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.

Entrepreneur | Cloud Technologist | Automation Specialist | CPA | MBA

I run an accounting firm…
and then I kept breaking it on purpose so I could rebuild it better.

TL;DR
Accounting firm owner by choice.
Tool builder by obsession.
Currently turning firm pain points into products.

I’m an accounting firm owner who got tired of duct-taped processes, clunky software, and “this is just how firms work.” So instead of complaining (okay, I still complain a lot), I started building tools, systems, and products to fix the problems I kept running into.

Somehow that turned into… all of this 👇

🧾 Blueprint Accounting

My original sin. I still actively run this firm.

We work with:

1️⃣ Gyms & fitness businesses
2️⃣ Creators (yes, including spicy internet ones)
3️⃣ E-commerce brands
4️⃣ Marketing & creative agencies

If you need clean books, solid systems, and an accountant who actually likes tech, this is where to start.
👉 Need accounting services? DM me.

💸 Paiday (with Rachel Fisch)

Payroll software for accounting firms who hate payroll but still have to do it.

Built specifically for firms, not “HR platforms that tolerate accountants.”
👉 If payroll is painful, let’s talk.

⌨️ Karboard

A Chrome extension I built because there are a lot of mouse clicks in Karbon.

Keyboard shortcuts, side panels, and quality-of-life upgrades so you can actually fly through your work.
👉 Use Karbon daily? Sign up and save your wrists.

🧠 FirmOS

A Notion template for accounting firms who opened Notion and immediately regretted it.

If you’re new to Notion and stuck staring at a blank page wondering what “good ops” looks like — this is the shortcut.
👉 Want structure without starting from scratch? This is for you.

🧩 FirmOps (with AJ Zepeda)

An accounting operations community for firm owners who want fewer heroics and better systems.

Currently building. Planning to release after US & Canada tax season (early May).
👉 If firm ops, automation, and scaling without burnout sound fun — stay tuned.

taplio

The Battle

Isaac P.

Brian C.

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