Data-driven business solutions
The right process
Trusted partner network to build solutions
The right partners
Tools, templates, and frameworks to increase efficiency
The right tools
Rate your firm.
Every company is different. No solution works for everyone.
We make it our mission to holistically understand what makes your company unique and then build a system designed for your needs.
Assess critical technology and workflows. Analyze expenses, resources, and capacity.
Create process automations. Implement connected technology with Genwise operations experts.
Train your staff with an expert implementation team to get the most out of your upgraded systems.
Holistic technology and systems designed for your firm.
Streamlined operations increase billable hours
Integrated & simple technology enhance productivity
Automated tasks reduce errors
Dedicated implementation & support team eliminates headaches
Why the Genwise system
for bookkeeping firms?
Genwise equips bookkeepers with a Bookkeeping-as-a-Service (BaaS) system that allows their business to scale their growth. Our operations team works directly with the business owner while modeling the organization's processes, implementing new technology for increased efficiency around staff members, and creating sustainable revenue models so they earn predictable income.
Every company is different. No single solution works for everyone. We work to holistically understand what makes your company unique and build custom solutions designed for your needs.
Automate your firm.
Process more returns without more people.
Find the right tools and technology.
Leverage automation to empower your team.
Pains and Gains
High unbillable hours
High repeatable tasks
Too little visibility into business data
Overwhelming choice of tech solutions
Less human error
Reduced long-term operating costs
Better customer service
More time to focus on strategic matters
Increased billable time
My biggest problem was figuring out which technology to implement. Before Genwise I was trying to build a system with all the wrong pieces.
Vine Financial Partners