In this episode of The Fun CPA Podcast, Yuri sits down with Isaac Perdomo, CEO and founder of Opzer, to talk about automation, AI, and where accounting firms should actually start.

Isaac shares why firms do not need to overhaul everything at once, and why the best place to begin is usually with the painful, repetitive work they are already doing every day. From client reminders to workflow tracking to simple AI-powered daily prep, the conversation focuses on practical ways firm owners can save time without making things more complicated.

They also talk about the challenge of getting teams to adopt new tools, how to test automations safely, and why small improvements can make a real difference during tax season. It’s a practical conversation for firm owners who know they need better systems but are not sure where to begin.

Episode Highlights:

0:00 - Intro

0:46 - Meet Isaac Perdomo

1:44 - How Isaac got into accounting automation

3:08 - Where firms should start with automation

4:44 - Why accountants tolerate broken processes

6:32 - Tax season pain points and client intake

8:59 - Using automation to improve follow-up and workflow

11:23 - How to test automations without breaking things

12:30 - Why DIY automation can feel overwhelming

15:18 - Choosing what is worth automating

16:15 - Simple AI use cases for email and daily planning

18:28 - Setting up Claude tasks and meeting prep

24:26 - Isaac’s process for finding automation opportunities

27:04 - Conferences, relationships, and accounting communities

31:14 - Content, YouTube, and sharing what he is learning

32:44 - Where to find Isaac and Opzer

ABOUT HOST YURI KAPILOVICH

Yuri, aka #thefuncpa, has been in the accounting profession for over 15 years and has seen, first hand, the challenges the profession brings. After seeing that no firm was fitting the bill, Yuri set out to do things his own way with his firm K&A and the journey began with LinkedIn posting at the front end.

Yuri is proud to bring you #thefuncpa podcast highlighting the fun and all the amazing opportunities our profession can bring us all.

CONNECT WITH YURI KAPILOVICH

LinkedIn: https://www.linkedin.com/in/ykapilovich/

Website: https://www.thefuncpa.co/

CONNECT WITH ISAAC PERDOMO

LinkedIn: https://www.linkedin.com/in/isaac-perdomo/

Website: https://opzer.co/