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.

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

Increase your bookkeeping capacity.

Automate your recurring tasks.

Take on more clients all with no code.

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

A GENWISE OPERATIONS SPECIALIST LEADS AUTOMATION IMPLEMENTATION WITH THE SUPPORT OF OUR EXPERT ACCOUNTING PARTNERS

ONE-ON-ONE TRAINING AND FULL TEAM WORKSHOPS SUPPORT THE ADOPTION OF NEW SYSTEMS AND TECHNOLOGIES

Increase billable time

Reduce recurring errors

Improve communication

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

Proven tech stack helps better service more clients

We set up your technology while you grow your business

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