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 help Contractors & Real Estate Pros bring home more $ without frustrating steps | Fractional CFO, Bookkeeping, & Tax Firm

Most contractors and home service business owners work hard, bring in solid revenue, and still wonder...where does all the money go? 

I’ve been there. As a Fractional CFO and financial strategist, I help business owners like you fix cash flow problems, increase profit, and keep more of what you earn. 

At Little Financial, we take the guesswork out of your numbers. No more scrambling at tax time. No more surprises when bills are due. No more chasing late payments without a plan. Instead, you get clear, real-time financial insights so you can run a smarter, more profitable business. 

How I Help: 

Accounting & Bookkeeping – Clear, real-time financials so you’re never guessing. 
Fractional CFO Advisory – Financial strategy to help you grow and scale. 
Cash Flow & Profitability Planning – Understanding your money and making it work harder. 
Tax Strategy & Compliance – Structuring your business to minimize liabilities. 

If your bank balance never matches your profit and cash flow, let’s fix that. 

📩 DM me—happy to chat. Let’s make your numbers work for you.

taplio

The Battle

Isaac P.

Alexander Little

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