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.

iSales Solutions

-CRM Consultation, Implementation, and Support Services

Owner/Ceo

Host of The Sales Stackr Podcast

Whole Brain Selling

I brought new prospects into the pipeline by generating qualified leads and setting appointments for strategy sessions with top sales expert and Whole Brain Selling Founder Tony Leone

New Client Engagement Specialist

Revenue Stream Caribe, LLC.

-Specialist in business development through lead generation and appointment setting activities

Business Development

University of South Carolina

Project Title: Regional Development through Supplemental Nutrition and Education of the Dominican Youth: Evaluating the Role of Cáritas in Supporting the Basic Social Needs of At-Risk Children in Santiago, Dominican Republic

Magellan Scholar Principle Investigator 

Management Leadership for Tomorrow

• Selected as one of 300 for an 18-month professional development program for high-achieving diverse talent
• Completed business case studies and intensive assignments to hone analytical, quantitative and communication skills
• Participated in four seminars hosted by industry leaders, such as Citi, Google, Goldman Sachs, Deloitte and Target

2016 Career Preparatory Fellow

Carolina Service Council

Organized and Managed three campus-wide donation drives, working in conjunction with American Red Cross, the Salvation Army and Families Helping Families.

Fall 2014 Donation Drive Totals: 1403 Holiday Cards for Soldiers, 23 Thanksgiving meals for columbia-area families, 620 Christmas Stocking Stuffers for Children in the area.

Director of Carolina Cares

Piccirilli Dorsey

Principle Spanish translator of the eFoodCard website. Translated over 14,000 words

Freelance Translator

Maggie's Light Foundation, Inc.

I conducted grant research and wrote two grant proposals. I managed  social media outreach for the nonprofit, increasing awareness and advocacy. I cared for a young man with disabilities multiple times per week throughout the summer. I also attended monthly board of director meetings and played an active role on the Marketing and Communications committee.

Intern / Special Needs Caretaker

I helped with conducting surveys for behavioral research and analyzed the completed surveys.

Research Assistant

Athletes Serving Athletes

I helped to oversee the biweekly training runs and helped to create a short advertisement video for the nonprofit. I also created a survey on participant experience and researched corporate sponsors for the annual ASA 5k in October. I helped with race-day set up and I also ran the Charles Street 12 Miler race as a team captain, ensuring the comfort and health of the individual with disabilities and the other volunteers.

Intern

Do you feel overwhelmed by complex sales processes or find your CRM system isn't delivering the results you expected? 😟 Or maybe you're buried in spreadsheets trying to track your sales? 🤯 Are you ready to empower your sales team with the right tools and strategies to succeed? 🚀

At iSales Solutions, we understand the challenges faced by growing businesses and are here to help you transform your sales processes with our proven Pipedrive expertise. 💪 Our clients achieve remarkable improvements in sales efficiency and performance through tailored solutions that drive success.

Here's how we can help:

🌟 Expert Pipedrive Implementation
We specialize in implementing Pipedrive CRM solutions customized to your business needs. Our team ensures seamless integration with your existing systems for a robust foundation for your sales success.

📈 Comprehensive Sales Team Training
Our programs equip your sales team with the knowledge and skills to harness Pipedrive’s full potential. From onboarding to continuous education, we ensure your team stays ahead of the competition.

🔄 Continuous System Enhancements
Sales environments are constantly evolving. That's why we offer ongoing optimization services, adapting your CRM setup to the ever-changing business landscape, based on valuable feedback and data analysis.

🎯 Sales Process Optimization
We leverage data-driven insights to identify performance gaps and implement strategies that enhance your sales processes. Our approach streamlines workflows, increases productivity, and boosts conversion rates.

A Little Bit About Us
Since establishing iSales Solutions, we've become one of the top Pipedrive Partners worldwide, named the 2023 Pipedrive Regional Partner of the Year for North America. Our passion for sales process optimization has led us to work with diverse clients in manufacturing, home services, legal, professional services, HR staffing, and event/talent mgmt industries. With over 6 years of experience, we pride ourselves on delivering personalized, results-driven solutions that make a difference.

Book a Free Consultation
Ready to transform your sales strategy? Book a free consultation with our experts to discover how iSales Solutions can empower your sales team and drive business growth.

Something Fun
📚 I'm a huge fan of personal development and believe business, sales, and personal growth all go hand in hand.
💼 My first job out of college paid $3.75 USD/hr (in 2017!). Safe to say we've grown from there!
🎤 I have a dream of becoming a speaker and hosting sales conferences in the Dominican Republic.

taplio

The Battle

Isaac P.

Matthew Isales

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