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.

Flow Digital Inc.

- Owner and Founder of Flow Digital, a micro-agency focused on helping businesses revamp their business processes and sales and marketing efforts.

- Consulting for small to mid-sized businesses to help streamline their processes and eliminate wasteful activity and tasks

- Strategies and execution of end-to-end marketing and customer delight campaigns

CRM implementation to help streamline the entire sales cycle, resulting in closing deals in the sales pipeline and helping everyone in the team reach their targets faster.

Chief Executive Officer

Ptex Group

Chief Automation Officer

Director of Operations

Project Coordinator

Executive Assistant

Hamaspik of Kings County

Service Coordinator

Certified Process Automation Expert | I help businesses drastically save time and boost revenue through automation | Certified by Zapier and Pipedrive CRM

As a business owner, you probably didn’t get into business because of your vast love for things like:

- Trying to sort through the leads you need to follow up with
- Wasting your time chasing after unqualified prospects
- Spending hours upon hours on mind-numbingly boring data entry 

You want to be able to stay more on top of your prospect or customer’s mind - even if they haven’t engaged with you in a while.

You KNOW you need to communicate with your audience more frequently - you WANT to - but you just don’t have the time.

Fact is, “time is money” isn’t just a saying - it’s reality. And with each manual task you and your team do, you’re pulling focus away from the things that really matter to the success of your business.

That’s where I come in.

For nearly a decade, I've been helping businesses across numerous industries streamline and automate their operations, helping save hundreds of hours and thousands of dollars per year.

Using the powers of automation, I help businesses do things like:

- Eliminate manual data entry, so tasks like invoicing, expensing, employee onboarding are done swiftly, smoothly, and without any inaccuracies
- Filter their leads so no time is wasted chasing after people that aren’t the right fit
- Create a repeatable sales process, which means they can now contact leads at the perfect time and close more sales, more efficiently
- Increase their production capacity, resulting in more sales and satisfied customers

And this is just the tip of the iceberg.

In technical terms, the services I provide are:

WORKFLOW AUTOMATION
I help you create a series of systems automated actions for the steps in any business process. Examples include automated task creation, invoice generation, employee onboarding, and literally THOUSANDS of other tasks.

SALES & MARKETING AUTOMATION
I help you automate repetitive tasks, such as personalized email follow-up, prospect movement, etc. in order to nurture your contacts through their lifecycle.

CRM IMPLEMENTATION
I help you determine and implement the appropriate CRM software and CRM strategy for your business.

CHATBOT SETUP
I help you determine and implement an engaging chatbot service to help you better engage with your customers.

So, are you ready to take control of your business? Ready to manage every aspect of your business more efficiently by doing LESS work? Ready to boost your bottom line without having to sell harder? 

Ready for less busywork and more business?

Then go ahead and shoot a direct message and let’s get started.

Nathan Weill

taplio

The Battle

Isaac P.

Nathan Weill

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