Untangle Your Accounting Firm
We supercharge accounting firms with technology and automation so you can focus on your team and your growth
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
Every company is different. No single solution works for everyone. We work holistically to understand what makes your company unique and then we build a system designed for your needs.
We analyze technology and your workflows to build your ideal system
We configure, integrate, migrate, and automate your technology
We support your team with documentation, onboarding, and training
Maximize your time.
Build a smarter business.
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.
Genwise for Business Owners
Genwise equips ambitious business owners with the technology and insights to improve their company. Our operations team works directly with owners to create an improvment strategy and manage its implementation.
Invest in your growth
Schedule a time to see if Genwise is the right fit for you
Running an accounting firm is complicated.
Genwise makes it easy.
Your company is not running how you want. You know technology solutions exist but have no time to find the best fit for your team. We don't just make recommendations, we integrate solutions into a seamless system. We help you focus on three things.
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
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 repeatable tasks
Improve operating processes
Revenue model improvements
Better client and employee experience
Reduced errors and unbillable hours
Enhanced offerings and recurring revenue
My biggest problem was figuring out which technology to implement. Before Genwise I was trying to build a system with all the wrong pieces.
Managing Partner, Vine Financial Partners