Efficiency Assessment
Start with clarity, not another tool.
Understand how your people, processes, technology, client experience, capacity, leadership, and economics work together before deciding what to change.
Genwise is an Austin-based operations and automation company that works exclusively with U.S. accounting firms under $10M in revenue — a blended COO + CTO backed by a network of 100+ vetted software and service partners. Engagements generally begin with a data-driven Efficiency Assessment.
A structured operating diagnosis.
The scope and cadence are confirmed before the assessment begins. Every engagement follows the same evidence-led progression.
Discover
Collect firm metrics, team perspectives, documents, workflows, systems, and leadership priorities.
Diagnose
Score the operating pillars, trace the root causes, and distinguish symptoms from structural issues.
Prioritize
Sequence the opportunities, decisions, dependencies, costs, and ownership into a phased roadmap.
The Framework
The 8 Pillars of Efficiency
For each pillar, Genwise documents the current state, identifies operating friction, and distinguishes near-term actions from longer-term system changes.
01
Demand
Marketing, distribution, referrals, website, blogs, newsletters, social, paid ads, and inbound funnel.
02
Conversion
Sales, pricing & packaging, initial discovery, consultation, and proposal.
03
Delivery
Engagement, client onboarding, and service fulfillment.
04
Capacity
Hiring, team onboarding, training, QA/review structure, and retention.
05
Infrastructure
Tech stack, workflow automation, standardization, reporting, and documentation.
06
Leadership
Org structure, role clarity, accountability, decision-making, and meeting cadence.
07
Economics
Cash flow, margins by service line, capacity planning, forecasting, and KPIs/scorecards.
08
Client Experience & Retention
Communication cadence, expectations, turnaround times, renewal/expansion, and NPS.
Marketing gets clients, sales converts them, delivery serves them, infrastructure makes delivery repeatable, leadership makes growth sustainable, economics makes growth profitable, and retention makes growth compound.
Everything ladders up to a Firm Roadmap with prioritized projects, dependencies, decisions, ownership, timing, and implementation costs.
Inputs
How We Collect the Data
We don't recommend tools or rebuild workflows until we've heard from the partner level all the way down to the team doing the work — that's the only way the roadmap reflects what your firm actually needs.
Firm Metrics Survey
Financials, team, client volumes, and pricing model — completed by firm leadership.
Team Survey
Anonymous; goes to everyone from partners to preparers and bookkeepers. Includes our "magic wand" question to surface what each person would change if they could.
Collaborative Work Sessions
Screen-share through your tools to map workflows behind compliance, intake, bookkeeping, and advisory — and review draft findings and the roadmap.
Document Review
SOPs, engagement letters, pricing models, P&L, software expenses, and employee handbook.
The kickoff confirms who should participate, what evidence is needed, and the working cadence required for a useful diagnosis.
What you leave with
A shared fact base
Leadership and team evidence are brought together so priorities are not based on the loudest opinion or the newest tool.
An operating diagnosis
The assessment shows how people, processes, technology, client experience, capacity, leadership, and economics affect one another.
A phased roadmap
Recommended work is sequenced with dependencies, owners, decision points, costs, and measures of success.
Cadence
A visible communication rhythm
Throughout the assessment, decisions, requests, working sessions, and next actions stay visible to the people responsible for moving the work forward.
Written updates
Agendas, action items, requested materials, decisions, and key takeaways are documented in writing around the work sessions.
Working sessions
Collaborative sessions with the relevant members of your firm and Genwise are scheduled to map the current state, review evidence, and make decisions.
Between working sessions: decisions, requested files, questions, and action items are kept visible so the assessment can move without losing context.
Get your Efficiency Assessment.
The Efficiency Assessment is the standard starting point for operating-system work. It establishes the evidence, priorities, dependencies, and implementation roadmap before major changes begin.
Find out what's holding your firm back.
"I was struggling to make major upgrades. I didn't know where to start. Genwise helped implement new software automation, communicate changes to my staff, and even rebrand my business."
Melissa Horsley, CPA
Owner, Summit CFOs
"I honor the value Genwise provides. Their innovative problem-solving approach sets them apart. We've done twice the returns with fewer people."
Karl Grimmett, CPA
Partner & CEO, DrillDown Solution
"Genwise worked with us to build tech solutions that meaningfully improved both the efficiency and impact of our client service work, allowing us to shift our focus from compliance to advisory."
Chase Birky, CPA
Founder & CEO, Dark Horse
"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, CPA
Partner, Vine Financial Partners
"Genwise has enabled us to take on more clients and we couldn't be happier. Our onboarding process is so smooth and our workflow is getting better day by day."
Saim Akif, CPA
Partner, AKIF CPA