Accounting

Bookkeeping
Understanding your financial status and making wise decisions are dependent on accurate and timely information. We will compile and maintain your financial records based on generally accepted accounting principles (GAAP), and do so in a time sensitive manner.

Financial Statements Preparation
Profit & Loss (P&L), Balance Sheet & Cash Flow preparation
Summarized accounting records provide crucial insight into business performance. In addition, external entities will occasionally require financial statements to review operational results. Generis Financial has the experience and expertise to produce financials that are relevant to the needs of management and external entities.

Special projects

Individual Income Tax

Year-end closing

Finance

Budgeting & Forecasting, Financial Analysis and Management reporting
Successful businesses rely on sound financial planning. Proper budgeting and cash flow planning will enhance payables management and help your business identify areas negatively affecting profitability and growth. We will employ thoughtful and rigorous analyses to offer our clients valuable projections for good decision making.

Management Advisory Services 
We possess extensive and varied experience in management, which makes us qualified to help growth-oriented companies sustain competitive advantage. We will provide sound and reliable advice on operations, strategic planning and other key management issues to support your goals.

Risk Management
Internal Controls
Good controls are important in safeguarding a company's financial resources. Effective controls include proper payment authorization, segregation of duties, bank reconciliation and management review. We will devise and implement controls geared towards your specific needs.

Insurance
Insurance is an essential component of disaster and liability management. Additionally, government agencies and business partners routinely require companies to have insurance as a condition of doing business. Generis Financial can work with brokers and insurance carriers to determine appropriate insurance types, coverage levels and deductibles, while helping to negotiate reasonable premium levels.

Human Resources Consulting

Policies and Procedures and Staffing needs