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

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