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.
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.
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.
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