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.

Taximize

Taximize (CPA Firm) || The Small-Medium Business Tax Experts || Specializing in Multistate Business Enterprise Taxes || State and Local Taxes || Federal Taxes || Income & Sales Tax || Nexus & Revenue Sourcing Analyses || Gross Receipts Tax || Franchise & Net Worth Taxes || Voluntary Disclosure Agreement (VDA).

Owner/CEO of Taximize (CPA Firm)

Dillon Business Advisors

Tax Director of Counsel

Aprio

Specializing in Federal + State and Local Income Tax Consulting & Compliance Services for Multistate Business Enterprises.

• Tax | National | Public Accounting

Director & Leader - State and Local Income Tax Consulting & Compliance Services

Director & Leader - Federal + State and Local Tax Consulting & Compliance Services

Founder, CEO @ Taximize, CPA Firm Specializing in Middle Market Businesses. Expertise: Federal/State and Local Taxes, Income/Sales Tax, Nexus & Revenue Sourcing Analyses, VDA, Gross Receipts Tax, Franchise/Net Worth Tax

Nicole is known as a trusted CPA, recognized by clients and peers for her collaborative approach, transformational leadership, technical prowess, outside of the box thinking, and first class professional client service. 

She is the Owner & CEO of Taximize, a CPA firm that specializes in providing a federal + state and local tax(SALT) solution for small-medium size businesses. Taximize offers a full range of tax solutions including federal taxes, state and local taxes(SALT), tax compliance & consulting, nexus analysis, revenue sourcing analysis, income taxes, sales taxes, gross receipts taxes, franchise/net worth taxes and voluntary disclosure agreements(VDA). The firm works closely with small-medium size businesses across a variety of industries, e.g., professional services, consultants, e-commerce, SaaS providers, technology, distribution, and international companies conducting business within the USA. 

Nicole’s unique background includes both federal and state taxation, which combine to create a holistic understanding of a business's overall tax environment. Her collaborative communication style and ability to focus in on the important aspects/details of her clients business helps her grasp a clear understanding of their strategic business plans. These insights lead the way for her to create a customized tax blueprint tailored to fit the specific needs of the business. Nicole’s ultimate goal is to guide her clients tax strategy, while simultaneously aligning it with the business’s overall objectives.

taplio

The Battle

Isaac P.

Nicole McClintock, CPA

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