A roadmap to 5–10 hours a week back at your firm, without hiring, overhauling your systems, or risking client data.
In 4 weeks, the same one-on-one audit we've run with 25 accounting firms hands your firm a dollar-ranked automation roadmap.
The problem
Your team is already near capacity.
Your best people spend hours every week on work that could be automated.
You know AI could help. But knowing where to start, and what's actually worth it, is the hard part. Let alone getting the team to adopt new tools.
So it stays on the "someday" list while the work piles up.
The reality most firms miss: you couldn't automate everything, and you shouldn't.
How it works
It's our one-on-one firm audit.
For two years we've run the same audit one-on-one with accounting firms: we get inside how your firm actually works, find where AI creates real capacity, and hand you a ranked plan.
This cohort runs that exact audit for six firms at once, so you get the proven process plus the perspective of five peer firms.
You still get direct one-on-one time. Your prioritization week is 1:1 with Isaac, and the plan is built around your firm.
The same audit we run privately, one-on-one, for $5,000Why it's different
Not another "where to click" training.
Most AI training teaches your team the buttons. This gets your firm the benefit: what to actually do, and where it's worth doing.
| Typical AI / Claude training | The Opzer Accelerator | |
|---|---|---|
| Focus | Technical: which buttons to press, feature by feature. | Strategic: where AI creates real capacity in your firm. |
| The question it answers | "How does this tool work?" | "What's actually worth automating here, and what isn't?" |
| Built around | Generic demos, the same for every audience. | Your firm's real workflows, tools, and numbers. |
| You walk away with | A team that has seen the features. | A dollar-ranked roadmap you can act on Monday. |
| The result | Notes nobody opens again. | A roadmap to 5–10 hours a week, without a new hire. |
The four weeks
What happens over the four weeks
The same audit, run live with your peers, then one-on-one to prioritize.
AI for Leadership
How to ensure AI actually pays off.
Use-Case Deep Dives
Bookkeeping, accounting, tax: what firms like yours are doing.
Governance & Guardrails
Roll out AI without risking a client file.
Your 1:1 with Isaac
Rank it all into your ranked automation roadmap.
Everything you get
One price. Your whole firm.
$250 deposit reserves your place. Founding rate; rises for future cohorts.
Two ways in
1:1 Firm Audit vs Group Cohort
| 1:1 Firm Audit | Group Cohort | |
|---|---|---|
| Pricing | $5,000 USD | $1,750 USD |
| Format & access | Private, dedicated. Only 3 firms a month. | Small group (6 firms). Next: September 2026. |
| Total commitment from the firm | 4–6 hours | 8–12 hours |
| Deliverables | ||
| Workflow optimization audits | ✓Up to 3 end-to-end workflows, mapped by us | ✓Guided by our AI |
| App fit analysis | ✓Done for you | ✓Run with our AI |
| Actionable ranked roadmap | ✓Built by us | ✓You build, we review |
| Turnaround time | 4–6 weeks | 4–6 weeks |
What firms say
Firms your size, already excited.
"The Opzer team helped us find 3,900 hours of time savings across our tax, accounting, and healthcare divisions."
"This has been a very valuable exercise to show us what's possible."
"You showing us what you did for other firms got us excited about what we could do too."
Straight answers
The questions firms actually ask.
"Show me it actually works."
+In weeks 2 to 3 we map your real processes with you and show exactly where Claude removes the hours, step by step, with a human left in the loop wherever review matters. You see the mechanism, not just a number. It's the same audit that has found firms thousands of hours.
"Is our client data safe?"
+Yes. This is strategy, not system access. We never touch or ask for your client data. And safe rollout isn't an afterthought: Week 4 is entirely governance, plus you keep the AI Guardrails Kit (a one-page use policy, an approved tool-stack, and a never-in-AI checklist).
"We're already going through too many system changes."
+Then this is for you. The whole point is to change less. We rank every opportunity so you only touch the few that clearly pay off. Nothing here requires overhauling your existing systems.
"How do we get our team from ChatGPT to Claude?"
+The ChatGPT to Claude Switch Kit gives you a side-by-side cheat sheet and a one-week rollout plan, so your team moves over without confusion or lost work.
"How much time does it take?"
+Plan for 3 to 5 hours a week; at minimum, each 90-minute session. Whoever makes decisions on capacity, tech, or operations should attend live. Supporting work can be delegated.
Our Guarantee
5+ FTEs? We'll find at least 1,000 hours of annual savings for your firm, or you don't pay.
Smaller firm, or not satisfied for any reason? Full refund, no questions asked.
Get The Most Out of AI With As Little Of You
If your key people are near capacity, the answer might not be another hire. In four weeks, find where AI creates the most value and leave with the plan to act on it. Only six firms per cohort. A $250 deposit reserves your place.
Reserve Your Firm's Place →