Automation Consulting for Accounting Firms ⚡️ Top 40 Certified Zapier Expert | 20,000+ Hours of Manual Work Saved | Advocate of Rewarding Efficiency

What would you do with an extra 40 hours a month?

Ask John from My Franchise CPAs who now “can bring on more business and focus on accounting and taxes.”

Or Dave from Rosen Dental Transitions who said “[Opzer] allowed us to scale without adding additional employees.”

Your firm’s most important asset is *time.*

Getting the most out of it is KEY – whether you want a $500k “lifestyle” firm or want to scale to $1 - 5M and beyond.

We can help you automate your way to happier clients and more Fridays off. 

With over 50 clients served and a decade of combined experience, we’re here to help you:

⚙️ Systematize and streamline your processes, no matter how distinct each client's workflow appears.
🤖 Automate manual tasks so you can focus on real client service, not busywork.
🔗 Seamlessly integrate your apps and avoid double-data entry with custom software & API integrations.
🚀 Manage leads efficiently and ensure no revenue slips through the cracks with Client Relationship Management (CRM) software implementation + automation.

If you're losing valuable time on manual processes (or aren’t fully utilizing your software stack),

📧 DM me on LinkedIn. Or email me at isaac@opzer.co. I'll outline the highest ROI steps to automate in your firm. No strings attached.

Worst-case scenario? You implement these ideas yourself.

Isaac P.

Hanlon CPA, LLC

Owner

Hanlon & Associates, formerly known as Jacobs & Hanlon LLP,  will continue to offer our clients new and old the same personalized service that they have come to expect over years.   Denise is continuing the same values and methodology for serving clients that she shared with her former partner Stanley Jacobs.
We  serve clients through a philosophy of creating self-reliance, not fostering dependence.  Clients often make us their first call when they have a business or personal decision to make that could affect their taxes.  We offer guidance and make introductions to professionals in other services areas such as attorneys, insurance specialists, and investment advisors, when a team of experts is needed.

Jacobs & Hanlon, LLP

Boutique CPA firm serving small businesses and individuals.  We serve clients through a philosophy of creating self-reliance, not fostering dependence.  Clients often make us their first call when they have a business or personal decision to make that could affect their taxes.  We offer guidance and make introductions to professionals in other services areas such as attorneys, insurance specialists, and investment advisors, when a team of experts is needed.

Managing Partner

Stanley M. Jacobs CPA

Prepared individual, business and trust tax returns.  Performed reviews and compilations.  Provided bookkeeping and set-up & training of Quick Books.

Tax Staff Accountant

Donellon, Orcutt, Patch & Stallard PC

Aviva plc

Created automated budget spreadsheet system and coordinated annual budget process with senior management.  Prepared monthly, quarterly and annual financial statments in accordance with GAAP and NAIC regulations.  Prepared monthly senior management reports.  Compiled information for corporate bench mark analysis. Maintained general ledger accuracy and integrity and assist with audits.

Associate Accountant

Maintained and analyzed schedules for FASB 13 rent, real estate tax, personal property tax and monthly lease payments for 1041 stores.  Responsible for calculation of cost of good sold and net profit margins for 580 T.J. Maxx stores.  Maintained accurate line analysis of all detailed expenses.  Assisted preparation of notes to financial statements and other aspects of maintaining an accurate general ledger in compliance with GAAP.

Staff Accountant

Apparel Retail Corporation

Prepared monthly financial statements, assisted CFO with special projects, Prepared and maintained payroll and sales taxes for six states. Maintained/audited monthly general ledger for all accounts.  Assisted in yearly audit.  Supervised up to six employees in the areas of payroll, accounts payable, employee benefits and sales audit.

Assistant controller

State Street

Maintained general ledger activity, all corporate actions, monthly paydowns, and portfolio/cash records.  Worked with equity, bonds, fixed income and money market funds - all domestic.  Prepared monthly custodian bills and month end reports for clients on a timely basis.  Produced yields/prices by specific daily deadlines.  Monitored security settlements and maintained client contact.

Fund Accountant


Hanlon CPA, LLC is a boutique style accounting practice that specializes in accounting, tax planning and preparation, and tax advisory services for small businesses and individuals. 

By taking a decidedly different approach to our work with individuals and small businesses, our clients become informed partners in the accounting process. Together we’ll discuss your goals, help you identify options and even envision new possibilities.

We enjoy working with small business owners in the roll of a trusted advisor to help them understand their financial options, spot problems and collaborate with them to envision new opportunities. Services provided include corporate and partnership tax preparation, review and compilation of financial statements, individual tax preparation, tax planning and budgeting. Specialties:

Professional Service Firms
Independent contractors
Manufacturing
Technology Companies

When it comes to working with individuals, our reputation is for attention to detail and one-on-one service.  We encourage our clients to call us with questions and work with us throughout the year, not just at tax time.

If you are looking for an accountant to work collaboratively with you, we look forward to the opportunity to speak with you.

taplio

The Battle

Isaac P.

Denise Hanlon, CPA

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?