Most firms are not using the latest accounting technology

We help accounting firms under 20 people do more with the resources available. Reduce your frustration by adding bookkeeping automation into your firm.

Invest in your firm

Schedule a time with us to speak with a growth specialist.

business strategy for accountants

We Help Busy Accountants Grow

Leverage the latest technology.

Automate bookkeeping tasks.​

More clients, less staff.

Step 1: Discovery and Roadmap Planning

We work through our Genesis Process to survey and evaluate your people, process, and technology. We'll deliver a proposed Roadmap of the solutions best tailored to your firm. 

revenue operatons services

Step 2: Implement Your Roadmap

Genwise operation specialists guide your firm through your Roadmap implementation with the the support of our expert accounting partners.

Business OS for accountants
business solutions for accountants

Step 3: Go Live and Grow

One-on-one training and full team workshops help to encourage adoption by your staff. New internal expertise of your systems and technologies support growth.

Tangible benefits for your firm

Increase billable time and free up your bookkeepers to service more clients. Protect your data with backup and recovery.

Process timeline

Our 3-step process helps you save time and generate an ROI on your new time savings.

Simplify your back office

Our vetted and proven tech stack helps your team service more clients, faster and better. We’ll set up the technology, you grow your business.