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'm an accounting expert who helps business leaders gain a better understanding of their numbers, and help them grow their businesses through remote accounting services. I also built a custom accounting software.

I help nonprofit leaders take control of their financial systems with nonprofit-focused accounting, bookkeeping, and technology workflows that deliver clarity, accuracy, and decision-ready reporting.

With more than a decade of experience across accounting and software development, I bring a rare mix of financial rigor and technical problem-solving to every client relationship. I build scalable, audit-ready finance operations for nonprofits—so executive directors and CFOs/controllers can stop chasing numbers and start leading with them.

At Account Cloud, we know nonprofits don’t just need bookkeeping — they need financial systems designed for nonprofit realities: restricted funds, grant compliance, program reporting, board expectations, payroll, and deadlines like year-end and the Form 990. Our approach is built to go beyond compliance. We deliver clean books, trustworthy reports, and a finance function that actually supports the mission.

Core Services for Nonprofits:
• Nonprofit bookkeeping & monthly close – Clean, consistent financials you can rely on.
• Financial statement reporting – Board-ready statements with meaningful insights.
• Form 990 tax preparation – Accurate, timely filings that stand up to scrutiny.
• Fund/accounting structure support – Chart of accounts and tracking built for programs, funds, and restrictions.
• Payroll support & coordination – Smooth processing and proper coding/allocations.
• Technology + workflow optimization – Practical automations and integrations that reduce manual work.

Who I Work With:
I partner with nonprofits (typically $500K+ in annual revenue) that want to move beyond “keeping the books” and build a finance operation that improves visibility, reduces risk, and supports growth.

My Approach:
Proactive, not reactive. That means:
• Building clean systems that don’t collapse when you scale.
• Tight monthly closes and clear reporting rhythms.
• Acting as a strategic finance partner who understands nonprofit operations—not just debits and credits.

The result: a clear financial roadmap that lets you focus on programs, people, and impact—while knowing your numbers are right, your reporting is solid, and your compliance is handled.

If you’re a nonprofit leader looking for a trusted accounting partner for bookkeeping, accounting, and Form 990 prep, let’s connect.

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Isaac P.

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