Genix Financial Operations
Keep your finances clean, clear, and compliant
Running a business is challenging — managing your finances shouldn’t be another burden. Our financial operations services give you clear, accurate numbers so you can make confident decisions and focus on growth instead of spreadsheets.
Genix Financial Operations
Keep your finances clean, clear, and compliant
Running a business is challenging — managing your finances shouldn’t be another burden. Our financial operations services give you clear, accurate numbers so you can make confident decisions and focus on growth instead of spreadsheets.
Genix Financial Operations
Your Growth Backed by Complete Solutions
Clear Bookkeeping
Accurate bookkeeping that keeps your finances clear, compliant, and decision-ready.
Smart Tax Planning
Tax strategies and filings designed to save you time, money, and stress.
Insightful Reporting
Real-time financial reporting and budgeting to keep your business on track.
Seamless Payroll
Payroll processing that ensures your team is paid correctly and on time.
Compliance Guidance
Expert help for entity formation, compliance, and IRS audit defense.
System Support
Full-service QuickBooks and Xero support to streamline your accounting operations.
Navigate directly to the type of service of your interest
Navigate directly to the type of service of your interest
Financial Operations
Bookkeeping & Accounting Services
Accurate, organized financial records to guide smart decisions.
From bookkeeping to reconciliations and reporting, we keep your numbers clear and compliant.
Monthly and Quarterly Bookkeeping
Stay organized with timely, accurate financial records that reflect your true business performance.
Tailored bookkeeping services with monthly or quarterly options to match your business size and goals.
Accurate financial reporting you can trust — no rushed entries or guesswork.
Real-time access to financials so you can make informed decisions, not just catch up at tax time.
Certified bookkeeping experts who understand small business needs, not just generic data entry clerks.
Affordable, scalable bookkeeping solutions that grow with your company — no hidden fees or lock-in contracts.
Bank & Credit Card Reconciliation
We ensure your statements match your books, so you always have a clear, up-to-date view of your cash flow.
Error-free bank reconciliation services that eliminate mismatches and bookkeeping headaches.
Up-to-date cash flow tracking so you always know where your money is — no surprises.
Fast turnaround times with accurate monthly or weekly reconciliations.
Support for multiple bank accounts and credit cards, even across different platforms.
Prevent fraud and financial inconsistencies with proactive issue spotting and resolution.
Accounts Payable & Receivable
Manage incoming and outgoing payments efficiently, improving both your cash flow and client/vendor relationships.
Streamlined A/P & A/R services that reduce late payments and improve vendor relationships.
Custom invoicing and payment tracking to support your specific business processes.
Clear visibility into outstanding invoices and bills improves your cash flow planning.
Automation options are integrated with platforms like QuickBooks or Xero.
Experienced A/P and A/R specialists who reduce errors and follow up professionally.
Financial Statements & Budgeting
Get professionally prepared financial reports and smart budgeting support to guide your decision-making.
Professionally prepared financial statements (P&L, balance sheet, cash flow) tailored to your business.
Data-driven budgeting and forecasting to help you plan smarter and grow faster.
Clear, client-friendly reports — no jargon, just numbers you can understand and use.
Quarterly and annual financial review meetings to help you verify if your ROI is aligned with your goals.
Financial health check-ups to help you make proactive, confident business decisions.
QuickBooks / Xero Setup & Support
Whether you’re starting fresh or need help optimizing, we’ll set up and support your accounting software for smooth, stress-free operations.
Certified QuickBooks & Xero experts who ensure your setup is clean, customized, and fully optimized.
Software training and ongoing support, so you and your team use it efficiently.
Data migration and cleanup services — we fix what your last bookkeeper broke.
Regular software check-ins and updates, ensuring your accounting system always stays up to date and secure.
Integrations with banking, payroll, invoicing, and more, built for your workflow.
Financial Operations
Tax Prep & Planning
Full-service tax solutions—from formation to filing—plus proactive planning to minimize taxes and keep you ahead of deadlines.
Business Formation & Compliance
We simplify the red tape so you can focus on results.
Comprehensive business formation services — LLC, S Corp, or C Corp setup done right the first time.
Fast, accurate EIN registration with the IRS — no confusion, no delays.
All-in-one entity setup packages with real support — no do-it-yourself guesswork or hidden fees.
Custom operating agreements, not generic templates — tailored to protect your business and its owners.
Ongoing compliance support for annual reports, business licenses, and renewals.
Business & Personal Tax Preparation
Simple returns to complex business filings — we’ve got you covered.
Expert preparation for all entity types — 1040, 1120, 1065, and more — with maximum accuracy and compliance.
Personalized tax prep, not generic software — get advice, not just auto-filled forms.
Year-round document support, not just a once-a-year scramble.
Affordable tax services for individuals and businesses — from simple returns to multi-entity filings.
Flexible monthly retainers from $100–$500 so you’re always covered — no surprise fees.
Entity Selection & Structure Consulting
Build your business the right way from day one.
One-time setup services from $300–$1,000 — includes EIN, incorporation, and IRS elections.
Avoid costly mistakes with strategic structure planning and compliance support
Clear, customized entity guidance — LLC, S Corp, C Corp, and more — based on your tax goals.
Ongoing business advisory plans available to help you evolve as your business grows.
Expert support from formation to execution, not just a PDF and a pat on the back.
Tax Planning & Strategy
Strategic tax insights for business owners & investors.
Advanced tax strategy consulting including entity structuring, income planning, and investment analysis.
Custom income modeling and cash flow strategies that fit your financial goals and lifestyle.
Salary vs. distribution optimization for S Corps and LLCs — reduce taxes without raising risk.
Monthly tax advisory plans from $150–$1,000+ for serious businesses that want to grow smart.
Year-round planning, not just year-end scrambling — we help you stay ahead, not behind.
IRS Correspondence & Audit Support
Don’t face the IRS alone.
Proactive IRS audit defense — ongoing support plans from just $50/month.
Expert handling of IRS letters, audits, and penalties, with clear communication and no jargon.
Fast response to tax notices, often within 24 hours.
One-time audit support packages starting at $500 for non-retainer clients.
Peace of mind from tax professionals, not generic call center reps or automated bots.
Financial Operations
Payroll & Compliance
Reliable payroll with tax filings, compliance, and bookkeeping integration—so paying your team is stress-free.
Payroll Processing
Hassle-free payroll services that ensure your team is paid accurately and on time — every time.
Reliable payroll services for small businesses — no missed deadlines or compliance risks.
Tax filing and year-end reporting are included, reducing your workload and liability.
Hands-on support with payroll setup, changes, and troubleshooting — not just software, but real people.
Easy integration with bookkeeping and accounting for seamless financial reporting.
Support for hourly, salaried, and contract employees across any pay schedule.
What Our Clients Say
★★★★★
“Genix took the stress out of managing our books and taxes. Their team set everything up, kept our reports up to date, and even spotted opportunities to save money we didn’t know existed. We can finally focus on growing our business without worrying about the numbers.”
Alex R.
Marketing Agency Owner
★★★★★
“I love that they offer everything under one roof. No more juggling multiple vendors. The Genix team feels like an extension of our own staff, and their advice has helped us make smarter financial decisions.”
Samantha T.
E-Commerce Business Owner
Our Impact in Numbers
97% Client Retention Rate
Businesses trust us to deliver consistent, high-quality service year after year.
$2.5M+ in Taxes Saved
Through proactive planning and smart deductions for our clients.
85% Faster Month-End Close
Streamlined processes that free up valuable time for business owners.
Let’s Talk
Ready to Elevate Your Business?
Unlock the full potential of your business with Genix Business Advisors.
Contact us now to request tax or payroll support or to discuss your financial operations needs. Let’s grow smarter together!