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.

CredFino

Head of marketing for CredFino - CredFino works with global CPA`s & accounting/tax firms to grow their firm and reduce their staff costs. Responsible for driving B2B marketing strategy and growth, building B2B Marketing sales funnels, lead magnets and setting up automated marketing campaigns.

Co-Founder

Digital Voila

Digital Voila is a complete Online marketing agency helping businesses to grow and increase their marketing ROI.

Digital Voila also provides Digital Marketing training for candidates looking to join this industry for pursuing a career. We have advanced courses which covers all aspects of online marketing with in depth and practical knowledge to transform you in to a complete Digital Marketing professional. As head of marketing, responsible for oversight and management of digital marketing projects for all clients and across all marketing platforms.

Head Of Marketing

Tech Mahindra

Responsible for Digital Marketing training to clients, prospects and team. Scope analysis in Digital Marketing for Pharma and Consumer Healthcare products. Digital Strategy development for Emerging markets and regions. Build and manage Online Community. Identify right channels and tools and come up with planning, efforts and costing.

Digital Marketing Lead

Green Bird Media

Build and lead the online marketing strategies for Green Bird Media and Green Bird IT Services and its clients. Work experience and expertise in -
•	Web analytics tool and Webmasters tool.
•	SEO, SEM, SMM.
•	Building B2B marketing strategy
•	Achieving Organic growth through creative and innovative posts on social media platforms.
•	Social Media Marketing/Content marketing
•	Content writing- Blog updates weekly for clients and organization, writing unique content which is plagiarism free and density checked.
•	Writing content for website pages for clients and organization.
•	Creating newsletter with innovative and engaging content and sending client using constant Contact and MailChimp.

Digital Marketing Specialist

Attrait Solutions

Developed leads and design strategies for them, track implementation and optimize digital marketing strategies across all digital channels.
•	Identifying the prospect clients for all web, SEO/SEM, marketing database, email, social media and display advertising campaigns
•	Plan, execute, and measure experiments and conversion tests. Monitoring competitor activities.
•	Measure and report performance of digital marketing campaigns, and assess against goals (ROI and KPIs)
•	Communicating with target audiences and managing customer relationships
•	Evaluate emerging technologies. Provide thought leadership and perspective for adoption where appropriate
•	Identify trends and insights, and optimize spend and performance based on the insights
•	Utilize strong analytical ability to evaluate end-to-end customer experience across multiple channels and customer touch points
•	To come up with creative content for clients and managing social media platforms
•	To manage PPC Campaigns for clients and make them successful with applying versed strategies

Digital Marketing Manager

Wipro Technologies

Application enhancement and mentanance on Core Java, Unix, Sybase.
Experienced as Release coordinator for major Integ and QA Releases.
Has worked on debugging and fixing issues on Unix machines.

Application Development with J2EE technologies like JSP, Servelets, Javascript, CSS, HTML, Spring framework and Hibernate.

Project Engineer

AntiClock Technologies

Worked as Application Developer on Java/J2EE Technologies(JSP, Servelets, Javascript, JDBC, Spring framework).
Worked as SEO analyst.

Application Developer

Passionate about delivering impact and growth to accounting firm owners. 

The thing is that everyone consults accounting firm owners on how to grow, but when it comes to actually implementing that advice, you need the right people, budget and business model for sustainable and predictable growth.

Seeing that accounting firm owners are always stretched on budget & time, cannot find the right fit staff for their firm, and are overwhelmed playing the role of marketeer, sales, delivery oversight, hiring etc. we created a model in which accounting firm owners can -

1. Grow within the existing budget that they have (by saving costs through remote staffing with us)
2. Use the savings to get a marketing team & growth manager skilled at scaling accounting firms
3. Incrementally improve profitability while scaling
4. Get higher revenue per client by strategic upselling/cross-selling
5. Diversify revenue by adding additional revenue streams like government contracting, biz funding
6. Package and sell advisory services like tax planning & CFO services

Our team has helped the accounting firms that we work with 2X-5X their growth on average.

We have helped build additional revenue streams/niche services from scratch (crypto tax advisory, business funding & advisory, property tax advisory etc.) for the firms we work with!

If you are stuck with growth or need support, our team is here for you. 

Link for the free strategy session -

https://calendly.com/credfino/30min

𝐄𝐦𝐚𝐢𝐥: Nidhi.Pandey@Credfino.com

𝐏𝐡𝐨𝐧𝐞: +1 617 939 9065 | +91 77 9962 2098

Nidhi Pandey

Substack is going to be a BIG GROWTH channel for firms in 2026! 


After researching 400+ newsletters in the accounting space, I found that the top creators who are growing fast are doing a few very specific things differently.

1. They treat Substack Notes like a mini LinkedIn.
They post 1–2 short Notes every day with small, tactical insights instead of long posts. Client stories, missed deductions, audit mistakes, regulation updates written in 3–5 lines. Each Note automatically carries a subscribe button.

2. They turn every newsletter into a distribution flywheel.
Each weekly issue promotes one lead magnet, a checklist, calculator, or template. These lead magnets are reshared as standalone Notes, LinkedIn posts, and discussion threads all pointing back to the newsletter. One newsletter = multiple discovery surfaces.

3. They leverage Substack’s internal network.
Top creators don’t grow in isolation. They:
- Enable recommendations so other newsletters can feature them.
- Swap mentions with complementary writers (e.g., CFOs, business coaches).
- Join comment threads under big newsletters weekly adding insight, not links.
These compounds reach inside the Substack ecosystem without ads.

4. They build referrals into their audience loops.
They use Substack’s referral program intentionally:
- 3 referrals → resource template
- 5 referrals → private Q&A
- 10 referrals → free tax strategy session
Readers become promoters because they get access, not discounts.

***

I found 8 growing voices worth following in the newsletter space.
Marketing Strategies for Growth by Joe Kovacs, APR
The Practice Owners by Rachel Harris
Radical CPA by Jody Padar
Start Up To Grown Up by Heather Townsend
Vitamin G by Geraldine Carter
AI-Native Audit by Deepak Lalit
Universal Accounting Success by Roger Knecht PB, PGE, VB
The 15-Hr Accountant by Erica Goode, CPA 

***

We’re soon launching the Substack Growth Playbook for Accountants, a complete guide to building and scaling your own newsletter system in 2026.

DM “Substack” for early access.

📌 MARKETER for 100+ CPA firms | Depend on just referrals & want to diversify? Join my free community & get proven playbooks for getting warm inbound leads beyond referrals ⬇️

2021: 100 DMs, getting “we already have an accountant.”

2025: Now the same objections open doors for my clients.

What changed?

I stopped treating objections like rejection.

And started treating them like data.

When I began selling for CPA firms, every “we’re happy” reply killed my momentum.

 I’d either go silent or push harder both made it worse.

So I started collecting every single objection.
Copy-pasted them into a Google Sheet.
Replied differently each week.
Tracked what worked.
That’s when patterns started showing up.

Most “we’re happy” messages weren’t rejection.
 They were defense.

 A polite way of saying:
“We don’t trust you yet.”

So I stopped pitching and started adding context.
 Offered a free second opinion.

 Asked a benchmark question.
 Shared a mini-tool instead of a calendar link.

The result?
Replies jumped.
Meetings doubled.
Same leads. Same effort.
Different approach.

The best part of that process became our Objection Handling Playbook
 the same 3-response system we now use across 12+ CPA firms.

If you’ve ever heard “We already have an accountant” and didn’t know what to say next…

Comment OBJECTION and I’ll send you the full guide.

I’ve got good news and bad news!



👇 The good news:
 We’ve built an AI SEO Tool that shows how visible your firm really is when clients search inside AI tools like ChatGPT or Claude. (and how you can catch up).

😬 The bad news:
 Your firm might not be there at all.
Because while you’re tracking Google rankings, 
 your next client is already asking ChatGPT, Claude, or Perplexity who the best CPA firm is.

The problem?

 You have no idea if your firm even shows up there
 or if your competitors are owning all the AI-generated visibility.

That’s exactly what our AI SEO Tool helps you uncover.

Here’s what it does 👇
 ✅ Runs your key queries like “Top CPA firms in Cooperstown for construction business”
 ✅ Checks which brands AI models mention (and which they ignore)
 ✅ Logs the trusted sources they cite
 ✅ Finds visibility gaps before your competitors do

When we ran it for a few firms, we saw patterns immediately
 some mid-sized firms kept appearing in AI answers without running ads.

Why?
 They were cited by the right sources.

***

We’re now opening it up for accounting firms who want to test it.


If you’d like a free AI Visibility Report for your firm, Comment “AI SEO”

Most firms will start their Substack too late.


But if you plan to grow your firm through newsletter in 2026, here’s the Substack Setup Checklist you should complete now:

→ Create your Substack account

 Pick a name your clients will instantly understand.
 “Smart Tax Moves” > “Financial Reflections.”
 Simple always wins.
→ Write your first “About” section

 Tell your story like a human, not a brochure.
 Why did you become an accountant?
 What pain do you solve for small business owners?

→ Publish your “Hello” post

 Don’t overthink it.
 Share who you help, what you’ll write about, and what’s coming next week.
 

→ Enable recommendations and referrals

 This is Substack’s hidden engine.
 You grow when others grow.
 Turn it on from day one.

→ Set your weekly rhythm

 Pick your days → Thursday newsletter + 2 Notes per week.
 Block 30 minutes every Sunday to write, schedule, and measure.

That’s it.

You’ll be 90% ahead of every accountant who’s still “planning to start.”
***

We’ve turned the entire process, from setup to scaling, into The Substack Growth Playbook for Accountants.

It’s an actionable ebook on building a client-generating newsletter in 2026.

Comment 'SUBSTACK' and I'll send the link your way.

Most accountants don’t build lead magnets. And the few who do, make these 2 big mistakes!


→ Building one just to “have it.”
→ Never checking if anyone actually wants it.

That’s why even good ideas flop.

But when you get it right, a single tool can drive serious inbound leads.
If you’re planning to build one, here’s how to make sure it’s worth it 👇

1️⃣ Talk to 3 clients.
Ask: “If there was a tool that could quickly show you ___, would you use it?”
 If they say “maybe,” it’s a no.
 If they say “send it when it’s ready,” it’s a yes.

2️⃣ Check search behavior.
Go to Google and type the main problem.
 If you see calculators or templates ranking, that’s demand.

3️⃣ Run a 1-question poll or post on LinkedIn.
 Ask people which version they’d find more useful.
 Let data, not gut, decide.

4️⃣ Build a quick version in Excel or Google Sheets.
 Share it privately.
 If people reply with “this is useful,” then turn it into a proper tool.

The best lead magnets aren’t the prettiest ones.

They're the ones solving a real problem that people can’t ignore.
***

In the last 3 months, we’ve built 20+ tool-based lead magnets that actually drive inbound and meetings.

We turned those learnings into a sheet with 60+ proven ideas you can use or build today.

We’re opening one free build this week.

DM me if you want one built for your firm or want the full idea bank.

We ran 50 accounting firm names through our AI SEO tool.
Guess where the top results also cited from?



Directory listings.

Here are the 9 that showed up again and again 👇


1️⃣ CityLocalPro 
– Great for local service visibility and backlinks in city-specific searches.

2️⃣ Clutch 
– Well-known B2B review site; helps if you serve clients beyond your city.

3️⃣ Google Business Profile 
– Still the most important for maps, SEO, and credibility.

4️⃣ CPADirectory 
– Built just for accountants and CPAs; adds instant trust and relevance.

5️⃣ DesignRush 
– B2B service directory that ranks well for “best CPA firms” and similar keywords.

6️⃣ Yelp for Business 
– Strong for reputation and local discovery; people still check Yelp reviews.

7️⃣ CountingWorks 
– Focused on accounting and tax pros; great for SEO within the niche.

8️⃣ Bing Places for Business 
– Microsoft’s version of Google Business; useful since many AI tools pull from Bing data.

9️⃣ Apple Business Connect 
– Apple users see this when using Maps or Siri; it helps you show up on Apple devices.

These listings feed the same systems that power AI search, so your next client might find you without ever Googling.

***

We built an AI SEO Tool that helps you:

✅ See if your firm appears in AI search
✅ Spot where you’re missing visibility
✅ Identify which competitors are ranking better

If you’d like the one-pager with all 9 signup links, plus a free scan for your firm, DM me LISTING and we’ll run it for you.

If you know who’s showing up in AI search for your ideal keyword... you could do a lot.


That’s exactly what our AI SEO Visibility Tool uncovers.
When we ran it for accounting firms, we didn’t just see who showed up, we learned why.
Here’s what you can actually do once you see that data 👇
→ Find where AI gets its answers.

If tools like ChatGPT keep quoting the same sites or directories, get listed or mentioned there. That’s how visibility spreads.
→ See which competitors keep appearing.

If the same firms show up every time, it’s not luck. Study what they talk about and how they describe their expertise, then make your story sharper.
→ Notice where you’re invisible.

If you never show up for terms like “CPA for construction firms” or “outsourced CFO for startups,” that’s your next content priority. Write, publish, and get it cited.
→ Use data to guide effort.

Don’t chase clicks or likes. Use visibility data to decide what to write next, who to partner with, and which mentions actually matter.
AI is already shaping who gets found first.
Now you can measure it.
***

If you're running an accounting firm and want a way to know what your prospects are asking on LLMs, I built a tool just for that. 

You just need to comment "AI SEO" and I'll DM you the queries that people are asking (for free)

You know the most exciting way we’ve found to generate leads?


Tool-based lead magnets. 

Most so-called “lead magnets” today are just PDFs downloaded once, forgotten forever. A tool-based lead magnet is different. 

It solves one small, painful problem interactively. 

A calculator, tracker, or scorecard that gives users an instant answer.

It works because:
- People engage with it, not just download it.
- It positions you as an expert instantly.
- It gives you context on what your audience is trying to solve.

You’re giving a result, not just information.

In the last few months, we launched a few tools like 1040 Pricing Calculator, Manufacturing Financial Health Calculator etc. And just from that new prospects discovered us.

No ads. No outreach.

We’ve created an Excel sheet with 60+ tool-based lead magnet ideas across industries you might be targeting like Home Services, HVAC, Contractors, Traders, CPG/FMCG, and Restaurants.

Each idea includes:
- Tool Name – what to build
- Purpose – what problem it solves
- Inputs – what data it needs
- Outputs – what it delivers
- Deliverable – how to package it (PDF, dashboard, calculator, etc.)

Each one can be built using Lovelable or your favorite no-code AI tool in under a day.

***

Comment “Magnet” below and I’ll share the full sheet.

It includes:

 ✅ 60+ tool-based lead magnet ideas
 ✅ Inputs, outputs, and use-cases
 ✅ Ready-to-build formats you can customize today

And if you want, we can build one for you. We have already built more than 20 lead magnets. DM me, and we can design it for you.

Build one, publish it, and let your next client find you!

taplio

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Nidhi Pandey

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The Battle

Isaac P.

Nidhi Pandey

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Posts

Engagements

Likes

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