Grow your firm, not your headaches.
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Outdated marketing doesn't resonate.
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Overwhelmed with manual tasks.
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Inconsistent and unqualified leads.
Stop marketing like it's 1999.
Traditional marketing is outdated and ineffective. Genwise takes on the heavy lifting with a modern approach so you can focus on providing exceptional financial services, not managing ads and writing blogs.
Standard
Starting at $1,800/mo.
Each month we deliver:
1 x Newsletter
1 x Blog & Social Post
1 x Inbound Marketing Funnel
1 x CRO Strategy Session
Professional Copywriting
Premium
Starting at $3,750/mo.
Each month we deliver:
1 x Newsletter
2 x Blog & Social Post
2 x Inbound Marketing Funnel
1 x CRO Strategy Session
Professional Copywriting
Website Chatbot
Pro
Starting at $6,900/mo.
Each month we deliver:
2 x Newsletter
2 x Blog & Social Post
3 x Inbound Marketing Funnel
2 x CRO Strategy Sessions
Professional Copywriting
Website Chatbot
Ad Content & Management
Minimum 3-month contract. Ad spend not included.
Wix Studio Website Creation
Craft a modern, professional website for your firm. Our team will build a custom website using Wix Studio, designed to convert visitors into clients.
Modern Website Design
Build a website that reflects your professionalism. We create custom Wix Studio sites that's easy to navigate and optimized for conversions.
SEO Management
Attract new clients organically. Optimize your website to rank higher in search results, driving qualified leads to your door.
Boost Organic Traffic
Climb search engine rankings with expert SEO that attracts qualified leads to your CPA firm.
Website Chatbot
Capture leads 24/7 with a conversational AI tool. Answer basic questions, schedule appointments, and qualify leads automatically.
Cold Email Outreach
Rethink traditional marketing. Our targeted email campaigns reach your ideal clients directly, sparking conversations and driving conversions. Attract new qualified leads without the hassle.
Targeted Email Campaigns
Reach your ideal clients directly with personalized emails that nurture leads and drive conversions.
Ads Management
Get seen by the right people, at the right time. We'll manage your pay-per-click and social media advertising for maximum reach and ROI.
Laser-Focused Ads
Maximize your budget with target ads to get in front of qualified leads quickly.
Professional Copywriting
Elevate your brand. Our expert writers will craft clean website copy, blog posts, and marketing materials that resonate with your audience.
Compelling Content
Showcase your expertise with professional copywriting that positions your firm as a leader and drives new leads to your door.
Fresh Blog Content:
Keep your website buzzing with informative blog posts that attract new visitors and establish your thought leadership.
Additional Blog Posts
Keep your content fresh and informative. We'll create engaging blog posts that establish you as a thought leader and drive website traffic.
Boost Credibility with Reviews
Leverage the power of social proof. We'll collect and showcase your positive reviews, building trust and attracting high-quality leads.
Showcase Your Client Satisfaction
Turn positive reviews into powerful marketing tools. We'll solicit and aggregate 5-star reviews from various platforms, building trust and brand awareness while attracting new clients.
Fractional CRO Expertise
Elevate your marketing with part-time leadership from a seasoned marketing expert. We'll guide your strategy, drive growth, and free you to focus on core business.
On-Demand C-Suite Marketing Leadership
Get strategic marketing guidance without the full-time cost. Our CRO services provide expert oversight and execution to propel your firm's growth.
Engaging Webinars
Hold town hall meetings with your existing clients or attract new leads with targeted webinar content.
Ads Content Creation
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Get seen by the right people, at the right time. We'll manage your pay-per-click and social media advertising for maximum reach and ROI.
Laser-Focused Ads
Maximize your budget with target ads to get in front of qualified leads quickly.
Get in front of qualified leads.
Delegate ads creation and management
Find clients you'll love.
Convert with targeted content.
Streamline workflows and minimize human errors.
Karl Grimmett
Partner & CEO, DrillDown Solution
Client Since 2022
Don't take our word for it.
I honor the value Genwise provides, truly appreciative of their work. Their innovative problem-solving approach sets them apart. We’ve done twice the amount of returns with fewer people, which brings us the capability to double our revenues and avert team burnout.
You set a prime example of productivity and effectiveness. Genwise is awesome — I love you guys!
What sales automation can do for your firm.
Every firm is unique. We take a holistic view of how you work.
Attract tech-savvy client.
Today's clients expect a modern, informative online presence. Our content experts craft targeted content strategies that resonate with your ideal clientele, establish your firm as a thought leader, and drive qualified leads to your door.
Unleash the power of paid marketing.
Our team of marketing specialists will develop targeted campaigns that get you in front of the right audience. We'll meticulously track results, optimize campaigns for maximum ROI, and ensure your marketing dollars work hard for you.
Stay ahead of the curve with a modern marketing partner.
Marketing is dynamic — what worked yesterday might not work tomorrow. That's why we prioritize continuous learning and experimentation. Our team is passionate about staying at the forefront of the industry, constantly exploring new tool and strategies to keep your firm in front of potential clients.
See what industry leaders are saying about Genwise.
Karl Grimmett, CPA
Partner & CEO, DrillDown Solution
Christel Gustafson, CPA
Partner, Vine Financial Partners
Saim Akif, CPA
Partner, AKIF CPA
Don't let fixable problems stifle your firm's growth.
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