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.

CEO at Samera | I help you build your dream global finance team | 20+ years of experience in simplifying accountancy and taxation for Dental, DSO and Medical Businesses.

For over 25 years, I have helped Investors and Dental leadership teams grow EBITDA in their DSO’s and Dental Groups. If you are seeking to build and develop your DSO the first thing to do is read our DSO Playbook: Exit 2030!

https://sameraglobal.com/dso-playbook-exit-2030/

How?

Through

•	Building capable offshore teams, 
•	Custom AI automation, 
•	Financial and Data insights
•	M&A Advisory

With such experience, I am uniquely positioned to advise any global DSO.

Outside of work, I am an adventurer at heart. 

Currently planning to drive across the world in my VW Campervan!

taplio

The Battle

Isaac P.

Arun Mehra FCA

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