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.

GrowthLab CEO | FaaS Pioneer, Strategic Finance for the Entrepreneurial Journey

I help founders and CEOs at $2M–$30M revenue (especially Pre-Seed/Seed/Series A) build a finance operating system that makes cash and decisions predictable.

At GrowthLab, we deliver the CFO Suite—the fundamentals (clean books + close) plus FP&A, cash flow, Virtual CFO support, Tax leadership, and People Ops (Fractional HR) (hiring plan + org design)—built for how founders actually operate.

Most clients come to us when:
 ✅they’ve outgrown their CPA/bookkeeper and still don’t have clarity
 ✅they’re starting up and need the basics done right
 ✅they’re fundraising and need numbers they can defend (runway, burn, KPIs, plan)

Our go-to starting point:
 ✅ 13-week cash flow forecast + runway scenarios
 ✅ Annual Operating Plan (AOP) + monthly FP&A cadence

Through STRMS.io, we also implement AI automation across finance + ops workflows so reporting is faster, cleaner, and less manual.

We work best with SaaS, e-commerce, professional services, and nonprofits, and we actively partner with CPAs, agencies, and law firms to support growth-stage founders.

I’m grateful to the people behind the scenes and to the team that’s helped us build customer relationships spanning 10+ years.

If you want the cash-flow template we use with founders, DM comment “CASHFLOW.”

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Isaac P.

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