Opzer

With over 50 clients served and a decade of combined experience, we’re here to help you:
🚀 Manage leads efficiently and ensure no revenue slips through the cracks with Client Relationship Management (CRM) software implementation + automation.
⚙️ 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

Notable Clients:

"We thought to bring on someone to help with automation -- and you had the highest reviews. So I reached out.

Tracking leads is a whole lot easier. We're saving at least 8-10 hours per week.

We don't have to do it all ourselves. We can focus on what we're good at (taxes and accounting) while they do the heavy lifting and even come up with ideas of what we could automate.

They've really blown us beyond our expectations."

- John Mollica, MyFranchiseCPAs (FL-Based 10-person CPA Firm)

"The team at Opzer has been a great help in assisting us in migrating our automations to Zapier.

They helped us to completely rework our processes from the ground up and have implemented a more streamlined user experience for us and our clients.

I would not hesitate in recommending Opzer for your automation needs."

- Dave Miller, Rosen Dental Transitions (MA-Based Transition Advisory Firm)

👉 Curious to Know More?

📧 DM me on LinkedIn. Or email me at isaac@opzer.co. I'll get back to you within 24 hours.

Co- Founder | Lead Process Automation Architect

My Franchise CPAs

Fractional Automation Director

NoCodeOps

Community Ambassador

Innovation Fellow

Copy Onboard

Notable Clients:
- Alegra: Largest accounting software company in Latin America
- Resume.io: Top resume builder software
- Geekbot: Slack add-on for asynchronous daily stand-ups 
- HostPapa: one of the largest Canadian hosting companies

I strive to help SaaS companies convert more trial users than ever before by crafting conversion-focused customer journeys and email workflows. Need a hand getting your leads to convert? Let's chat about it.

Founder | SaaS Onboarding Copywriter

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’ve audited dozens of 7-figure tax firms.
Here’s the $100k decision most partners neglect as an "admin detail". 👇🏽

Let's be honest:

It's not until your team spends 20 minutes in every meeting hunting for the right working paper...

Or until the partner reviews the wrong version of the tax return because three drafts all look the same....

Or until a deadline is missed because the signed e-file authorization was buried in someone’s personal folder called “To Upload – NEW NEW FINAL.”

That you realize how important folder structures and file names are.

Here’s what really happens:

Senior A organized everything as Client → Year → Service.

Senior B did Year → Service → Client.

Admin C kept their own hidden system on their desktop.

Everyone named files differently:
“2024 Return – FINAL 2”
“Jones_1040_v3_Really_Final”
“JONES TAX PACKAGE – SIGNED (1)(1)”

Nobody talked. 
Nobody agreed. 
Nobody documented the standard.

The result? Every engagement turned into a hunt for the right file.

New hires need months just to “learn where things live.”

Reviews take twice as long because half the time is spent finding documents instead of checking them.

The $100K isn't just staff hours.
 
It is:
→ Write-downs on jobs that ran way over budget
→ Frustrated clients wondering why the firm “keeps asking for the same documents”
→ Delayed filings and last-minute fire drills every busy season
→ Burned-out teams drowning in rework and version confusion

My hard rule now: 
**Pick one structure and naming convention and defend it religiously.**

One folder tree for the whole firm.

Clear, simple patterns like: Client → Year → Service → Workpaper Type.

Consistent file names that tell you exactly what’s inside and what version it is.

Document it. Automate it. Enforce it. Make it non-negotiable.

Every operational decision you don’t standardize early becomes exponentially expensive later.

Your folder and naming strategy isn’t an “admin decision”; it’s a capacity, profitability, and sanity decision.

What “simple” back-office choice is quietly costing your firm the most right now?

Isaac Perdomo

Custom automation agency for $1-10M accounting firms | ⚡️ 100+ Firms Served

Tired of falling behind on tech?

We’re hosting a live session: 2025 Roundup: 
Top 10 Noteworthy Accounting Firm Tech Releases

You’ll learn:
✅ Identify AI tools and features that deliver real results
✅ Automate repetitive workflows for efficiency gains
✅ Spot hidden gems and tech releases you might have missed

📅 5 December 2025 / ⏰ 11:30 AM AST / 10:30 AM ET

💻 Register free: https://lnkd.in/egAZhm-g

Replay included if you can’t make it live!

2025 is getting weird. I tried to hire a contractor. I ended up hiring their AI. 

Here's the story:

Today, I hired a contractor online. Paid upfront. Standard self-checkout flow.

Then an AI assistant popped up and asked for context on the problem I was trying to solve.

So I gave it the context… and it immediately gave me the exact solution I needed.

I tested it.
It worked.
Problem solved.

Next screen: “Provide additional context so your contractor can begin.”

And I’m sitting there thinking, “Uh… there is no work left to do.”

Here’s the crazy part:

I wasn’t annoyed. I was actually happy to pay—because my problem got solved.

But the whole moment snapped something into focus for me:
➡️ The real value of a services firm isn’t hours or tasks.
➡️ It’s the data—the collective memory of every problem we’ve already solved.
➡️ And AI can increasingly tap into that knowledge and deliver answers instantly.

It made me wonder:

Where are we (as service providers) adding unnecessary friction?

What problems could clients solve themselves if we gave them the right experience, tools, or context?

And how much more valuable would our work become if our “knowledge exhaust” was actually accessible?

This experience felt strange… but also like a preview.

Perhaps a glimpse into how digital services and expertise will be sold in the future.

The human hasn’t even started, and somehow he’s already done. Wild times.

The accounting tech landscape has changed fast, faster than most firms can keep up with. New tools, new AI features, new automations, and new workflows have reshaped what’s possible for modern accounting practices.

That’s why we’re bringing back one of last year’s most popular livestreams but this time, with a fresh look at the top innovations shaping 2025.

Join Isaac Perdomo (Opzer) and Chad Davis (Automation Town / Cloud Accounting Pioneer) as they break down their personal top 10 most impactful tech releases and discoveries of the year and what they mean for your firm.

K.C. Eames, Jeanne Hardy and 1 other connection attending

2025 Roundup: Top 10 Noteworthy Accounting Firm Tech Releases

Gifts go a long way — especially in the workplace.

At Opzer, we onboarded a new consultant, and during the interview process I learned she’s into kitesurfing.

So for her first day, I put together a small, personal welcome gift tied to that passion.

Inside the package was this note:
“Stoked you’re onboard!
 Let’s make waves together — pun absolutely intended :)
 … Isaac”

A simple gesture. 

People remember how you make them feel.

When you show genuine care, they bring genuine care to their work.

What’s one small, thoughtful thing you do to make your people feel valued?

Spreadsheets aren’t the villain.
But they do become the bottleneck.

Early on, when a process is young, sheets are perfect.
Fast, flexible, forgiving.

But they start to fail when you need:

● Relations across clients/projects/documents
● Permissions
● Audit trails
● Automated triggers
● Reliable reporting

This is when firms all say the same thing:
“We have data everywhere, and nowhere works.”

Airtable fixes that gap.
It's where teams graduate when Sheets stop scaling.

Not Excel vs Airtable.
It’s startup ops vs systems ops.

Know when to evolve.

I walk through 5 different use cases for accounting firms in the video below:
https://lnkd.in/etrF259q

____
Hi,
I am Isaac P., co-founder @Opzer.
Accounting firms follow me to stay ahead of their peers in the AI & Automation game.

Most firms only start using AI after someone becomes a client.

But one of the most valuable use cases happens way earlier,
the moment a prospect shows up.

When someone books a call or sends an inquiry, 
you usually get the basics:

a name,
maybe a company,
sometimes… that’s it.

But with just that, 
AI can go surprisingly far.

It can research really well & real fast.

I’ve seen it pull things like:

▶tools they use
▶their past roles
▶personal interests
▶their social profiles
▶what the company does
▶revenue, size, recent changes

And it turns all of that into a clean, 
one-minute brief before the call.

So instead of starting with:
“Tell me about your business…”

You start with:
“Here’s what I know about you, would you add anything to that?”

That shift changes the whole conversation.
They feel you’ve prepared & builds trust.

And for most firms, it’s an easy win they’re not using yet.
Should I share a real example of what this looks like?



----
Hi, 
I am Isaac P., co-founder @Opzer.
Accounting firms follow me to stay ahead of their peers in the AI & Automation game.

Samera

Although I maybe the CEO of Samera, the business is nothing without every single team member who strives daily to do a better job than they did the day before. 

Started at my dad's dining table in 2002 we now operate across the UK, USA and Canada plus have a strong growing team in India who support our team and our clients with accountancy, tax, outsourcing and financing solutions.

We also support Indian CA firms with their training and international expansions.

We provide the full back-office solution to many healthcare businesses plus other global accountancy firms seeking an expert outsourcing partner.

Our wonderful team is diverse, experienced and extremely good fun, so if you need any help with anything financial please do reach out to us.

Founder CEO

The Neem Tree Dental Practice

Welcome to the The Neem Tree Dental Group, with dental practices based in Wandsworth,  and Esher, Surrey, we are a leading dental group with expert dentists and orthodontists whom can provide you with the highest level of dental care.

Our team are passionate about dentistry and in providing to you the whole array of dental and orthodontic services for your needs and desires.

Patient care is of our utmost importance at The Neem Tree, therefore, we wish to ensure that every patient enjoys the complete experience of visiting any of our Neem Tree Dental Practices, from making an appointment, to receiving complex dental treatment from one of our experienced qualified clinicians.

We are all here to help you with all your dental needs and wants. We welcome your custom, and of course look forward to helping you with all your individual and family dental needs.

Financial Director

Bank of America

Vice President

Consultant

CEO at Samera | I help you build your dream global finance team | 20+ years of experience in simplifying accountancy and taxation for Dental, DSO and Medical Businesses.

Hi. I'm Arun and I love what I do every day.

I firmly believe in grabbing life by the horns, and boldly seizing every opportunity that becomes available to me.

“You only live once” is how I live my daily life and I encourage others around me to try and be the best versions of themselves.

I am the founder, owner and CEO of Samera, a leading global provider of accountancy, tax, offshoring, and financing solutions for businesses and other accountancy firms. 

I have been running Samera for over 21 years, with a diverse and experienced team across the UK and India, who strive daily to deliver the best service to our clients.

I love leading my team, helping them achieve their goals, and inspiring people I connect with to just go for it.

After all, you only live once!

Follow me to join me on this journey and learn how we can all make a difference together.

Arun Mehra FCA

மீண்டும் கோவைக்கு வந்ததில் மகிழ்ச்சி.

Excited to be back in Coimbatore with our AI development team!

Helping DSOs + Firms Build Their Own Global Capability Centres (GCC) in India | DSO Financial Expert | Adventurer • Strategist • Builder

I head to India this weekend.
The 4th time this year.
Why? Primarily to build TRUST with my expanding India team.

I have learnt that building a global team is all about building trust.

I must trust them, but more importantly they must also trust me.

Without trust, you just won't grow. You have NOTHING.

So for anyone with team members overseas, if you have not met them in person, book that plane ticket and go and see them. 

It will make a world of difference to you but it will mean the world to them!

A few days out of the office in a foreign land, will probably be the best business decision you will ever make.

How else can you build trust so quickly, and ensure your team and business grows?

If you need help on building that team overseas give me a shout, I have a unique set of skills and team members that usually finds the best talent :)

Expect a lot of posts of me eating in various dining establishments across India over the next couple of weeks!

This photo was last week with some of the UK team in a very icy Edinburgh - hot toddies with French food all round! 

Arun

If I was starting Samera today, in late 2025, what is the ONE thing I would focus on?

24 years of experience, countless mistakes, and the ONE thing would be.

Master Marketing.

Last Friday I had the pleasure of hosting and chairing the ICAEW Sole and Small Practice Insight Group London event at Muswell Hill Golf Club.

I really enjoyed sharing my experiences, mistakes and guidance and being able to hear how other members are dealing with a rapidly changing industry.

Technology is moving fast, offshore teams are growing, but in my view the one thing an accounting firm can control is WHO they choose to serve.

That's determined by your Marketing.

Back in 2002, I chose to focus on a niche - Dental clients. 

Running a firm is tough, and its even tougher if you have no clients or poor quality clients.

But when you get the marketing right, your business changes, you gain confidence. You change.

You can hire, offshore, invest in new technology.....and hopefully enjoy the rewards of running a firm because you have constant through put of quality clients.

Is it tough to do? 

Yes.

But its possible.

Chris O'Shea, our Head of Marketing, and I, have put together a 12 lesson course (7 hour duration) on Digital Marketing for Accounting firms, based on how we market Samera. All the details are on the link below:

https://lnkd.in/e6-c3sNy

Finally, a big thanks to Meghan Doyle and Akin Dogankaya from the ICAEW for organising this event, the first of many to come!

For any old timers like me, what would be the ONE thing you would focus on if you were starting out today?

Arun

An amazing morning at the super impressive Bannari Amman Institute of Technology in rural Tamil Nadu.

Truly enlightened by how much these super smart young adults know about AI and Machine Learning.

The mind boggles when a 19 year old student is showcasing their expertise in AI Computer Vision.

Truly humbled by their passion, knowledge and a huge thank you for the lovely hospitality.

Photo: This is their former auditorium which now houses 330 Computers for student assessments. WOW. The scale is mind blowing - Only in India.🇮🇳

Excited about the AI future with brains like these in Tamil Nadu.

I am not an economist.
I am not a politician.
But I know small business.

And Rachel Reeves Budget misses the mark on so many levels.

Of course it could have been a lot lot worse, but where are the incentives to grow.

"Kick Start Economic Growth" was the pledge of the incoming government.
More like a "Kick Start Economic Growth" down the road. 

Zero imagination.
Minimal support for SME's, the backbone of the UK economy.

A Missed Opportunity To Help the UK Grow......

I think these politicians are living in a parallel universe that is completely disconnected with reality.

And to top it all, I even voted for them. The best of a bad bunch at the time (Sorry).

Disappointing on so many levels and painful for many SME's across the UK. I also feel for the younger population, what hope do they have with a government like this in charge of our economy.

The only thing we can do is get that suit on, brush our hair, push harder, smile and focus on what we can control.

Stiff upper lip old chap!

Get in touch if you need help.

End of rant, I usually am pretty positive - honest!

Arun

Day 1  - Alex's and Arun's whistle stop tour of Mumbai.
India - last quarter growth rate 8.2% (yes, you read that right!)

Construction everywhere.
Packed flights.
Palpable energy.

Next stop, my AI team in Coimbatore, that's in the state of Tamil Nadu. 

Last year, this state's growth rate was a very impressive 11.2 %, way surpassing the country's high average.

These numbers are mind boggling, but you will see why when you visit India.

Oh yes, did I forget to tell you, we are eating way too much !

So what's your India Strategy?

Because you definitely need one.

Arun

In this live webinar, hours after the Budget announcement, Arun and Natasha from the Samera team will digest and explain the main implications of the budget and how it impacts Dentists

Dentists - How to Beat Rachel Reeves Budget!

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The Battle

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