GM, !
That was my firm. Returns waited on sign-off. Managers waited on review.
Preparers waited on answers. Clients followed up because no one owned the reply.
It wasn’t a people problem. It was our workflow.
So we hired Opzer.
They redesigned how work moved: clear ownership, automatic handoffs,
simple tracking. Work progressed without me hovering.
No new hires. No new software. No new chaos.
They built and implemented done-for-you automation inside our firm.
1. 📋 Keeper automates month-end close reviews and client document collection so bookkeepers eliminate manual reconciliation grind, catch coding errors instantly, and free capacity for high-margin advisory services.
2. ⚡ Fellow automates meeting transcription and action-item tracking so firm owners capture every billable detail, eliminate manual note-taking, and ensure staff follow-up on critical client advisory decisions.
3. 📈 Databox consolidates disparate data into automated KPI dashboards so accountants can monitor firm performance and teach clients with real-time, visual financial status updates.
4. ⚡ Landbot treamlines client document collection and lead qualification through no-code AI chatbots, enabling firm owners to eliminate manual chasing and improve operational margins effortlessly.
5. 🤝 Amplemarket manages outbound lead generation with an AI sales copilot to help firm owners build a predictable pipeline and proactively target profitable client niches beyond referrals.
6. ⚡ Content Bot automates newsletter, proposal and blog creation so your firm consistently builds thought-leadership, nurtures leads and grows a predictable pipeline without extra head-count.
Everyone wants a breakthrough. Almost nobody is working on the right one. This quiz finds your Breakthrough Type and builds a mentoring plan around it, based on your actual personality and life.