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Isaac @ Opzer | Automation for Accountants
เข้าร่วมเมื่อ 20 ก.พ. 2023
Don't waste your time doing it -- if a digital robot can do it for you.
Imagine if you could double your team's productivity without hiring more staff.
Imagine a team that spends every second on high-value activities -- connecting with prospects, delivering exceptional client experience, and making complex decisions.
Any repetitive, administrative tasks like scheduling appointments, lead follow-ups, keeping records, and data entry are automated.
That's the business we all dream of.
One that can deliver faster, higher-quality service at a higher margin than competitors.
Give your businesses a competitive edge.
Hit us up below if you need help making that dream happen. 👇👇
Imagine if you could double your team's productivity without hiring more staff.
Imagine a team that spends every second on high-value activities -- connecting with prospects, delivering exceptional client experience, and making complex decisions.
Any repetitive, administrative tasks like scheduling appointments, lead follow-ups, keeping records, and data entry are automated.
That's the business we all dream of.
One that can deliver faster, higher-quality service at a higher margin than competitors.
Give your businesses a competitive edge.
Hit us up below if you need help making that dream happen. 👇👇
From Disastrous to Smooth: How This Tax Firm Streamlined Busy Season
If you're chasing tax documents in 2025, STOP. Let automation handle client reminders for you.
Watch the success story of this tax firm is doing it RIGHT using Opzer -- and make 2025 your best season yet.
NEXT STEPS
🤝 Want to run a more efficient accounting firm?
Book a FREE Consultation 👉👉 opzer.co/
⏰ Timestamps:
Intro - 0:00
The Problem - 0:22
Why Leave Your Previous Provider - 1:20
The Outcome - 3:04
What Didn't Work Well - 3:50
Advice for Other Firm Owners - 4:40
📺 Subscribe to our channel if you want more tips on automation and workflow improvement: www.youtube.com/@opzerco
Watch the success story of this tax firm is doing it RIGHT using Opzer -- and make 2025 your best season yet.
NEXT STEPS
🤝 Want to run a more efficient accounting firm?
Book a FREE Consultation 👉👉 opzer.co/
⏰ Timestamps:
Intro - 0:00
The Problem - 0:22
Why Leave Your Previous Provider - 1:20
The Outcome - 3:04
What Didn't Work Well - 3:50
Advice for Other Firm Owners - 4:40
📺 Subscribe to our channel if you want more tips on automation and workflow improvement: www.youtube.com/@opzerco
มุมมอง: 19
วีดีโอ
How This CAS Firm Unlocked Insights to Double Profitability
มุมมอง 53หลายเดือนก่อน
Listen to Gabrielle's story on what it's been like to work with us. Increase profit margins, spot process improvement opportunities, and streamline your operations with Opzer. NEXT STEPS 🤝 Want to run a more efficient accounting firm? Book a FREE Consultation 👉👉 opzer.co/ 📺 Subscribe to our channel if you want more tips on automation and workflow improvement: www.youtube.com/@opzerco
An Accounting Firm That Runs Without You? Here's How (with Alexis Kingsbury)
มุมมอง 962 หลายเดือนก่อน
Are you an accounting firm owner feeling overwhelmed by daily operations? Join Alexis Kingsbury, a seasoned entrepreneur and management consultant, as he shares his insights on creating an accounting practice that runs independently of its owner. GUEST SHOW NOTES 🎙️ Check out De-Stress Your Business Alexis' podcast: th-cam.com/play/PLl-LnOBCpnh0nW5tTEJVR16zevIeOcSNR.html 📧 Email: alexis.kingsbu...
How This Accounting Firm Built An App That Helped Them Grow With No Marketing or Sales
มุมมอง 1075 หลายเดือนก่อน
NEXT STEPS 🤝 Want to run a more efficient accounting firm? Book a FREE Consultation 👉👉 opzer.co/ ⏰ Timestamps: 0:05 - Introduction to video 3:02 - High-touch client approach 5:27 - Acquiring clients through referrals 7:21 - Building client referrals 9:28 - Networking with business coaches 13:00 - Developing niche-specific app 14:48 - Builders' app challenges 16:19 - Using Approval Max for bill ...
Less Planning, More Doing: How To Automate Work Management in 5 Steps
มุมมอง 926 หลายเดือนก่อน
In this video, I discuss the importance of streamlining and automation task management so your team can get stuff done, as opposed to spend time "planning" or moving tasks around. I share how to effectively capture tasks, equip team members with necessary information, set time-related fields, assign tasks, and implement follow-ups. I also share real-life examples and stories to illustrate the b...
This Tool Syncs Your Spreadsheets with QBO & Xero in 3 Minutes (G-Accon Intro)
มุมมอง 1297 หลายเดือนก่อน
If you've exported data from Quickbooks to your spreadsheet (just to realize there's a mistake, leading you to repeat the manual export all over again)... The following app is for you. Sync your Quickbooks, Xero, and other accounting apps directly into your Google Sheets. Adjust data. Automate workflows. And so much more. Tune in to hear directly from G-Accon's team how the tool came about and ...
Beyond Automation Basics: Reverse Engineering a Private API (Canopy Tax)
มุมมอง 5439 หลายเดือนก่อน
In this video, I'll be discussing a complex automation use case using Canopy's API. A mid-sized accounting firm reached out to us wanting to automate certain aspects of their practice. I'll explain how we assess the difficulty level of automations using a framework we've developed called The Process Automation Pyramid. We'll dive into the nitty-gritty of APIs. I'll also demonstrate how we can u...
How to Auto-Generate QuickBooks Report (Using Zapier & AI)
มุมมอง 4139 หลายเดือนก่อน
In this video, I demonstrate how to use a beta feature in Zapier (Custom Actions) to generate financial reports in QuickBooks and then analyze the response using AI. I walk through the process step by step, showcasing how easy it is to create balance sheets and other financial statements. Enjoy! NEXT STEPS 🤝 Want to run a more efficient accounting firm? Book a FREE Consultation 👉👉 opzer.co/ Req...
Transform Your Tax Season With Tech-Driven Organizers with Kristin Delfau
มุมมอง 1279 หลายเดือนก่อน
In this video, Kristin Delfau from Her Money Solutions discusses how she dumped paper organizers and fillable PDFs in favor of tech-driven organizers. Tune in and watch the exact set up that has allowed Kristin to look forward to her work again and more quickly fulfill her personal tax return clients. NEXT STEPS 🤝 Want to run a more efficient accounting firm? Book a FREE Consultation 👉👉 opzer.c...
What Is a Webhook? Learn to Set Up One in 60 Seconds
มุมมอง 4910 หลายเดือนก่อน
In this quick video, I discuss the concept of a webhook and how they enable seamless communication between different applications. I explain the two types of webhooks and provide examples of popular tools that support inbound and outbound webhooks. I also demonstrate how to set up a webhook trigger using ClickUp, Zapier and Make, showcasing how data can be sent to multiple integration platforms...
Catch Clients Adding New GL Accounts in Quickbooks!
มุมมอง 5510 หลายเดือนก่อน
In this video, we create a simple automation that notifies you when a new GL account is created in a Quickbooks Online account. Helpful for accountants and fractional CFOs to kickstart a meaningful conversation with clients that might be adding accounts they don't truly need. NEXT STEPS 🤝 Want to run a more efficient accounting firm? Book a FREE Consultation 👉👉 opzer.co/ Request an automation i...
I Automated Task Planning For This Accounting Firm
มุมมอง 11711 หลายเดือนก่อน
I Automated Task Planning For This Accounting Firm
How to Automate Sales Tax Journal Entries in Xero #AutomateInPublic
มุมมอง 30911 หลายเดือนก่อน
How to Automate Sales Tax Journal Entries in Xero #AutomateInPublic
This Is How Accounting Firms Onboard Clients in Minutes (Using Automation)
มุมมอง 28711 หลายเดือนก่อน
This Is How Accounting Firms Onboard Clients in Minutes (Using Automation)
The Power of Automation in Modern Marketing - Creative Operations Podcast
มุมมอง 57ปีที่แล้ว
The Power of Automation in Modern Marketing - Creative Operations Podcast
Accruer Live Demo: Automating QuickBooks Accruals
มุมมอง 106ปีที่แล้ว
Accruer Live Demo: Automating QuickBooks Accruals
Client Challenges Turned Software Features
มุมมอง 24ปีที่แล้ว
Client Challenges Turned Software Features
How to Automate Accruals in 60 seconds, with Tom Zehentner, CPA
มุมมอง 211ปีที่แล้ว
How to Automate Accruals in 60 seconds, with Tom Zehentner, CPA
🤖 7 Zapier Automation Examples for Accounting Firms
มุมมอง 1.7Kปีที่แล้ว
7 Zapier Automation Examples for Accounting Firms
Hubspot CRM for Accounting Firms: A Step-By-Step Tutorial for Beginners
มุมมอง 616ปีที่แล้ว
Hubspot CRM for Accounting Firms: A Step-By-Step Tutorial for Beginners
3 STEPS to Automate Your Accounting Practice WITHOUT Fancy Software
มุมมอง 153ปีที่แล้ว
3 STEPS to Automate Your Accounting Practice WITHOUT Fancy Software
THIS 7-Figure Firm is Scaling Profits With Automation [SUCCESS STORY]
มุมมอง 117ปีที่แล้ว
THIS 7-Figure Firm is Scaling Profits With Automation [SUCCESS STORY]
The BEST CRMs for Accounting Firms, But They ALL Fall Short…
มุมมอง 355ปีที่แล้ว
The BEST CRMs for Accounting Firms, But They ALL Fall Short…
ACCOUNTING FIRMS: 3 FINANCIAL Advantages of Automation
มุมมอง 77ปีที่แล้ว
ACCOUNTING FIRMS: 3 FINANCIAL Advantages of Automation
7 Steps to Automate ANYTHING (STEAL This Framework)
มุมมอง 47ปีที่แล้ว
7 Steps to Automate ANYTHING (STEAL This Framework)
ZAPIER TUTORIAL: How to Use Zapier to Automate Your Work (FREE COURSE)
มุมมอง 252ปีที่แล้ว
ZAPIER TUTORIAL: How to Use Zapier to Automate Your Work (FREE COURSE)
What is Zapier? SIMPLE Explanation in 5 MINUTES
มุมมอง 144ปีที่แล้ว
What is Zapier? SIMPLE Explanation in 5 MINUTES
Can I change a client address in canopy , and have QB, lacerte and possibility few other platforms be changed automatically?
Hey Alen, you can! Certain software can be tricky to do this in (e.g. desktop software), but this is a common use case we see -- and have built for clients. It's definitely doable. Same would apply for other values -- like email, phone number, name, etc.
When I try to create a custom action using QBO I receive the "App not supported" error message. Any work around here or did they remove the QBO connector since this video was made?
Thank you so much for your tutorial, everything was clear, but I missed a bit some info about API it was explained a bit hastily. But actually really full and complex explanation.
Power users for the win.
Tech-savvy accountants taking over! 🔥
Great conversation! Thank you for having us.
Thanks!!
Genius! Thanks for sharing
Appreciate it! Fun stuff we enjoy figuring out 😜
This is awesome, any chance of getting a template to start with?
Hey Samuel! Cognito does have a Tax Client Intake Form (www.cognitoforms.com/templates/235/tax-prep-forms/tax-client-intake-form). Check it out! I'm sure Kristin would also be happy to help if you reach out. So feel free to do so: www.linkedin.com/in/kristin-delfau-ea-55682711/
Many thanks for all valuable infos
Amazing video quality. What tool are you using to record?
Loom!
Loom!
Have a tedious manual process in mind? Unsure if it can be automated or not? Request an automation idea below and we'll consider automating it in public. 👇🏽 airtable.com/appTH9EG7YBQIMXff/shrIPhCmAuD3SvMqa
Does Zapier have any integrations with ASIC (Australian Securities and Investment Commission)?
Hey! Looks like the ASIC does have an API publicly available here: asic.gov.au/online-services/application-programming-interfaces-apis-for-digital-service-providers-dsps/ In other words, there are ways (although a bit more technical) to connect Zapier to the ASIC. Would you mind sharing more details about what you're trying to accomplish? Feel free to schedule a free consultation if you need more help: calendly.com/isaac-opzer/30-minute-meeting
*Promosm* 😩
🤝 Want to run a more efficient firm? Book a FREE Technology Consultation 👉👉 opzer.co/accounting
Need more help? Get a FREE Process Automation Evaluation 👉👉 opzer.co/accounting
Great overview of all these CRM softwares! Like everything in life, there never seems to be a magic key, one size fits all!
I really liked how you broke down each of the alternatives and their level of complexity. As a beginner in the automation world I find this content pretty useful
Hey Jose! Appreciate it a lot! Glad it was helpful
'Promosm' 😔
0:00 - Intro 1:20 - Step #1: Direct 2:40 - Step #2: Zapier or alternatives 4:49 - Step #3: Middleman 6:44 - Step #4: Webhooks/APIs 9:18 - Step #5: Scripts 11:08 - Step #6 & #7: Internal APIs & Robotic Process Automation (RPA)
Also. Let's collab man. What's your email?
Sure, let's talk! Shoot me an email at isaac@opzer.co
Keep up the good work
Thanks for your comment my man! First ever on my channel, so it's greatly ppreciated.
Workflow Overview - 0:42 Workflow 1 - Purchase - 1:45 Workflow 2 - Refund - 5:05 Workflow 3 - Cancellation - 6:20 Workflow 4 - Payment Failure (1st) - 7:41 Workflow 5 - Payment Failure (Nth or Last) - 9:01 Bonus Workflow 6 - Renewal Reminders - 10:18