Getting Started

How do we get started?

We’ve worked with a LOT of business owners and

one thing is for certain:

No two are the same. Because of that, we take the time to get to know you, your business and your pain points.

Our process helps us determine if we’re a good fit for each other, right from the start.

01

The Inquiry

Genesis literally means “the beginning”, so we start there. We’ll get the details about your business, goals, needs, wants, desires and struggles, to get a better picture of where you’re at and where you want to go.

02

The Discovery Call

Now that we know more about your business, your goals and what’s keeping you from them, we’ll meet to determine if and how we might help. It’s here where we’ll create a plan based on your unique situation.

03

The Proposal

We'll send you a custom proposal outlining all the ways we can help. You choose the ones that are right for you and we make the back office noise go away so you can get back to doing what you love.

Let's Go!

WHAT OUR CLIENTS SAY

"Julie and Genesis Consulting have been integral to a turnaround in our financial data management. We had no idea how poorly managed things were before Julie took the wheel and righted the ship. She is passionate, responsive, knowledgeable, and driven. She helps us to not just keep our data organized, but also to leverage the information in the data as part of our ongoing business planning efforts. She has become a critical part of our team and we're so very grateful to have her!

~ Brendan Walsh, Quantum Leap Capital

WHAT OUR CLIENTS SAY

"Whether it's small technical questions, or big picture strategy, and everything in between, Julie listens and offers practical solutions. Her breadth of knowledge and her genuine caring for her clients are a winning combination! I have used Quickbooks for years, but Julie has vastly improved my ability to make the most of it. She explains things in an easily understandable way so that I can apply the new knowledge."

~ Sarah Thompson, Clean Slate

WHAT OUR CLIENTS SAY

"Right from the start, Julie took the time to not only guide me through the complex financial situation I was in, but took the time to get to know more about me as a client and a person. Personable, professional, inquisitive, kind... these are just a few of many words that summarize her skills and personality. After just one meeting, and a handful of e-mails, I went from being dramatically negative in financial standing to having money left over at the end of each month! Anyone who chooses to work with Julie will have nothing short of a great experience. Recommend with high regard!"

~ Justin Wilson

WHAT OUR CLIENTS SAY

"I've been working with Julie for three years and she has made running a business so much easier. My business is very small and I don't need much help, but whenever I do, Julie is right there. Having her help with Quickbooks has been a life saver for me. I used to stress about tax prep. No more. Now my small business is manageable."

~ Liza Cowan

WHAT OUR CLIENTS SAY

"I have worked with some business coaches and consultants, but none like Julie and her team. She was the first who really listened and asked questions to first understand my goals and then understand my business models. Her approach helped me feel more empowered and knowledgeable about how my business and my books work together. Julie is a breath of fresh air and somehow made diving into the numbers fun and empowering. I highly recommend working with Genesis Consulting to any professional who wants to be heard and helped as they work on their numbers, strategies, and systems."

~ Janina Kotulich, Red Poppy Cakery