Episode notes
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.
Keywords
LeadershipEntrepreneurAccountingBookkeepingQuickbooksQBOAccounting TechnologyAccounting IndustryCFO