Define
Each account comes with built-in checklists for common accounting and bookkeeping work– from client onboarding to offboarding and everything in between
Create and store your own checklists for any of your firm’s processes
Detailed procedure guides for accounting and bookkeeping tasks included with every Aero account
Easily scale your firm by having ready-to-go processes in Aero, making adding new clients a breeze
Organize
Easily schedule one-time or recurring tasks – on any occurrence interval you need
The resources staff need to perform client work are easily accessible in a secure and central location
Forward emails from your inbox directly to Aero
Quickly create and track unexpected and unplanned client tasks
Integrate your Aero account with other apps like QuickBooks Online, QuickBooks Time, Office 365, and Zapier. Or use our open API to create your own integration.
Track
Clear view of the status of all open work
Built-in time tracking gives real-time insight into staff performance or possible scope creep
Optionally sync time automatically to QuickBooks Online or QuickBooks Time
Over 20 customizable reports provide deep insight into your firm’s profitability, productivity, and efficiency
Advise
Open Aero accounts for clients controlled and managed by your firm
Share checklists with all managed Aero accounts that you create and maintain from one central location
Create a recurring revenue stream for access to your firm’s knowledge capital – or franchise your operations
Provide valuable process advice to your clients without having to be there in person
