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.

Name This CRM

Every business needs a CRM. Tax and Accounting professionals are no different. We’re building a straight-forward CRM to put you in the driver’s seat.

Operations

Crayon Advisory, LLC

I help creative and innovative entrepreneurs take a holistic look at their accounting and taxes. I could put about a million words here about all the things I do. Whether it's understanding your balance sheet, how to record a transaction, getting a tax return prepared, or going behind the scenes and helping with the logistics of your business, I'm at the ready to serve you.

Owner + First Tax + Accounting Nerd

{Insert Meal Here}

I write recipes and translate from programmer to designer and regular person and back again to support the creation of the {Insert Meal Here} Meal Planning Board application. I also run social media engagement, am setting up crowdfunding campaigns, and work with program testers to guide the development of the application.

FreshBooks Accounting Professionals Program

FreshBooks is furthering the evolution of the accounting industry with the Partner Council, and I am here for it. FreshBooks has brought together some of the coolest people in the industry to help the product develop to better serve its clients - small businesses. FreshBooks is listening to its users and the service providers who work with the software. Together, we're working to shape accounting to work for small businesses.

FreshBooks Partner Council

Gustafson & Company LLC

Manage, review, and prepare tax returns and quarterly estimated tax vouchers for entities, individuals, estates, and trusts with an emphasis on high-net worth individuals and the businesses they own.
Perform annual tax planning.
Design and document accounting processes and systems for clients.
Provide training and support for staff on tax, preparation, and software concerns.
Design and implement the use of fully integrated client/project/staff management software. Advise on best practices and adopt system to the firm.
Design and implement paperless preparation environment, including workpapers, file storage, and processes.
Train all levels of staff (staff, managers, admin, and partners) on these systems as it relates their use.

Tax Manager

Radix Accounting

Manage full-cycle accounting engagements for multiple clients with varying needs.
Manage tax return and quarterly estimated tax voucher preparation for entities, individuals, estates, and trusts.
Perform annual tax planning.
Review tax returns and provide relevant training.
Prepare tax returns for entities, individuals, trusts, and estates.
Design and implement a workpaper system using non-specialized accounting software.
Train staff on workpaper preparation, presentation, and referencing.
Advise clients on accounting systems and practices to produce a stronger set of books.

Accounting Manager

McDonald Jacobs, P.C.

Prepare tax returns for entities, individuals, trusts, and estates.
Review accounting files to identify and resolve questions and possible problems prior to preparing tax returns.
Advise on accounting systems and practices to produce a stronger set of books.
Train less experienced staff.
Review tax returns.

Staff Accountant

Epstein Group PC

Prepare tax returns for businesses, individuals, estates, and trusts
Analyze books at key points during the year to provide tax planning strategies
Provide education on accounting & accounting software use to business owners

Peppershock Media

Maintain and update all aspects of general ledger.
Prepare reports used for internal and external review and control.
Lead switch in CRM and Project Management to a comprehensive solution by performing initial set-up of the system, creating training and procedural documents, and giving training to coworkers.
Update Employee Handbook in support of bringing payroll and HR administration in-house. Ensured compliance with FLSA.
Prepare payroll, payroll taxes, and periodic payroll reporting.
Set up and maintain personnel benefits.
Edit and provide expert advice on generating effective copy.

Accounting & Administration Contractor

Boise's Novel Orchard

Oversee operations of the organization
Design and implement seminars on writing and the writing process
Communicate with local businesses to host regular and one-time events
Coordinate with authors locally and nationally for events in Boise
Host regular writing events including Taproot Reading, a Book Club for Writers, and Critique Night for Budding Writers

Director (Volunteer)

Are you ready to look at accounting and taxes in a new, refreshing light?

Your accounting is just one more way to tell your business's story. Taxes are the government's direct affect on your success. I help you understand your accounting as a part of your business's story. I take the mystery and fear away so you can use your income statement and balance sheet as they were intended: to help you make business decisions that start with data.

Professionally, there's little more enjoyable than pouring through a general ledger and seeing that story unfold right in front of my eyes. I look forward to seeing the growth in my clients' businesses not just by the bottom line, but, more importantly, by the actions they're able to take to support and encourage their businesses.

My career started in the file room, and grew because I raised my hand and said "I can do that," or, "I can make that better." I continue to question what I'm doing and why and to raise my hand and say, "why don't we give that a try?"

taplio

The Battle

Isaac P.

Megan Justice EA, LTC

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