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.

Ditto

Technical Product Specialist

Morrocoy Consulting

Helping companies scale faster and automate their operations through custom low-code solutions.

Product Operations Consultant

Climate Vine

• Automated & designed SOPs for CRM, sales, & referral systems, saving 10+ hrs/wk & increasing referrals by 25% in 2 months
• Consolidated customer behaviour data & automated 15+ email campaigns by implementing Customer.io & integrating with Airtable CRM, increasing customer engagement by 15% in 1 month & improving KPI tracking

Product Operations Manager

dofollow.com

• Managed CRM, backlinks, 20+ automation workflows in Airtable, Hubspot, Make, Webflow, Service Provider Pro
• Migrated team communication from Discord to Slack for increased searchability and platform integrations

Automation Engineer

Coho

• Built GTM low-code full-stack infrastructure (CRM, sales, referral, newsletter) using Airtable, Zapier, and JavaScript, reducing sales cycle by 1X, saving 20+ hrs/week in operations, and automating sales data collection/analysis
• Implemented a knowledge management system on Notion & Loom, facilitating effective collaboration & information access, enhancing team productivity & knowledge sharing. Personally created 30+ SOPs & product documentation

Founding Product Engineer

Global Spark

Advisor

• Managed a non-profit startup to educate & mobilize university students in global development & social entrepreneurship; scaled the organization to achieve 10x growth & engage 10,000+ students annually in 3 years
• Established partnerships with 10+ universities worldwide and 40+ organizations including Google, BCG, the Bill & Melinda Gates Foundation, WWF, University of Toronto; secured $55K+ in sponsorship and academic funding
• Headed the development and integration of multidisciplinary problem-solving content to 7,000+ students across 50 courses by leading the design and execution of a systematic course partnership process with 45+ professors & TAs
• Built a sustainable national talent pipeline by devising and executing hiring strategies to onboard a team of 100+

Past initiatives:
• Launched the Global Engineering Fair initiative to educate students about global challenges around the world in an interactive manner through games, 3D printed models, and case studies, engaging over 500 students
• Liaised and established an international partnership with the Sustainable Engineering Association of Brazil by co-creating 11-course activities for their Sustainability Week focused on South America based challenges

Senior Managing Director

On Deck

• Facilitated 3 ODNC fellowships and built the leading global no-code community of 450+ founders/builders, generated $500K+ revenue by designing program curricula, hosting 4+ weekly events, managing program operations
• Learned CRM, automation, marketing tools to build sales, onboarding, & operational infrastructure, saving 15 hrs/wk
• Led a team of 13 to organize ODNC's largest Demo Day Hackathon, coordinating event logistics, securing 10 judges, & developing a judging dashboard on Coda, achieving a 97% attendance increase with 37 project pitches

On Deck No-Code Program Associate

On Deck No-Code Operations Intern

On Deck is where top tech talent and ambitious builders go to start or join something new, or accelerate their careers. We are building a modern education institution; a platform serving the many strands of the identity of ambitious people who want to change the world.

www.beondeck.com

Launch Operations Intern

The Cansbridge Fellowship

• Led a team of 21 to spearhead hybrid recruitment efforts and build partnerships with 8 Canadian universities. Successfully increased top-of-funnel applications by 30% and selected 23 new fellows for the 2022 cohort.

Recruitment Lead

• Selected to join a cohort of 20 fellows and an exclusive global network of entrepreneurs, leaders, and risk-takers to take part in a self-organized Asia Summer Internship with a $10,000 scholarship (450+ applicants, <4% acceptance rate)

Fellow

Action Against Hunger / Action contre la Faim Canada

• Action Against Hunger submitted a proposal to the Clean Water Foundation for project funding based on my capstone team's proposed solution to implement our solution in San Antonio Palopó, Guatemala 
• Designed a rainwater harvesting system and Excel model using a 25-year rainfall dataset to provide a year-round supply of potable water (250L/day), reduce daily water trips, and decrease waterborne diseases for 26 rural households
• Developed an education program to train 150 local residences on fundamental sanitary & water management practices

Multidisciplinary Capstone Design Project

University of Toronto

• Facilitated a tutorial section of 68 students for APS100 (Orientation to Engineering), a course designed to assist 1st year students to transition into university
• Worked directly with Prof. Variawa (Director of First-year Curriculum) and UofT’s First Year Office to develop 10 hours of curriculum content on learning strategies, teamwork, communication, mental wellness, and stress management skills

Teaching Assistant

✍️ Technical Product Specialist at Ditto || ⚡ Low-code product ops || 🌏 Cansbridge '21

Hey, I'm Morris! 🎧 A product builder & operator enthusiastic about EdTech, TravelTech, & no code.

🛠️ Coming from an engineering, education, and policy background, I strive to build non-traditional and flexible life-long learning education systems as an alternative to today's classrooms. I spent the past 3+ years scaling EdTech startups including On Deck and Coho, driving product development, automating operational processes, and building data infrastructure & tools with no/low code platforms. 

🌏 Outside of work, you can find me travelling the world (I've lived in 6 countries across 3 continents!), playing my guitar, or listening to a good audiobook!

taplio

The Battle

Isaac P.

Morris Huang

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