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.

Terrell A Turner, CPA

Accounting Supervisor

We provide bookkeeping services to law firms to make accounting and finance less complicated and useful for making business decisions.

I know as a guy who is good at making complicated topics simple. I host a show called Business Talk Library and I use my experience from Fortune 500 companies and successful small businesses to help others identify and implement strategies that lead to better financial results.

Follow #BusinessTalkLibrary for FREE tips, ideas and interviews that will definitely help you grow your business and your career.

Co-Founder - Fractional CFO

Helping businesses analyze and understand their financials to improve profitability.

Terrell Turner

One thing I’ve noticed over time…

Most growth barriers aren’t really operational.
They’re internal.

As a business grows, there are these moments where the old rules just stop fitting.

You realize:

“I’ve never made this much money before.”
“I’ve never managed something this big.”
“I’ve never had access to this kind of opportunity.”

And that’s usually where people slow down.

Not because they can’t do it, but because they don’t stop to ask whether the limits they’re using still make sense.

At some point, you have to look at it and say:
Does this boundary still serve me… or is it just familiar?

Because real growth isn’t only about setting bigger goals.
It’s about resetting expectations.

You have to make space mentally before anything really changes in practice.

---
I’m curious, what boundary have you had to rethink as your business has evolved?

Simplify Finance For Law Firms | NY Times featured CFO | 40 Under 40 CPA

Because this time next year, that’s not the face you want to be making when you think about your business.

One of the biggest mistakes I see law firm owners make is setting goals without a real strategy behind them.

Not: “Yeah, we want to grow.”

But:

How much do we want to grow?
How many cases does that actually require?
How many people does it take to support that?
What does success look like this quarter, not just someday?

If you want to add $3 million in revenue, the math matters.
And once the math is clear, accountability matters even more.
What did we do this month that moved us closer to the goal?

And here’s the part people miss:

If the plan needs to change … it should.

Strategy isn’t rigidity. It’s clarity.

This is exactly where a CFO helps , not just watching numbers, but helping you think through the business model behind them.

I was thinking about this the other day…

Growth doesn’t always mean doing more.
A lot of times, it actually means letting something go.

And usually, what needs to go is a limit we’ve been carrying for a while.

Things like:

“I’ve never earned this much before.”
“I’ve never run something this big.”
“This feels bigger than me.”

What I keep noticing is that those thoughts feel real, but they’re really just old boundaries we’ve gotten used to.

And as the business grows, there’s this quiet decision point:
Do I keep letting that limit stay in place… or do I let it move?

Because on the other side of that choice is usually more capacity than we think.

---
I’m curious, where do you feel this showing up for you right now?

One thing I keep coming back to is how early trust shapes long-term performance.

In this ABA Law Practice Today Podcast episode, Rollo Baker and I talked about why giving associates real responsibility early — thoughtfully and intentionally — is one of the smartest moves a firm can make.

It’s not about speed.
It’s about building people who can actually lead cases.

🎧 Link in the comments

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One of the patterns I see every year with law firm owners is this:

The beginning of the year brings momentum ⚖️
But accounting and tax deadlines quietly slide to the bottom of the list 📅

Not because they don’t matter, but because you’re focused on clients, your team, and keeping the firm moving forward.

The issue is that when deadlines are missed, the consequences show up later as:

• Penalties and interest 💸
• Trust and compliance headaches 🔍
• Stress that lingers far longer than it should 😮‍💨

If you don’t have a CFO or bookkeeper and you’re unsure where things stand, you don’t have to figure it out alone.

If it helps, we put together a landing page that walks through the key deadlines and next steps — whether you want to handle it yourself or want support.

Link is in the comments.

In this special Law Practice Today episode, we pulled together highlights from some of the 2025 episodes on marketing — and they all point to the same thing:

👉 Marketing works when it actually connects to what people are actually experiencing.

In this episode, you’ll hear:
• Temi Siyanbade, JD on standing out on video without feeling fake
• Micah Buchdahl on where marketing ethics are headed (and why influencers are a gray area for law firms)
• Meranda Vieyra on why people hire lawyers, not logos

If you’ve ever wondered:
“Why isn’t our marketing landing?”
or
“How do we explain what we do without sounding like a brochure?”

This episode is for you. ABA Law Practice Division

🎧 Listen to the full episode here → Link in the comments

One of the things I love most about hosting the ABA Law Practice Today Podcast is getting to have real conversations that go beyond surface-level advice.

This episode really stuck with me because it highlights something every lawyer should remember:
👉 Digital evidence isn’t just about data—it’s about interpretation.

Cole Popkin's and I covered:
• Why lawyers miss key details in digital evidence
• How AI and tools can help—but also mislead
• What actually holds up when cases get tested

If you’re heading into the weekend and want a podcast that makes you think (without feeling like work), this one’s worth a listen.

🔗 Link is in the comments.

🎧 New episodes drop Mondays through the ABA Law Practice Division.

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Isaac P.

Terrell Turner

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taplio

The Battle

Isaac P.

Terrell Turner

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Terrell Turner's LinkedIn Performance

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