Meet Isaac!

In this episode of Protea Conversations, Zane speaks with Isaac Perdomo, founder of Opzer, about the transformative power of automation in accounting firms. They discuss the importance of reclaiming time, building client relationships, and overcoming the fear of technology.

Isaac shares his journey from engineering to accounting automation, offers insights from the Dominican Republic, and provides strategies for engaging with firms at various stages of automation.

The conversation also explores the role of AI, practical steps for implementing automation, and the importance of establishing a strong brand. Isaac emphasizes the need for proactive approaches and the importance of team building in achieving business goals.

Takeaways

- Automation is essential for reclaiming time in accounting firms.

- Aligning incentives with clients enhances relationships.

- Fear of technology often stems from the unknown.

- Simple automation tools like bank rules can yield significant benefits.

- Proactive strategies lead to better outcomes in business.

- Building a brand is more important than just running a business.

- Time management is crucial; automation can help free up time.

- Cultural insights can shape business perspectives and strategies.

- Engagement with clients should be tailored to their specific needs.

- Team building is critical for scaling and achieving business goals.

Sound Bites

"Bank rules are a simple win for automation."

"Build a brand, not just a business."

Chapters

00:00 The Importance of Automation in Accounting Firms

02:43 Navigating Client Resistance to Change

05:03 Isaac's Journey from Engineering to Accounting Automation

07:11Cultural Insights from the Dominican Republic

09:46 Deciding to Go Solo in Business

12:11 Engagement Strategies with Accounting Firms

14:59 Overcoming Fear of Technology in Accounting

17:31 Selecting the Right Tools for Accounting Firms

20:04 Identifying Time Wasters in Accounting Firms

21:16 Automating Data Entry for Efficiency and Accuracy

23:02 Exploring Automation Tools in Accounting

25:38 Bridging the Gap: Modernizing Accounting Practices

29:16 Automation 101: Simple Steps to Get Started

30:08 Streamlining Onboarding and Resource Management

30:41 Tailoring Automation Strategies for Different Firms

32:58 Goals and Growth: Building a Sustainable Business

38:00 Building a Brand Beyond Business

40:29 Personal Insights: Who is Isaac Perdomo?

Connect with Isaac: LinkedIn personal - https://www.linkedin.com/in/isaac-perdomo/?locale=en_US