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James Rose hosts Isaac Perdomo, co-founder of automation firm Opzer, to discuss how accounting and professional service firms can scale through smarter automation and process clarity. They talk about where to start and how smarter automation delivers up to 33% more clients even with a smaller team.
Topics covered
- Where to start with automation
- What good automation looks like
- Things to watch out for
- Quick wins
- Using the tools you already have
- Scaling without having to hire
- Isaac’s favourite tools