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Genwise

Add automation to your firm

We help you do more with the resources you have. Reduce recurring work by adding bookkeeping automation to your firm.

Vetted solutions built for bookkeepers

We have reviewed and tested bookkeeping software so you don't have to

We are implementation experts ready to get you up and running quickly

business strategy for accountants

Better Service Your Bookkeeping Clients

Increase your bookkeeping capacity.

Automate your recurring tasks.โ€‹

Take on more clients all with no code.

Step 1: Discovery and planning

WE SURVEY AND EVALUATE YOUR PEOPLE, PROCESS, AND TECHNOLOGY TO CREATE A ROADMAP OF YOUR FIRM

revenue operatons services

Step 2: Solution implementation

A GENWISE OPERATIONS SPECIALIST LEADS AUTOMATION IMPLEMENTATION WITH 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 SUPPORT THE ADOPTION OF NEW SYSTEMS AND TECHNOLOGIES

Discover tangible benefits

Reduce admin work

Increase billable time

Reduce recurring errors

Improve communication

Better protect client data

Free up your bookkeepers

Increase client retention and satisfaction

8-week timeline

Week 1: Onboarding

Week 2 - 4: Roadmap discovery

Week 5 - 7: Implementation

Week 8: Team training and launch

Simplify your back office

Proven tech stack helps better service more clients

 We set up your technology while you grow your business 

Ready to invest in your growth?

Schedule a time to learn if we are the right fit for your firm

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