing ability to work towards your financial goals and make adjustments as necessary.

At Genesis we strive to establish a trusting and lasting personal relationship with our clients. We have implemented a rigorous communication system, wherein we speak with all Genesis' business clients face-to-face on at least a quarterly basis and our individual clients at least twice per year. This is one of many reasons Genesis Financial Group continues to be highly sought after as a service provider. It is the goal of Genesis Financial Group to lead our clients by educating them on their financial options. Genesis Financial Group serves our clients in the following areas:

Bookkeeping –  Accurately record transactions to provide an audit trail of all business revenues and Expenses. General Journals, Financial Statement preparation,  systems setup, Account reconciliations.

Tax Planning– Assist client in prudent tax planning that enables them to meet financial goals and minimize taxes.

Tax Preparation – Preparation of Federal, State and Local tax returns for Individuals,   C Corporations, S Corporations, Partnerships, Limited Liability Companies, Estates and Non profit organizations.

Audit Representation – Our Enrolled Agents are federally licensed to represent our client in an audit as well as in Federal Tax Courts anywhere in the United States.

Software training – Train client and employees on use of accounting software including QuickBooks, Peachtree, Microsoft Accounting and various accounting software packages.

Systems Implementation - Evaluate, develop and implement an overall financial system including daily, weekly, and monthly processes as well as software use.

Additional Services include – Software consulting, business plans, business setup services.

Consulting Services – Genesis Financial Group offers consulting services to individuals and small to medium sized businesses.  From the start of your business when you are assessing the best structure to the end when you need Succession Planning advice, Genesis is there to guide you with sound advice based on experience, with up to date, cutting edge and innovative strategies.

Advice & Planning – Our on staff, Financial Advisor offers sound financial planning services.

Individual Consulting – Genesis works with individuals, families, and couples on managing their household budget needs, by working with them to eliminate debt and maximize the use of their income.

Employee Benefits – The number one reason employees become nonproductive is worrying about their family’s financial well being. The best ways to keep your employees happy, increase employee retention and productivity are to help your employees to work towards financial independence and to make sure their family’s  well being is taken care of. Genesis will work with each of your employees to try and make this a reality. Genesis helps our clients to provide the following employee benefits:

Retirement Plans
Employee Financial Education Seminars
College Savings Plans
Group Life Insurance
Disability Insurance 
Long-term Care Insurance

Genesis Financial Group will also assist our clients with 401(k) and other retirement programs for businesses who need to implement a new plan or transfer their existing plan.