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.

Edwards Lifesciences

Analyst, IT Business Systems

RESPONSIBLE FOR MAINTAIN, SUPPORT & OPTIMIZE THE OPERATIONS

- Manufacturing, Sales, Distribution & Finance Support & Troubleshooting.
- Labeling System Lead, Environment configuration, Set-Up, Implementation & Troubleshooting.
- ERP System Support, Environments Set-Up/Configurations & Troubleshooting.
- Identify, Test & Implement New features & solutions to our operations and Systems.

Associate Analyst, Business Systems

RESPONSIBLE FOR ATTENDING AND ASSISTING THE REQUIREMENTS OF USERS FOCUSED ON INFRASTRUCTURE:

-IT requirements
- Desktop Support.
- Network Support.
- A/V Support.
- Service Level Agreement (SLA) Follow Up.
- IT Equipment Validation Support.
- Monthly Productions Servers Security Patch Revision.
- ERP System Support for Manufacturing, Finance & Distribution Team.

Tech, IT

I am a Systems Engineer Professional with Knowledge in Windows Server, Network infrastructure, Virtualization, SQL Databases, ERP Systems, Labeling systems & Desktop Support.

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The Battle

Isaac P.

Liann Peña De Leon

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