Wholesale Services

Genie Wholesale Services were designed for firms building and scaling a Client Accounting Services Practice

Use Genie to offer monthly recurring bookkeeping & accounting services to your clients without having to build and staff your own team of bookkeepers.

You Own the Client

Use the Genie team to handle routine transactional tasks “behind the scenes” while you focus on managing the client relationship and providing higher value financial planning and analysis and advisory services.

Pricing

We can operate on a variable hourly model where you can use the Genie team as little or as much as you need to, and only get billed for the hours that you use. Or we can operate on a fixed-price model geared to the transaction volume of the clients that we support.

Expert Nearshore Support

The Genie team works on Eastern Time, speaks English as a first language, and consists of college graduates with accounting degrees.

Use Genie to augment your existing staff

Our Genie Practice Management application prevents tasks from slipping through the cracks and gives you full transparency into the status of our work, and our team can augment your staff so you can focus on managing client relationships and not on handling the day-to-day transactions. We can even white label our services under your firm’s name.

Accounts payable, including vendor bill coding, and approval
Accounts receivable, including customer invoicing, and payment posting
Bank and credit card postings and reconciliations
Employee expense reports
Payroll posting
Sales tax filing and payment
Balance sheet schedules
Basic accrual accounting for revenue and expense recognition
Monthly financial statements, including income statement, balance sheet, and statement of cash flows

Interested in learning more?

Schedule a Consult to learn more about how Genie can power YOUR client accounting services practice.