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.

Protea Financial

Protea Financial’s Founders started Protea in 2014 to solve their own problem- finding high quality and cost-effective accounting for their own businesses. Two people filling a void has grown into a team of more than 20 professionals providing high quality accounting and bookkeeping to more than 60 clients. 

Protea provides flexible, audit-trained bookkeeping and accounting solutions. With a local management team and account managers, Protea provides business owners and managers with financial information and insight for making decisions. Protea’s goal is to provide, at costs below the market average, timely, accurate, and high-quality financial information on which a business can act.

Protea provides services to take over the burdens and responsibilities of finding, managing, and training an accountant or bookkeeper for businesses and free up proprietors’ time, so they can focus on building their businesses.  Based on a client’s needs, Protea can provide any combination of standard bookkeeping and accounting, either as a fully-outsourced service managed by Protea or by adding a dedicated full-time or part-time accounting professional to your team at a significantly lower cost than what you would pay to hire an accountant or bookkeeper.

Founding Partner

Third Leaf Partners

Accountant

NOVATO YOUTH SOCCER ASSOCIATION

Vice president of recreational soccer

Part of the community providing Youth Soccer for all since 1979.

NYSA provides recreational soccer to 1,400 kids each fall and ongoing programs for development and fun, including camps and clinics. 

The organization also supports the competitive program, North Marin United.

Board Member

Executive Board Member

ProVisors

ProVisors is a prominent national networking organization specifically tailored for Trusted Advisors. It distinguishes itself by fostering a community that emphasizes the creation of deep, meaningful relationships among its members, which can significantly impact their business. The organization operates on a unique system that focuses on four key principles: maximizing referrals, fostering a culture of "Know, Like, Trust, Refer," encouraging the principle of reciprocity, and facilitating deep connections in less time on a national scale.

Current role - Assitant Group Leader

Executive Committee Member

ProVisors is a prominent national networking organization specifically tailored for Trusted Advisors. It distinguishes itself by fostering a community that emphasizes the creation of deep, meaningful relationships among its members, which can significantly impact their business. The organization operates on a unique system that focuses on four key principles: maximizing referrals, fostering a culture of "Know, Like, Trust, Refer," encouraging the principle of reciprocity, and facilitating deep connections in less time on a national scale.

Member

San Francisco Business Times Leadership Trust

The San Francisco Business Times Leadership Trust is a growth-focused community for business owners and executives in San Francisco. It's a platform for making high-quality connections with local business leaders and provides opportunities for members to publish in the San Francisco Business Times, enhancing their recognition as industry leaders. Members can participate in expert panels, virtual events for professional and personal growth, and coaching opportunities. The community focuses on cross-industry collaboration and offers benefits like networking, publication opportunities, and access to luxury travel and lifestyle benefits through the EXEC program.
As an active member, I have published multiple articles and contributed to many opinion pieces.
https://trust.bizjournals.com/profile/Zane-Stevens-Founding-Partner-Protea-Financial/fc4fa4d4-a5ed-41ee-8b8d-31a6bdb414c6

Young Entrepreneur Council is an exclusive, invitation-only community for young entrepreneurs who are below 45 years old.
YEC offers a range of benefits to its members, including one-on-one coaching, exclusive content access, networking opportunities through in-person gatherings and virtual webinars, a personalized concierge team, travel benefits, and the opportunity to publish on big media sites like Forbes. The organization aims to help members solve revenue or leadership issues, grow their personal brand, and provide a platform for connecting with other like-minded entrepreneurs.
As an active member I have published multiple articles and contributed to many opinion pieces.
https://yec.co/members/profile/Zane-Stevens-Co-founder-Protea-Financial/5dd57727-7dd6-4cad-8c1c-8058c3b47c26

Syntell (Pty)Ltd.

Responsible for all group accounting, inventory management systems and financial reporting for publicly listed company
Mentored, trained, and managed a team of 25 accountants and bookkeepers
Oversaw the maintenance of the SAP ERP (Enterprise Resource Planning) software; planned and executed developments and improvements for the ERP system
Developed IFRS accounting systems for two major projects generating R110m ($10.5m) in annual revenue
Responsible for BBBEE (Broad-Based Black Economic Empowerment) and sustainability reporting

Group Management Accountant

Management Accountant, Traffic Business Units
Responsible for all accounting, reporting, and inventory management for business units
Served as acting general manager of the business unit during supervisor’s extended absence

Management Accountant, Mikros Group
Responsible for all accounting, reporting, and inventory management for business units
Led the conversion from Pastel to SAP to align the subsidiary business with the group’s accounting systems
Developed and established the protocols and procedures for the business’s inventory system in SAP

Management Accountant

KPMG South Africa

Lead auditor on accounting improvement and information technology advisory projects
Led audit teams of 2 to 5 accountants executing audit and accounting assignments for public and private companies

Supervisor

Completion of Chartered Accountant traineeship
Nationally a top rated audit trainee
Led audit teams of 2 to 12 accountants executing audit and internal audit assignments for public and private companies
Key team member on a large national profitability improvement project
KPMG International Certified technical and soft skills trainer

Trainee Accountant

Accountant to the wine industry | Podcast host | NBBJ 40 under 40

THE Accountant to the Wine Industry!

With over 18 years of experience in accounting, I have spent the last 10+ years specializing in helping wineries and wine businesses optimize their financial operations to make better business decisions! As the founder of Protea Financial, an accounting business founded in March 2014, my mission is to provide better accounting for everyone. And we strive to do that every single day for each of our clients!

I achieve this by sharing easily digestible advice to help you understand accounting and its fundamental principles. As a small business owner, I know firsthand how many hats you must wear. Bookkeeping and accounting shouldn't be one of them. Let's get you the reliable and consistent help you need!

Professional Background

I hold a Post Graduate Degree in Accounting and am a Chartered Accountant (South Africa). My career includes roles at large private companies and 4 years at a Big 4 accounting firm, KPMG, where I gained extensive experience across various sectors including manufacturing and food and beverage.

Discover Protea Financial

If you haven't heard of Protea Financial, check us out! We're unique and on a mission to revolutionize the outsourced accounting environment. We focus on delivering high-quality, timely information. We believe great accounting should be affordable and that you should have access to the best talent, no matter where they are in the world. We've been working remotely since 2014, bringing our expertise to clients wherever they are.

Beyond Accounting

I'm also a passionate advocate for knowledge sharing, hosting two podcasts, Protea Weekly and Protea Conversations. In 2024, I was honored as a North Bay Business Journal 40 under 40 recipient. Beyond my professional life, I am a husband and father to two amazing boys. I have a passion for soccer and volunteer as a board member and coach at our city soccer club. Additionally, I serve as an Assistance Group Leader at Provisors.

Always, Be kind!

Check out my other Social media:
X - https://x.com/zane_stevens_
Instagram - https://www.instagram.com/the_operational_accountant/

Check out my podcast:
https://rss.com/podcasts/proteaconversations/

Follow Protea Financial on Social media:
Learn more by visiting us on these platforms:
Website - https://proteafinancial.com/blog/
LinkedIn - https://www.linkedin.com/company/1083...
YouTube - https://www.youtube.com/channel/UCwo27_BLQESQand0WjBEiig

taplio

The Battle

Isaac P.

Zane Stevens CA (SA)

Followers

Posts

Engagements

Likes

Performance ScoreIsaac P.'s LinkedIn Performance

Ready to grow your LinkedIn presence?

taplio

The Battle

Isaac P.

Zane Stevens CA (SA)

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

Ready to grow your LinkedIn presence?

Performance ScoreIsaac P.'s LinkedIn Performance