Opzer

With over 50 clients served and a decade of combined experience, we’re here to help you:
🚀 Manage leads efficiently and ensure no revenue slips through the cracks with Client Relationship Management (CRM) software implementation + automation.
⚙️ 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

Notable Clients:

"We thought to bring on someone to help with automation -- and you had the highest reviews. So I reached out.

Tracking leads is a whole lot easier. We're saving at least 8-10 hours per week.

We don't have to do it all ourselves. We can focus on what we're good at (taxes and accounting) while they do the heavy lifting and even come up with ideas of what we could automate.

They've really blown us beyond our expectations."

- John Mollica, MyFranchiseCPAs (FL-Based 10-person CPA Firm)

"The team at Opzer has been a great help in assisting us in migrating our automations to Zapier.

They helped us to completely rework our processes from the ground up and have implemented a more streamlined user experience for us and our clients.

I would not hesitate in recommending Opzer for your automation needs."

- Dave Miller, Rosen Dental Transitions (MA-Based Transition Advisory Firm)

👉 Curious to Know More?

📧 DM me on LinkedIn. Or email me at isaac@opzer.co. I'll get back to you within 24 hours.

Co- Founder | Lead Process Automation Architect

My Franchise CPAs

Fractional Automation Director

NoCodeOps

Community Ambassador

Innovation Fellow

Copy Onboard

Notable Clients:
- Alegra: Largest accounting software company in Latin America
- Resume.io: Top resume builder software
- Geekbot: Slack add-on for asynchronous daily stand-ups 
- HostPapa: one of the largest Canadian hosting companies

I strive to help SaaS companies convert more trial users than ever before by crafting conversion-focused customer journeys and email workflows. Need a hand getting your leads to convert? Let's chat about it.

Founder | SaaS Onboarding Copywriter

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.

I’ve audited dozens of 7-figure tax firms.
Here’s the $100k decision most partners neglect as an "admin detail". 👇🏽

Let's be honest:

It's not until your team spends 20 minutes in every meeting hunting for the right working paper...

Or until the partner reviews the wrong version of the tax return because three drafts all look the same....

Or until a deadline is missed because the signed e-file authorization was buried in someone’s personal folder called “To Upload – NEW NEW FINAL.”

That you realize how important folder structures and file names are.

Here’s what really happens:

Senior A organized everything as Client → Year → Service.

Senior B did Year → Service → Client.

Admin C kept their own hidden system on their desktop.

Everyone named files differently:
“2024 Return – FINAL 2”
“Jones_1040_v3_Really_Final”
“JONES TAX PACKAGE – SIGNED (1)(1)”

Nobody talked. 
Nobody agreed. 
Nobody documented the standard.

The result? Every engagement turned into a hunt for the right file.

New hires need months just to “learn where things live.”

Reviews take twice as long because half the time is spent finding documents instead of checking them.

The $100K isn't just staff hours.
 
It is:
→ Write-downs on jobs that ran way over budget
→ Frustrated clients wondering why the firm “keeps asking for the same documents”
→ Delayed filings and last-minute fire drills every busy season
→ Burned-out teams drowning in rework and version confusion

My hard rule now: 
**Pick one structure and naming convention and defend it religiously.**

One folder tree for the whole firm.

Clear, simple patterns like: Client → Year → Service → Workpaper Type.

Consistent file names that tell you exactly what’s inside and what version it is.

Document it. Automate it. Enforce it. Make it non-negotiable.

Every operational decision you don’t standardize early becomes exponentially expensive later.

Your folder and naming strategy isn’t an “admin decision”; it’s a capacity, profitability, and sanity decision.

What “simple” back-office choice is quietly costing your firm the most right now?

Isaac Perdomo

Custom automation agency for $1-10M accounting firms | ⚡️ 100+ Firms Served

Tired of falling behind on tech?

We’re hosting a live session: 2025 Roundup: 
Top 10 Noteworthy Accounting Firm Tech Releases

You’ll learn:
✅ Identify AI tools and features that deliver real results
✅ Automate repetitive workflows for efficiency gains
✅ Spot hidden gems and tech releases you might have missed

📅 5 December 2025 / ⏰ 11:30 AM AST / 10:30 AM ET

💻 Register free: https://lnkd.in/egAZhm-g

Replay included if you can’t make it live!

2025 is getting weird. I tried to hire a contractor. I ended up hiring their AI. 

Here's the story:

Today, I hired a contractor online. Paid upfront. Standard self-checkout flow.

Then an AI assistant popped up and asked for context on the problem I was trying to solve.

So I gave it the context… and it immediately gave me the exact solution I needed.

I tested it.
It worked.
Problem solved.

Next screen: “Provide additional context so your contractor can begin.”

And I’m sitting there thinking, “Uh… there is no work left to do.”

Here’s the crazy part:

I wasn’t annoyed. I was actually happy to pay—because my problem got solved.

But the whole moment snapped something into focus for me:
➡️ The real value of a services firm isn’t hours or tasks.
➡️ It’s the data—the collective memory of every problem we’ve already solved.
➡️ And AI can increasingly tap into that knowledge and deliver answers instantly.

It made me wonder:

Where are we (as service providers) adding unnecessary friction?

What problems could clients solve themselves if we gave them the right experience, tools, or context?

And how much more valuable would our work become if our “knowledge exhaust” was actually accessible?

This experience felt strange… but also like a preview.

Perhaps a glimpse into how digital services and expertise will be sold in the future.

The human hasn’t even started, and somehow he’s already done. Wild times.

The accounting tech landscape has changed fast, faster than most firms can keep up with. New tools, new AI features, new automations, and new workflows have reshaped what’s possible for modern accounting practices.

That’s why we’re bringing back one of last year’s most popular livestreams but this time, with a fresh look at the top innovations shaping 2025.

Join Isaac Perdomo (Opzer) and Chad Davis (Automation Town / Cloud Accounting Pioneer) as they break down their personal top 10 most impactful tech releases and discoveries of the year and what they mean for your firm.

K.C. Eames, Jeanne Hardy and 1 other connection attending

2025 Roundup: Top 10 Noteworthy Accounting Firm Tech Releases

Gifts go a long way — especially in the workplace.

At Opzer, we onboarded a new consultant, and during the interview process I learned she’s into kitesurfing.

So for her first day, I put together a small, personal welcome gift tied to that passion.

Inside the package was this note:
“Stoked you’re onboard!
 Let’s make waves together — pun absolutely intended :)
 … Isaac”

A simple gesture. 

People remember how you make them feel.

When you show genuine care, they bring genuine care to their work.

What’s one small, thoughtful thing you do to make your people feel valued?

Spreadsheets aren’t the villain.
But they do become the bottleneck.

Early on, when a process is young, sheets are perfect.
Fast, flexible, forgiving.

But they start to fail when you need:

● Relations across clients/projects/documents
● Permissions
● Audit trails
● Automated triggers
● Reliable reporting

This is when firms all say the same thing:
“We have data everywhere, and nowhere works.”

Airtable fixes that gap.
It's where teams graduate when Sheets stop scaling.

Not Excel vs Airtable.
It’s startup ops vs systems ops.

Know when to evolve.

I walk through 5 different use cases for accounting firms in the video below:
https://lnkd.in/etrF259q

____
Hi,
I am Isaac P., co-founder @Opzer.
Accounting firms follow me to stay ahead of their peers in the AI & Automation game.

Most firms only start using AI after someone becomes a client.

But one of the most valuable use cases happens way earlier,
the moment a prospect shows up.

When someone books a call or sends an inquiry, 
you usually get the basics:

a name,
maybe a company,
sometimes… that’s it.

But with just that, 
AI can go surprisingly far.

It can research really well & real fast.

I’ve seen it pull things like:

▶tools they use
▶their past roles
▶personal interests
▶their social profiles
▶what the company does
▶revenue, size, recent changes

And it turns all of that into a clean, 
one-minute brief before the call.

So instead of starting with:
“Tell me about your business…”

You start with:
“Here’s what I know about you, would you add anything to that?”

That shift changes the whole conversation.
They feel you’ve prepared & builds trust.

And for most firms, it’s an easy win they’re not using yet.
Should I share a real example of what this looks like?



----
Hi, 
I am Isaac P., co-founder @Opzer.
Accounting firms follow me to stay ahead of their peers in the AI & Automation game.

Little Financial

Don’t let poor financial management hold you back. We help business owners stop losing sleep over poor cash flow and foggy bookkeeping.

Little Financial provides end-to-end accounting help from tax prep to long-term growth planning. We can help you with:

✔️Automated bookkeeping
✔️Streamlined reporting
✔️Detailed financial forecasting
✔️Reducing tax expenses
✔️AP/AR management
✔️Payroll management
✔️Accounting education & resources
✔️Outsourced CFO solutions (strategically guiding your financial decisions to achieve your goals)

Spend more time on your business and less time on bookkeeping with Little Financial.

Founder

Canyon Crest Transportation

Partnered to spearhead an over the road trucking company serving the continental United States. Provided accounting services, as well as financial planning and analysis operations such as forecasting, budget vs. actual analysis, and strategic planning.

Co-Founder

EverMark Property Solutions

Took over all accounting, client relationship, and operations improvement processes. Completely redesigned business processes, verifying all tenant software information with source documents, and managing all tenant, owner, and business accounting.

Financial Controller

ZDHF Holdings LLC

Brought in during a period of high growth to provide financial clarity and strategy. Advised CEO and board of investors on company direction, operations, finance, and legal matters.

➥ Supervised financial matters and FP&A, restating $12M+ over a 2-year period of financials from scratch.

➥ After discovering $200K+ of receivables that were never paid, sought legal action against the franchisor.

Chief Financial Officer

Robert Half

Started with RH as their first Utah consultant partnering with a diverse range of small businesses and government agencies providing whatever financial services they required, including: full cycle accounting,  personal & business tax returns, , government budgeting, process improvement, and employee training.

➥ Solely responsible for fund accounting with multiple funds.

➥ Always was stepping into a position with minimal supervision and training.

Accounting Consultant

Extra Space Storage

Accomplished becoming top property accountant following my passion for finance and real estate. Mastered my job within 11 months and sought out higher level responsibilities, providing my expertise with real estate deals towards transaction auditing, as well as become SME in every software I touched.

➥ Achieved top efficiency of 80% of standard completion time with 33% larger work load

➥ Led training on Excel, company database, and Microsoft Dynamics AX 2012

➥ Led audit prep for 20+ real estate acquisitions

➥ Performed monthly 32+ bank account reconciliations and solved deposit variances

➥ Reviewed 32+ Balance Sheets and P&L’s monthly, analyzing budget variances

➥ Reconciled mortgages totaling over $76,000,000 in principal

➥ Produced monthly multi-property expense allocations and accruals

➥ Reviewed and approved 1,000’s of vendor invoices and customer refunds

Property Accountant

Sentry Financial

Worked closely with the CAO on complex accounting and tax issues, led software conversion from TurboTax to Lacerte tax programs, and created, streamlined, and completed 40+ corporate federal and state tax returns.

Accounting/Tax Intern

KPMG Spark

Originally TaxAlli, then Bookly.co, then purchased by KPMG to become KPMG Spark.

As the company's first employee I designed, implemented, and improved processes as a startup company, while providing bookkeeping and tax services for 400+ clients.

Junior Accountant

I help Contractors & Real Estate Pros bring home more $ without frustrating steps | Fractional CFO, Bookkeeping, & Tax Firm

I’m Alex Little, Founder of Little Financial.

I simplify accounting and finance so business owners can grow sustainable companies without pulling their hair out.

Here’s what I can do for you👇
•	Teach you financial know-how to grow a sustainable business with confidence. 
•	My team will take all accounting and finance work off of your hands, leveraging an expert team and the latest AI and automation technologies.
•	I offer fractional CFO services that empower entrepreneurs to feel at ease with their cash flow and financial strategy.

As a serial entrepreneur myself, I’ve seen the highs and lows of running a business, and I know how it feels to lose sleep over worrying you won’t have enough cash in the bank to cover expenses. I’ve saved companies millions by spotting inefficiencies and implementing the right automation. If your business is making money but you still feel broke, I’m your guy. 

Learn more about my business by visiting www.littlecfoservices.com.

Alexander Little

That line just cost you $80 an hour you'll never get back. 

Most landscaping owners treat mobilization like it's free.  

Moving crews and equipment between commercial sites, switching from one property to another, driving across town to start the next job. 

But here's what's actually happening: fuel burn, crew idle time sitting in the truck, equipment depreciation with every mile, and opportunity cost of not being productive on-site. 

Add it up and you're looking at $80+ per hour in real costs that aren't showing up anywhere on your estimates. 

Now multiply that across a week of commercial work.  

3 crew moves per day, 5 days a week, that's $1,200 in untracked costs.  

Over a year? You're giving away nearly thousands in margin that should be built into your pricing. 

Start by allocating mobilization as its own cost line on every contract.  

Not buried in overhead.  

Not absorbed as "the cost of doing business."  

A separate, visible line item that reflects the real expense of getting your crew and equipment where they need to be. 

Because travel isn't free.  

And pretending it is doesn't make you competitive.  

It makes you unprofitable. 

Want to see how to build mobilization costs into your contracts without pricing yourself out?  

DM me and I'll show you the model we use with landscaping clients.

Helping Home Service & Construction Businesses Keep More of What They Earn | Fractional CFO | Cash Flow & Tax Expert | Founder of Little Financial

Every HVAC business loses parts. It doesn’t happen in bulk, it happens a few fittings, valves, and motors at a time. 

Truck stock shrinkage averages 5–7% a year in most mid-sized shops. 

That’s $25K–$40K of materials sitting uncounted or written off quietly. 

It’s rarely theft. It’s untracked use, substitutions, or parts that never make it to the invoice. 

You’ll see it show up as: 

Gradual rise in cost of goods sold, 
Margin drop without a sales decline, 
More “miscellaneous” expense lines in QuickBooks. 

If you carry $500K in van inventory across the fleet, you should expect at least $25K of that to disappear annually, unless you’re reconciling. 

How to tighten it: 

- Run a truck stock audit quarterly. 
- Compare inventory value per van vs. billed material usage. 
- Flag parts that appear in purchases but not in invoices. 
- Treat missing parts as COGS, not admin expense, to see the real impact. 

You can’t manage margin until you can trace what’s leaving the vans. 

If you haven’t reconciled van stock in the last 90 days, start there. 

It’ll explain more about your margin than most reports ever will.

taplio

The Battle

Isaac P.

Alexander Little

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taplio

The Battle

Isaac P.

Alexander Little

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Isaac P.'s LinkedIn Performance

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