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Untangle Your Accounting Firm 

We supercharge accounting firms with technology and automation so you can focus on your team and your growth

Revenue Operations services
small business help

Data-driven business solutions

The right process

genwise partners

Trusted partner network to build solutions  

The right partners

tools for small businesses

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.


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

Pain Points 

  • “Excel hell”

  • Overloaded demand

  • Workforce burnout

  • High unbillable hours 

  • High repeatable tasks

  • Too little visibility into business data 

  • Overwhelming choice of tech solutions


  • Higher productivity 

  • Less human error

  • Reduced long-term operating costs

  • Better customer service

  • Happier employees

  • 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.

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 

Quotation mark

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

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