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Genwise

CASE STUDY   |   $1M+ ARR
AMERICAN FORK, UTAH   

How DrillDown Solution used Genwise to implement accounting automation to DOUBLE their tax returns without hiring any new staff.

Client Voice

I honor the value Genwise provides, truly appreciative of their work. Their innovative problem-solving approach sets them apart. We’ve done twice the amount of returns with fewer people which brings us the capability to double our revenues and I am confident our newly implemented processes will avert team burnout.

You set a prime example of productivity and effectiveness. Genwise is awesome—I love you guys!

Jeremy 

Partner & CEO

DrillDown Solution
Client Since 2022

End Goal

In the ever-evolving world of accounting, efficiency, and accuracy are paramount. Drilldown Solution (DDS) is a proactive accounting and bookkeeping firm that recognized a need for streamlined systems and processes to scale their business and meet the growing needs of their clients.

 

DDS partnered with Genwise to revolutionize their operations and improve their internal systems using accounting automation and online software. The result? DDS doubled their tax return output without needing to hire additional staff. 

BEFORE

  • Time-consuming Tasks

  •  Accountability

  • Inefficient Onboarding

  • Limited Scalability

  • Delayed Tax Filing

  • Streamlined workflows

  • Communications

AFTER

  • Time-consuming Tasks

  •  Accountability

  • Inefficient Onboarding

  • Limited Scalability

  • Delayed Tax Filing

  • Streamlined workflows

  • Communications

Results

The key takeaway from the various accounting automation processes we implemented is that DDS doubled their output. This enabled scalability within DDS and will lead to higher profits and revenues in the future.


"We’ve done twice the amount of tax returns with fewer people." – Karl, CEO of Drilldown Solution.

By using accounting automation and technology enhancements, we helped DDS overcome their challenges and double their productivity and output.

Ready to elevate your accounting?

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