Grow your firm with an Efficiency Assessment.

Identify opportunities in your workflows for automation, AI, and process optimization. Consider Genwise as a CTO and COO combined to modernize your firm.

Half of cost credited to your implementation.

When you choose to implement efficiency improvements with Genwise, we'll credit half the cost of your Efficiency Assessment towards your implementation services.

Comprehensive 3-week process.

Unleash your firm's true potential with invaluable insights into your opportunities to make informed decisions that drive growth.
WEEK 1: collect data and identify improvement opportunities.
WEEK 2: discuss efficiency options, budgets, and timelines.
WEEK 3: finalize the roadmap and iron out the next steps.

Untangle your firm

Firm Diagnostic

Evaluate your firm's processes to pinpoint precise enhancements that will elevate your efficiency. Discover untapped potential and areas for improvement within your existing workflows.

Team Survey

Capture critical insights from your team and gather vital feedback to understand the unique challenges your staff faces and highlight areas ripe for improvement. This informed approach allows Genwise to craft bespoke solutions that streamline workflows and boost employee satisfaction.

Roadmap

Arm yourself with an actionable path tailored for your firm. Our Roadmap outlines strategic steps to leverage strengths and address weaknesses. With this guide, your firm can seamlessly implement best practices and innovative solutions that result in impactful productivity improvements.

Accountants are talking about Genwise.

Collaborative work sessions.

Our work sessions are a vital component of the efficiency assessment process. We take a collaborative approach with you and your team to understand your unique challenges at a deep level. By working closely together, we uncover key pain points and craft tailored solutions that drive impactful improvements.

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

Chase Birky, CPA
Founder & CEO, Dark Horse

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.

CPA Christel Testimony for Genwise's Expertise in Transforming Accounting Firm

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