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.

Patrick Accounting

President and Founder

Whirks

Payroll, HR, and Insurance Solutions that helps your business thrive.

Deloitte and Touche

Managed corporate and high net worth tax client base in Memphis, TN. Specializing in working with manufacturing businesses and entrepreneurs in the Memphis area

Tax Manager

Arthur Anderson

I started my career in the Little Rock, AR before moving to Boston, MA.  I was fortunate to work for an outstanding group of people with diverse skillsets which allowed me to get a broad range of experience

Senior Tax Accountant

Since starting my career in public accounting in 1997, I’ve been passionate about helping small businesses simplify their financial and people complexities. I’ve had the privilege of working alongside hundreds of businesses across industries like hospitality, healthcare, professional services, retail, and real estate, helping them navigate challenges and seize opportunities.

At Patrick Accounting and Whirks, our mission is to empower business owners to get one step better every day. We provide the tools, insights, and support they need to make smart decisions, improve cash flow, and build sustainable, thriving businesses.

If you’re a business owner looking for a trusted partner to simplify the complexities of your business and help you grow, let’s connect and explore how we can work together.

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The Battle

Isaac P.

👊Matthew Patrick

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