Use Genie to offer monthly recurring bookkeeping & accounting services to your clients without having to build and staff your own team of bookkeepers.
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.
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.
The Genie team works on Eastern Time, speaks English as a first language, and consists of college graduates with accounting degrees.
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.
Schedule a Consult to learn more about how Genie can power YOUR client accounting services practice.