Michael King

The CFO Accelerator

I help fractional CFOs start, scale, and optimize their advisory services.

Founder

We help you increase your PROFITS so you can increase your IMPACT.

Call Box

Director of SaaS Business Analytics

Kadant

District Sales Manager

Georgia-Pacific LLC

Operations Superintendent

US Navy

Nuclear Power Plant Supervisor

I help fractional CFOs and accountants build multiple 6 and 7-figure advisory firms through coaching and community.

I started building my Fractional CFO firm, KFE Solutions, 8+ years ago.

On my journey, I looked for a mentor that could show me how to build a firm that right way.

I looked for a community of other impact-drive Fractional CFOs that could support me and encourage me.

I couldn't find either.

I ended up making massive mistakes that ended up severely slowing my growth and costing me hundreds of thousands in lost profits.

Today, I have a firm and a team that I'm proud of. I've made it my mission to help firm owners that are coming after me avoid the mistakes I made so they can build the firm of their dreams faster.

That's why I built The CFO Accelerator.

Since launching, I've had the privilege of mentoring THOUSANDS of firm owners through our Inner Circle community, our flagship course called The CFO Academy, our annual conference called The CFO Accelerator LIVE, and our podcast and YouTube channels.  

If you're trying to scale your firm and your impact, I'd be honored to walk alongside you.

Let's get to work. Together.

I help fractional CFOs and accountants start, scale, and optimize their advisory services.

I've been tracking data on the Fractional CFO industry since 2023.
And this data point is beyond interesting... 

Here's how the number of Fractional CFOs on LinkedIn has grown since April of 2023: 

April 2023: 6,300+
April 2024: 13,000+
April 2025: 18,000+
November 2025: 21,000+

So that begs the question: 

Is the Fractional CFO industry saturated or is there still room to grow?

I'm putting together my thoughts on this question but I'd love to hear your thoughts in the comments! 👇
_________________________________________________
📸 Pic from the VIP breakfast at The 2025 CFO Accelerator LIVE in Orlando, FL.

I help Fractional CFOs start and scale their firms.

We all need someone in our life that just isn’t that impressed with us.

Once your Fractional CFO firm hits $500k to $750k in revenue, where do you go from there? 

It's interesting because at this stage, 
It's no long about proving you can BUILD a firm. 
It's about proving you can SCALE a Fractional CFO firm.

In a lot of ways, everything has to change.

The strategies. 
The standards.
The conversations. 

That's why I created The Elite Mastermind.

It's for Fractional CFO firm owners that have hit the $500k revenue mark and want to blow past 7-figures in 2026. 

We just opened applications for our 2026 cohort. 

👉 DM me for details. 

📌 This is becoming THE PLACE Fractional CFO firm owners come to hit 7- and multiple 7-figures. I'd love to tell you why.

Being a fCFO isn't always rainbows and butterflies!

Sometimes you'll have to handle tough calls... 

Let me start by saying this:
I love the work that we do in our industry! 

We have a unique opportunity to help our clients unlock additional profits, pay down debt, hire more people, and change lives - goose bump kinda stuff! 

But you're also likely to have to make some tough calls and make some hard decisions. Three of the toughest include: 

• Saying no to a prospect
• Not being able to serve a client any longer
• Getting harsh feedback from an irate client

These calls are inevitable and you can't hide from them.

So how you handle them means everything. 

I recently put together a free guide covering exactly how to handle each of these three types of calls. 

📌 Click here to check it out: 
https://lnkd.in/gWaPGhAC

2025 was a hard year for a lot of Fractional CFOs.
In many ways, it was more of the same... 

Same profit
Same revenue
Same problem with leads
Same problem with business growth

The only thing that WASN'T the same was the amount of hours you worked 
(Which trended in the wrong direction)

What went wrong? 

It turns out there are 5 hidden patterns that are low-key sabotaging even the smartest, hardest working firm owners. 

The bad news? 
If you want 2026 to be better than 2025, you'll have to break those patterns.

The good news? 
Those patterns are 100% solvable - which means 2026 should be your best year ever.

What are those patterns and how do you solve them? 

Join me on Wednesday, November 12 at 2pm ET / 11am PT for my Best Year Ever webinar.

I'm going to show you: 
• The 4 pillars for breakout growth in 2026
• The 5 hidden patterns that held you back in 2025
• Why 2026 is shaping up to be a rare opportunity for fCFOs

This isn't a rah-rah pep talk. 

It's a practical blueprint designed off of what I'm seeing work inside the fastest growing firms right now.

Sign up here:
https://lnkd.in/gcPxiytE

The amount of metrics a Fractional CFO COULD be monitoring as they scale from $100k to $500k can be dizzying.... 

Leads
Discovery calls
Sales calls 
Proposals sent
New clients
Revenue
Gross Profit
Net Profit
Time to value for clients
Client lifetime 
Revenue/profit/cash generated for clients

If you could only pick THREE to monitor, what would they be and why? 
Did I forget any? 

Let me know! 

📸 Cute pic of our dog because it's Thanksgiving week so why not?

Networking request: 
I’m looking for a Zoom Webinars guru. 

I have some questions I need help answering. Happy to pay for someone’s time. 

Who do I need to know?

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.

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