That Bookkeeper

I have worked as an independent bookkeeper since 2004. That Bookkeeper offers excellent small business bookkeeping, consulting, and support.

Owner

Scott's Music

Bookkeeper from 2005-2009.
Purchasing Manager from 2008-2009.
General Manager 2009.

General Manager, Purchasing Manager, Bookkeeper

The Recycle Bin

Bookkeeper, Office Manager

Your New Bookkeeper | Saving 🇨🇦 & 🇺🇸 Owners Time & Stress | Fully remote bookkeeping for solopreneurs & small teams

If you’re reading my About section, you’re likely 1 of 3 people. 

1. A business owner
2. A bookkeeper

3. You’re just trying to figure out if I’m the Eric Matthews 
you remember from school, work, jail, etc. 
Short answer: I’m probably not. 

If you run a business, here are a few ways I can help. 

DIY, DWY, DFY

DIY (do it yourself): 

If you want to do your own bookkeeping, I get it. 

Every owner should know their numbers. 
Doing the work gives you a deep understanding on how your business runs. 
If/when you decide to outsource the work, you’ll know what to look for 
and you’ll be able to understand the monthly financial reports.

If that’s you, I recommend following me. 
I share content that will help you understand 
what to look for in your numbers, and tips on running a more efficient business. 

DWY (do it with you): 

If you’re not looking for a bookkeeper but just need some advice, 
I recommend connecting with me. 

Send me a message and let me know what you’re struggling with, like: 

- how to set up your software
- what to look for in your reports
- how to improve cash flow

I can answer most questions right in the messages. 
For bigger topics, we can set up a consulting call.

DFY (do it for you): 

If it’s time to outsource your bookkeeping, 
we can book a call and find out if I’d be a good fit. 
Not all bookkeepers are created equal, and only certain ones 
will be suited for your business and your needs. 
The important thing is finding one right for you. 

If you’re a bookkeeper, here’s how I can help. 

Please consider following me. 
I write content that most bookkeepers can relate to.
It’s not all about bookkeeping tips. There are plenty of places to find that. 

My goal is to give you tips on running a practice. 
How to deal with the pressure of running one by yourself, 
and some advice on doing it in an efficient way without burning out. 

If you’d like to get a deeper dive each week, you’d like my newsletter. 
It comes out every Monday morning, and it provides more advice 
than you can easily fit into a LinkedIn post. 

And, if you ever have questions that I haven’t covered, please connect with me. 
Send me a message. 
I’m always happy to help a fellow bookkeeper. 
In most cases, I can give you a quick answer in the messages. 
If your question needs a bit more time, we can book a consulting call. 
On a call, you’ll be able to explain your question in detail, and we can work together to find an answer. Or, if you just want to spend some time venting about a client, 
we can do that too.

Eric Matthews

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.

taplio

The Battle

Eric Matthews

Isaac P.

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