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Isaac Perdomo
Co-founder and CEO of Opzer, an automation and AI consultancy that helps accounting firms scale with agents, workflows, and low-code tools.
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Sep 8, 2026
Episode 17: Live from Xerocon Denver with Isaac Perdomo, AI Automation Partner for $1-$10M Accounting Firms
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1:56Sarah LawranceHOST
And where should they actually start? So should they start researching, researching, researching and tinkering? Should they hire someone like you straight away? What's the kind of journey they should go on?
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2:19Isaac PerdomoGUEST
Others that are a little bit more techie might appoint their ops manager or a department manager that's into it.
8 MINS LATER
How to Scale Your Firm Without New Hires with Isaac Perdomo
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3:22Isaac PerdomoGUEST
AI model specifically, Claude has gotten so good at this point that I think it's hard to ignore it.
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3:29Isaac PerdomoGUEST
Uh, so definitely seeing a lot more firms, um, honestly just getting away from GPT and moving into Claude, Claude Cowork, Claude Code, and the regular Claude Chat.
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3:42Isaac PerdomoGUEST
Um, beyond that, I'd say like a lot of the work we do is more on the back end in terms of like automation tools or we're using a lot of like Make and NAN and making sure that not only does the firm has to, uh, adopt the AI tool and have to like go in as a user to put in the data and whatever it is that they want to do, but that also there are underlying automations in the background doing some of the work for them so they don't even have to interact with the AI directly.
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4:12Isaac PerdomoGUEST
Um, so the typical ChatGPTs and Claudes and aside from that, we're seeing a lot of either, uh, by coding tools like Replit and Lovable and, uh, the more traditional automation tools like Zapier, Make, and NAN as the tools we kind of like deploy in, on our day-to-day-