GM, !
I used to think we were overloaded.
But what was actually eating capacity was the chasing: organizers half done, docs coming in pieces, signatures late, “I’ll send it tonight” turning into next week.
My team wasn’t doing tax work. They were doing reminders.
So we brought in Opzer.
They rebuilt our intake: clear steps, automatic reminders, smart routing, and a clean way to handle missing items without living in the inbox.
We didn’t buy software. They implemented the workflow for us.
Less chasing. More returns moving.
1. ⚡ Gamma generates professional client presentations and advisory proposals using AI to replace tedious slide formatting with polished, interactive documents that win new business faster.
2. ⚡ Base44 allows firms to build custom back-office tools and client portals using only natural language, instantly standardizing internal firm workflows and eliminating tool sprawl.
3. ⚡ Wrike tracks billable hours and manages multi-client projects in a single source of truth, empowering firm owners to prevent scope creep and productize profitable CFO services.
4. 👥 Mega HR automates resume screening, interview scheduling and candidate tracking so your firm reduces hiring admin, improves recruitment efficiency and secures top‑talent faster.
5. 🧾 Bill automates manual accounts payable and receivable workflows so firm owners eliminate paper checks, streamline client approvals, and reclaim time for profitable advisory services.
6. đź“‹ K1x automates extraction of complex documents like K-1s, K-3s, and 1099s using AI, ensuring 99%+ accuracy and significantly reducing reconciliation errors.
