Genwise

Remove frustration by adding automation

We help you do more with the resources you have. Reduce your frustration by adding bookkeeping automation into your firm.

Ready to invest in your growth?

Schedule a time with us to see if we are the right fit and we have lined up finance partners to help finance the build-out to ease your transition on the pocketbook.

business strategy for accountants

Training, Consulting & Technology Implementation

We Help Busy Accountants Grow

Increase your bookkeeping capacity.

Automate your bookkeeping tasks.​

Take on more clients without more staff.

Step 1: Discovery and Roadmap Planning

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

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Step 2: Implement your roadmap solutions

A GENWISE OPERATIONS SPECIALIST LEADS YOUR ROADMAP IMPLEMENTATION USING THE BETTER TECH STACKER WITH THE SUPPORT OF OUR EXPERT ACCOUNTING PARTNERS.

Business OS for accountants
business solutions for accountants

Step 3: Go live and grow with ease

ONE-ON-ONE TRAININGS AND FULL TEAM WORKSHOPS TO SUPPORT ADOPTION AND INTERNAL EXPERTISE OF NEW SYSTEMS AND TECHNOLOGIES.

Tangible benefits for your firm

Reduce recurring errors

Increase billable time vs. non-billable time

Free up your bookkeepers to take on more clients

Increase client retention and satisfaction

Improve team and client communication

Reduce admin work for you and your team

Protect client data with backup and recovery

8-week Genwise Process timeline

Week 1: Onboarding Work Session

Week 2: Roadmap Work Session

Week 3: Roadmap Work Session 

Week 4: Roadmap Work Session

Week 5: Roadmap Implementation

Week 6: Roadmap Implementation

Week 7: Roadmap Implementation

Week 8: Team Setup and Training - Go-Live 

Simplify your back office

Our vetted and proven tech stack helps your team service more clients, faster and better. We’ll set up the technology, you grow your business. 

Bookkeeping automation software with Botkeeper

Data backup and recovery software with Rewind