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.

FinOptimal

Taking FinOptimal, successful accounting services company thriving on in-house software, into the SaaS world. 

FinOptimal has 8 years of success because of its tech-first approach. Now, we want to democratize the tools that have made us successful for other firms' use.

Growth Specialist

Headway

Senior Provider Growth Associate for Psychiatric Mental Healthcare

Provider Growth Associate

Success Academy Charter Schools

Associate Teacher

Consortium for Policy Research in Education

Pitched data-backed social media content ideas. Analyzed social media engagement and presented findings to a team of higher-ups. Created databases of the Consortium's social network based on platform engagement.

Intern

This generation of accountants will select into firms that promise exciting work, work that makes an impact, and work free from monotony. Enter: tech. Tools to ensure firms are not left behind in this industry shift. FinOptimal built tech like Accruer to automate time consuming, error prone segments of work. Now, not only do our accountants serve more clients than they could before–they also love their work. Accounting is one of the worlds' oldest remaining professions. It can thrive through this tidal shift, too.

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Isaac P.

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