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
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Special Summer Offer: Exclusively on Apple Podcasts, try our Dateline Premium subscription completely free for one month! With Dateline Premium, you get every episode ad-free plus exclusive bonus content.
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!