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
Our approach
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.
ASSESS
We analyze technology and your workflows to build your ideal system
IMPLEMENT
We configure, integrate, migrate, and automate your technology
ADOPT
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.
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
Pain Points
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“Excel hell”
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Overloaded demand
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Workforce burnout
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High unbillable hours
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High repeatable tasks
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Too little visibility into business data
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Overwhelming choice of tech solutions
Benefits
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Higher productivity
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Less human error
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Reduced long-term operating costs
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Better customer service
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Happier employees
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More time to focus on strategic matters
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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.
Our focus
Technology solutions
Automate repeatable tasks
Improve operating processes
Revenue model improvements
Your outcomes
Better client and employee experience
Effective technology
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.
Christel Gustafson
Managing Partner, Vine Financial Partners
