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.

Accountant to the wine industry | Podcast host | NBBJ 40 under 40

THE Accountant to the Wine Industry!

With over 19 years of experience in accounting, I have spent the last 11+ years specializing in helping wineries and wine businesses optimize their financial operations to make better business decisions! As the founder of Protea Financial, an accounting business founded in March 2014, my mission is to provide better accounting for everyone. And we strive to do that every single day for each of our clients!

I achieve this by sharing easily digestible advice to help you understand accounting and its fundamental principles. As a small business owner, I know firsthand how many hats you must wear. Bookkeeping and accounting shouldn't be one of them. Let's get you the reliable and consistent help you need!

Professional Background

I hold a Post Graduate Degree in Accounting and am a Chartered Accountant (South Africa). My career includes roles at large private companies and 4 years at a Big 4 accounting firm, KPMG, where I gained extensive experience across various sectors including manufacturing and food and beverage.

Discover Protea Financial

If you haven't heard of Protea Financial, check us out! We're unique and on a mission to revolutionize the outsourced accounting environment. We focus on delivering high-quality, timely information. We believe great accounting should be affordable and that you should have access to the best talent, no matter where they are in the world. We've been working remotely since 2014, bringing our expertise to clients wherever they are.

Beyond Accounting

I'm also a passionate advocate for knowledge sharing, hosting two podcasts, Protea Weekly and Protea Conversations. In 2024, I was honored as a North Bay Business Journal 40 under 40 recipient. Beyond my professional life, I am a husband and father to two amazing boys. I have a passion for soccer and volunteer as a board member and coach at our city soccer club. Additionally, I serve as an Assistance Group Leader at Provisors.

Always, Be kind!

Check out my other Social media:
X - https://x.com/zane_stevens_
Instagram - https://www.instagram.com/the_operational_accountant/

Check out my podcast:
https://rss.com/podcasts/proteaconversations/

Follow Protea Financial on Social media:
Learn more by visiting us on these platforms:
Website - https://proteafinancial.com/blog/
LinkedIn - https://www.linkedin.com/company/1083...
YouTube - https://www.youtube.com/channel/UCwo27_BLQESQand0WjBEiig

Zane Stevens CA (SA)

Do you want to get 2026 off to a good start?

Then I have the perfect event for you!

If you are an accountant in the Bay Area, this is a must-not-miss event!

The BTG Roadshow is coming to San Francisco next week!

Attend to earn CPD and connect with a range of incredible leaders who will share their knowledge.

Go and register today. Link in the comments.

This will be a great event featuring many leading figures in the accounting industry.

#accountingandaccountants

I help wineries make better decisions in pursuit of their dreams.

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Isaac P.

Zane Stevens CA (SA)

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The Battle

Isaac P.

Zane Stevens CA (SA)

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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);}Zane Stevens CA (SA)'s LinkedIn Performance

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