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.

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

I love AI.
I also love telling clients, “You don’t need AI for this one.”

Since AI took off, I’m seeing the same pattern:

People don’t start with “What’s the workflow?”
They start with “Where can we add AI?”

That’s the Golden Hammer bias.
You get excited about a new tool and suddenly everything looks like a use case for it.

The truth is, a lot of problems are still better off as boring, deterministic automation.

New lead comes in → send SMS → add to CRM.
Invoice gets paid → update system → send receipt.
Ticket status changes → notify the right person.

No model. No prompts. Just clear rules.

To explain how I think about this, I put together our own version of Zapier's “AI Automation Spectrum” graphic.

From left to right:

• Traditional automation
Clear trigger, clear action, rules only.

• AI assisted automation
Same structure, but one AI step inside the flow.
Example: AI writes the message, then the system sends it.

• “Agentic” automation
AI does multiple reasoning steps.
Example: research the company, look up internal knowledge, update the CRM, then draft the next action.

• Agent
AI sits in the middle, uses instructions, knowledge, and tools, then decides what to do next from different inputs.

The mistake is treating everything as if it belongs on the far right.

If the rules are clear and the data is structured, a deterministic workflow will usually be:

• Easier to debug
• Cheaper to run
• More predictable over time

AI shines when the problem has judgment baked in:

• Messy, free text inputs
• “It depends” decisions
• Prioritizing what a human should look at first
• Summarizing lots of context into something actionable

So the sequence I like is simple:

1. Start by asking, “Can this be solved with clear rules?”
2. If yes, build it that way.
3. If not, now you have a real case for AI.

AI is powerful.
It just does not have to be the hammer for every nail.

Helping GTM teams fix RevOps bottlenecks with AI-powered automation

It’s easy to say you’re an expert.
It’s harder to earn reviews like this one.

⭐ Our first 5-star review on the HubSpot Partner Marketplace ⭐

“No one has delivered like Flow Digital. Their communication is clear and consistent. They bring fresh ideas, practical solutions, and execute with thoughtful intention.”

Huge credit to Nick James, MBA for leading this project, and setting the tone for what clients can expect from Flow Digital as a HubSpot Gold Partner.

We’ve been building HubSpot systems for years, but only recently made it official by joining the Partner Program.

This review marks a new chapter, one that validates both the experience and the partnership.

Here’s to the first of many reviews that reflect the work we’re proud of.

Screenshot of a HubSpot Partner Marketplace review for Flow Digital, a certified HubSpot Gold Partner and automation consultancy. The image shows the HubSpot logo, five gold stars, and the headline “Flow Digital is the Best in the Business.” The review, written by Nimmo A., praises Nick and the Flow Digital team for outstanding communication, consistent delivery, and practical HubSpot implementation solutions. It highlights Flow Digital’s ability to simplify complex CRM goals, automate marketing processes, and deliver measurable business outcomes through thoughtful execution. This image represents a verified 5-star review from a satisfied HubSpot client, emphasizing Flow Digital’s reputation as a trusted HubSpot consultant and expert partner helping businesses optimize their CRM, sales, and automation systems within the HubSpot ecosystem.

When I started out as a project manager at a marketing agency back in 2011, I thought my job was to keep everything in my head.

Client deadlines.
Creative revisions.
Vendor updates.
Team handoffs.
Random “quick questions” that were never quick.

I spent half my day doing the work…
and the other half trying not to forget the work.

One morning I showed up to a client meeting and realized I’d forgotten to send the updated brief the night before.

Not because I was lazy.
Because I had 40 open loops in my brain.

That’s when I realized multitasking wasn’t the job, it was the problem.

I learned about a little-known tool called Zapier and started building tiny automations to take the mental load off.

Nothing fancy.
Just patterns I repeated every day:

 •  When a task moved stages, send the update automatically
 •  When a deliverable was ready, notify the right person
 •  When a meeting was booked, prep the notes in advance
 •  When a client filled out a form, route it to the right team

Each automation removed one tab from my brain.
Then another.
And another.

What automation gave me was time, but more importantly, it gave me headspace.

I could actually think again.
Stay present in conversations.
Make better calls because my attention wasn’t fractured.
Do deep work instead of shallow panic work.

That’s when I understood automation’s most underrated benefit:
It restores the mental bandwidth you need to do your best work.

If your day is a constant juggling act, you don’t need more effort.
You need fewer mental tabs.

Start by automating the predictable stuff.
Your brain will thank you.

--

At Flow Digital, this is the real goal of automation: protect your team’s headspace so they can do their best work.

🔔 Follow Nathan Weill for more AI and automation insights.

So many automation projects break down at the same point:
the moment you ask people to change how they already work.

New portals.
New routines.
New buttons.
New habits.

That’s where teams push back.

The automations that actually work keep people in their natural flow:

If someone already lives in their inbox, meet them in their inbox.
If they organize everything in spreadsheets, automate around the spreadsheet.
If their day runs through a calendar, trigger the logic from the calendar.

No reinvention. No retraining. No “start using this new system.”

The magic happens when the automation adapts to the user, not the other way around.

When behavior doesn’t need to change, adoption goes up.
When adoption goes up, the wins show up fast.

It’s the difference between automation that launches and automation that lasts.

--

🔔 Follow Nathan Weill for more AI and automation insights

One thing I’ve learned building AI powered automation for clients:

Deterministic and agentic automation do not ask for the same kind of patience.

On paper, they both look like “a workflow”.
In real life, they feel very different.

Deterministic automation is the rules-based kind.

If X happens, do Y.
If a field is blank, stop.
If a deal is in Stage 3, notify this person.

You reach for this when:
• The rules are clear
• The data is structured
• The same input should always produce the same output

You spend most of your time defining the logic and testing a few scenarios. Once it works, it’s usually stable until something upstream changes.

Agentic or AI powered automation is different.

You’re not just routing data.
You’re asking for judgment.

Things like:
• Summarize this email
• Decide which team should handle this request
• Draft a response that fits these guidelines
• Classify this lead based on what they wrote

Small input changes can shift the output.
So the work changes too.

You’re not just connecting steps.
You’re shaping behavior.

That means:
• More rounds of testing with real examples
• More time tightening prompts and instructions
• More clarity on what “good” looks like and how to make it repeatable

You do get to a stable version.
It just takes more iteration to earn that stability.

Neither type is “better”. They just shine in different places.

• Clear rules, strict outcomes, predictable paths → deterministic
• Messy inputs, natural language, prioritization, judgment → agentic

The mistake is expecting agentic automation to behave like deterministic automation on day one.

It can do more, but it also asks more from you:
More patience.
More examples.
More care with inputs.

Once you accept that, you start building with clearer expectations and a lot less frustration.

There’s a pattern I keep seeing in fast-moving teams:
they over-engineer before they validate.

They’ll spend a month designing the “perfect” sales-to-customer handoff...
before confirming if the motion even converts.

But orchestration is expensive. Not just in tools, but in optionality.
Once you wire it up, every tweak costs.

The smarter play: prove demand manually, build your MVP motion, then harden the system.
Less cleanup. More learning.

I’ve seen this “make ChatGPT more accurate” prompt shared a dozen times this week.
Curious if anyone has run a side-by-side test?

If AI saved your team 20 percent of their week, why do your metrics look exactly the same?

That’s the blind spot I keep seeing.
Teams celebrate “time saved,” but nothing upstream or downstream actually changes.

Same outreach volume.
Same sales cycle.
Same conversion rate.
Same pipeline headaches.

The calendar looks lighter, but the business looks identical.

That’s not ROI.
That’s just comfort.

The teams getting real lift from AI are doing two things differently:

1. They treat saved time like a budget, not a bonus
If automation cut 3 hours of manual work, they reallocate those 3 hours on purpose.
More outbound. More customer touches. Better prep. Cleaner handoffs.
If you don’t assign it, it gets swallowed by Slack and meetings.

2. They reset expectations once the new workflow settles
Not on day one.
Not during rollout.
But once the process feels stable, they redefine what “good” looks like.
Otherwise AI turns into “a productivity win that never shows up in the numbers.”

AI absolutely raises the floor.
Metrics only move when leaders move the goalposts.

If you want real ROI, the question isn’t “How much time did we save?”
It’s “What are we doing with it?”

--

🔔 Follow Nathan Weill for more AI and automation insights.

The best AI work doesn’t feel futuristic.

It feels… boringly reliable.

The right record shows up in the CRM.
The handoff hits the right person.
The recap lands in your inbox before you even think to ask for it.

No new platform to log into.
No “initiative” to roll out.
Just less chaos in the day.

That’s what most teams actually want from AI.
Not a lab experiment.
Not a shiny pilot.

They want fewer status checks.
Fewer manual updates.
Fewer “who owns this?” moments.

When AI is doing its job, it stops being the story.
The story becomes quieter inboxes, fewer fires, and people finally having time to do real work.

That’s the bar I care about:
Not how clever the system is, but how calm the team feels.

--

Flow Digital helps teams use AI and automation to quietly remove the busywork that slows everything down.

🔔 Follow Nathan Weill for more AI and automation insights

Lately it feels like every AI-generated LinkedIn post comes with a bonus pack of 47 emojis.

I listen to posts using text-to-speech on my Mac, and those emojis turn into a full audiobook. “Smiling face with smiling eyes” is not the punchline people think it is.

You had me at the first line. You lost me at “thumbs up” number six.

taplio

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taplio

The Battle

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