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.

Tax-Free Tutors

LIRPs (Life Insurance Retirement Plans) are a fast-growing tax planning strategy for affluent taxpayers with high incomes or large investment balances (both taxable and tax-deferred). Sometimes called "Super Roth IRAs", LIRPs are funded with after-tax cash contributions used to overfund life insurance policies for tax-favored benefits 10 or more years into the future. These benefits can be tax-free income, cash payments for Long Term Care expenses, and income tax-free death benefits to heirs.

TaxPlanIQ Preferred Provider for LIRP Strategies

Founder

Palladium Wealth Management, LLC

Investment advice offered through Palladium Wealth Management, LLC, headquartered at 10621 Battalion Landing Ct., Burke, VA 22125. Securities offered through Purshe Kaplan Sterling Investments, Inc., headquartered at 80 State Street, Albany, NY 12207 Member FINRA/SIPC.  PKS Investments, Inc. and Palladium Wealth Management, LLC are unrelated separate entities.

Registered Investment Advisor

I teach tax professionals (& their clients) how to retire earlier, happier and tax free . . . without working more hours or charging higher fees.

Palladium Wealth Management

Securities offered through Purshe Kaplan Sterling Investments, Inc., headquartered at 80 State Street, Albany, NY 12207 Member FINRA/SIPC.  Investment advice offered through Palladium Wealth Management, LLC, a registered investment advisor. PKS Investments, Inc. and Palladium Wealth Management, LLC are unrelated separate entities.  For a list of states in which I am licensed and registered to do business, please visit www.PalladiumWealthManagement.com.

Purshe Kaplan Sterling Registered Representative, CPA, CFP, CLU & PFS 

Tax Free Tutors

Tax Free Tutors teach Tax Professionals (& their clients) how to retire earlier, happier and TAX FREE - without working longer.  At https://www.udemy.com/course/tax-free-degree/, in 16 video courses, each just 5 MINUTES long, you'll learn at least 12 new secrets that could add more than $1M to your retirement income.  Based on our founder's 40+ years as a CPA and 35+ years as a CFP. Get the most valuable advanced and practical education available today, at your own pace, in 5-minute bites.  Graduate in 90 minutes . . . 2 weeks . . . or 2 months!  If you don't learn something worth at least $100,000 to you, then you just weren't paying attention!  Watch a sample course under my LinkedIn 'Featured" section.

Founder, Tax Free Tutors

Campbell Wealth Management

After a Hall of Fame career at AXA Advisors, I transitioned to one of the nation's largest independent broker/dealers, LPL Financial.

LPL Investment Advisor Representative, IRA Rollover Specialist, CFP®, CPA, CLU

AXA Advisors

Assisted other advisors with advanced case design and implementation, including personal financial plans, business succession plans, estate plans, retirement plans, executive benefits, business valuations, etc.

AXA Investment Advisor Representative, CPA, CFP®, CLU, Financial Planner, Estate Planner

James M. Bridges, Ltd, CPA

I spent nearly six years helping to grow a prominent CPA firm in Northern Virginia, providing small businesses and individuals with tax and accounting services and the federal government with compliance audit services.  I managed government audits for HUD, DOL, DOD and NCUA.  I also started and directed the firm's Personal Financial Planning Department.

Manager, CPA

I arrange AMICABLE DIVORCES from the IRS! You CAN retire earlier, happier and TAX FREE.

I am the Founder of Tax-Free Tutors, an online platform that teaches tax professionals and their clients how to retire earlier, happier, and tax-free, without working longer. I have over 40 years of experience as a CPA, CFP, CLU, and PFS, and I have developed a unique and valuable curriculum based on my extensive knowledge and insights in tax planning and wealth management.

My mission is to help people DIVORCE the IRS and protect their retirement income from the looming tax train wreck caused by inflation, interest rates, Boomer retirements and the National Debt. 

I offer 16 video courses, each just 5 minutes long, that cover at least 12 secrets that could add more than $1 million to your retirement income. I also provide guidance and referrals to qualified tax-free tutors who can assist you with your specific needs and goals. Whether you are a tax preparer, a tax planner, or a tax payer, you will benefit from taking my online course and learning how to create a tax-free retirement plan.

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The Battle

Isaac P.

Dave Spence

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