In this episode of Growing Your Firm, host David Cristello sits down with Isaac Perdomo, founder of Opzer, to discuss the practical application of AI and low-code/no-code tools in modern accounting practices. Isaac shares real-world case studies of firms drastically reducing manual workloads and increasing their capacity for high-value advisory services.
In this episode, we explore:
\- The "Window of Opportunity": Why the next 12–24 months are critical for firms to adopt AI before the market settles.
\- Beyond the Hype: Moving from generic ChatGPT use to building bespoke internal tools with Claude, Replit, and Lovable.
\- The 15-Minute Close: How a case study firm reduced bookkeeping time from 2 hours to 15 minutes per client using automated workflows.
\- Quality Assurance (QA) with AI: Using LLMs as an additional layer of review for financial statements and deliverables.
\- Vibe Coding & Custom Apps: Why the era of the "30-app tech stack" is evolving into firms building their own specialized internal software.
\- Sentiment Analysis: How to use meeting transcripts from tools like Granola or Fireflies to detect client dissatisfaction before they churn.
Key Tools Discussed:
\- Automation Engines: Make.com, n8n, and Zapier.
\- AI Models: Claude and ChatGPT.
\- Prototyping: Lovable and Replit.
\- Meeting Intelligence: Granola, Fireflies, and Fathom.
Featured Guest: Isaac Perdomo
