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.
Eliminate bottlenecks and modernize your operations
– in less than 1 hour a week.
