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.

Innovative Ops  LLC

Founder

Aprio

Training, Process Development, Aprio Mentorship Program Owner, New Hire & Orientation.

Senior Operations Associate

Team Development Manager

Blumer & Associates, CPAs, PC

Project Management, Accounting Specialist, Software Training, Process Building,
Tax processes and tracking, Account Specialist training, Client Services Updates and Client On-boarding

Project Manager

Account Payables, Account Receivables, Software Integrations, Bookkeeping, Payroll
Reconciliations, Sales Tax, Payroll Tax Compliance.

Accounting & Payroll Specialist

Thriveal

Conference/event onsite logistics; Process Documentation

Project/Event Management

Cherokee County Board of Education

• Developed and implemented document and procedure standardization streamlining School
Improvement Plan and academic reporting.
• Performed office administration and various duties.
• Developed strong relationships with students, parents and staff.
• Facilitated and distributed progress, attendance, account balance reports.
• Managed textbook accountability for approximately 300-400 students p/yr.
• Trained and assisted teachers/staff in procedures and implementation.
• Operated as project manager for school relocation 2014.

Strong communication skills, both verbal and written.
Compassion and understanding for sensitive situations and circumstances. 
Highly adaptable and able to work autonomously.
Ability to deal with ambiguity and handle stressful and difficult situations with composure.
Strong organizational skills and exceptional attention to detail and accuracy.
Ability to balance workload under short deadlines and changing priorities in a fast paced environment.
Ability to maintain absolute security of highly confidential information.
Ability to comfortably navigate software programs.

Administrative Assistant at ACE Academy

US Navy

Aviation Electrician

Strong client facing and internal customer service and team training. I believe a strong and supported team makes a happy returning client.

My strengths include, but are certainly not limited to, process documentation, project management, bookkeeping, payroll, payroll tax and accounting best practices. I am very confident and competent in the traditional and virtual world of accounting and administrative areas.

taplio

The Battle

Isaac P.

Terri Warren

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