TOP-RATED PROCESS AUTOMATION CONSULTANTS

HELPING GROWING ACCOUNTING FIRMS BUY BACK THEIR TIME

20,000+ hours saved for over 65 clients​

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We're saving at least 8-10 hours per week. Now I can bring in more business rather than mess around with triggers and automations. They've blown us away -- way beyond our expectations.

John Mollica
My Franchise CPAs

DEAR ACCOUNTING FIRM OWNER,

You have a growing firm.

But you face some unique challenges.

  • Technology changes so fast you can’t keep up.
  • The best talent demands work-life balance
  • Clients expect more than ever.

How are you supposed to deliver more with less human power – while having a healthy margin?

THE ANSWER? AUTOMATION

But with so many tools coming up as “the next big thing”…

You’re pulled in a gazillion directions.

AI. RPA. APIs. ChatGPT.

New apps, new plugins, oh my god!

You’re left wondering:

“From all this hype, is there something useful to implement in my firm today?”

“Can these tools integrate with my existing apps?”

“What other processes can I automate?”

We answer those questions for you.

SERVICES

This is what we do, so you don't have to

PROCESS AUTOMATION

We Automate The Robotic, Not The Human:

Automate your work – in a way your clients and team members appreciate.

Reduce errors

Less time on trivial tasks

More meaningful time for clients

Modernize your work

Attract better talent

SOFTWARE IMPLEMENTATION

We Implement Software That Makes a Difference:

Get new software up and running in days, not months. Achieve 100% adoption effortlessly.

Client Relationship Management Software

Practice Management Software

Proposal & Engagement Letters Software

Data Collection & Organizer Software

Scheduling Software

Software-Implementation-Opzer
App-Integration-Analysis-Opzer

APP INTEGRATION

We Connect Your Apps, On Your Own Terms:

Say goodbye to jumping from one app to another. Get all your apps talking, built in a language you understand.

Get Zapier Expert help

Solutions built in visual tools you'll own

No ongoing developers required

Custom API integrations

No code when you want, code when you need

JUST A TASTE OF OUR AUTOMATION WORK.
START VISUALIZING WHAT’S POSSIBLE

Get real-time sales numbers

Know exactly where people are in your buying process. See your sales KPIs in real-time.

2 hours saved per week
Add transactions instantly

Instantly report transactions in your general ledger from any payment processor.

2 hours saved per week
Update clients as you go

Wow clients by letting them know the progress as your team checks off tasks.

2 hours per week saved
Automate client billing

Say goodbye to manual client billing each and every time a client job is completed.

3 hours saved per week
AI-generated, personalized video

Record a video once, and generate personalized, realistic videos forever.

4 hours saved per week
Get client work lined up

Lay out your action plan, with team members and due dates assigned, as soon as the client signs up.

5 hours saved per week
Save time finding files

Create a folder for clients instantly. Use consistent naming convention – so you never get lost.

3 hours saved per week
AI-powered client support

Get ChatGPT to provide you with suggested responses to client support questions.

4 hours saved per week
Get more reviews on autopilot

Ask for feedback as soon as clients get value. Get more 5-star reviews in your Google Profile.

2 hours saved per week

All these can be customized to your specific software stack and needs.

And we have a lot more under our sleeves…

AUTOMATIONS CENTERED AROUND PEOPLE – BY PEOPLE WHO’VE DONE IT

We believe in making your clients – and your staff – lives easier.

Automation should bend around what’s convenient for people, not the other way around.

That’s why over the last 4 years, we’ve helped small firms (with no free time) save 10,000s of hours for their staff and their clients.

We are a team of certified technology consultants & process automation experts with decades of combined experience.

You’re not hiring us to learn. We’ve been there and done that.

Tools we've mastered behind the scenes

Opzer helped us to completely rework our processes from the ground up and have implemented a more streamlined user experience for us and our clients. I would not hesitate in recommending Opzer for your automation needs.

Dave Miller
Rosen Dental Transitions.

YOUR FIRM. YOUR WAY.

Flexible pricing tiers to support your firm at every stage.

Kickstart

  • Analysis and strategy
  • Implementation roadmap

Transform

  • Analysis and strategy
  • Implementation roadmap
  • Software setup
  • Automation setup
  • Documentation

Accelerate

  • Analysis and strategy
  • Implementation roadmap
  • Software setup
  • Automation setup
  • Documentation
  • Training

FREQUENTLY ASKED QUESTIONS​


Absolutely not. We're Zapier partners -- and certified experts! Think of Zapier as the tool and us as the craftsmen -- the experts who help you maximize the tool to your needs. If you've invested in Zapier, we ensure you reap its full benefits.

No. We don’t sell software.

You might have seen software companies promising they’re “all-in-one” solutions, but you realize they end up being great at a few, good at some, and mediocre at most things.

We help you use apps for what they’re great at. Then we integrate them together to help you maximize productivity in your operations.

Not really.

There might be a little overlap, but we’re not hired to create email accounts, do backups, or help legacy firms implement 2010 technology.

We focus exclusively on workflow automation and software integrations for the accounting firm of the 21st century.

Probably not.

If you already have a COO or Operations Manager, we can work with them to further simplify your workflows – and make your operations more efficient.

That said, if you don’t have a person dedicated to this, it's likely a Partner is performing this role without knowing.

Either way, it’s useful to have someone in-house bringing us the pain points the firm experiences: software frustrations, manual processes, client or staff complaints, often-forgotten activities.

That way we can engineer a solution to eliminate those pain points.

As long as your apps are in the cloud, we don’t require you to use specific software to work with us.

We’ve integrated over 600 software apps over our lifetime. Every client brings a unique stack.

Our expertise lies in making sure apps communicate with one another.

This can be as simple as a native integration or using third-party integration tools...

But as complex as reverse-engineering an Application Program Interface (API) that’s not open to the public. Or building custom bots to automate browser actions.

Anything your staff is doing that’s not time with clients has the potential to be automated.

Unless there’s an obvious bottleneck in your firm, we like to design automated systems and streamline processes in the following order:

  • Tasks that make you money (client acquisition) like proposal creation, follow-up communications, and sales reporting.
  • Tasks that earn you money (service delivery) like client onboarding, bookkeeping, and tax preparation.
  • Tasks that do neither but are still important (administrative) like tracking your recruiting efforts, onboarding employees, planning capacity, and others.

No. We don’t lock you into a long-term contract if you don't want to.

Some clients have worked with us for as little as 1 month.

Other clients have stayed for more than 3 years.

We'll be here as long as you need us – and no longer.

Yes, we have strict data management procedures in place for accessing your software apps and data and will never share or sell any data with external parties for any reason.

At the moment, we offer a very limited number of consulting calls by request. Apply to work with us and we can assess if this is the best fit for you.

We work primarily with firms in the United States, Canada, and the United Kingdom.

Our best clients operate with a global mindset, though.

They know the best talent isn't necessarily in their local area.

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TELL US YOUR SOFTWARE STACK. WE'LL TELL YOU WHAT TO AUTOMATE.​

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