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.

CredFino

Head of marketing for CredFino - CredFino works with global CPA`s & accounting/tax firms to grow their firm and reduce their staff costs. Responsible for driving B2B marketing strategy and growth, building B2B Marketing sales funnels, lead magnets and setting up automated marketing campaigns.

Co-Founder

Digital Voila

Digital Voila is a complete Online marketing agency helping businesses to grow and increase their marketing ROI.

Digital Voila also provides Digital Marketing training for candidates looking to join this industry for pursuing a career. We have advanced courses which covers all aspects of online marketing with in depth and practical knowledge to transform you in to a complete Digital Marketing professional. As head of marketing, responsible for oversight and management of digital marketing projects for all clients and across all marketing platforms.

Head Of Marketing

Tech Mahindra

Responsible for Digital Marketing training to clients, prospects and team. Scope analysis in Digital Marketing for Pharma and Consumer Healthcare products. Digital Strategy development for Emerging markets and regions. Build and manage Online Community. Identify right channels and tools and come up with planning, efforts and costing.

Digital Marketing Lead

Green Bird Media

Build and lead the online marketing strategies for Green Bird Media and Green Bird IT Services and its clients. Work experience and expertise in -
•	Web analytics tool and Webmasters tool.
•	SEO, SEM, SMM.
•	Building B2B marketing strategy
•	Achieving Organic growth through creative and innovative posts on social media platforms.
•	Social Media Marketing/Content marketing
•	Content writing- Blog updates weekly for clients and organization, writing unique content which is plagiarism free and density checked.
•	Writing content for website pages for clients and organization.
•	Creating newsletter with innovative and engaging content and sending client using constant Contact and MailChimp.

Digital Marketing Specialist

Attrait Solutions

Developed leads and design strategies for them, track implementation and optimize digital marketing strategies across all digital channels.
•	Identifying the prospect clients for all web, SEO/SEM, marketing database, email, social media and display advertising campaigns
•	Plan, execute, and measure experiments and conversion tests. Monitoring competitor activities.
•	Measure and report performance of digital marketing campaigns, and assess against goals (ROI and KPIs)
•	Communicating with target audiences and managing customer relationships
•	Evaluate emerging technologies. Provide thought leadership and perspective for adoption where appropriate
•	Identify trends and insights, and optimize spend and performance based on the insights
•	Utilize strong analytical ability to evaluate end-to-end customer experience across multiple channels and customer touch points
•	To come up with creative content for clients and managing social media platforms
•	To manage PPC Campaigns for clients and make them successful with applying versed strategies

Digital Marketing Manager

Wipro Technologies

Application enhancement and mentanance on Core Java, Unix, Sybase.
Experienced as Release coordinator for major Integ and QA Releases.
Has worked on debugging and fixing issues on Unix machines.

Application Development with J2EE technologies like JSP, Servelets, Javascript, CSS, HTML, Spring framework and Hibernate.

Project Engineer

AntiClock Technologies

Worked as Application Developer on Java/J2EE Technologies(JSP, Servelets, Javascript, JDBC, Spring framework).
Worked as SEO analyst.

Application Developer

Passionate about delivering impact and growth to accounting firm owners. 

The thing is that everyone consults accounting firm owners on how to grow, but when it comes to actually implementing that advice, you need the right people, budget and business model for sustainable and predictable growth.

Seeing that accounting firm owners are always stretched on budget & time, cannot find the right fit staff for their firm, and are overwhelmed playing the role of marketeer, sales, delivery oversight, hiring etc. we created a model in which accounting firm owners can -

1. Grow within the existing budget that they have (by saving costs through remote staffing with us)
2. Use the savings to get a marketing team & growth manager skilled at scaling accounting firms
3. Incrementally improve profitability while scaling
4. Get higher revenue per client by strategic upselling/cross-selling
5. Diversify revenue by adding additional revenue streams like government contracting, biz funding
6. Package and sell advisory services like tax planning & CFO services

Our team has helped the accounting firms that we work with 2X-5X their growth on average.

We have helped build additional revenue streams/niche services from scratch (crypto tax advisory, business funding & advisory, property tax advisory etc.) for the firms we work with!

If you are stuck with growth or need support, our team is here for you. 

Link for the free strategy session -

https://calendly.com/credfino/30min

𝐄𝐦𝐚𝐢𝐥: Nidhi.Pandey@Credfino.com

𝐏𝐡𝐨𝐧𝐞: +1 617 939 9065 | +91 77 9962 2098

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Isaac P.

Nidhi Pandey

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