For accounting firms who want things done right, the first time
Using smart automations
Opzer is the go-to automation consultancy that helps firms eliminate human error and process bottlenecks, so you can maximize production without the 60-hour workweeks.


Social Proof
100+
Firms Served
2000+
Processes Streamlined
50,000+
Hours saved per year
Trusted by the top 5% of forward-thinking accounting firms
Our Services
Customized to your needs, specialized in your industry
Automated workflows
Get your work happening with little to no human input. We design, build, and test the automations that save your people from clocking out late.
Spreadsheet automations
Go beyond exports, copy-pasting and VLOOKUPs. We’ll develop custom scripts to cut your spreadsheet time in half.
Custom integrations
Get your apps talking to one another. API, Webhooks, RPA, all that complex stuff you’ve heard? We use it to integrate your apps – even if you think it’s impossible.
Data design
Build a source of truth, the right way. We engineer the data structure that supports your wildest AI, automation, and reporting dreams.
Profitability dashboards
We’ll bring your data together to make your most important KPIs available in real-time, so you can make informed business decisions.
AI Agents
Graduate from rule-based automations. Streamline senior-level tasks by integrating AI into your workflows. We’ll prompt-engineer, train, and fine-tune models – for AI to become your favorite new employee.
Who We Serve
You're a best-fit client if you describe your firm as one or more of the following:
A modern accounting firm
struggling to track the things you’ve automated, connect all your apps, or develop the more complex.
A fast-growing CPA firm
but too much is falling through the cracks and your systems can’t keep up with growth.
An overwhelmed tax firm
during busy seasons, extending too many returns, or hiring temporary help to end up overworked anyway.
A bookkeeping firm
with lots of manual spreadsheets and not catching errors on time – even with multiple layers of review.
A CFO or advisory firm
craving less time on spreadsheets – and more time advising clients face-to-face.
We’re not a fit if
1
You don’t see automation as the 24/7/365 workforce that it is
2
You need convincing for a $100/mo software subscription
3
You always want the cheaper solution, even if it isn’t the best ROI
4
You’re a solo firm or making less than $250,000 in revenue
5
Your margins are rock solid, and you have no interest in improving them
Get Started
Build An Efficient Accounting Firm, With Experts On Your Side
1. Discover
Quickly assess if we're a fit. Schedule a brief, no-pressure call with our team – and kickstart your journey to a more calm, profitable firm.
2. Assess
Get confidence and buy-in. We quantify the ROI opportunity of your automation efforts, and pinpoint the bottlenecks holding you back.
3. Streamline
Operate your firm like clockwork. We systematize and automate your processes, one at a time. No system overhaul required.
4. Integrate
We train your people on new tools and processes. Then use data to boost profitability and efficiency further.
Don't Take Our Word For It
Opzer is the go-to automation consultancy that helps firms eliminate human error and process bottlenecks, so you can maximize production without the 60-hour workweeks.
“I had an idea but wasn’t fully sure on how to implement it. Reached out to Isaac and Opzer — they took our idea and knocked it out of the park. Now we don’t need to tell clients their bank feed is broken. An automation takes care of it all — and clients ACTUALLY act on the message. Highly recommend Isaac and Opzer!”
Brian Clare @ Blueprint Accounting
Isaac gave the first live presentation in our automation community for accountants. They loved it. If you have the opportunity to have him present to your audience, you won’t be disappointed!”
Chad Davis @ AutomationTown.io
Isaac delivered a great webinar to our audience today with lots of activity in the chat and Q&A. He painted a picture with definitions, use cases, real-example. Really great webinar.
Ian Vacin @ Karbon
“I don’t have a bookkeeper anymore! We went from 90 hours to 1 day a month (8 hours) to maintain 45 clients’ books. The automations Opzer build always work.”
Donna Bordeaux @ Calculated Moves
“We had worked with other contractors. They made tax season more stressful than it needed to be. Opzer fixed it – and made it right. We 3x our tax return volume in 1 year – and our systems handled it flawlessly. This season has been less stressful.”
Garett Froese @ Atmos Financial
“The profitability dashboards Opzer created have given us the insights (and the buy-in from the team) we needed to understand exactly where we’re losing money — and were we could be more efficient. This has been our most profitable year in 6 years!”
Gabrielle Luoma @ MOD Ventures
Apps You Trust (and we’ve mastered)
We partner with top automation and accounting efficiency apps – to elevate your operations. Below are the ones we use the most.
Automation and AI
Industry Apps
Not Ready To Talk?
Curious About What's Possible?
Download our list of most common automation use cases — after working with more than 100 accounting firms.
See which use case your team can benefit from.
FREQUENTLY ASKED QUESTIONS
Are you an alternative to Zapier / Make / Power Automate?
Absolutely not. We're partners -- and certified experts -- of these tools!
Think of us as the craftsmen, the experts who help you maximize the tool to your needs. If you've invested in automation tools already, we ensure you reap their full benefits.
Are you an alternative to practice management software or other “all-in-one” solutions?
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.
Are you an alternative to an outsourced IT team?
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.
Are you an alternative to an Operations Manager or Chief Operating Officer?
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.
What technology or apps do I need to use to work with you?
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.
What processes or functions do you automate?
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.
What are your terms of engagement? Am I locked into a contract?
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.
Is my data secure?
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.
Can I just hire you for a couple hours?
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.
What regions do you serve?
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.
Eliminate bottlenecks and modernize your operations
– in less than 1 hour a week.