Done-for-you presentations
Genwise prepares the presentation and implementation work that give each session a clear focus. We bring the work forward, not just a list of recommendations.
The Genwise cohort
Starts
Build it with Genwise.
Make it work for your firm.
An annual implementation partnership that connects your people, processes, and technology. Three months to implement together. Nine more to support adoption and keep improving.
For U.S. accounting firms under $10 million in revenue, with Genwise as your blended COO + CTO.
Cohort start
One annual contract. Two connected phases.
- 03months
Implementation
Weekly work sessions, hands-on building, and a weekly recap.
- 09months
Adoption & optimization
Support and refinements for the solutions we implemented.
Start with evidence
Measure twice.
Then implement.
We recommend an Efficiency Assessment before the cohort. It gives your firm a data-driven view of what needs to change, what should stay, and where implementation will matter most.
The starting point is how work actually moves through your firm: the people responsible, the processes they follow, and the technology supporting them. Software selection follows that understanding.
Explore the Efficiency AssessmentMonths 1–3 · Implementation
A working rhythm.
Not another handoff.
Genwise does the implementation work. Your firm brings the context, decisions, and feedback that make the solution fit real operations.
Weekly work sessions
Work through decisions, review what has been built, and resolve the details with your team during the three-month implementation phase.
A weekly email that closes the loop
A recap of the previous meeting, the agenda for the next, and clear action items for both your firm and Genwise. Everyone knows what needs to happen next.
Clear ownership on both sides
Genwise: lead the build, prepare work sessions, document decisions, and track implementation action items.
Your firm: share documents and operating context, participate in work sessions, review and test the work, and complete firm-side action items.
Between work sessions
See the work taking shape.
Progress, documents, process design, and software context stay visible throughout the implementation.
The Genwise app
Monitor how implementation is progressing and upload the documents needed to keep the work moving.
An interactive process canvas
Explore the processes we are building together on a virtual canvas. See the steps, ownership, and handoffs as the workflow takes shape.
Unified software documentation
Keep documentation of the software across your firm in one place, connected to the way your people and processes work.
Months 4–12 · Adoption & optimization
The build is the beginning.
As your team uses the solutions in daily work, new questions and refinements emerge. The next nine months provide a dedicated path back to Genwise to support adoption and improve what we built.
Reach out through your dedicated Genwise support email for needs related to the solutions implemented during the initial three months.
Refine the work already in place
- Workflow automations
- Task templates
- Questionnaires
- Document checklists
- Engagements
- Other solutions implemented in the initial phase
Support focuses on the agreed implementation. Additional projects and their scope are discussed separately.
Cohort questions, answered.
Your next step
Start with what your firm needs.
Build a data-driven plan before implementation begins. Already have an assessment? Talk to Genwise about the October 26 cohort and your firm's readiness.