10 ways to be more productive with Zapier + Aero
What is Zapier? For those of you who haven't heard about Zapier, it's a productivity tool that helps you to connect over 1,000 cloud apps with each [...]
What’s on the Menu – define and standardize your services
Imagine if your accounting firm were a restaurant. Would it run smooth as a top or would everything be total chaos? Let's pretend you're following your dream of owning and running the [...]
Taming Your Gmail Inbox
The Goal The Reality Like a lot of our clients, we use Google Apps for Work to manage our email, document sharing and calendars. We love the [...]
Putting the WORK in Workflow
This is it. This is the day (month, quarter, year) that you are finally going to get a real workflow system up and running. You've done your [...]
Using Projects in Aero
Aero gives you the ability to look at your client work from many different views such as by Type, by Client, by Team Member (to name just a few) [...]
Creating Procedures in Aero
There is something very intimidating about a blank page. You may know exactly how you want a task to be performed, but when you sit down to document [...]
Team Communication and Aero Workflow
In their article on managing workflow in your accounting practice, Cloud Consultancy partners Victoria Cameron and Laura Redmond call communications "the first building block of good practice [...]