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Isaac P.

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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 [email protected]. I'll outline the highest ROI steps to automate in your firm. No strings attached. Worst-case scenario? You implement these ideas yourself.

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