We specialize in small and mid-sized businesses, funding your growth, sharpening your numbers, and winning you contracts. Just getting started? We'll guide you through launching, too. One team, backed by an AI-powered CFO portal we built ourselves.
Enter at any pillar; together they compound, clean books make you fundable, funding builds capability, and capability wins contracts.
Capital matched to your deal, so you can move when opportunity does.
Explore financing ↓The strategy, reporting, and audits that keep you fundable and profitable.
Explore CFO services ↓Certifications and proposals that turn readiness into government and corporate contracts.
Explore contracts ↓Fundable → funded → more capability → contract-ready → won. One team keeping every stage moving in the same direction.
The same staged climb, every client: build the system, grow the revenue, add the capital, then win the contracts, with budgeting, forecasting, and strategy underneath it all.
We put the financial system in place, portal live, books clean, and define the goals we're building toward.
We implement a plan to increase revenue, pricing, margins, and the moves your numbers say to make.
We place you with capital so output and capacity can exceed what you could do alone.
Once you can handle more work, we place you with government and corporate contracts that fill the new capacity.
Answer five quick questions and we'll plot your position on the chart above, with the next move and the package built for it.
Thanks, we've got your stage and your answers. An advisor will review it and reach out. Prefer to talk now? Book a call.
We're not a single lender pushing one product. We shop your deal across a vetted network and package it to get a yes, on terms that fit.
Banks say no, or drag you through weeks of paperwork for one product that may not even fit. You lose the deal while you wait.
We package your deal once and shop it across 50+ vetted lenders, matched to your exact need, so you get real options fast, on terms that fit.
Whatever the need, there's usually more than one way to fund it. Tap a category to see the menu we work from.
Available programs and terms vary by lender and qualification.
Tiered consulting that scales with you: regular reviews, real reporting, and deep internal audits, all powered by an AI CFO portal we built ourselves.
Most owners are flying blind, the books are behind, cash is a guess, and you find out about problems only after they've cost you.
Your AI CFO portal keeps the numbers current and clear, flags issues early, and hands you a plain-English read every month, with a real expert on top of it.
Billions are set aside for certified small and veteran-owned businesses, and corporate supplier-diversity programs want them too. We help you get certified, get registered, and write the proposals that win, having walked the path ourselves.
The money is there, but the certifications, registrations, and proposals are a maze, and most owners stall out before they ever bid.
We get you certified, registered, and contract-ready, then help write the proposals that win, and can stand up a specialized government-contract portal built just for that push.
Every package includes your AI CFO portal and is tailored to your business. Start with one below; we shape the details and frequency to you on a strategy call.
Every package includes your AI CFO portal and is specialized for your business, we size it on a strategy call. Want just one thing? Ask about a specialized package.
How we get paid: no hidden fees, every fee is disclosed in writing and agreed to before any engagement begins. Financing compensation typically comes through the transaction when your deal funds, CFO engagements are priced upfront, and contract-support proposal writing is largely success-based. Exploring your options costs nothing.
Need one focused thing? We build a custom package around a single goal, even a standalone government-contract portal.
A dedicated portal to get certified, registered, and winning bids.
The portal and its AI insights, as a standalone.
MBE, VOSB/SDVOSB, and 8(a), prepared and filed for you.
A clear read on where you stand for government & corporate work.
Government and corporate proposals written to win.
Genesis pays referral partners for sending business our way. Keep doing what you do, and when your customer needs capital, certifications, or a CFO, send them to us and earn on every deal that closes.
If business owners already trust you, you're the partner we're looking for.
Buyers who can't get financed don't buy. We get your customers funded, so you close more of your own sales.
Your clients already ask you about loans and cash flow. Send them to a team that treats them right.
You see it first when clients buy equipment or property, or expand. That's exactly when they need capital.
Deals die waiting on financing. Keep yours moving with a network built for business-purpose deals.
Turn the SBA and commercial deals you have to decline into a referral your customer thanks you for.
Give members a vetted, veteran-owned finance resource, and add a member benefit that pays.
Four steps, and only one of them is yours.
A quick call, a simple agreement, and you get your unique partner link and code.
Share your link, or just make the intro, whatever's natural for you and your customer.
We handle everything end-to-end and keep you updated at every stage.
You earn a referral commission when the deal funds or closes. That's it.
Commission terms are disclosed in writing in your partner agreement before your first referral.
Every referral you send lives in one secure dashboard, the same platform our clients trust with their financials.
You're trusting us with sensitive information. Here's exactly how it's protected, in plain language, no fine print.
Bank links run through Plaid, the same secure network major finance apps use, and we're an approved partner. Read-only and encrypted; we see the numbers, never move your money.
Every login is protected by multi-factor authentication. You see only your own data, nobody else's, ever.
We handle financial data in line with GLBA safeguards, on SOC 2-compliant infrastructure, with access logged and role-controlled.
However far along you are, working with us looks the same three ways: assess honestly, plan clearly, execute beside you.
We look at your real numbers, systems, and goals, and where we can genuinely help.
A clear, staged plan across financing, CFO, and contracts, only what moves you forward.
We execute, matching capital, running the numbers, and positioning you to win work.
Genesis Financial helps owners access capital, put real financial systems in place, and unlock government and corporate opportunities through certification and compliance, all under one roof, from the first entity filing to the signed contract.
We're a Service-Disabled Veteran-Owned firm. That's not a badge on the wall; it's how we operate, direct, mission-first, and accountable. We've been in the operator's seat, so we build the plan we'd want ourselves and stay in your corner from startup to signed contract.
Service-Disabled Veteran-Owned. In your corner, nationwide.
"Working with Genesis Financial gave me access to funding options I didn't even know existed. Clarity, strategy, and results, exactly what my business needed."
"From certification paperwork to financial reporting, the Genesis team walked me through every step. The support is practical, actionable, and deeply professional."
"Genesis conducted a thorough internal audit that revealed gaps I didn't even know were there. It felt like having a CFO, strategist, and compliance expert in one."
A small, senior team that treats your growth like its own mission, no call centers, no runaround.
Service-disabled veteran who built Genesis to be the firm he wished existed, capital, strategy, and contracts under one roof.
Owns the client experience end to end, keeping every engagement supported so nothing slips between strategy and execution.
Leads new client relationships and matches owners to the right funding and services, straight talk, no pressure.
No hidden fees, every fee is disclosed in writing and agreed to before any engagement begins. For financing, we're typically compensated through the transaction when your deal funds. Fractional CFO services are a scoped engagement priced upfront on your strategy call. Contract-support proposal writing is largely success-based. Exploring your options with us costs nothing.
A fraction of a full-time CFO hire. Our packages, Essentials, Growth, and Executive, are scoped to your business size, complexity, and meeting cadence, and pricing is disclosed upfront on a no-obligation strategy call. Because the AI CFO portal handles the organizing, tracking, and first-draft reporting, our people spend their time on strategy instead of spreadsheets, which keeps the cost down.
It depends on the program and how ready your file is. Working capital and equipment financing can move in days. SBA 7(a) and 504 loans typically take several weeks to a couple of months. We speed things up by packaging your deal once, shopping it across 50+ vetted lenders, and giving you a fast read on fit, so you know where you stand early. Approval and timing always depend on lender qualification; no outcome is guaranteed.
The federal government sets aside contracting dollars specifically for service-disabled veteran-owned small businesses, including set-aside and sole-source opportunities, and many large corporations run supplier-diversity programs that look for certified firms. Certification alone doesn't win work, though: you also need SAM.gov registration, contract readiness, and strong proposals. We help with all of it, and we've walked the certification path ourselves.
Yes. Bank connections run through Plaid, read-only and encrypted, so we can see the numbers but never move money. QuickBooks syncs through its official connection. Your data is handled in line with GLBA safeguards on SOC 2-compliant infrastructure, every login requires multi-factor authentication, and access is role-based, you see only your own data. Details are in our privacy policy.
Pick where you are, we'll point you to the right first step. Prefer virtual? We offer video consultations too.