A process built for accounting firms
Automation is nothing without process. Ours delivers strong ROI, fast.
A 30-day audit sets your priorities. Two-week sprints deliver progress. And we’re not done until your team uses it.
Stage 1: AUDIT
Most firms could automate plenty, but costs and rewards vary wildly. Our 30-day Efficiency Audit shows you what comes first and what can wait, so you get the most bang for your buck.
What we do, together
You tell us the pain points you want gone and the goals you want to reach, whether that’s increased capacity, faster month-ends, less chasing clients for documents, a calmer tax season or better margins per client.
What we do on your behalf
You get every automation opportunity in your highest-volume workflows, found by:
- Mapping each step, including who does it, how long it takes, and which apps are used.
- Finding steps to remove or automate (rather than automating everything).
- Weighing effort against value, and building against buying.
What you get from the audit
A roadmap of what to automate, and in what order:
- Each workflow’s current vs future state, and the time saved.
- The effort for the next iteration, in “points” from your retainer
- Sequencing, technical viability and open questions for each automation
Before you commit…
A 45-minute call about where your operations fall short helps you decide if Opzer fits. No technical spec needed.
Book a Free ConsultationStage 2: AUTOMATE
You see progress every two weeks
You get the audit’s priorities as we go, not after six months of silence. Over time, they add up to end-to-end workflows.
You get the simplest path that works
The best solution is often the simplest. If a spreadsheet and a template will do the job, that’s what you get, not a complex system you’ll have to maintain. You keep the apps you already use where they work, and get solutions that are quick to adopt, easy to scale and cheap to run.
Your data stays secure
Your client data is sensitive, and we treat it that way. Your workflows run on SOC 2 Type II–compliant platforms, are designed around IRC Section 7216 rules for taxpayer information, and follow security best practices in every system.
Each sprint delivers one of your priorities
You see it built, tested and demoed, then choose what’s next in the queue.
You spend ‘points’ on deliverables
The audit scopes each piece of work in points, based on effort and complexity.
For example
A straightforward workflow – est. 10–20 pointsA signed engagement letter saves to your tracker and triggers the right document requests.
A more involved automation – est. 20–50 pointsAn overdue QuickBooks invoice flags in your task system and pauses work until paid.
A larger custom build – est. 50–100+ pointsOne dashboard shows profitability by client, team capacity and realization rates.
Spend points on anything we’ve scoped:
Automations, AI agents, integrations, dashboards or (on our Fractional tier) custom internal tools and apps.
Points show how big a job is and what fits in a sprint. Your tier sets your monthly points.
Stage 3: ADOPT
An automation isn’t finished until your team uses it. You get monitoring, training and support until it’s everyday work and the gains are proven.
You see how it’s really used
We monitor what we’ve built and adjust it based on real-world use.
Your team gets confident
Training, support, documentation and SOPs. At Core Group, we stayed on hand for team members wary of change. Seeing automation work in their own firm won them over.
The impact you’ll see
- More capacity
- Better margins
- Happier clients
- Fewer fires
Not sure you’re ready for AI? Get a free assessment.
Get your AI Readiness ScoreTiers of engagement
Our four tiers differ in capacity, speed and support. You might just need a roadmap executed, or want us involved from audit to adoption. Once we’ve built it, Support keeps it running.
How each tier maps to our 9-step process
Every engagement runs on the same nine steps across Audit, Automate and Adopt. The tiers differ in which steps we own for you. Support is only for existing and former clients, for the systems we’ve built.
- Included
- Partly included
- Not included
The team behind you
You get three roles that keep strategy and implementation connected from audit to adoption.
AI Strategist
Helps choose the right “what”.
Brings accounting and tax-firm context, sets priorities and is your main contact.
Technical Project Manager
Works out the “how”.
Turns priorities into a delivery plan, coordinates implementation and keeps work moving.
AI Engineer
Builds the “what” according to the “how”.
Builds and maintains solutions so your workflows run like clockwork, only faster.
Ongoing support
Once your roadmap is delivered, scale back or move to lighter support.
Your workflows stay tracked, and anything unused or broken gets fixed before you notice:
- Break-fix support
- Minor adjustments
- Periodic system health checks
And when new opportunities appear, you don’t start from scratch: we already know your firm.
FAQs
A point represents $100 of implementation capacity. We estimate each deliverable in points according to the effort involved, giving you a consistent way to understand how much work can fit within your plan.
A relatively straightforward workflow might use only a small number of points. A more involved automation, custom application or reporting dashboard will use more.
A client signs an engagement letter → it auto-saves to your tracker and triggers a document request checklist (Low build).
A client’s invoice goes overdue in QuickBooks → they’re flagged in your task system and work pauses until payment clears (Medium build).
You need a dashboard showing profitability by client, team capacity, and realization rates, all in one view (High build).
Over time, these deliverables stack to form fully streamlined, end-to-end workflows.
The main differences are implementation capacity, delivery speed, support and senior-level involvement.
AI Adoption is for firms that want to DIY with AI tools. It includes our strategic guidance and prioritization, plus guidance on AI governance, security and staying current with the latest developments.
Performance adds implementation support: our team builds the solutions with you.
Fractional AI Officer gives you a more embedded senior relationship and broader AI guidance and training. It can also include strategic services, such as tech stack optimization and profitability dashboards.
Support is only for existing and former clients, once we’ve finished building for you: we monitor, review security, fix what breaks and make minor adjustments to the systems we built, with no new builds.
On average, within each tier we can deliver:
- 2 solutions/month on Performance
- 3 solutions/month on Fractional AI Officer
The exact number of solutions depends on their complexity. AI Adoption doesn’t include builds from our team: you build with AI tools, supported by a bi-monthly 1:1 call.
We can talk through which tier of engagement would suit your firm best on a discovery call.
Optimizing a complete end-to-end workflow, such as month-end or tax prep, typically takes:
- ~6 months on the Performance tier
- ~4 months on the Fractional AI Officer tier
On AI Adoption, your team builds with AI tools using our guidance, so timing depends on your own team’s capacity.
Faster tiers deliver results significantly sooner, in some cases cutting total project time in half.
We can talk through which tier of engagement would suit your firm best on a discovery call.
We specialize in custom automation for bookkeeping workflows, tax preparation processes, client onboarding, document management, and financial reporting for accounting firms.
Not necessarily. We work with your existing systems whenever possible and only recommend changes when there’s clear ROI.
Sometimes the biggest opportunity is simply getting the applications you already pay for to work together in an automated way.
We work inside your accounts as a permission-scoped user so we can configure and run automations. It’s exactly like you’re adding us as another member of your team.
No data storage on our side: Because everything runs in your environment, nothing is copied to or retained on our servers.
You keep full ownership and control of both data and the finished automation assets. We don’t host or manage them after delivery.
Enterprise-grade stack: The platforms we use already serve and are vetted by large enterprises (e.g., SOC 2, ISO 27001 compliant).
Most firms see a 10–20% efficiency gain, with many achieving 20-40% improvements in process time. This translates to higher profitability per client and the capacity to take on more business without adding staff.
During our Audit stage, we assess the likely value before deciding what should be built.
No, our automations scale efficiently, not one-to-one with every added client, only for the shared work the system performs. If client volume doubles, for example, cost might only rise 20–30%.
We have a 3-month minimum on our monthly packages, but it’s likely you’ll want to stay longer. Most of our clients choose to stay with us 6–12 months because of the ongoing value.
If you only have a short-term need, ask us about our off-menu, individual sprint options.
Start the process for free
No technical spec needed. Not sure you’re ready? Take our free AI Readiness test, or just talk to us.
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Tallinn, Harju County, 10145, Estonia
team@opzer.co