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.

Zapier

Senior Community Specialist

Floxies Community

Founder and Community Manager

As the Community Manager at NoCodeOps, I have the privilege of nurturing an engaging and inclusive space for professionals passionate about the no-code movement within the realm of operations.

My key responsibilities include:

Community Building: From a starting point of 50 users, I've built and fostered a community of nearly 1,000 active members on our Discord server. This involved creating user personas, an application process, and an onboarding sequence.

Event Management: Organized and hosted weekly virtual events, featuring expert guest speakers from the no-code space. This not only boosted member engagement but also established NoCodeOps as a trusted source of industry knowledge.

Content Creation: Created and managed content across multiple platforms including YouTube and LinkedIn, resulting in significant increase in viewership and engagement.

Partnerships & Collaborations: Developed a partnership program with defined benefits and tiers, attracting 18 partners. Additionally, collaborated with external agencies to offer educational bootcamps for our members.

Leadership & Team Management: Onboarded and managed an assistant, which significantly developed my leadership and people management skills.

My role extends beyond these tasks as I constantly strive to bring value to our community members, exploring new ways to foster collaboration, drive engagement, and promote the shared learning experience.
My commitment to our community at NoCodeOps is driven by a deep belief in the transformative power of the no-code movement and the communities that support it.

Community Manager

Freelancer

User Experience Designer

Freelance

Providing written and colloquial knowledge of the following languages: Italian (mothertongue), English (fluent) and Spanish (fluent)

Levels from basic to advanced

English, Italian, Spanish Language Tutor

UXBeginner.com 

UI/UX Designer

Dulwich hamlet junior school 

High Level Teaching Assistant, Senior Midday Supervisor, ASC Supervisor

3SIX5 Digital Agency | 0808 1866 365

Junior Webflow Developer

Rosendale Primary School

Providing support for children with Special Educational Needs. 
Working on a 1-1 basis but also delivering classes to a small group of children and running a music group intervention.

Learning support assistant (SEN)

👩🏻‍💻 I Design, Build, Automate and Manage Communities on Discord Founder At Floxies Community | Community Manager at NoCodeOps

Passionate community builder and tech enthusiast, I have successfully transitioned from working as a primary school teacher to becoming a tech leader, leveraging my skills in UX/UI design and Webflow development.

As the Founder of the Floxies Community, I've created an empowering platform for over 1500 women in UX/UI design and Webflow development. Our weekly "Wonder Wednesdays" live events provide our members with valuable insights from industry experts, fostering a vibrant and supportive learning environment.

In addition to Floxies, I work as the Community Manager for NoCodeOps, where I've built a thriving community centered around no-code operational solutions.
Our weekly live events bring in thought leaders from the no-code space, further enhancing the knowledge and skills of our community members.

My unique blend of creativity, technical skills, and community-focused approach has not only allowed me to build and nurture these communities but has also established me as a thought leader in the tech space.

I’m continuously seeking out new ways to grow and optimize our communities, fostering a culture of learning and mutual support. I believe in the transformative power of communities and the limitless potential they hold for individual growth and industry innovation.

In my free time, I enjoy playing the piano, playing soccer and playing video-games
(yes, I love playing in general! 😜).

I am also a proud member and Ambassador at Women TechMakers.

- 

👩‍🏫 Be human
👩‍💻 Be kind
📚 Learn all life

Claudia Cafeo 🏳️‍🌈

Another day, another talk.
This was a particularly special one. 🇬🇧🇮🇹

I had the honour of speaking at the Italian Cultural Institute London, sharing my journey — in Italian — with a room full of curiosity, energy and meaningful conversations.

We explored:

▫️AI and automation beyond the buzzwords

▫️how global communities are built and sustained

▫️leadership across borders

▫️and what must remain deeply human in a tech-driven world

As always, my message was clear:
AI shouldn’t replace people - it should empower them.
That's what I work on every day in NoCodeOps by Zapier at Zapier, and it’s also why I founded Floxies Community: because I strongly believe in collective growth.

💡 Technology moves fast.
But people decide where it goes.

Grateful for the invitation.
Proud of the conversation! 🙏

Fabio Casali, Paolo Taticchi, OMRI, Catrina Daly 

--- --- ---

🇮🇹
Un altro giorno, un altro talk.
Questo è stato particolarmente speciale.

Ho avuto l’onore di parlare all’Istituto Italiano di Cultura di Londra, condividendo il mio percorso — in italiano — con una sala piena di curiosità, energia e conversazioni significative.

Abbiamo esplorato:

▫️ l’AI e l’automazione oltre i buzzwords

▫️ come si costruiscono e si mantengono community globali

▫️ la leadership oltre i confini

▫️ e ciò che deve rimanere profondamente umano in un mondo guidato dalla tecnologia

Come sempre, il mio messaggio è stato chiaro:
l’AI non dovrebbe rimpiazzare le persone - dovrebbe potenziarle.
È ciò su cui lavoro ogni giorno in NoCodeOps by Zapier, ed è anche il motivo per cui ho fondato la Floxies Community: perché credo profondamente nella crescita collettiva.

💡 La tecnologia si muove velocemente.
Ma sono le persone a decidere in quale direzione andare.

Grata per l’invito.
Orgogliosa della conversazione! 🙏

Sr. Community Specialist @ Zapier | Founder of Floxies Community | Building D.A.M.N. awesome Discord communities

From the chapter: Community goals. ✨
Dominic Norton found out I was speaking at Event Tech Live today so not only did he come to support, but I also got to witness his absolute talent in action, representing and advocating for Zapier from stand to stand. 🔥

For those of you who don't know, Dom is a no-code educator, social entrepreneur, and an amazing educational content creator.
He's worked at the intersection of culture and technology for years; from founding incredible initiatives like 'Missing Black People' to teaching no-code in universities and helping thousands of people turn ideas into real products without needing to write complex code.
He's one of those rare educators who makes things feel simple, accessible, and genuinely empowering.
Genuinely chaffed to have had the chance to spend some time together and learn some more from you today, Dom! 🙂

We build communities with people and passion. 
Businesses need passionate communities for their growth and GTM efforts. 
It’s a no-brainer: the work we do today is building the companies of tomorrow.

I just had the most amazing weekend recharging my batteries after Event Tech Live - (I followed your advice, Valentina!) 

During our panel, we dove into all things: 
▫️Business
▫️Building with intention
▫️Consistency
▫️Engagement, retention, activation, revenue
▫️The reality of running community AND events
▫️Mental health

I'll be honest - I always feel a little anxious before going on stage.
But all it takes is four incredible community pros jamming together…
and suddenly the fire kicks in. 🔥

Francisco Opazo, Valentina Ruffoni, Faisa Mohamed, it's always a pleasure to learn, grow and build alongside you!

It's so refreshing to talk to people who get you. 
Emile van Zyl and I just had a great chat about all things community and building professional communities for companies on Discord. 

We talk to thousands of people every day, we move so many pieces internally, we build trust and relationships, we push the cart whilst elevating others. 

Yet our jobs can make us feel so lonely and invisible at times. 

We know what we do and why we do it, we just constantly need to learn on how to improve the story we tell. 
▫️
▫️
▫️
#communitymanager #discord #tech

Rumor has it our Zapier Solution Partner Deborah Butler and her team at Savvy Automate are going to teach you how to build an AI workflow to manage your meetings and meeting prep. Tune in! 👇

Open article: Build AI Agents with Zapier: Automate Meeting Prep, Slack, and Your Week · Luma by luma.com

Build AI Agents with Zapier: Automate Meeting Prep, Slack, and Your Week · Luma

Hiya my LinkedIn people! 👋
Missed me?!
I've been out and about making waves at SaaStr.ai today! 
I already met with some awesome companies and professionals who are SO ready to innovate and completely level up the way they work.

If you're around, come and find Kel Kurekgi, Kelly Goss, Dominic Norton and yours truly by the Zapier booth tomorrow - we have some serious business to take care of! 😎 ⚡

Much needed event recovery mask! Haha 
Thank you Vendelux!🙏
Spoke with hundreds of people at SaaStr.ai yesterday and I'm now already thinking about our upcoming Zapier Xmas workshop on the 12th! ⚡
If you're in London, this is your chance to start building AI solutions at your company - send me a DM and I'll book you in. 

In the meantime... charging rapidly 🔋

Thank you for stopping by our stand today! 
Can't wait to hear how you'll 10x your businesses using our Zapier orchestration! ⚡

Working remotely sometimes makes you forget how powerful human connection really is.

Today I headed down to the Zapier stand as SaaStr.ai London event, spending some time with the brilliant Claudia Cafeo 🏳️‍🌈, Kelly Goss, Dominic O Norton LTD  and of course, some present and future Zapier customers.

As CX leaders, it can be easy to move further away from direct customer communication, outside of escalation calls. Our day is filled with other tasks, priorities, and challenges. But (and it’s a huge but), being able to explore use cases, unlock customers, and discover new potential opportunities in real time is such a privilege that is real easy to forget.

If you want to be a better CX leader…

🗣️ Talk to your customers directly. 

❗️ Understand what’s important to them.

🤝 Demostrate that you are real, and you really do care.

These seemingly small things that get pushed down your priority list is what got you to where you are today. Don’t lose sight of it.

#CX #SaaSTR #Customer #CXLeadership #AI #Automation

"All I want for Xmas... is an AI Agent" 😜 🎄
Don't fight it back, you know that's a little bit of you, too. 😏
Wait no more: come build one with me and Kelly Goss in London! 🇬🇧

Kelly is one of our awesome Zapier Solution Partners, which means you get to learn from professionals who not only know the inside-outs of Zapier - they literally make a living building Zapier solutions for their clients. 

We will set camp at Ramen Club - London's #1 coworking community for tech founders - in Dalston one more time (thank you Charlie Ward!). 

🧑‍💻 Who is this for?
This event is open to all professionals who know they could do things:
▫️better
▫️faster
▫️smarter
 …or who simply know they need to start getting up to speed with the latest technologies.
We’ll show you how simple it is to build your first Zapier AI Agent - and we'll also look at your use cases to help you build even more.

What else?
🎄 Bring your most outrageous Xmas jumper
💻 Bring your laptop
⚡ RSVP in the comments! 🙂 ⬇️

taplio

The Battle

Isaac P.

Claudia Cafeo 🏳️‍🌈

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taplio

The Battle

Isaac P.

Claudia Cafeo 🏳️‍🌈

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