Solutions / CPA & Advisory Firms

Go Beyond Financial Reporting. Become a Strategic Partner.

Your clients need more than accurate financial information. They need clarity, strategic guidance, and the intelligence to make better business decisions.Genius Lab empowers CPA and advisory firms to deliver higher-value CFO advisory, business intelligence, and performance management services—without building complex technology infrastructure from scratch.

Explore Partnership Opportunities

Hartley Advisory · Client workspace

24 advisory clients

3 reviews this week12 CFO packs prepared

  • QuickBooksBayside Dental Group
    HealthcareReview Tue
  • NetSuiteNorthline Fabrication
    ManufacturingReview Wed
  • XeroSage & Pine Retail
    RetailReview Thu
  • QuickBooksKettle Creek Farms
    AgricultureMar 2
  • XeroOrion Field Services
    ServicesMar 4
  • Sage IntacctHalden Logistics
    LogisticsMar 6

Genius · Cash alert

Bayside's cash runway fell to 4.1 months. Raise a credit line review before Q4 in Tuesday's meeting.

Transform Financial Expertise Into Greater Client Value.

CPA and advisory firms are uniquely positioned to become trusted strategic partners to the businesses they serve.

But delivering ongoing strategic advisory requires more than financial statements. It requires connected data, operational visibility, and the ability to translate information into actionable business insights.

Genius Lab provides the intelligence infrastructure to help your firm expand its capabilities, deepen client relationships, and deliver measurable business value.

Next-generation advisory

Built for the Next Generation of Advisory Services.

01

Expand Your Advisory Offering

Deliver advanced financial intelligence, operational insights, and fractional CFO services that help clients make better decisions and improve performance.

  1. Reporting & compliance

    • · Financial statements
    • · Tax and compliance
  2. New service

    Financial intelligence

    • · Dashboards and KPIs
    • · Operational insights
  3. New service

    Fractional CFO

    • · Monthly CFO packs
    • · Performance reviews
02

Connect Your Clients' Business Data

Bring financial and operational information together across existing systems, creating a trusted foundation for deeper analysis and strategic guidance.
QuickBooksXeroNetSuiteSage IntacctExcelShopify
A trusted foundation for every client
03

Scale Your Advisory Practice

Standardize reporting, streamline data preparation, and build repeatable advisory capabilities that support more clients without proportionally increasing operational complexity.

Standard template

Monthly CFO pack

P&L · Cash flow · KPIs · Talking points

12 of 24 prepared this monthData prep automated

04

Strengthen Client Relationships

Move beyond periodic reporting to ongoing performance conversations, helping clients identify opportunities, navigate challenges, and achieve their business objectives.

Northline Fabrication · ongoing performance conversations

  1. Jan · Periodic

    Quarterly review

  2. Feb · Proactive

    Cash alert discussed

  3. May · Advice

    Pricing change recommended

  4. Aug · Outcome

    Margin up 2.3 points

  5. Next · Opportunity

    Expansion plan review

Partnership

Your Expertise. Our Intelligence Infrastructure.

Genius Lab provides a fully managed data and intelligence environment, allowing your firm to focus on what it does best: advising clients and driving business outcomes.

Through integrated partnership models, firms can incorporate Genius Lab into their advisory offering while maintaining ownership of their client relationships and strategic guidance.

Genius Lab manages

  • ✓A fully managed data environment
  • ✓The intelligence environment
  • ✓Integration into your advisory offering

Your firm focuses on

  • →Advising clients
  • →Driving business outcomes
  • →Your client relationships and strategic guidance

The Genius Platform

One platform behind every part of the solution.

Every client connects to the same platform: Connectors bring their systems in, Data Manager and Genius Cortex prepare and explain their numbers, and the capabilities on top power the advisory services your firm delivers.

Explore each capability on the map to see how it works.

Genius Platform

Connectors

Integrate

Data Manager

Prepare

Genius Cortex

Understand

Build a More Valuable Advisory Practice.

Expand your capabilities. Deepen client relationships. Create new opportunities for recurring revenue.

Let’s Explore a Partnership