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 help accountants hire top accounting staff in The Philippines, directly.

When I started hiring in the Philippines for my bookkeeping firm, I saw how the big outsourcing companies operated... and it was ugly.

They’d hire someone for about $1,000/month, then bill the firm $2,000 or $3,000 every month for as long as that person worked there.

That’s $12-24k a year in ongoing fees...

Per employee.

(While providing both you and the employee with a worse experience than if you’d just hired them yourself.)

And here’s the kicker:

The person you hire isn’t even actually part of your team.
They “belong” to the outsourcing company.

If you try to hire them directly, you’ll face:

• Legal threats
• “Exit fees” in the thousands

And because most outsourcing companies quietly insert "gag clauses" into their contracts...

You won't hear many people talking about this publicly.

(But the conversation is entirely different behind closed doors.)

It’s the industry’s dirty little secret.

After building my bookkeeping team in the Philippines directly (without going through an outsourcing company)...

Other accounting firm owners started asking me about it.

→ "Why did you do it like that?"
→ "Why not use an outsourcing company?"

Then when I shared how the outsourcing industry ACTUALLY operates and all the shady tactics involved, they started asking:

→ "How did you do that?"
→ "Can you help me?"

And that's how TeamUp was born.

We do things differently.

We’re recruiters, not an outsourcing company. That means:

We help you find and hire great people in the Philippines.

• No middlemen.
• No ongoing fees.
• Just you and your team.

We handle:

→ Finding the perfect fit for your team
→ Helping you hire them directly

Then we leave you to run your team the way you want. 🙂
Just like it should be.

Firms save money.
Your team earns more.
Everyone wins.

So far, we've placed 250+ hires in the Philippines with 135+ firms.

Here's a breakdown of the roles we've hired for in our first 26 months:

• 98 bookkeepers/accountants
• 80 senior bookkeepers/accountants
• 42 tax accountants
• 11 team leads/managers
• 10 EAs/VAs
• Plus some others…

53% of our hires so far in 2025 have been for repeat clients.
And 77% of all of our hires are still with the firm we placed them in.

If you're curious about hiring in the Philippines, I'd love to share what we've learned.

Just DM me, and I'll share my calendar link with you.

taplio

The Battle

Isaac P.

Isaac Smith

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