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 wasnāt 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. ā” Tradify streamlines quoting, scheduling, invoicing and jobātracking so your firm supports tradeāclients with efficient workflows, reduces manual entry and improves profitability.
2. ā” Client Hub uses AI to streamline client communication, automate workflows and close review tasks so your firm centralizes collaboration and accelerates monthāend closes.
3. ā” Slides AI turns your narrative or Excel/QuickBooks data into professional client dashboards or board-packs so you spend less time creating and more time advising.
4. š§¾ Ramp automates spend management and accounting workflows so your firm closes books faster, reduces manual errors and refocuses resources on profitable advisory services.
5. š§¾ Dext captures and categorizes receipts automatically, eliminating manual entry and enabling firms to reconcile accounts faster while freeing time for advisory services.
6. š¤ CLI3NTS streamlines client management and document collection, helping small accounting firms automate reminders, track progress, and free time for advisory services.
