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
Better Service Your Bookkeeping Clients
Increase your bookkeeping capacity.
Automate your recurring tasks.
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
Step 2: Solution implementation
A GENWISE OPERATIONS SPECIALIST LEADS AUTOMATION IMPLEMENTATION WITH THE SUPPORT OF OUR EXPERT ACCOUNTING PARTNERS
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
Better protect client data
Free up your bookkeepers
Increase client retention and satisfaction
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