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# Aero Workflow

Accounting Workflow and Practice Management

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## Posts

- [Blog](https://www.aeroworkflow.com/blog/) - How to Create SOPs for Your Bookkeeping Firm (Step-by-Step Guide)By Laura Redmond|2026-03-31T14:34:04-07:00March 31st, 2026|Categories: Productivity, Workflow Management|If you’re the only one who knows how to perform critical parts of your firm’s work, you don’t have a staffing issue. You have a systems issue. Most bookkeeping firms [...]Read More 0 How to Use AI in Bookkeeping: 5
- [Workflow: Your Fraud Prevention Superhero](https://www.aeroworkflow.com/workflow-your-fraud-prevention-superhero/) - How workflow improves fraud prevention in bookkeeping, accounting, and CAS firms by enforcing controls, reducing risk, and creating clear, repeatable processes.
- [How to Create SOPs for Your Bookkeeping Firm (Step-by-Step Guide)](https://www.aeroworkflow.com/how-to-create-sops-for-your-bookkeeping-firm-step-by-step-guide/) - Struggling to standardize your firm? Learn how to create bookkeeping SOPs that streamline workflows, reduce errors, and support growth.
- [Key Metrics to Track When Scaling Your Bookkeeping Firm](https://www.aeroworkflow.com/key-metrics-to-track-when-scaling-your-bookkeeping-firm/) - KPIs (or Key Performance Indicators) are metrics you can use to track the growth and stability of your bookkeeping firm — and tracking the right ones is essential for firms aiming to scale. You can’t scale any business without first understanding what’s working and what isn’t. Furthermore, being a bookkeeper means you’re good at numbers.
- [How to Use AI in Bookkeeping: 5 Prompts Every Firm Should Try](https://www.aeroworkflow.com/how-to-use-ai-in-bookkeeping/) - Artificial intelligence is not coming for your bookkeeping firm. It is not replacing your judgment or taking over client relationships. However, AI can be a powerful tool to help turbo-charge your firm. When you use AI in bookkeeping, you are not outsourcing expertise; you are accelerating thinking, compressing administrative effort, and creating leverage. And leverage
- [The Importance of Clear Expectations and Setting Boundaries With Clients](https://www.aeroworkflow.com/expectations-and-boundaries/) - Boundaries and expectations must be managed in order for any relationship to thrive — that includes your relationships with clients at your accounting firm. Failing to set boundaries or communicate needs can result in relationship ruptures and lots of hard feelings. No one wants that. That’s why it’s important to take the necessary steps to
- [How to Set and Meet Client Expectations at Your Bookkeeping Firm](https://www.aeroworkflow.com/how-to-set-and-meet-client-expectations-at-your-bookkeeping-firm/) - Setting and meeting client expectations can be the key to running a successful bookkeeping firm. Happy clients can propel your firm to success, while unhappy clients can be your business’s downfall. Don’t forget, the best referrals come from word of mouth. The more happy clients you have, the more clients you can acquire too, thereby
- [How to Make Sure New Accounting Technology Actually Benefits Your Firm](https://www.aeroworkflow.com/how-to-make-sure-new-accounting-technology-benefits-your-firm/) - Not all new accounting technology is worth the investment. Learn how to evaluate tools strategically so they truly benefit your firm and clients.
- [10 New Year’s Resolutions for Accountants](https://www.aeroworkflow.com/10-new-years-resolutions-for-accountants/) - Ready for a year with smoother workflows & less stress? These 10 New Year’s resolutions for accountants will help you automate, streamline, and stay organized.
- [4 Keys for Strong Client Retention in Your Bookkeeping Firm](https://www.aeroworkflow.com/4-keys-for-strong-client-retention-in-your-bookkeeping-firm/) - Client retention is key to scaling your bookkeeping firm. Learn 4 proven strategies for communication, appreciation, and retaining clients.
- [5 Must-Have Year-End Checklists for Bookkeepers](https://www.aeroworkflow.com/5-must-have-year-end-checklists-for-bookkeepers/) - Get organized before busy season hits. Discover the 5 essential year-end checklists every bookkeeper needs for stress-free, accurate client work.
- [Essential Elements of a Bookkeeping Client Welcome Packet](https://www.aeroworkflow.com/essential-elements-of-a-bookkeeping-client-welcome-packet/) - Discover what to include in a bookkeeping client welcome packet to streamline onboarding, build trust, and set clear expectations from the start.
- [Bookkeeping Client Onboarding: Controlling Costs With Proper Procedures](https://www.aeroworkflow.com/bookkeeping-client-onboarding-how-to-control-costs/) - Discover how proper bookkeeping client onboarding saves time, prevents scope creep, and boosts profitability with clear procedures and tools.
- [Stop Scope Creep Before It Starts: How Engagement Letters (and Workflow Systems) Can Protect Your Firm](https://www.aeroworkflow.com/preventing-scope-creep-essential-tips-for-accouting-firms/) - Stop scope creep with clear engagement letters and smart workflow systems. Set boundaries, protect your time, and boost your firm’s profitability.
- [Mastering the Monthly Close: Fast, Accurate Bookkeeping for Every Client](https://www.aeroworkflow.com/mastering-the-monthly-close-fast-accurate-bookkeeping-for-every-client/) - Learn why a monthly close is essential for accurate reports, error detection, and fraud prevention—plus tips to close books quickly and efficiently.
- [The Planning Fallacy and Workflow Management](https://www.aeroworkflow.com/planning-fallacy-wreaking-havoc-workflow-management/) - Wikipedia defines the planning fallacy as "a tendency for people and organizations to underestimate how long they will need to complete a task, even when they have experience of similar tasks over-running." In multiple studies of a wide array of tasks, people are consistently over-optimistic about the amount of time it will take them to
- [Strategic Scaling: Why Delegation is Key to Growing Your Bookkeeping Firm's Advisory Services](https://www.aeroworkflow.com/strategic-scaling-why-delegation-is-key-to-growing-your-bookkeeping-firms-advisory-services/) - Growing your bookkeeping firm starts with smart delegation. Learn how workflow systems and role clarity unlock scalable advisory services and long-term growth.
- [Why CAS Workflow is Different from Traditional Accounting Workflow](https://www.aeroworkflow.com/why-cas-workflow-is-different/) - As more firms pivot toward Client Accounting Services (CAS), it's becoming increasingly clear that the traditional accounting workflow simply doesn’t fit anymore. While tax season remains a whirlwind of deadlines and document gathering, CAS presents a completely different rhythm—a continuous, complex, and client-specific cadence that can challenge even the most experienced accountants. So, what makes
- [Common Workflow Bottlenecks in Accounting Firms and How to Overcome Them](https://www.aeroworkflow.com/accounting-workflow-bottlenecks/) - Are workflow bottlenecks getting in the way of your daily operations? A good workflow is key to the success of any business, and accounting is no exception. But you may find some annoying, recurring little problems hindering productivity at your firm. Like cavities, workflow bottlenecks can return if not properly addressed and can worsen over
- [What Is CAS Accounting? (And How It’s Different from Traditional Accounting)](https://www.aeroworkflow.com/what-is-cas-accounting/) - If you’ve been hanging around the accounting world lately, chances are you’ve heard the term CAS accounting thrown around. But what is CAS accounting, exactly? And how is it different from the traditional accounting most of us are used to? Let’s break it down in plain language. What Is CAS Accounting? CAS stands for Client
- [Harnessing Automation in Bookkeeping to Enhance CAS](https://www.aeroworkflow.com/harnessing-automation-in-bookkeeping-to-enhance-cas/) - Is automation the next step for your bookkeeping firm? The future is NOW — and that means we don’t have to keep doing our bookkeeping work the old-fashioned way. Automation tools may help you improve efficiency in the workplace while also eliminating the tedious, repetitive tasks that take up your valuable time. And what does
- [How to Create a Welcome Guide for Your Accounting Clients](https://www.aeroworkflow.com/how-to-create-a-welcome-guide-for-your-accounting-clients/) - When onboarding a new accounting client, you want them to feel welcome, well-informed, and ready to get the ball rolling. A well-written welcome guide can help you ensure your new client has everything they need to get started. Here are some of the things that we think your welcome kit should include! A Personal Message
- [Transforming Your Accounting Firm with Effective CAS Practices](https://www.aeroworkflow.com/transforming-your-accounting-firm-with-effective-cas-practices/) - As an accounting professional, you’re in a unique position to advise your clients — and that’s why CAS, or client advisory services, make so much sense as a method for scaling your firm. Shifting to a more proactive advisory role, as opposed to traditional compliance services, can help you build strong, long-lasting relationships with clients…
- [Mastering Delegation: 5 Strategies to Empower Your Bookkeeping Team](https://www.aeroworkflow.com/mastering-delegation-5-strategies-to-empower-your-bookkeeping-team/) - Delegation is important to furthering your bookkeeping firm’s success, but it can be difficult to overcome perfectionism. You may not feel ready to hand over work to others, or you may be afraid the transition will just be too much of a hassle. Here are our five best tips for delegating work and empowering your
- [Navigating the Shift: Transforming Your Accounting Staff into Effective Team Leaders](https://www.aeroworkflow.com/navigating-the-shift-transforming-your-accounting-staff-into-effective-team-leaders/) - Your accounting team is made of talented and experienced individuals, many of whom have the potential to be great team leaders. And, as a manager of your firm, you are in a unique position to cultivate your staff’s talents and help them develop in their careers. But transforming your accountants into leadership roles will not
- [Unlocking Potential: The Key Role of Human Capital Investment in Bookkeeping Growth](https://www.aeroworkflow.com/unlocking-potential-the-key-role-of-human-capital-investment-in-bookkeeping-growth/) - Investing in human capital doesn’t just help your team grow — it helps your bookkeeping firm do the same! Human capital investment is a key aspect of scaling your firm to new heights. By empowering your team and growing your knowledge base, you can produce higher quality work AND increase workplace satisfaction. So what is
- [Building Trust: Strategies for Enhancing the Client Journey in Your Bookkeeping Practice](https://www.aeroworkflow.com/building-trust-strategies-for-enhancing-the-client-journey-in-your-bookkeeping-practice/) - Trust is key for any relationship to be successful — including the relationship between you and your bookkeeping clients. As a bookkeeper, your clients trust you with a lot of sensitive information and rely on you to protect them from legal trouble. Your clients must have the utmost confidence in you. It’s also worth noting
- [Remote Hiring: Tips to Build Your Dream Accounting Team](https://www.aeroworkflow.com/remote-hiring-tips-to-build-your-dream-accounting-team/) - Remote work is here to stay, but hiring accounting professionals remotely presents some unique challenges. A remote hiring process eliminates your ability to meet in person with potential candidates, and it requires the right tech stack to ensure the process goes smoothly. You’ll find yourself relying on new methods to vet potential hires — but
- [Empowering Your Team: How to Transition Bookkeepers Into Leaders](https://www.aeroworkflow.com/empowering-your-team-how-to-transition-bookkeepers-into-leaders/) - Turning your bookkeepers into leaders will help you retain top talent and free up time in your own schedule. Many professionals are hungry to learn and grow in their careers. And one of your roles as a manager is to help your team grow, seize new opportunities, and develop professionally. But how do you foster
- [5 Must-Have Tools for Enhancing Your Accounting Firm's Online Presence](https://www.aeroworkflow.com/5-must-have-tools-for-enhancing-your-accounting-firms-online-presence/) - A strong online presence is paramount in attracting good accounting clients. However, if you’ve spent any amount of time online, you’ve probably noticed that the internet is… loud. With countless websites and social media profiles, making your business stand out can seem like a daunting task. Quality is key. If you want to attract new
- [How to Delegate Bookkeeping Tasks and Enhance Team Collaboration](https://www.aeroworkflow.com/how-to-delegate-bookkeeping-tasks-and-enhance-team-collaboration/) - Selecting your staff is just the first step towards building the perfect bookkeeping team — the next step is to delegate. The power to effectively streamline your bookkeeping processes lies in trusting and empowering your team. If you’re struggling with delegation at your firm, here are some tips for dividing your workload. Why is it
- [Going Hybrid: Top Tips for Integrating Remote and Onsite Bookkeeping Services](https://www.aeroworkflow.com/going-hybrid-top-tips-for-integrating-remote-and-onsite-bookkeeping-services/) - Remote work is here to stay, but a hybrid model might be the answer your bookkeeping firm is looking for. When the COVID-19 pandemic struck, a lot of businesses found themselves trying remote work for the very first time. But because of the many benefits of working from home, this trend didn’t just stay a
- [The Hidden Costs Of Hourly Billing: How To Maximize Profitability In Your Bookkeeping Practice](https://www.aeroworkflow.com/the-hidden-costs-of-hourly-billing-how-to-maximize-profitability-in-your-bookkeeping-practice/) - In many ways, hourly billing is easy and effective for bookkeeping firms. It’s simple to explain to your clients and simple to implement. All it takes to set your price is calculating an hourly cost and adding your desired profit margin. Easy as pie, right? Unfortunately, there are some downsides to this simple pricing model
- [The Ultimate Guide to Crafting a Client-Centric Experience in Your Bookkeeping Firm](https://www.aeroworkflow.com/the-ultimate-guide-to-crafting-a-client-centric-experience-in-your-bookkeeping-firm/) - Your clients are the heart of your bookkeeping firm, and that’s why it's so important to develop a client-centric experience. Essentially, that just means putting your client's experience at the forefront of your mind as you develop services and workflows. But how do you make sure you're focused on your clients? Learn More About Your
- [Top 7 Essential Features Your Accounting Firm's Website Must Have for Success](https://www.aeroworkflow.com/top-7-essential-features-your-accounting-firms-website-must-have-for-success/) - Your accounting firm’s website is, in many cases, the first introduction a potential client will have to your business. As such, your website should adequately illustrate your brand and your service offerings. You might be thinking, “Well, that’s simple. I know who we are as a business and what we offer.” But while communicating those
- [How to Improve Client Communication With Workflow Automation](https://www.aeroworkflow.com/how-to-improve-client-communication-with-workflow-automation/) - Good communication can turn an average client experience into a great client experience — and workflow automation could be the difference maker. By using the right tools at your accounting firm, you can ensure that your clients stay in the loop and have their problems resolved promptly. Here are some ways a workflow automation tool
- [Optimizing Your Workflow to Scale your Bookkeeping Firm](https://www.aeroworkflow.com/optimizing-your-workflow-to-scale-your-bookkeeping-firm/) - Are you trying to scale your bookkeeping firm? Good workflow can be the key. As we approach Q4, it’s time to start setting goals for next year. And if you’re looking to scale your bookkeeping firm in 2025, there’s no time like the present to audit your current workflows. Why Focus on Workflow? Your workflow
- [Maximizing Productivity: Best Practices for Delegation in Accounting](https://www.aeroworkflow.com/maximizing-productivity-best-practices-for-delegation-in-accounting/) - Teamwork makes the dream work. Effective delegation can improve your accounting firm's health in many ways. One of the most attractive benefits of delegating is that it frees up your time to focus on other tasks. But good delegation can also improve the happiness of your team! When work is assigned well, your staff can
- [Why a Learning Culture is Essential for Modern Bookkeeping Firms](https://www.aeroworkflow.com/why-a-learning-culture-is-essential-for-modern-bookkeeping-firms/) - It’s never too late to learn something new — or create a learning culture at your bookkeeping firm. In fact, promoting continuous learning at your firm can help you stay competitive in the industry and improve both client and staff satisfaction. Things change, and in order to adapt to an evolving industry, it’s vital that
- [Essential Features to Look for in an Accounting Workflow App](https://www.aeroworkflow.com/essential-features-to-look-for-in-an-accounting-workflow-app/) - An accounting workflow app may be just the tool you need — but not all tools are created equal. When you’re looking for any new type of technology to implement at your business, there are plenty of things to consider. You have an entire team who will need to be able to learn and master
- [The Ultimate Guide to Streamlining Bookkeeping Processes](https://www.aeroworkflow.com/the-ultimate-guide-to-streamlining-bookkeeping-processes/) - We’re always trying to work more effectively and efficiently, but streamlining your bookkeeping processes can be tricky. After all, you wear so many hats throughout the day and manage a wide variety of responsibilities. But when you’re ready to scale, it’s vital that you find the best and quickest way to tackle your work. Streamlining
- [Top Hiring Practices for Expanding Your Bookkeeping Team](https://www.aeroworkflow.com/top-hiring-practices-for-expanding-your-bookkeeping-team/) - Adding new team members to your bookkeeping firm is exciting, but hiring them can be a challenging and complex process. You need to find the right person for the job, someone who blends seamlessly into your existing team and workplace culture. That means adopting the right hiring processes so you can accomplish the job as
- [Managing Client Expectations: Best Practices for Accountants](https://www.aeroworkflow.com/managing-client-expectations-best-practices-for-accountants/) - Managing client satisfaction at your accounting firm starts with managing client expectations. Imagine you’re a kid going to a party and you expect there to be a bounce house. If you arrive at the party to find cake, games, and a pool… You might still be disappointed because you built it up to be something
- [The Role of Engagement Letters in Preventing Scope Creep](https://www.aeroworkflow.com/the-role-of-engagement-letters-in-preventing-scope-creep/) - For accounting professionals, there aren’t many phrases scarier than “scope creep”. Many things can cause scope creep, but essentially it boils down to doing more work than you’re being compensated for. It can be difficult when originally outlining a project to predict how large it will become. Underestimating the time or effort that it will
- [Streamline Your Workflow: How to Design Bookkeeping Checklists](https://www.aeroworkflow.com/streamline-your-workflow-how-to-design-bookkeeping-checklists/) - Is your workflow not… working? It may be time to start utilizing bookkeeping checklists! Workflow checklists allow you to maximize your efficiency and standardize your procedures. By following the same template every time you do a bookkeeping task, you can ensure you never miss any important steps. But of course, not all checklists are created
- [The Role of Technology in Scaling Your Bookkeeping Firm](https://www.aeroworkflow.com/the-role-of-technology-in-scaling-your-bookkeeping-firm/) - The right technology can make all the difference for your bookkeeping firm. It’s easy to get distracted or overwhelmed by all the tech options out there, especially with the recent rise of generative AI technology like Chat GPT. But at the end of the day, software and apps should be like tools in your toolbox.
- [From Satisfaction to Advocacy: Nurturing Client Loyalty in Bookkeeping Service](https://www.aeroworkflow.com/from-satisfaction-to-advocacy-nurturing-client-loyalty-in-bookkeeping-service/) - Referrals are by far the best way to get the word out about your business, so how do you turn a client into an advocate for your bookkeeping firm? The answer lies in excellent and personable service. Loyalty is earned, after all, not given. But don’t worry: we’ve got some great strategies down below to
- [Spring Cleaning: Time to Update your Bookkeeping Checklists](https://www.aeroworkflow.com/spring-cleaning-time-to-update-your-bookkeeping-checklists/) - Spring has sprung, and there’s no time like the present for reviewing and updating your bookkeeping checklists! This time of year is perfect for sorting through old documents, seeing what works, and deciding which of your checklists just don’t cut it anymore. Bookkeeping checklists are a fantastic tool for ensuring you don’t miss any important
- [Work Smarter, Not Harder: Streamline your Accounting Workflows](https://www.aeroworkflow.com/work-smarter-not-harder-streamline-your-accounting-workflows/) - It’s time to do some spring cleaning... and by that, we mean streamlining your accounting workflows! You complete so many tasks during your workday, and it can be hard to find the time to overhaul those tasks and decide what’s working… and what isn’t. But by making a few tweaks here and there, you can
- [The Art of Asking: Techniques to Secure Referrals for Accounting Firms](https://www.aeroworkflow.com/the-art-of-asking-techniques-to-secure-referrals-for-accounting-firms/) - Asking for referrals from your clients can be awkward, but they can be necessary for a growing accounting firm. Though times have certainly changed, word of mouth remains the best way to find new clients. People are going to trust their close friends and trusted colleagues more than they’ll trust complete strangers, and it always
- [From Leads to Loyalty: The Impact of CRM on Accounting Firm Success](https://www.aeroworkflow.com/the-impact-of-crm-on-accounting-firm-success/) - A CRM could be the difference between a lead and a loyal accounting client. Is the way you’re organizing client information holding you back? Spreadsheets may be a good solution in the short term, but as your clientele base becomes larger, they can become messy and unmanageable. The last thing anyone wants is to lose
- [Why Your Bookkeeping Firm Should Have an AI Usage Framework](https://www.aeroworkflow.com/why-your-bookkeeping-firm-should-have-an-ai-usage-framework/) - AI is here to stay; does your bookkeeping firm have a plan for how AI should be used? An AI usage framework is necessary for any business trying to adjust to the changing technological landscape while still keeping the trust of your team and clients. While there are many benefits of using AI at your
- [Onboarding New Bookkeeping clients: First Impressions Matter](https://www.aeroworkflow.com/onboarding-new-bookkeeping-clients-first-impressions-matter/) - Your onboarding process is the perfect time to show new bookkeeping clients that you’re personable, available, and won’t let them down. For many clients, the difference between a good bookkeeper and a great bookkeeper is all about communication. A good bookkeeper will do the job well; a great bookkeeper will provide excellent customer service on
- [Boosting Your Accounting Firm's Profitability: Working Smarter, Not Harder](https://www.aeroworkflow.com/boosting-your-accounting-firms-profitability-working-smarter-not-harder/) - Increasing your accounting firm's profitability doesn't have to mean working twenty-four hours a day. You also don’t need to take on more clients and more work. Making simple changes in the way that you approach your work can prevent you from becoming burnt out while also helping you increase your firm’s bottom line. You know what
- [Mastering Pricing Strategies: Growing Your Bookkeeping Business](https://www.aeroworkflow.com/mastering-pricing-strategies-bookkeeping/) - The right pricing strategies can elevate your bookkeeping firm to new heights. We know: pricing can be a tricky issue. Working with money and talking about money, after all, are two very different things. You may know that your services are valuable, but you may also have time to quantify that value or explain it
- [Avoiding Bookkeeping Client Nightmares: 5 Red Flags Firms Must Spot](https://www.aeroworkflow.com/avoiding-bookkeeping-client-nightmares-5-red-flags-firms-must-spot/) - Not every bookkeeping client is going to be a perfect fit for your firm, but some truly terrible clients can make your job a nightmare. You probably have some client horror stories of your own (who doesn’t?) but there are ways to avoid another worst-case scenario. You just have to learn how to spot clients
- [Smarter Accounting with Chat GPT: CAS Firm Best Practices](https://www.aeroworkflow.com/smarter-accounting-with-chat-gpt-cas-firm-best-practices/) - The future is now; is it time for your accounting firm to evolve using AI tools like ChatGPT? As AI advances, businesses nationwide are drawing up usage guidelines for their staff and finding creative ways to incorporate this new technology into their daily lives. Accounting firms are in a unique position to benefit from this
- [The Art of Saying No: How Bookkeeping Firms Can Set Boundaries with Clients](https://www.aeroworkflow.com/the-art-of-saying-no-how-bookkeeping-firms-can-set-boundaries-with-clients/) - Although it can be scary to say, “no” isn’t a bad word. It can be a vital part of your vocabulary when it comes to setting boundaries with your bookkeeping clients. You have a specific vision for your bookkeeping firm, which is why you have to be strict with your rules. Boundaries help you and
- [Building Trust Online: The 5 Key Elements of a Bookkeeping Firm Website](https://www.aeroworkflow.com/building-trust-online-the-5-key-elements-of-a-bookkeeping-firm-website/) - White digital marketing can help you build a brand and attract clients, a bad website could also be holding your bookkeeping firm back. Is 2024 the year to revamp your online presence? In the 21st century, building a profitable business without building an online presence is nearly impossible. Think about the last time you needed
- [From Chaos to Order: Building Procedures in Your CAS Firm](https://www.aeroworkflow.com/from-chaos-to-order-building-procedures-in-your-cas-firm/) - We could all use a little more structure in our day-to-day life. We buy planners, set reminders on phones, and strive every day to sort through our busy schedules. Now add clients, deadlines, and managerial tasks into the mix. Operating a successful CAS firm can be… chaotic. There is a lot to keep track of
- [When to Decline: A Guide for CAS Firms on Client Selection](https://www.aeroworkflow.com/when-to-decline-a-guide-for-cas-firms-on-client-selection/) - Saying “no” to a potential CAS client can make you feel like the bad guy… and nobody wants to be the bad guy. However, not every prospective client is the right fit for your firm. There are many reasons why you might decide to reject a client or business, and you shouldn’t feel guilty about
- [Unlocking Hidden Talent: How to Recruit Non-Traditional Candidates for Bookkeeping Roles](https://www.aeroworkflow.com/unlocking-hidden-talent-how-to-recruit-non-traditional-candidates-for-bookkeeping-roles/) - Non-traditional candidates might be just what you need to bring a fresh face to your bookkeeping firm. In our last blog, we discussed the importance of hiring forward-thinking staff who can carry your firm into the future. But what do those team members look like, how do you find them, and is your hiring pool
- [Future-Proofing Your CAS Firm: Success Strategies for 2024 and Beyond](https://www.aeroworkflow.com/future-proofing-your-cas-firm-success-strategies-for-2024-and-beyond/) - Accountants may be great at predicting financial performance, but nobody can predict the future. Anything can happen, which is why you must prepare your business for the ups… and the downs. Future-proofing means strategically planning for your CAS firm to succeed regardless of what obstacles may appear. By considering your company’s long-term well-being in your
- [Having Price Increase Conversations With Bookkeeping Clients](https://www.aeroworkflow.com/having-price-increase-conversations-with-bookkeeping-clients/) - Do you need to have a difficult price increase conversation with your bookkeeping clients? We've got you covered! Things happen and businesses grow, but hard conversations can be much easier when you're prepared. Each new year brings new changes. At your bookkeeping firm, this might mean onboarding new clients and firing others, but it also
- [How Bookkeeping Firms are Evolving With Technology](https://www.aeroworkflow.com/how-bookkeeping-firms-are-evolving-with-technology/) - The bookkeeping landscape is changing — is your firm prepared to keep up with evolving technology? New tech is proving to have a variety of benefits for an industry once thought to be staunchly traditional. With the power of great tech, tasks that once ate into our time budget can now be simplified, human error
- [Bookkeeping Checklists: Get Ready NOW for Year-End](https://www.aeroworkflow.com/bookkeeping-checklists-get-ready-now-for-year-end/) - It’s crunch time, bookkeepers. We all know that for bookkeeping firms, year-end can be the most stressful and hectic time of the year. The busy season is all booked with tax season preparation, staff shortages due to holidays and illness, and the general stress of the holiday season. You’re balancing a difficult workload on top
- [How Bookkeeping Firms Can Scale With Aero Workflow](https://www.aeroworkflow.com/how-bookkeeping-firms-can-scale-with-aero-workflow/) - The holiday season is in full force, and what better gift is there than software that can truly help you scale your bookkeeping firm? Aero Workflow has a variety of tools designed to help you work more effectively and efficiently. Through ready-made checklists, the ability to easily record procedures, a clear dashboard that allows you
- [The Benefits of Cloud-Based Bookkeeping with Aero Workflow](https://www.aeroworkflow.com/the-benefits-of-cloud-based-bookkeeping-with-aero-workflow/) - Switching to cloud-based bookkeeping can keep your information safe, encourage collaboration, and improve your day-to-day workflow. As a bookkeeper, you deal with a lot of sensitive information, which is why security is always top of mind. We’re concerned about your data too, and that’s why Aero Workflow uses cloud-based storage. Here are some of the
- [How Attending Accounting Conferences Benefits Your Firm](https://www.aeroworkflow.com/how-attending-accounting-conferences-benefits-your-firm/) - Accounting conferences are a wonderful way to meet new people, learn more about your industry, and see new tech in action — plus, they’re wonderfully fun! There are accounting conferences throughout the year and all over the country (which means attending some of them also means exploring exciting new cities). There’s bound to be a
- [Are Your Year-End Bookkeeping Checklists Ready?](https://www.aeroworkflow.com/are-your-year-end-bookkeeping-checklists-ready/) - Are you already feeling the stress of year-end at your bookkeeping firm? We feel you, which is why we want to share one of our favorite tricks for conquering the year-end with less stress and fewer headaches: checklists! Year-end checklists help you ensure you don’t miss any essential steps when there are a lot of
- [4 Essential Steps to Streamline Your Accounting Workflow](https://www.aeroworkflow.com/4-essential-steps-to-streamline-your-accounting-workflow/) - Now that we’re officially in Q4, it’s time to start looking forward and making plans to streamline your accounting workflow for the year to come. Luckily, there’s still enough time to smooth out your processes before tax season is in full swing. A good workflow is essential to a good business. That’s why it’s vital
- [Is Email the Best Solution for Accounting Client Communication?](https://www.aeroworkflow.com/is-email-the-best-solution-for-accounting-client-communication/) - There was once a time when email was THE most cutting-edge technology, but is it still working for client communication at your accounting firm? While email is still a powerful business tool in some areas, there are quite a few drawbacks to your old inbox. From the time drain of waiting for a reply to
- [How AI Can Help You Scale Your Accounting Firm](https://www.aeroworkflow.com/how-ai-can-help-you-scale-your-accounting-firm/) - AI, or artificial intelligence, is all the rage right now — but did you know that AI can actually help you scale your accounting firm? When you automate repetitive processes, utilize AI to automate your business, and improve customer satisfaction through generated responses, you can grow with limited growing pains. The benefits of AI are
- [Leveraging Process to Grow Your Bookkeeping Firm](https://www.aeroworkflow.com/leveraging-process-to-grow-your-bookkeeping-firm/) - Did you know good process management can be great for scaling your bookkeeping firm? The larger your business grows, the easier it can be to lose control. You have to trust that the other members of your team are representing your brand well; you can’t be everywhere at once! Leveraging your processes can help prevent
- [Is “Niche” the Right Strategy for Your Bookkeeping Firm?](https://www.aeroworkflow.com/niche-bookkeeping/) - Are you having a difficult time attracting the right clients for your business? Developing a bookkeeping “niche” may be the solution you’re looking for. This is a bookkeeping business strategy that allows you to focus on your strengths and position yourself as an expert in your corner of the market. Is a niche the change
- [How to Say “No” to Accounting Clients](https://www.aeroworkflow.com/how-to-say-no-to-accounting-clients/) - Nobody wants to be the bad guy, and saying no to accounting clients often makes you feel like one. It can be difficult to manage client expectations, especially when you aren’t sure of your own value. You might be afraid you’ll lose a client, or afraid that someone will be unhappy with you. At the
- [How to Price Your Bookkeeping Services](https://www.aeroworkflow.com/how-to-price-your-bookkeeping-services/) - Are you struggling to find the right price for your bookkeeping services? We understand — numbers might be our business, but talking about money is always hard. It can be difficult to determine the value you provide to your clients AND defend that value when setting your prices. Nevertheless, the services you provide are incredibly
- [5 Important KPIs for Accounting firms](https://www.aeroworkflow.com/5-important-kpis-for-accounting-firms/) - KPIs, or Key Performance Indicators, help you measure how your accounting firm is performing in different areas, like client satisfaction or marketing. In business, the goal is always to grow and improve your company. Unfortunately, you can’t do that unless you have defined perimeters for what growth means to you. That’s where your KPIs come
- [Using LinkedIn In Your Hiring Process](https://www.aeroworkflow.com/using-linkedin-in-your-hiring-process/) - LinkedIn is one of our favorite ways to keep up with old colleagues, spread the news about our business, and make lasting connections, but did you know that it’s also a great tool for your hiring process? It isn’t easy to find the perfect candidate, and chances are, you’ve been through your fair share of
- [5 Mistakes to STOP Making in Your Bookkeeping Firm](https://www.aeroworkflow.com/5-mistakes-to-stop-making-in-your-bookkeeping-firm/) - We all make mistakes, but some mistakes can be costly – and detrimental – to your bookkeeping business. The good news is that many bookkeeping firms are making the SAME mistakes, and those mistakes can be easily remedied once you know what they are. So, here are 5 common errors that you might be making
- [How to Create a Technology Plan For Your Bookkeeping Firm](https://www.aeroworkflow.com/how-to-create-a-technology-plan-for-your-bookkeeping-firm/) - A technology plan is a long-term strategy for how you utilize and prioritize technology — and it's time for your bookkeeping firm to adopt one! We know it can be tempting to always go with the “new thing” regarding tech. Shiny gadgets always catch our eye too! Having a technology plan helps you avoid that
- [Happy Employees, Happy Clients: How You Can Drive Client Satisfaction by Taking Care of Your Team](https://www.aeroworkflow.com/happy-employees-happy-clients-how-you-can-drive-client-satisfaction-by-taking-care-of-your-team/) - Did you know that satisfying your clients starts with satisfying your employees? It’s true. Happy employees can lead to happier customers. Think about it: do you feel more energized at work when you’re happy? Are you more eager to do a good job when you know there are opportunities for advancement? When you feel like
- [How to Leverage Generative AI in Your Bookkeeping Firm](https://www.aeroworkflow.com/how-to-leverage-generative-ai-in-your-bookkeeping-firm/) - You’ve probably been hearing a LOT about generative AI lately, but did you know that you can leverage this technology to your bookkeeping firm’s benefit? Generative AI is artificial intelligence that produces content. This can include the written word, music, art — and, most importantly, synthetic data. Apps like Chat GPT have recently been making
- [How to Effectively Communicate With Difficult Clients](https://www.aeroworkflow.com/how-to-effectively-communicate-with-difficult-clients/) - Not every accounting client is going to be a walk in the park. As a matter of fact, some of them are going to be incredibly difficult to do business with. You’ve probably already encountered your fair share of difficult clients and dealt with all the stress that comes along with them. Wherever money is
- [How to Tailor Your Communication Styles to Different Types of Clients](https://www.aeroworkflow.com/how-to-tailor-your-communication-styles-to-different-types-of-clients/) - Running a successful accounting or bookkeeping firm takes excellent communication — and, oftentimes, it takes many styles of communication. Consider this: do you talk to your grandpa the same way you talk to your friends? What about your 7-year-old nephew? We automatically adjust our manner of speaking for different audiences in our day-to-day lives, and
- [The Impact of Effective Communication on Accounting Procedures](https://www.aeroworkflow.com/the-impact-of-effective-communication-on-accounting-procedures/) - Communication is key at your accounting firm, and effective communication is especially vital for conquering your daily procedures. Everyone’s had those days where simple miscommunication makes your tasks take twice, even three times as long. A break in the chain of instruction can cause a lot of stress and take up a lot of bandwidth.
- [How Good Communication Leads to Good Accounting Clients](https://www.aeroworkflow.com/how-good-communication-leads-to-good-accounting-clients/) - We’ve all had “bad” clients, but did you know that good communication can help your experiences with clients be… well, good? Many common frustrations we run into at work, no matter your job, can result from information not being passed smoothly from one person to the next. Problems can never be solved if you don’t
- [Is Your Accounting Firm Client-Centric?](https://www.aeroworkflow.com/is-your-accounting-firm-client-centric/) - Did you know adopting a client-centric approach at your accounting firm could lead to happier customers and more business? You’ve probably already realized that people are at the heart of your firm; after all, businesses aren’t t machines made of cogs and gears — they’re ecosystems of living beings, all working together to create the
- [Do You Have a Succession Plan For Your Accounting Firm?](https://www.aeroworkflow.com/do-you-have-a-succession-plan-for-your-accounting-firm/) - Having a succession plan in place at your accounting firm protects your clients and staff from uncertainty. No one can predict the future, and there are many reasons that leaders step down. Whether it’s time to retire or unforeseen life changes pop up, you don’t want anyone who relies on you to be left in
- [Planning for Evolving Accounting Client Needs](https://www.aeroworkflow.com/evolving-accounting-client-needs/) - Just like at your accounting firm, your client’s business, needs, and priorities will change and evolve over time. Sometimes, an approach might not work; other times, business is great and it’s time to take a giant leap into the future. But whenever a big change happens for your accounting client, you don’t want to be
- [Staff Onboarding: Are You Ready to Go When a New Person Joins Your Firm?](https://www.aeroworkflow.com/staff-onboarding-at-your-accounting-firm/) - Welcoming a new accounting team member is exciting, and you don’t want to miss any vital step in your onboarding process. After all, you never get a second chance to make a good impression. This period in which you’re first getting to know a new employee — and they’re getting to know the company —
- [4 Procedures You Need to Have in Place Now at Your Accounting Firm](https://www.aeroworkflow.com/4-procedures-accounting/) - Having the right procedures in place can make or break your accounting firm. We’re all familiar with the idea that you’ve got to clean your own house first. If you want your firm to run smoothly, you have to begin by cleaning up your internal procedures. Having certain processes nailed down AND recorded will ensure
- [How Systemization Can Help You Scale Your Accounting Firm](https://www.aeroworkflow.com/how-systemization-can-help-you-scale-your-accounting-firm/) - If scaling your accounting firm is on the agenda for 2023, you’re going to have to start with systemization! At this point, we’re well into 2023. We’ve made our resolutions, and started on the spring cleaning… but now it’s time to be practical about our goals and outline the steps we need to take to
- [QuickBooks Online Trends for 2023](https://www.aeroworkflow.com/quickbooks-online-trends-2023/) - Quickbooks Online experts Laura Redmond and Kelly Gonsalves recently sat down to talk about their favorite Quickbooks Online features — and what trends are coming up in 2023! The full recorded webinar can be found on our YouTube Channel, but we wanted to briefly summarize what you can expect to see this year at your
- [How Knowledge Management Is Crucial to Scaling Your Bookkeeping Firm](https://www.aeroworkflow.com/how-knowledge-management-is-crucial-to-scaling-your-bookkeeping-firm/) - Your knowledge is valuable, and you can leverage knowledge management to scale your bookkeeping firm! As our jobs become second nature, we often forget how complex our daily processes are. It turns out, you know quite a lot about what it takes to do a good job — and so does every member of your
- [Balance the Scorecard at Your Accounting Firm](https://www.aeroworkflow.com/balanced-scorecard-accounting/) - Translating business strategies from paper to practice can be difficult, which is why utilizing the balanced scorecard framework at your accounting firm might be just what you need to better analyze your business and achieve your goals. You might think that financial outcome is the best way to measure your business's success and set future
- [Top Tips for Saving Time During Tax Season](https://www.aeroworkflow.com/top-tips-for-saving-time-during-tax-season/) - The dreaded tax season is upon us, and you might already be feeling overwhelmed at your accounting firm. There’s a lot to do and not a whole lot of time to do it. Let’s face it: we could all use an extra hour in the day. So, we’ve compiled some helpful tips for saving time
- [How to Achieve a Healthy Work-Life Balance](https://www.aeroworkflow.com/how-to-achieve-a-healthy-work-life-balance/) - All work and no play isn't good for anyone, which is why it’s so important for accountants to maintain a healthy work-life balance. Sometimes, it takes a lot of intentionality and practice to really set your work aside and prioritize your own health… but it’s absolutely worth it! When work becomes your only priority, your
- [4 Takeaways From AICPA's CAS Benchmark Survey](https://www.aeroworkflow.com/4-takeaways-from-aicpas-cas-benchmark-survey/) - The AICPA has released the 2022 CAS benchmark survey results, and we’ve taken the time to pull out the top takeaways that might affect your business decisions in the coming year! Client Advisory Services (CAS) are becoming more and more popular, and many accounting and bookkeeping firms have begun to see the true value in
- [4 Accounting Best Practices to Implement This Year](https://www.aeroworkflow.com/accounting-best-practices/) - It’s not too late to make some 2023 resolutions for your firm. Now is a great time to read up on industry accounting best practices that you can implement at your business. By this point, you’ve probably had some time to assess what worked and what didn’t work in 2022. If you’re struggling with efficiency,
- [5 Processes to Automate at Your Accounting Firm](https://www.aeroworkflow.com/automate-at-your-accounting-firm/) - As we dive headfirst into the busy season, you might already have noticed there are some mundane processes at your firm that are cutting into your productivity way too much. Imagine how much time you would save if all the little, repetitive tasks you do throughout the day went away. That precious, saved time would
- [How to Make Sure New Accounting Clients Are a Good Fit](https://www.aeroworkflow.com/how-to-make-sure-new-accounting-clients-are-a-good-fit/) - As an accounting professional, it’s essential to establish valuable, long-term relationships with quality clients. Not all business is good business, and you don’t want to waste time or resources on clients who are not a good fit for your firm. So, here are some strategies for getting to know potential clients and deciding if you’re
- [Engagement Review: Is It Time to Increase Prices?](https://www.aeroworkflow.com/engagement-review-is-it-time-to-increase-prices/) - Things change, and client relationships at your accounting firm are no exception. When circumstances change, initial arrangements might not be cutting it anymore. It might be time to increase your prices. Because the circumstances surrounding your business relationships change so frequently, it’s a good idea to review engagements annually to assess your business goals, capacity,
- [Do You Need to Review Your Bookkeeping Engagements Annually?](https://www.aeroworkflow.com/review-your-engagements-annually/) - Another year is coming to a close, and it’s time to start making some resolutions for 2023. Reviewing your bookkeeping engagements is a great place to start! Your clients are fundamental to your firm’s image. By carefully assessing which clients you want to continue to work with AND what those relationships will look like, you
- [4 Ways to End the Year Strong at Your Accounting Firm](https://www.aeroworkflow.com/4-ways-to-end-the-year-strong-at-your-accounting-firm/) - It’s officially December, and you’re running out of time to make this year count and your accounting firm! With another year drawing to a close, it’s important not to throw in the towel early. You’ve got several weeks left to reassess your firm’s goals, analyze your contracts, and make last-minute improvements that will help you
- [How to Attract High-Value Accounting Clients](https://www.aeroworkflow.com/how-to-attract-high-value-accounting-clients/) - Not every client is the right fit for your accounting firm; if you want high-value clients that will help you scale your business, you’ve got to tailor your marketing plan towards those specific clients. You also have to know when to let go of old partnerships and when to say no to prospective clients. If
- [5 Things You Can Do NOW to Get Ready for Year-End](https://www.aeroworkflow.com/5-things-you-can-do-now-to-get-ready-for-year-end/) - The holiday season is finally here! Gift-giving, family get-togethers, decorations, taxes, year-end... While the holiday season brings lots of cheer and good times, it also brings the busiest time of year for accounting professionals. As we approach year-end, it’s important to take preemptive measures in order to tackle the season with ease! So, here are
- [Year End Is Approaching: Are Your Clients Ready?](https://www.aeroworkflow.com/year-end-is-approaching-are-your-clients-ready/) - There’s something much scarier than Halloween right around the corner — year-end! As an accounting professional, you know year-end can be an incredibly stressful period. We don’t want you to be scrounging for paperwork at the last minute, so here are some tips for preparing your clients for the busiest time of year! Create a
- [Defining Your Client Accounting Advisory Packages](https://www.aeroworkflow.com/client-accounting-advisory-packages/) - Selling your client accounting advisory services is a lot easier when you lean into packages! Let’s face it: marketing is often the worst part of the job for accountants. You know your stuff, and you’ve got the record to prove it… and yet it can still be difficult to communicate these things to clients and
- [Pricing Your Client Accounting Advisory Services](https://www.aeroworkflow.com/pricing-your-client-accounting-advisory-services/) - Client accounting advisory services can be invaluable to business owners. During tough economic times especially, your clients want guidance as they make the decisions that will make or break their business. However, it can be challenging to set a price for advisory services. So, to get you started on the road to advisory, here are
- [How Your Accounting Firm Can Thrive in a Turbulent Economy](https://www.aeroworkflow.com/how-your-accounting-firm-can-thrive-in-a-turbulent-economy/) - Life isn’t always easy — and the economy isn't always great — but you need your accounting firm to perform well even under intense pressure. When times get hard, accounting firms are in the unique position of guiding other business owners. When COVID-19 hit, many small business owners felt lost and uncertain about their futures.
- [5 Ways to Tame Your Email Inbox](https://www.aeroworkflow.com/5-ways-to-tame-your-email-inbox/) - Have you ever dreaded opening your email inbox? It’s okay — we’ve all been there. Sometimes, it seems like emails keep piling and piling up, and answering them is often a time-consuming task. To make matters worse, email scams and unwanted subscriptions can turn the inbox into the wild west. It can be difficult to
- [How to Deliver Client Services on Time, Every Time](https://www.aeroworkflow.com/how-to-deliver-client-services-on-time-every-time/) - As an accountant, your timing is important. Throughout the year, you’re met with many time-sensitive tasks that can affect your client's financial welfare. That’s a lot of responsibility, and we know you want to meet every important deadline for your clients. So, here are some of our tips for delivering services to your clients on
- [Why Your Accounting Firm Should Go Paperless](https://www.aeroworkflow.com/why-your-accounting-firm-should-go-paperless/) - Going paperless at your accounting firm is good for the environment AND good for your wallet. Plus, it’s actually not that hard. Here at Aero Workflow, we love finding digital solutions to everyday problems. One of the biggest problems accounting firms can run into is losing important paperwork. You deal with a lot of documents
- [Apps We Love: Zapier](https://www.aeroworkflow.com/apps-we-love-zapier/) - Zapier is a great automation tool that handles simple, repetitive tasks so you can focus on the more important aspects of your job. The program connects all of the apps you use throughout the day and can respond to specific triggers you tell it to. Automation might sound scary at first. Sure, there are plenty
- [5 Keys to Writing the Perfect Accounting Newsletter](https://www.aeroworkflow.com/5-keys-to-writing-the-perfect-accounting-newsletter/) - Email newsletters are a great way to get the word out about your accounting firm and show your clients that they can trust your expertise. With more people using email than even platforms like Facebook, it’s one of the most excellent tools for digital marketers. It can be beneficial if you’re delving into content marketing
- [Apps We Love: Uncat](https://www.aeroworkflow.com/apps-we-love-uncat/) - Uncat is a great tool for bookkeeping professionals looking to make their workflow more efficient. It isn’t easy to make a spreadsheet when all your information comes from different sources and is packaged differently. Moreover, spreadsheets are incredibly tedious to manage when a lot of your transactions fall into the “uncategorized” section. It’s the 21st
- [5 Reasons Why Email Is Not a Workflow Management System](https://www.aeroworkflow.com/email-workflow-management-system/) - When it comes to choosing a workflow management system, there are much better options than your regular old email. Obviously, email is a great tool for many things, like communicating with external parties or delivering short messages that don’t necessarily warrant a call. However, email has some serious shortcomings when it comes to workflow management.
- [Apps We Love: MailChimp](https://www.aeroworkflow.com/apps-we-love-mailchimp/) - Email is a great way to market your accounting firm, and MailChimp might be able to help. In any workplace (accounting firm’s not excluded), you might find yourself spending a LOT of time sending and responding to emails. This becomes an even more significant part of your day-to-day if you are involved in marketing your
- [Standardize Your Tech Stack to Scale Your Accounting Firm](https://www.aeroworkflow.com/standardize-your-tech-stack-to-scale-your-accounting-firm/) - It’s good to have standards, and your accounting firm’s tech stack is no exception. Standardizing the technology you use and HOW you use it can help you smooth out your workflow processes. As your firm grows and more people join the team, it can be difficult to make sure everyone is on the same page.
- [Apps We Love: Calendly](https://www.aeroworkflow.com/apps-we-love-calendly/) - Scheduling meetings isn’t the most glamorous part of your job as an accounting professional, but it also doesn’t have to be the most difficult.... especially when Calendly exists! Apps like Calendly take the mess out of scheduling by integrating well with other apps and allowing you to communicate with clients and staff in various ways.
- [Standardize Workflows to Scale Your Accounting Firm](https://www.aeroworkflow.com/standardize-workflow-to-scale-your-accounting-firm/) - When you try to scale your accounting firm, you risk losing control of your workflow. In history class, you probably heard that Rome fell partly because it grew too large. Well, the same thing can happen to businesses that don’t alter and standardize their workflow as they get bigger. Having systems and procedures in place
- [How to Market Your Accounting Advisory Services](https://www.aeroworkflow.com/market-your-accounting-advisory-services/) - Even the best accountants and financial advisors can struggle to market and sell their services. Regardless of how good you are at your job, getting the word out can be challenging — learning to market your accounting advisory skills is basically like learning a new language. Luckily, there are some key areas you can focus
- [Developing a Brand for a Niche Accounting Firm](https://www.aeroworkflow.com/developing-a-brand-for-a-niche-accounting-firm/) - Have you found your accounting firm’s niche? The next thing to do is spread the word! After you’ve found your little corner of the market, your target audience is going to be narrowed down quite a bit. This actually presents a great opportunity when it comes to digital marketing! The more specialized your content is,
- [How to Find Your Niche: Building a Profitable Niche Accounting Firm](https://www.aeroworkflow.com/how-to-find-your-niche-building-a-profitable-niche-accounting-firm/) - Niche accounting is a great way to embrace what makes your firm unique. By leaning into your strengths, you can attract more clients that suit your ideal and take your firm from average to expert. Niche accounting also gives you an important edge in digital marketing. So, what is it and how do you start?
- [Writing Case Studies to Highlight Your Accounting Firm’s Expertise](https://www.aeroworkflow.com/writing-case-studies-accounting/) - Your accounting firm has the experience and record to prove your value, so it’s time you started making your expertise work for you with case studies. By clearly demonstrating your successes to potential clients, you can seal the deal and prove why you’re the right choice for the job. And the really cool part? You
- [Does Your Accounting Firm Culture Lend to a Productive Workplace?](https://www.aeroworkflow.com/does-your-accounting-firm-culture-lend-to-a-productive-workplace/) - Is your staff unhappy? Poor workplace culture at your accounting firm might be causing dips in your team’s productivity, quality of work, and overall enjoyment of their jobs. Have you ever reread a book you were assigned in high school and developed a new appreciation for it? We’ve all heard variations of: “I like reading,
- [Creating Checklists for Onboarding New Employees in Your Accounting Firm](https://www.aeroworkflow.com/checklists-for-onboarding-new-employees-in-your-accounting-firm/) - Onboarding is an essential part of welcoming a new employee to your accounting team, but it’s also a time to ensure compliance standards are being met. Checklists can help you avoid missing any step that might result in your new hire’s confusion or HR mishaps. You want your employees to feel included and confident in
- [Leveraging Your Experience to Attract New Clients for Your Bookkeeping Firm](https://www.aeroworkflow.com/attract-new-clients-for-your-bookkeeping-firm/) - Did you know that you can leverage the experience you gained during tax season to attract new bookkeeping clients? It’s true. While marketing might be the last thing on your mind after a rough busy season, this is actually a great time to ramp up your strategy for drawing in new clientele. You can use
- [Creating Checklists for Staff Evaluations in Your Accounting Firm](https://www.aeroworkflow.com/staff-evaluations-in-your-accounting-firm/) - Once the busy season is out of the way, accounting professionals finally have time to do some necessary tasks around the office… including staff evaluations. Now is a fantastic time to talk through tax season with your staff, figure out what went wrong, and congratulate them for what went right. Using checklists is a great
- [Winding Down and Getting Back to Work After the Busy Season](https://www.aeroworkflow.com/accounting-after-tax-season/) - Once tax season is over, it can be hard to get back to normal and back to your regular accounting routine. You’ve been so overwhelmed tending to your client's tax needs – at this point, you’re just tired. After you’ve become accustomed to the chaotic work life that the busy season brings, working in your
- [Improving Workplace Satisfaction After Tax Season](https://www.aeroworkflow.com/improving-workplace-satisfaction-after-tax-season/) - Tax season takes a lot out of accounting professionals, so it’s important to check in with your staff once the hardest part of their year is over. After all, they call it the busy season for a reason. Studies show that workplace burnout is on the rise, which can result in poorer quality of work
- [Reviewing Your Accounting Processes to Make Next Year’s Busy Season Easier](https://www.aeroworkflow.com/reviewing-your-accounting-processes-busy-season/) - Now that the busy season is out of the way, it’s time to start reviewing your accounting processes in order to make next year go even smoother. Accountants: you can finally breathe again. Your fearful trip is finally done; the busy season is finally over. If this year had you feeling exhausted and stretched thin,
- [Using Better Accounting Workflow to Improve Your Work-Life Balance](https://www.aeroworkflow.com/using-better-accounting-workflow-to-improve-work-life-balance/) - Poor workflow at your accounting firm can impact not only your productivity at work but your home life as well. We’ve all had stressful days at the office that bleed into the rest of our day – and how often do you find yourself canceling plans because work is piling up? Your work is important
- [5 Things to Consider When Choosing New Accounting Software](https://www.aeroworkflow.com/5-things-to-consider-when-choosing-new-accounting-software/) - Implementing new software tools at your accounting firm can be a great first step to updating your tech stack and scaling your business… However, there are some things you should keep in mind when picking products. You should be just as thorough with your tech selection as you are when evaluating potential team members. What
- [Tips for Managing a Remote Bookkeeping Team](https://www.aeroworkflow.com/tips-for-managing-a-remote-bookkeeping-team/) - Successfully taking your bookkeeping team remote means making some adjustments to your management style. Managing a group of people you don’t see regularly can be difficult. You might find it’s harder to establish connections with your staff OR you might be worried about work getting done with little oversight. So… it DEFINITELY takes some adjusting.
- [Managing Digital Relationships at Your Remote Bookkeeping Firm](https://www.aeroworkflow.com/digital-relationships-at-your-remote-bookkeeping-firm/) - Good communication is the backbone of a good client relationship – and good communication is possible even when managing a remote bookkeeping firm. You already know how to talk to your customers, but it can be tricky to transfer communication strategies to a digital space. Whether you are just pivoting to remote bookkeeping or merely
- [5 Tips for Keeping Client Information Secure in a Virtual Bookkeeping Firm](https://www.aeroworkflow.com/keeping-client-information-secure-in-a-virtual-bookkeeping-firm/) - While running a virtual bookkeeping firm has many benefits to both clients and bookkeepers, having client information stored digitally can present many challenges. Cybersecurity risks are on the rise and lots of business owners are worried about threats to both them and their clients. Keeping your client information secure is a vital part of your
- [How to Retain Your Bookkeeping Staff During the Great Resignation](https://www.aeroworkflow.com/retaining-bookkeeping-staff-great-resignation/) - According to experts, the Great Resignation is upon us, and many bookkeeping firms are feeling the loss. Did you know that 4 million people in the US quit their jobs in July 2021? Since the middle of last year, resignations have been on the rise. Like many businesses owners, you’re probably worried about holding onto
- [How to Move Clients to Fixed-Fee Pricing in Your Accounting Firm](https://www.aeroworkflow.com/fixed-fee-accounting/) - Transitioning to fixed-fee pricing can help eliminate surprises at your accounting firm. From collecting payments on time to being able to successfully market your services, the switch can definitely be worth it. Fixing your fees is a great step to scaling your practice and improving overall client satisfaction. So what’s holding some accountants back? Making
- [5 Ways to Evaluate Bookkeeping Clients for Profitability](https://www.aeroworkflow.com/5-ways-to-evaluate-bookkeeping-clients-for-profitability/) - Getting ready for spring cleaning in March? Cleaning out your bookkeeping client list based on profitability can help you realign your work with your firm’s goals. Ideally, you should be evaluating your client list annually to decide which relationships are profitable enough to warrant keeping and… which are not. You can do this by creating
- [The Tech Stack You Need to Run a Virtual Bookkeeping Firm](https://www.aeroworkflow.com/tech-stack-for-virtual-bookkeeping/) - Running a virtual bookkeeping firm is virtually impossible without the right technology. Think about all the tasks you perform and interactions you have in a physical office environment. When you take your office remote, lots of new challenges present themselves that can only be solved with the right tech stack. Communication becomes trickier; collaboration can
- [How to Take Your Bookkeeping Business Virtual](https://www.aeroworkflow.com/take-your-bookkeeping-business-virtual/) - Every day, more and more bookkeeping firms are taking their business virtual. The COVID-19 pandemic has fundamentally changed the way we work. Many companies are finding that remote work has its advantages. Going virtual allows you to widen your talent pool, avoid the potentially high costs of renting and maintaining a physical office, and maybe
- [Is 2022 the Year You Update Your Accounting Firm's Brand?](https://www.aeroworkflow.com/accounting-firm-brand/) - Every once in a while, you need to update your accounting firm’s brand image in order to stay current. After all, it's important to make sure your branding aligns with your marketing goals. The beginning of a new year is a fantastic time to make some important changes! While we might already be one month
- [Leveraging Technology to Improve Your Accounting Firm's Bottom Line](https://www.aeroworkflow.com/technology-at-your-accounting-firm/) - Choosing the right technology can completely transform your accounting firm – AND significantly improve your bottom line. Let’s face it: we’re always looking for ways to work smarter, better, and faster. Thankfully, there are countless software companies and simple tech solutions to help you do just that. From sending invoices to storing client information to
- [How to Create a Client Communication Plan For Your Bookkeeping Firm](https://www.aeroworkflow.com/bookkeeping-client-communication-plan/) - Have you created or updated your bookkeeping firm’s client communication plan for 2022? Communication is key to your bookkeeping firm’s success. Your clients want to stay in the know on all the things that affect their business. Developing a communication plan will help you stay consistent with your connection, cater to your client's specific needs
- [Is This the Year You Go Paperless at Your Accounting Firm?](https://www.aeroworkflow.com/paperless-accounting/) - Did you know that going paperless at your accounting firm can improve efficiency AND collaboration? 2022 is here, and you’re probably making all sorts of resolutions for the new year. Make going paperless at your accounting firm one of them! There are all sorts of benefits to going paperless, from helping the environment to eliminating
- [5 Essential Steps to Include in Your 1099 Checklist](https://www.aeroworkflow.com/5-essential-steps-to-include-in-your-1099-checklist/) - The deadline for filing your 1099s can be as soon as a few weeks away – and the time for making your 1099 checklist is running out! With January 31st fast approaching, it’s time to get to work. It’s a busy time of year – we definitely don’t need to tell YOU that. With all
- [Tips for Onboarding New Bookkeeping Clients in 2022](https://www.aeroworkflow.com/bookkeeping-client-onboarding/) - Onboarding your bookkeeping clients can be tricky. You never get a second chance to make a good impression. From our first ventures into the “real world,” we are taught to be mindful of the way we present ourselves to others. After all, you can learn a lot about a person from one conversation or one
- [How to Have a Price Increase Conversation With a Client](https://www.aeroworkflow.com/price-increase-conversation/) - The price increase conversation is never easy. Working with money is one thing – talking about it is different. In accounting especially, it can be difficult to explain to your customers why price increases are necessary without risking losing your clients. With that in mind, we’ve got some tips for you to make the conversation
- [Reviewing Your Engagements: Do They Need to Be Updated?](https://www.aeroworkflow.com/reviewing-your-engagements/) - Reviewing your bookkeeping engagements is an important first step in beginning a new year. We know you want to start your 2022 off right, which means it might be time to do some updating… or correcting. Mistakes happen, whether your work changed over the course of the past year and engagement letters must be revised
- [Are All Your Bookkeeping Engagement Letters up to Date?](https://www.aeroworkflow.com/bookkeeping-engagement-letters/) - Bookkeeping engagement letters are important documents that need to be updated as client work changes and your firm evolves. Basically, they serve as a contract between you and your clients, defining the terms and scope of your professional relationship. These engagement letters can also be a helpful tool for resolving disputes and preventing legal problems.
- [Review Your Bookkeeping Client List: Who Are You Going to Fire?](https://www.aeroworkflow.com/offboarding-bookkeeping-client/) - With the year coming to a close, it’s time to take a good hard look at your client list and decide who’s getting left out of your 2022. Offboarding a bookkeeping client just can't be avoided sometimes. What's important is knowing when that time has come and how to handle the situation. Maybe you’re overloaded
- [Start on those 1099s now!](https://www.aeroworkflow.com/start-on-those-1099s-now/) - 1099s can be a headache -- especially when you have to gather all the necessary information in a short amount of time. Don’t wait until January to make sure that your clients have the information needed to file 1099’s. Now is the time to make sure that W9 information and 1099 status are up-to-date for
- [Using Aero to Customize Year-end Checklists for Specific Clients](https://www.aeroworkflow.com/year-end-checklists-2/) - Having good organization at year-end can be make or break for bookkeeping firms, which is why we want to make it even easier for you to get organized. It all starts with good checklists that are specific to your firm and your clients. In fact, we recently released a bundle of free sample checklists for
- [Year-End Checklists: Tackling the Busiest Time of the Year](https://www.aeroworkflow.com/year-end-checklists/) - Starting to feel overloaded? Year-end checklists are a great tool for keeping you and your team on track during the most wonderful (and hectic) time of the year. Luckily, we here at Aero have you covered with sample checklists for all your most important bookkeeping procedures. When temperatures start to drop and that one Mariah
- [Don't Let Staff Turnover in Your Bookkeeping Firm Be the Scariest Event of the Year!](https://www.aeroworkflow.com/staff-turnover-bookkeeping/) - It was a dark and stormy day at the office. Papers are strewn across the floor, scattering in the draft that blows in through a cracked window. A single light flickers overhead. “Hello?” You hear no answer as you make your way past abandoned desks and piles of unfinished paperwork. “Is anybody here?” Still no
- [Planning for Staff Shortages in Your Bookkeeping Firm: Surviving Year-End](https://www.aeroworkflow.com/planning-for-staff-shortages/) - The leaves are changing, temperatures are dropping, sinuses are getting infected… and staff shortages are almost inevitable. Towards the end of the year, having a plan in place for absences will help your business stay running smoothly. It seems a little counterintuitive to make a plan for unplanned absences, but this is definitely a case
- [Why A Sole Proprietor Accounting Firm Should Have Written Procedures](https://www.aeroworkflow.com/why-a-sole-proprietor-accounting-firm-should-have-written-procedures/) - As a sole proprietor in accounting, you’ll wear a lot of hats throughout the day… But perhaps one of the most important roles you take on is that of recordkeeper. The tough job of documenting all your bookkeeping processes falls solely on you. You might be thinking, “Why do I need to write detailed procedures?
- [How to Write Procedures for Your Bookkeeping Processes](https://www.aeroworkflow.com/bookkeeping-procedures/) - There are many reasons bookkeepers should document their procedures, from onboarding new members of your team to increasing productivity in the workplace. However, there are a few things to consider when you’re ready to start storing your firm’s knowledge capital. Focus on goals Small tasks are much easier to tackle when you understand the larger
- [Creating Year-End Bookkeeping Checklists](https://www.aeroworkflow.com/year-end-accounting-checklists/) - Accountants, the busy season is approaching... Year-end can be a rough, stressful time when it comes to bookkeeping, which is why it’s important to get a head start. Creating thorough checklists ahead of time will help you make sure you don’t forget any vital steps in your processes. Need some help getting started? We’ve got
- [5 Ways Accountants Can Use Youtube in their Digital Marketing](https://www.aeroworkflow.com/5-ways-accountants-can-use-youtube-in-their-digital-marketing/) - Have a question? Studies show YouTube is where many people turn when they’re trying to learn something new. The site is filled with helpful information and unique entertainment -- and its popularity means it’s bound to attract those interested in expanding their digital marketing. Maybe you haven’t even considered using YouTube for marketing. If that’s
- [How Accountants Can Use LinkedIn in Their Marketing](https://www.aeroworkflow.com/accountant-linkedin/) - Did you know that LinkedIn accounts for 80% of B2B leads? It’s no wonder that LinkedIn marketing can work wonders for accountants trying to grow their firms and close sales. The platform gives you loads of ways to meet and interact with your target clients. Still not convinced? Here are some of the ways you
- [Best Practices in Using Twitter to Market Your Accounting Services](https://www.aeroworkflow.com/twitter-marketing/) - If you’re looking for new ways to reach your audience online, you can’t overlook social media sites like Twitter. Similar to Facebook, Twitter offers many features that make it a useful tool for B2B marketing. It’s a great way to build a following of potential clients and build loyalty in your firm. Twitter has millions
- [Leveraging Facebook to Grow Your Firm](https://www.aeroworkflow.com/leveraging-facebook-to-grow-your-firm/) - Chances are, you’ve got a Facebook account that you’ve had for years -- but did you know that you can actually use Facebook to grow your accounting firm? It isn’t just for posting funny pictures of cats and connecting with high school friends anymore. The platform provides many ways for businesses to engage with their
- [Email Marketing for Accountants: Using Newsletters](https://www.aeroworkflow.com/email-marketing-for-accountants-using-newsletters/) - If you’ve ever signed up for emails from a company or brand you love, you might be familiar with the concept of a newsletter. In the old days, this might have looked like a digest coming through the physical mail; now, updates from companies you’re interested in can come directly to your digital inbox. After
- [Email Marketing for Accountants: Growing Your Email List](https://www.aeroworkflow.com/email-marketing-for-accountants-growing-your-email-list/) - Who do you get emails from? Maybe you signed up to hear about the latest deals at a local movie theater; maybe you started receiving promotional material from a department store after making a purchase there. Whatever the case may be, you’ve seen firsthand that email marketing is alive and well. There’s a good reason
- [How Leveraging SEO Can Help Accounting Firms Grow](https://www.aeroworkflow.com/how-leveraging-seo-can-help-accounting-firms-grow/) - We know: internet slang can be confusing. But there’s one digital marketing term you might want to familiarize yourself with. SEO stands for search engine optimization — and it might be just the thing your accounting firm needs to grow your online presence and visibility. So… what is SEO? Let’s start at the very beginning.
- [Digital Marketing for Accountants: How to Find Your Target Clients in the Online World](https://www.aeroworkflow.com/digital-marketing-for-accountants-how-to-find-your-target-clients-in-the-online-world/) - Maybe you haven’t dipped your toes too far into digital marketing yet. After all, the internet is a big, scary place that’s constantly changing. It can be intimidating trying to figure out a digital strategy that will set you apart from your competitors. However, harnessing the power of the internet will help you target the
- [Client Accounting for the 21st Century](https://www.aeroworkflow.com/client-accounting-for-the-21st-century/) - Times are changing, but are your client accounting services changing too? Implementing new technologies might sound intimidating at first… But modernizing certain aspects of your firm can help you increase customer satisfaction, ensure you’re getting your money on time, and help your workplace run more smoothly. We know -- changing the way we do business
- [Scaling Your Process Advisory Services](https://www.aeroworkflow.com/scaling-your-process-advisory-services/) - Planning for any sort of growth can be tricky; scaling your process advisory services is no different. Because advisory services (no matter the type) are often dependent on client needs and the specific skill set of you and your staff, they can be quite flexible. That’s why it’s important to keep people in mind when
- [Process Advisory: Profit From Your Knowledge Capital](https://www.aeroworkflow.com/process-advisory-profit-from-your-knowledge-capital/) - You’ve spent years developing your firm’s processes. That’s why, when it comes to helping clients develop successful business processes, you can lead by example. We all want to work better, smarter, and more efficiently. That’s where process advisory comes in. You might have already heard a little about the different types of client accounting advisory.
- [Systemizing Your Client Accounting Advisory Services](https://www.aeroworkflow.com/systemizing-your-client-accounting-advisory-services/) - Client accounting advisory involves a LOT of work. When it comes to working, we like predictability. No one likes to show up to the office and find a mountain of surprises waiting on their desk. So how do we avoid nasty little surprises? Systemization. Systemizing your advisory services can help you make sure your clients
- [How to Market Your Client Accounting Advisory Services](https://www.aeroworkflow.com/how-to-market-your-client-accounting-advisory-services/) - You’re good at your job. When it comes to bookkeeping or financial advisory, you know what you’re doing now, and you can handle every task that comes your way with your expertise and thorough planning…. But when it comes to selling your services? Maybe that’s not so easy. While selling things is never easy, marketing
- [Controlling Scope Creep in Client Accounting Advisory](https://www.aeroworkflow.com/controlling-scope-creep-in-client-accounting-advisory/) - No one likes to hear the phrase “scope creep”. In the accounting world, it kind of has the same ring as “Voldemort” or “giant spiders have taken control of the city.” Scope creep occurs when projects become bigger than originally planned. Maybe a client is making demands that go outside your agreed-upon boundaries; maybe poor
- [Pricing for Profit with Client Accounting Advisory Services](https://www.aeroworkflow.com/pricing-for-profit-with-client-accounting-advisory-services/) - How much would you pay for good advice? It’s hard to say. When implementing client accounting advisory services, this is exactly the dilemma many firms run into. While regular services at your firm might work off of a fixed hourly rate, that model is based on the position of the employee providing the services rather
- [Types of Client Accounting Advisory Services](https://www.aeroworkflow.com/types-of-client-advisory-services/) - Maybe you’ve been hearing a lot about client accounting advisory services (or CAS) lately. If that’s the case, you aren’t alone. The demand for advisory services has skyrocketed in recent years, as more and more firms realize their unique capabilities and how to market them to clients. When it comes to making their most important
- [What is Accounting Advisory?](https://www.aeroworkflow.com/what-is-accounting-advisory/) - Chances are, you’ve heard the phrase “advisory services” being tossed around lately. A quick google search of the term might yield many confusing, often contradictory definitions. Fortunately, advisory services are fairly simple at their core. There’s a high probability that your firm is already providing some of these services for your accounting clients. Now, it’s
- [How To Create a Client Offboarding Checklist for Your Accounting Firm](https://www.aeroworkflow.com/create-client-offboarding-checklist-accounting-firm/) - It’s not easy to say goodbye, but a client offboarding checklist can help make the process of separating from a client as painless as possible. We get it. Sometimes, things just don’t work out. Maybe your client has decided to bring their accounting or bookkeeping in-house; maybe it’s your firm that has chosen to serve
- [Planning for evolving client needs in your accounting firm](https://www.aeroworkflow.com/planning-for-evolving-client-needs-in-your-accounting-firm/) - As businesses develop and shift priorities, their bookkeeping and accounting needs will also evolve; likewise, you and your firm are constantly innovating, building experience, and taking on more challenges with your clients. Whether it’s time to upsell your services or introduce a new product to a client, keep in mind that you’re essentially reintroducing yourself
- [How To Create A Bookkeeping Client Onboarding Checklist](https://www.aeroworkflow.com/how-to-create-a-bookkeeping-client-onboarding-checklist/) - You never get a second chance to make a good impression. From our first ventures into the “real world,” we are taught to be mindful of the way we present ourselves to others. After all, you can learn a lot about a person from one conversation or one business transaction. Client onboarding is no different.
- [How to write an engagement letter for your bookkeeping or CAS firm](https://www.aeroworkflow.com/how-to-write-engagement-letter-for-bookkeeping-cas-firm/) - At its most basic level, an engagement letter is a contract between a bookkeeping firm and its client that outlines the firm’s services, fees, and the responsibilities of both parties. If you take the time to craft a good engagement letter, it not only becomes an important tool in finalizing the sales process but also
- [7 Essential Chrome Features All Cloud Accountants Should be Using](https://www.aeroworkflow.com/7-essential-chrome-features-all-cloud-accountants-should-be-using/) - Chrome is the browser of choice for about 65% of the internet’s users, and I understand why that is- Chrome has so many features that make working as a cloud accountant easier. Here are my favorite Chrome tips, tricks, and hacks. Control navigation with your browser back button Have you ever been on a website
- [How to delegate successfully in your bookkeeping firm](https://www.aeroworkflow.com/how-to-delegate-bookkeeping-firm/) - Learning how to delegate work is essential if you want to scale your firm profitably. But when it’s a firm you have invested hundreds of hours in founding and nurturing, sometimes delegating isn’t easy. Create written procedures and task checklists Clearly written procedures are an essential ingredient of delegation. Many firm owners hesitate to turn
- [How to Scale Your Accounting Firm](https://www.aeroworkflow.com/how-to-scale-your-accounting-firm/) - Any accounting firm that is planning for growth faces the same questions. How can a firm add new clients and staff without losing control over quality, on-time performance, and profits? The answer is to prepare to scale your firm by installing systems and procedures that create a framework for productivity and sustainable growth. Growth without
- [Value Pricing and the Timesheet](https://www.aeroworkflow.com/value-pricing-and-timesheets/) - We recently heard proponents of value pricing tell accounting firms to "throw out the timesheets," and were a little taken aback. While we're big fans of value pricing and fixed fee billing, we feel that there are plenty of reasons to hang on to the timesheet – or it's more modern equivalent. Is My Firm
- [New Bookkeeping Client Questionnaire: Developing a standard list of questions to ask your prospects](https://www.aeroworkflow.com/new-bookkeeping-client-questionnaire/) - Understanding a prospective client’s business is vitally important to starting the future relationship off on the right foot. Bookkeeping and CAS firms need to develop a standard new-client questionnaire to gather basic information about the prospect’s business and then dig a little deeper to get a sense of the client’s pain points. The right questionnaire
- [How to create a scalable client onboarding process (and happy customers too!)](https://www.aeroworkflow.com/create-scalable-client-onboarding-process-create-happy-customers/) - The first 90 days of an engagement is a crucial period that can set the tone for your firm's relationship with the client in the future. Therefore it's essential that the onboarding process is not left to chance. Be proactive about creating an onboarding process that will start every new engagement off on the right
- [Fixed Fee, Value Pricing, Hourly Billing - what is the right strategy for your firm?](https://www.aeroworkflow.com/fixed-fee-value-pricing-hourly-billing/) - As we help new Aero Workflow customers set up their accounts, we always have a discussion about how they price their services so we can help them maximize the value of Aero’s reporting. It’s always a long discussion because “Fixed-fee” and “Value Pricing” can mean different things to different people. Based on our discussions with
- [Cloud Bookkeeping: Running a Virtual Firm](https://www.aeroworkflow.com/cloud-bookkeeping-running-a-virtual-firm/) - Founded in Silicon Valley in 2005, our CAS firm migrated to cloud-based apps in 2011. Collaboration between our firm and clients improved and staff location (office vs home office) became less and less of a factor. Soon we were operating as a 100% virtual firm. Running a virtual firm allows you to reduce the overhead
- [QuickBooks Connect 2019](https://www.aeroworkflow.com/quickbooks-connect-2019/) - Aero Workflow enjoyed exhibiting this month at QuickBooks Connect’s 6th annual conference for small business leaders, accounting professionals, and solution providers in San Jose, CA. We relish the opportunity to talk to and connect with so many of our Aero tribe who were there this year. Our co-founder, Laura Redmond, took the stage for the
- [Creating a new QBO account without a Chart of Accounts](https://www.aeroworkflow.com/creating-a-new-qbo-account-without-a-chart-of-accounts/) - When you create a new QuickBooks Online account for one of your customers, Intuit helpfully populates it with a full Chart of Accounts. Which is probably really nice in a lot of situations, but most bookkeepers and accountants would rather set up their client's chart of accounts themselves. So I thought I'd share the (sort of)
- [Cookies, Cache, Chrome, and Cloud Accounting](https://www.aeroworkflow.com/cookies-cache-chrome-and-cloud-accounting/) - Cookies and Cache are two tools used by websites and SaaS software to manage a user’s online experience. As we move more and more of our accounting and bookkeeping work into the cloud, knowing how to manage these tools becomes important. Cookies Ever visit a website and then see ads for that website on every
- [Growing your firm (without spinning out of control)](https://www.aeroworkflow.com/growing-your-firm-without-spinning-out-of-control/) - Firms often struggle with how exactly they can take on new clients and expand their client service offerings without descending into chaos. But it is possible to scale your firm without losing control, as long as you follow a few simple steps. Take control of your firm The first (and most important) step is to
- [10 ways to be more productive with Zapier + Aero](https://www.aeroworkflow.com/be-more-productive-with-zapier-aero-workflow/) - 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 other by setting up automated workflows called Zaps. Each Zap has a trigger (when this happens in this app) and an action (do that in that app). Still confused?
- [6 Keys to successfully implementing new apps](https://www.aeroworkflow.com/6-keys-successfully-implementing-new-apps/) - You’ve gone to conferences, talked to colleagues, read the industry blogs, and done multiple Google searches. You’ve picked an app that is going to revolutionize your client service delivery or how your firm does business. Now it’s time to face the sometimes messy process of implementing your new solution. After going through this process countless
- [The Process Improvement Cycle](https://www.aeroworkflow.com/process-improvement-cycle/) - Process improvement involves a continuous cycle of identifying, analyzing, and improving business processes. There are entire libraries full of writings on process improvement – and a lot of consulting dollars spent on it. But you don’t have to be a Six Sigma Black Belt to understand the basics and start improving the processes in your firm.
- [Accounting Workflow and the Sole Proprietor](https://www.aeroworkflow.com/accounting-workflow-sole-proprietor/) - When I talk about workflow and the need for a system that helps you define and standardize your services and then organize those services in a way that gives the firm a big picture view, I often hear from solopreneurs “It’s just me- why would I need something like that?” I know that a good
- [Top 5 reasons to use QuickBooks Online for your firm](https://www.aeroworkflow.com/top-5-reasons-use-qbo-firm/) - As an accountant, I’m as reluctant as many of my colleagues to change processes that are working and adopt new software. But here’s why I switched my firm from Quickbooks desktop software to QuickBooks Online several years ago, and why I think more firms should. Presented in no particular order - because like my children,
- [Moving Your Firm to QBO](https://www.aeroworkflow.com/moving-your-firm-to-qbo/) - In a previous article, I argued that QuickBooks Online is a good choice for accounting firms since our needs match the QuickBooks Online feature set well. In this article, I lay out some steps for making the actual data transition go smoothly. Accounting firms often have years if not decades of data in their QuickBooks
- [Aero User Story - Schulte and Schulte](https://www.aeroworkflow.com/aero-user-story-schulte-and-schulte/) - Schulte and Schulte is a bookkeeping firm specializing in construction and contracting firms. They use a suite of cloud apps, centered around QuickBooks Online, Knowify, ClockShark, T-Sheets, HubDoc, and Aero Workflow to streamline their clients’ bookkeeping and give them valuable insight into their finances. We recently sat down with Tonya Schulte to chat about how
- [Maintaining your Procedures](https://www.aeroworkflow.com/maintaining-your-procedures/) - Documenting your firm’s procedures is a big job - and one you don’t want to ignore. And, much as I hate to be the bearer of bad news, you can’t just write them and forget about them. There are few certainties in running a firm, but one is that things are going to change. So
- [Handling Source Documents - Keeping it Straight](https://www.aeroworkflow.com/handling-source-documents/) - The foundation of a good workflow system is making sure the resources needed by your staff to perform their work are in a secure but central location. In an accounting practice, part of your resource planning must be having a plan in place to deal with the flow of source documents – how to intake,
- [8 Reasons why you need to document your procedures](https://www.aeroworkflow.com/why-document-procedures/) - You know you should have written procedures - everyone tells you so. But writing procedures falls very clearly under the “important but not urgent” umbrella, making it easy to let the project slide to the bottom of the pile. To help motivate you, here are 8 reasons why you really should have documented procedures in
- [How to write a great procedure](https://www.aeroworkflow.com/how-to-write-a-great-procedure/) - So you’re finally convinced that your firm needs to have written procedures. Or maybe you’ve been convinced all along– it’s just so hard to write them. We all know that a good workflow system is all about having procedures that are scalable and repeatable, so I thought I’d share our step-by-step procedure guide for writing
- [Is Frankenstein's Monster Running Your Business?](https://www.aeroworkflow.com/frankenstein-running-business/) - Are you managing your firm's service delivery with a carefully planned suite of tools? Or do you have a system of randomly cobbled-together parts adding up to a monster that is horrifying to behold and terrifying to manage? Everyone has a some sort system to help them manage their delivery of client services, whether it
- [Circle-Slash AR - Save time and improve cash flow by eliminating accounts receivable](https://www.aeroworkflow.com/eliminating-accounts-receivable/) - One of the biggest benefits of a fixed fee billing model for my firm has been the ability to eliminate accounts receivable. A Typical Invoicing Process for Hourly Billing When you bill by the hour, the usual process is to perform the work and then send an invoice for it. Invoicing may start on the
- [Why Attend QuickBooks Connect?](https://www.aeroworkflow.com/attend-quickbooks-connect/) - You really don't want to miss QBConnect this year- It's going to be better than ever (and it was already pretty awesome). But don't just take my word for it, here are just a few of the great things you can do during the three-day conference: Take a deeper dive into QBO New this year,
- [4-Steps to Managing Workflow in your Accounting Practice](https://www.aeroworkflow.com/managing-workflow-accounting-practice/) - This article written by Victoria Cameron and Laura Redmond originally appeared on the Intuit Accountants Blog. Whether you are performing work yourself or delegating to staff, managing workflow for your practice is critical. When we talk about workflow, we’re talking about a defined sequence of tasks that is planned and repeatable. It is the transformation
- [Knowledge Capital and Scaling your Practice](https://www.aeroworkflow.com/knowledge-capital-scaling-practice/) - Creating an accounting firm that is scalable and ready for growth is not an easy task. However, doing so is a proactive approach to success now and in the future. Define The first step in making sure that your practice is ready for growth is to define what you do. Define the services you provide,
- [Taming Your Gmail Inbox](https://www.aeroworkflow.com/taming-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 way that the Google suite of apps makes it possible to have workers in 4 different cities, all constantly staying in touch and working efficiently together. But if
- [Great Apps to Scale An Accounting Practice](https://www.aeroworkflow.com/great-apps-scale-accounting-practice/) - Below are some great apps that, like Aero Workflow, help you grow and scale your accounting practice. We are proud to be helping accountants increase their productivity and deliver client services in a consistent manner to build a Firm of the Future. Other apps that can help with a growing Accounting Practice include Practice Ignition,
- [Profitable Value Pricing](https://www.aeroworkflow.com/profitable-value-pricing/) - Over the last few years, there's been a lot of talk about Value Pricing for Client Accounting Services firms. And there are a lot of resources out there to help firms implement that model – like Intuit's Firm of the Future website. Since I implemented value pricing in my firm five years ago, I've learned some important things about making
- [Tools for Profitable Client Accounting Services](https://www.aeroworkflow.com/tools-for-profitable-cas/) - The software solutions we use to perform our work are the TOOLS of our trade – and are critical to the success of an accounting services firm. Yet we often don't pay much attention to how we choose and use these tools– and ignoring this important piece of running a firm can affect our bottom line. Select your Tools
- [An Online Web Store for Client Accounting Services - Part One](https://www.aeroworkflow.com/online-web-store-client-accounting-services-part-one/) - The sales process is often a mystery to people who run client accounting service firms. To celebrate Global Bookkeeping Week, Laura Redmond shares with us her journey in trying to figure out how to effectively and profitably sell her firm's services. She will also be talking about her journey and demonstrating how her Web Store works
- [Workflow in Your Accounting Practice: Delegate!](https://www.aeroworkflow.com/workflow-in-your-accounting-practice-delegate/) - This is part four of a five-part series on Workflow in your Accounting Practice. Over the course of this series I’ll walk you through best practices in setting up a workflow system for delivering Client Accounting Services (CAS) and the benefits you can expect once you have it up and running. Once you have defined your
- [Busy Season Wrap-up – What will you do differently next year?](https://www.aeroworkflow.com/busy-season-wrap-up/) - You did it! You made it through another busy season (mostly) unscathed. As you slowly wean yourself off coffee/chocolate, this is a great time to sit down and think about what you want to do differently next time around. What were your biggest challenges during Busy Season? What bumps in the road (or major potholes)
- [Preventing Scope Creep: Managing Client Support](https://www.aeroworkflow.com/scope-creep-client-support/) - Managing client support is vital to your profitability on fixed fee engagements. What is client support? Client support refers to the work performed by your firm when communicating and interacting with your client. It may also extend to communication with your client’s business associates – their customers, vendors, employees, partners. Regular, dependable communication with your
- [10 Signs You Might Need a New Workflow System](https://www.aeroworkflow.com/10-signs-you-might-need-a-new-workflow-system/) - You might need Aero Workflow if…. Your best team member suddenly leaves to sail around the world on an exact replica of the Santa Maria – and she’s the only one that knows how to do the accounting tasks for your most important client. You’ve ever woken up in a cold sweat at 2am wondering if the
- [Stop Procrastinating and Get it Done](https://www.aeroworkflow.com/get-big-tasks-done-making-small/) - We all have those projects on our list: the ones that would make a big difference in our lives and our practices – if we could only get them done. But we don't know where to start. And we don't have time. And we have so many urgent tasks that we need to do now.
- [Is my data secure in Aero?](https://www.aeroworkflow.com/aero-security/) - As accounting professionals move to the cloud for efficiency and profitability gains, the question about security comes up more and more often. When operating in a desktop environment, you could see you data and knew where it was, making you feel comfortable with it's security (although that was most likely a false sense of security).
- [Harness the Efficiency of the Cloud](https://www.aeroworkflow.com/harness-the-efficiency-of-the-cloud/) - As cloud-based solutions have grown in popularity and capability, many accounting professionals are finding that they streamline work – which can directly affect profitability, especially as we move towards fixed fee billing. Furthermore, clients are adopting cloud solutions on their own because of their obvious benefits, and therefore if we want to stay relevant and to
- [Putting the WORK in Workflow](https://www.aeroworkflow.com/add_work_to_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 research, attended demos and webinars and finally picked one that best answers your needs and fits your budget (hopefully it's Aero). So you sign up for your free
- [What's on the Menu – define and standardize your services](https://www.aeroworkflow.com/fresh-look-accounting-workflow/) - 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 best diner in town. You've found the perfect old diner car, restored it, hired the best fry cook you know, and even found some waitresses with beehive hairdos
- [Why do I Need a Workflow System Anyway?](https://www.aeroworkflow.com/accounting-workflow-definition/) - This is part one of a five-part series on workflow in your accounting practice. Over the course of this series I’ll walk you through best practices in setting up a workflow system for delivering Client Accounting Services (CAS) and the benefits you can expect once you have it up and running. What is workflow?
- [Workflow in Your Accounting Practice: Organize Your Services](https://www.aeroworkflow.com/workflow-in-your-accounting-practice-organize-your-services/) - Once you have your accounting services defined and organized, you’ll be ready step away from working in your firm and start to work on it.
- [Getting Connected to the RIGHT QBO Company](https://www.aeroworkflow.com/getting-connected-right-qbo-company/) - Why you might be having trouble As part of QBOA, Intuit has provided ProAdvisors with a free QBO subscription called 'Your Books'. Nice! Although it's intended to be used for your firm's books, not all ProAdvisors use it that way. Many ProAdvisors moved their firm from QuickBooks Desktop at some point and have their books
- [The Aero Story](https://www.aeroworkflow.com/aero-story/) - It started with a problem Back in 2008, Laura Redmond of Redmond Accounting was searching for a workflow solution that met her firm’s needs. She needed something that would allow her to manage the multiple, recurring services Redmond Accounting provided to multiple clients. Since her staff was distributed around the country, she needed something
- [Workflow in Your Accounting Practice: Define Your Services](https://www.aeroworkflow.com/accounting-workflow-define-services/) - This is part two of a five-part series on Workflow in your Accounting Practice. Over the course of this series I’ll walk you through best practices in setting up a workflow system for delivering Client Accounting Services (CAS) and the benefits you can expect once you have it up and running. Once you've decided that
- [Team Communication and Aero Workflow](https://www.aeroworkflow.com/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 management." With that in mind, we've built into Aero Workflow an easy and efficient system for team members to communicate with each other – and with their future selves (also
- [AERO is flying to Seattle](https://www.aeroworkflow.com/aero-flying-seattle/) - Seattle Accounting Technology Boot Camp 2014 May 29, 2014 REGISTER HERE 6 CPE's $149/$129 When Thursday May 29, 2014 9:30 AM to 6:30 PM PDT Add to Calendar Where WithinSODO 2916 Utah Ave S Seattle, WA 98134 Driving Directions Schedule 9:30 Registration 9:45 Intro & Networking 10:15 Keynote 11:30 Bill.com 12:15 Lunch (included)
- [Clear Cookies from Chrome in 5 Easy Steps](https://www.aeroworkflow.com/clear-cookies-chrome-5-easy-steps/) - Five steps to clear specific browsing data from Chrome: 1. From the Chrome dropdown menu, choose 'Settings': 2. Scroll to the bottom of the page and select Show Advanced Settings 3. Under Privacy click on Content settings 4. Under Cookies, click on All Cookies and Site Data 5. You can search for a specific site
- [NAN Appearance by Laura Redmond](https://www.aeroworkflow.com/nan-appearance-laura-redmond/) - Cloud Consultancy co-founder Laura Redmond will be the Voice of the Member in October's National Advisor Network member call with Joe Woodard on October 10 at 9am Pacific / 12pm Eastern. She will be discussing workflow management and how her quest to help a client manage their workflow led to the birth of AERO WorkFlow
- [How Aero Can Help Save Time](https://www.aeroworkflow.com/aero-can-help-save-time/) - A recent article in the Wall Street Journal discussed how companies are using data mining techniques to pinpoint their biggest time wasters. Surprising no one, it turns out that one of the top culprits is email. "Common time-wasting habits include copying too many people into emails and overuse of 'reply all.' " If this is familiar territory, Aero WorkFlow
- [2014 Aero Highlights - and What's Coming in 2015](https://www.aeroworkflow.com/2014-review-2015-preview/) - 2014 was a big year for us as we added to and improved Aero WorkFlow for Method and started an exciting new project. Throughout the year, we worked to refine and improve Aero WorkFlow Manager. We made great strides improving the Work function, such as adding autosave, creating a way for staff to save personal defaults,
- [Flexible Work and Aero WorkFlow](https://www.aeroworkflow.com/flexible-work/) - Are you thinking about implementing a Flexible Work Arrangement (FWA) in your firm this year? Maybe you already have but are struggling to make it work smoothly. Flexible work plans offer many benefits including better staff recruitment and retention, improved morale, more flexible office space requirements, more flexibility in scheduling for peak workloads, and a better
- [Thriving in the Busy Season](https://www.aeroworkflow.com/thriving-in-the-busy-season/) - This time of year is usually crazy for Client Accounting Service firms. Not only do you have extra work for regular clients as they close out the year and get everything ready for the tax accountant, but it also seems to be the time of year when new clients are knocking at the door. When a
- [Aero Types: Best Practices for Success](https://www.aeroworkflow.com/aero-types-best-practices-for-success/) - Aero Types are meant to organize the activities your accounting firm does during the day. Ideally if you set them up correctly, they will provide actionable metrics as to where your firm is spending their time. This will allow you reallocate resources as necessary. One way to think of Aero types is as a menu
- [Re-assigning a Task in Aero](https://www.aeroworkflow.com/re-assigning-a-task-in-aero/) - A common accounting workflow is to have one person do most of a task and then have another person finish it or review and approve it. You can use Aero Workflow to make sure that this process is handled in an efficient manner. Create Steps for Desired Workflow When you create the task, make sure your steps
- [Aero Templates and Master Aeros: Setting up Your Accounting Workflow](https://www.aeroworkflow.com/aero-templates-and-master-aeros-setting-up-your-accounting-workflow/) - We are often asked what the difference is between Aero Templates and Master Aeros. While it's true that at first glance they look very similar, there are some key differences. In the article below, we describe how these two great tools are used to help you set-up and manage your accounting workflow. Aero Templates -
- [Aero Workflow on The QB Show](https://www.aeroworkflow.com/aero-workflow-on-the-qb-show/) - Cloud Consultancy's Laura Redmond recently joined Stacey, Dawn and Woody on the QB Show to talk about Aero Workflow.
- [How Aero Workflow Helps You be More Productive](https://www.aeroworkflow.com/how-aero-workflow-helps-you-be-more-productive/) - In his article for Forbes, Travis Bradberry lists eleven things ultra-productive people do differently. It's a great list– and using Aero for your workflow system will help you to do all of them. 1. Never Touch Things Twice Tasks in Aero are designed to contain all the resources you need so that you can complete them in
- [Creating Procedures in Aero](https://www.aeroworkflow.com/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 the process in Aero, your mind turns as blank as the page in front of you. So we've come up with a few suggestions to make the process easier. 1.
- [Using Projects in Aero](https://www.aeroworkflow.com/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) . You can further organize and track your work by using the Projects feature in Aero Workflow One Time Projects The most obvious use of Aero Projects is to
- [Workflow in Your Accounting Practice: Practice Management](https://www.aeroworkflow.com/workflow-accounting-practice-practice-management/) - This is part five of a five-part series on Workflow in your Accounting Practice. Over the course of this series I’ll walk you through best practices in setting up a workflow system for delivering Client Accounting Services (CAS) and the benefits you can expect once you have it up and running. In the first four
- [QB Connect - What an amazing experience!](https://www.aeroworkflow.com/qb-connect-what-an-amazing-experience/) - Thanks Intuit! We want to thank Intuit for once again putting on such a great conference last week! Aero workflow was there and very busy– here's a recap of what we did. The Hackathon We participated in the Hackathon from November 1-2. Competing in track 1, New Feature for an Existing App, we all worked hard to build a

## Pages

- [Home](https://www.aeroworkflow.com/) - Streamline your client work with Aero Workflow—purpose-built software for bookkeeping, CAS, and accounting firms to manage tasks, templates, and team efficiency.
- [Bookkeeping SOPs Starter Kit: Build Processes That Scale](https://www.aeroworkflow.com/bookkeeping-sops-starter-kit/) - Bookkeeping SOPs made simple. Download a free starter kit with step-by-step guidance, checklists, and real examples to improve consistency.
- [CAS Onboarding and Offboarding Checklists](https://www.aeroworkflow.com/cas-onboarding-and-offboarding-checklists/) - Free Guide to Client Onboarding and Offboarding for Bookkeeping and CAS Firms. Tips for processes at both ends of the client lifecycle. Download today!
- [Client-Focused Firm Guide](https://www.aeroworkflow.com/client-focused-firm-guide/) - Guide to Becoming a Client-Focused FirmA client-focused firm uses its expertise to understand the clients’ needs and delivers services so that the client receives the maximum benefit of the firm’s expertise. We got together with Client Hub and ThinkLeader Consulting and put together a free guide for accountants and bookkeepers that will help your firm:
- [Year-end Checklists for Bookkeepers](https://www.aeroworkflow.com/year-end-checklists-for-bookkeepers/) - Download Aero’s free guide to year-end checklists for bookkeeping & Accounting firms. Streamline 1099s, closes, and workflows to make Busy Season run smoothly.
- [Aero Demo](https://www.aeroworkflow.com/aero-demo/) - See Aero Workflow in action! Book a free demo to discover how Aero helps accounting and bookkeeping firms organize and track their work more efficiently.
- [Accounting Workflow Templates & Bookkeeping Checklists – Ready to Go](https://www.aeroworkflow.com/the-aero-library/) - Explore Aero’s Library of accounting workflow templates and bookkeeping checklists. Standardize services, onboard clients faster, and scale your firm with ease.
- [Task Scheduling for Bookkeepers | Organize with Aero Workflow](https://www.aeroworkflow.com/organize/) - Organize Work. Schedule Tasks. Stay in Control.Aero’s task scheduling tools help you define what needs to be done, when it needs to happen, and who’s responsible—so every job gets done on time and nothing slips through the cracks.START A FREE TRIALSCHEDULE A DEMOGet Ahead with Smart Task SchedulingAero isn’t just a checklist app—it’s a complete
- [Client Advisory Services](https://www.aeroworkflow.com/advise/) - Grow your CAS practice with Aero Advisor. Use standardized checklists to deliver advisory services, turning the firm’s expertise into recurring revenue.
- [Contact Us](https://www.aeroworkflow.com/contact/) - Have questions about Aero Workflow? Reach out for sales inquiries, support, or general questions. We’re here to help accounting and bookkeeping firms thrive.
- [Newsletter](https://www.aeroworkflow.com/newsletter/) - Get actionable workflow tips, automation insights, and free resources from Aero Workflow. Subscribe to our newsletter today!
- [Stay on Track with Better Practice Management](https://www.aeroworkflow.com/track/) - Track Everything. Manage Smarter.Aero gives you the visibility and control you need to stay on top of tasks, time, and team performance — all in one practice management platform.TRY AERO FOR FREEThe Heart of Practice ManagementKnow What’s Happening — and What’s NotAero gives you complete visibility into your team’s workload and progress. At a glance,
- [Accounting Workflow Templates & Bookkeeping Checklists That Power Your Firm](https://www.aeroworkflow.com/define/) - Build Smarter Processes with Accounting Workflow TemplatesCreate, customize, and scale your bookkeeping checklists so your firm runs like a well-oiled machine—every task, client, and team member in sync.START FREE TRIALEXPLORE THE LIBRARYTemplates Built for the Way You WorkAero’s accounting workflow templates are designed specifically for the recurring work of bookkeeping and client accounting services (CAS).
- [FREE White Glove Onboarding](https://www.aeroworkflow.com/free-white-glove-onboarding/) - Get Started Fast—with Free White Glove OnboardingSwitching to Aero is seamless with our personalized setup supportWhen you sign up for Aero Workflow, you’re not on your own—we’re with you every step of the way. Our free white glove onboarding is designed to get your firm up and running quickly, confidently, and with minimal disruption to
- [Aero Workflow for Bookkeepers](https://www.aeroworkflow.com/aero-workflow-for-bookkeepers/) - The Workflow Platform Built for BookkeepersStart your free 30-day trial. No credit card. No setup hassle. Just powerful tools made for your bookkeeping firm.START A FREE TRIALSCHEDULE A DEMOAre you tired of using rubberbands and workarounds just to make a workflow system fit your bookkeeping firm? Most accounting workflow systems are built with tax firms
- [Pricing](https://www.aeroworkflow.com/pricing/) - Aero Workflow Pricing: Simple Plans for Bookkeeping and Accounting FirmsLooking for accounting workflow software with pricing that makes sense? At Aero Workflow, we believe in clear, predictable pricing—no per-user fees, no hidden costs, and no complicated tiers.Our pricing plans are built to serve the unique needs of accounting and bookkeeping firms, whether you’re a start-up
- [Integration](https://www.aeroworkflow.com/integration/) - When you connect your Aero account to your QuickBooks Online account, your client information will sync back and forth, saving you from having to enter data twice. As you and your staff work in Aero, their time is automatically captured. That time-tracking data, along with any time notes, is available to sync to QuickBooks Online
- [Aero Workflow for CAS Firms](https://www.aeroworkflow.com/aero-workflow-for-cas-firms/) - The ONLY Workflow System DesignedSpecifically with CAS Firms in MindSTART FREE TRIALSCHEDULE DEMOAre you tired of using rubberbands and workarounds just to make a workflow system fit your CAS firm? Most accounting workflow systems are built with tax firms in mind, with CAS workflows being an afterthought. Aero is built from the ground up with
- [Security](https://www.aeroworkflow.com/security-2/) - Aero Workflow Security Two-factor Authentication Users can protect their accounts with an additional layer of security by enabling our two-factor authentication. More... Data Transfer All your interactions with Aero are encrypted using SSL/TLS. This technology protects your data while in transit from your browser to our servers and vice versa. We utilize multiple firewall layers
- [Webinars](https://www.aeroworkflow.com/webinars/) - View a Previous Aero Workflow WebinarQuickBooks Online trends for 2023 We recently had a chance to hang out with Appy Hour. If you missed it, you can watch the episode below.5 Keys to Profitable Fixed Fee ServicesMastering accounting workflows with Aero and UncatThe DNA of a CAS FirmThe Intentional Firm
- [Terms of Service](https://www.aeroworkflow.com/aero-terms-of-service/) - Terms of Service (“Terms”)Last updated: September 28, 2015 Please read these Terms of Service (“Terms”, “Terms of Service”) carefully before using the http://www.aeroworkflow.com website (the “Service”, “Services”) operated by Cloud Consultancy, LLC (“us”, “we”, or “our”). This online service agreement (“agreement”) is a binding legal contract between you and Cloud Consultancy, LLC (“we”, “us”, or
- [White Glove Onboarding](https://www.aeroworkflow.com/white-glove-onboarding/) - White Glove OnboardingA program designed to take advantage of the experience we’ve gained from guiding countless firms through the setup of a new workflow system. White Glove onboarding will get you up and running with Aero so that you can start to see the benefits as quickly as possible. Why sign up for White Glove?Aero
- [QuickBooks Integration](https://www.aeroworkflow.com/quickbooks-integration/) - Sync customers and time directly with QuickBooks Online. Your customer list is kept up to date in Aero Workflow and QuickBooks Online so you never have to enter the same information twice. You also have the option of time tracking data generated in Aero syncing automatically to QuickBooks. Start a Free TrailHighlights of Aero Workflow
- [Guide to Scaling Your Accounting Firm](https://www.aeroworkflow.com/ia-scaling-your-accounting-firm/) - Guide to Scaling Your Accounting FirmAny accounting firm that is planning for growth faces the same questions. How can a firm add new clients and staff without losing control over quality, on-time performance, and profits? The answer is to prepare to scale your firm by installing systems and procedures that create a framework for productivity
- [Digital Marketing for Accountants and Bookkeepers](https://www.aeroworkflow.com/digital-marketing-for-accountants-and-bookkeepers/) - Digital Marketing for Accountants and BookkeepersReaching out to customers online is no longer optional for firms that want to grow and thrive. According to a Pew Research survey, in the year 2000, 52% of Americans said they use the internet. Today that number is 93%. In the last 20 years, the digital world has gone
- [Aero API](https://www.aeroworkflow.com/aero-api/) - Aero’s API is an open and public application programming interface (API). It is made available to Aero account holders and developers so that they can interact directly with their data. API ReferenceIs it Restful? When we talk about our API, we use terms like “REST” and “RESTful.” “REST” stands for Representational State Transfer. It’s an
- [How to Grow your Bookkeeping Firm](https://www.aeroworkflow.com/how-to-grow-your-bookkeeping-firm/) - Guide to Scaling Your Accounting FirmAny accounting firm that is planning for growth faces the same questions. How can a firm add new clients and staff without losing control over quality, on-time performance, and profits? The answer is to prepare to scale your firm by installing systems and procedures that create a framework for productivity
- [Setting Client Expectations](https://www.aeroworkflow.com/setting-client-expectations/) - Setting Client Expectations at Every Stage of the Client JourneySetting expectations enables you to build strong, productive, and profitable relationships with your clients and ensure that both parties are doing their part to achieve a mutual goal. However, expectation setting is easier said than done. We’ve teamed up with Practice Ignition, Hubdoc, and leading cloud
- [Virtual Firm](https://www.aeroworkflow.com/virtual-firm/) - Transform Your Firm Workflow for Accountants by Accountants × CloseHow it WorksStart Free Trial DefineAero gives you the tools you need to take your firm’s knowledge capital and put it to work. Your processes and procedures are integrated with your tasks, making your firm efficient, scalable and profitable.Learn MoreOrganizeWith Aero, you’re confident that client work
- [Working Remotely](https://www.aeroworkflow.com/working-remotely/) - Work Remotely Run a Virtual Firm without losing control × CloseHow it WorksStart Free Trial DefineYou can create detailed, online checklists for completing client work, embed in-depth procedure documents, and add links to various online resources. You can also take advantage of Aero’s library of turn-key checklists for common cloud accounting and bookkeeping tasks. And,
- [Privacy Policy](https://www.aeroworkflow.com/privacy-policy/) - Privacy PolicyLast updated: January 07, 2020 This Privacy Policy describes Our policies and procedures on the collection, use and disclosure of Your information when You use the Service and tells You about Your privacy rights and how the law protects You. We use Your Personal data to provide and improve the Service. By using the
- [Guide to Defining & Packaging Services](https://www.aeroworkflow.com/guide-to-defining-packaging-services/) - Guide to Defining and Packaging your Bookkeeping ServicesDefining, documenting, and packaging your firm’s compliance and advisory service offerings is an important process for any practice – especially those who are looking to move toward advisory. Making sure you start with this structured approach will help to provide clarity, ensure consistency, and eliminate scope creep with
- [Cookie Policy](https://www.aeroworkflow.com/cookie-policy/) - Cookies Policy Last updated: January 07, 2020 This Cookies Policy explains what Cookies are and how We use them. You should read this policy so You can understand what type of cookies We use, or the information We collect using Cookies and how that information is used. Cookies do not typically contain any information that
- [The Path to a Paperless Practice](https://www.aeroworkflow.com/the-path-to-a-paperless-practice/) - Going paperless is key in creating a lean, scalable firmPaperless processes are efficient, cost-effective, and position your firm for growth. Maybe it’s time to start down the path! We got together with Canon and put together a free guide for accountants and bookkeepers that will help your firm: Identify workflows where you will benefit from
- [Refer a Friend and Save](https://www.aeroworkflow.com/refer-a-friend-save/) - Refer a friend to Aero Workflow and get a 5% discount off your Aero subscription fees.The Details: Your friend uses your firm’s name as a promo code and get’s a 10% discount for the first six months Once your friend becomes a paid subscriber, you start getting a 5% discount off your Aero subscription fees
- [Aero+TSheets Integration](https://www.aeroworkflow.com/aerotsheets-integration/) - We’ve often said that Aero Workflow is a workflow app that also tracks time, not a time-tracking app. So we consider our integration with TSheets to be a marriage made in heaven, giving our users the best of both worlds: Aero’s superior workflow and practice management combined with TSheets world-class time-tracking features. Connecting your Aero
- [Client OnBoarding Checklist](https://www.aeroworkflow.com/client-onboarding-checklist/) - Create a scalable, efficient onboarding process A standard onboarding process ensures that new client relationships start off on the right foot. We consulted with thought leaders in the accounting and bookkeeping industry to put together a comprehensive guide to help firms standardize their onboarding processes. This free onboarding checklist (presented by Aero Workflow, Practice Ignition, and Hubdoc)
- [UK Prices](https://www.aeroworkflow.com/uk-prices/) - Start your 30-day free trial Today!United KingdomAustraliaCanada United StatesUnited Kingdom Sole Proprietor£28monthOne UserBuit-in Time TrackingQuickbooks Online SyncGoogle Apps IntegrationOffice 365 IntegrationMonth-to-month subscriptionFree setup and training support Aero Library with basic content*Add Premium Library Content £27/month moreStart Free TrialSmall Firm£59month2 – 5 UsersBuit-in Time TrackingQuickbooks Online SyncGoogle Apps IntegrationOffice 365 IntegrationMonth-to-month subscriptionFree setup and training supportAero
- [Canadian Pricing](https://www.aeroworkflow.com/canadian-pricing/) - Start your 30-day free trial Today!Canada AustraliaUnited KingdomUnited StatesCanada Sole ProprietorCAD49monthOne UserBuit-in Time TrackingQuickbooks Online SyncGoogle Apps IntegrationOffice 365 IntegrationMonth-to-month subscriptionFree setup and training support Aero Library with basic content*Add Premium Library Content $50/month moreStart Free TrialSmall FirmCAD99month2 – 5 UsersBuit-in Time TrackingQuickbooks Online SyncGoogle Apps IntegrationOffice 365 IntegrationMonth-to-month subscriptionFree setup and training supportAero Library
- [Australian Pricing](https://www.aeroworkflow.com/australian-pricing/) - Start your 30-day free trial Today!AustraliaCanada United KingdomUnited StatesAustralia Sole ProprietorAUD49monthOne UserBuit-in Time TrackingQuickbooks Online SyncGoogle Apps IntegrationOffice 365 IntegrationMonth-to-month subscriptionFree setup and training support Aero Library with basic content*Add Premium Library Content $50/month moreStart Free TrialSmall FirmAUD99month2 – 5 UsersBuit-in Time TrackingQuickbooks Online SyncGoogle Apps IntegrationOffice 365 IntegrationMonth-to-month subscriptionFree setup and training supportAero Library
- [MasterClass](https://www.aeroworkflow.com/master-class/) - MasterClassAn in-depth training program to help accountants master best-in-class technology in order to run a thriving cloud accounting firm. What is MasterClass?Modern accounting firms know that thriving in today’s world means operating in the cloud. That’s not a question. The question we hear over and over is “How do we get there?” Roadmap to the CloudThe MasterClass series is built
- [QuickBooks Connect 2017](https://www.aeroworkflow.com/quickbooks-connect-2017/) - MasterClass Apps - Aero Workflow Thank you for attending this session in which we explored being proactive about your success running a client accounting services firm. Your knowledge capital is your secret sauce. The firm will use it to create revenue. Proactive management of the service delivery speaks directly to the bottom line profit. You can
- [Survey Page One](https://www.aeroworkflow.com/survey-page-one/) - On your phone? Open in Google Forms Loading...
- [Survey Page Two](https://www.aeroworkflow.com/survey-page-two/) - On your phone? Open in Google Forms Loading...
- [Aero User Badges](https://www.aeroworkflow.com/aero-user-badges/) - Share the LovePlace an Aero badge on your website!Use code below to put this badge on your website: Use code below to put this badge on your website: Use code below to put this badge on your website:
- [WebBadges](https://www.aeroworkflow.com/webbadges/)
- [About Us](https://www.aeroworkflow.com/the-aero-story/) - It started with a problemBack in 2008, Laura Redmond of Redmond Accounting was searching for a workflow solution that met her firm’s needs. She needed something that would allow her to manage the multiple, recurring services Redmond Accounting provided to multiple clients. Since her staff was distributed around the country, she needed something that was
- [Frequently Asked Questions](https://www.aeroworkflow.com/frequently-asked-questions/) - AllBookkeepergeneralpricingCan we use Aero if we have more than 50 people?Sarah Sivesind2025-05-24T15:40:44-07:00Can we use Aero if we have more than 50 people?Yes! When you grow past 50 users, we place you on our Enterprise plan, where we charge a set fee for each additional group of 10 users. Does Aero Workflow have a free trial?Sarah
- [Sign Up](https://www.aeroworkflow.com/open-new-aero-account/) - Start your 30-day free trial now! Open a new Aero account and link it to QBO.* If you don’t have a QBO account, you’ll be given the chance to open one. Start Free TrialOpen a new Aero account without linking it to QBO. You can always connect Aero to QBO later. Start Free Trial*When you link your Aero
- [Aero and Canon](https://www.aeroworkflow.com/aero-and-canon/) - Workflow for AccountantsUse code CPAFebruary when you open a new Aero account and your first month after your trial ends will be FREE! The free month will start once you end your free trial and enter your payment information. Try it for free!OPEN ACCOUNTCanon ScannersCanon can help you easily organize, store, and share paper-based information.
- [V-Conn](https://www.aeroworkflow.com/v-conn/) - Special Offer for V-Conn Attendees!Use code VCONN when you open a new Aero account and your first month after your trial ends will be FREE! The free month will start once you end your free trial and enter your payment information. SIGN UP AND START YOUR FREE TRIAL
- [Refund Policy](https://www.aeroworkflow.com/refund-policy/) - Refund PolicyAero WorkFlow is a pre-paid subscription to a software service. The Service is billed in advance on a monthly basis and is non-refundable. There will be no refunds or credits for partial months of service, upgrade/downgrade refunds, or refunds for months unused with an open account. In order to treat everyone equally, no exceptions
- [ICBUSA Open Aero Account](https://www.aeroworkflow.com/icbusa-open-aero-account/) - Special offer for ICBUSA Associate Members! ICBUSA Associate members have access to a Sole Proprietor Aero Subscription for $10/month for the first year or $15/month for Premium Library Content*, a savings of 65% (80% for premium). Enter code ICBUSA in the promotional code box when you start your free trial 12 month discount starts after

## FAQs

- [Can we use Aero if we have more than 50 people?](https://www.aeroworkflow.com/faq-items/can-we-use-aero-if-we-have-more-than-50-people/) - Yes! When you grow past 50 users, we place you on our Enterprise plan, where we charge a set fee for each additional group of 10 users.
- [Does Aero Workflow have a free trial?](https://www.aeroworkflow.com/faq-items/does-aero-workflow-have-a-free-trial/) - Yes, we offer a free 30-day trial. During the trial, you have full access to the app, with as many users as you want. You can take advantage of any of our integrations. You can even add your credit card to get access to the checklist library– and you still won't be charged until the
- [Do you charge for support?](https://www.aeroworkflow.com/faq-items/do-you-charge-for-support/) - No. All of Aero's fantastic support is included with your subscription cost. We offer free training, free, unlimited, one-on-one support sessions, and a world-class knowledge base.
- [Do you have free training?](https://www.aeroworkflow.com/faq-items/do-you-have-a-certification-program/) - Yes! Aero offers free, on-demand, self-paced training with two different courses. You can learn more about our free training programs here.
- [What does Aero integrate with?](https://www.aeroworkflow.com/faq-items/what-does-aero-integrate-with/) - Aero integrates with QuickBooks Online, QuickBooks Time, Office 365, Zapier, and other great apps. You can see all of our integrations here.
- [Does Aero sync with QuickBooks Desktop?](https://www.aeroworkflow.com/faq-items/aero-sync-quickbooks-desktop/) - No. Aero only syncs with QuickBooks Online. That said, it's perfectly possible to use Aero without the QuickBooks integration – about 40% of our users do that. Aero will import your customer list for you and you can send your time to your QuickBooks Desktop account through Aero's integration with TSheets. Have you been thinking about moving
- [Do you charge per user?](https://www.aeroworkflow.com/faq-items/charge-per-user/) - No. The amounts you see on our pricing page are the flat monthly rate for the firm.
- [Do you have a ProAdvisor price/discount/partner program?](https://www.aeroworkflow.com/faq-items/proadvisor-pricediscountpartner-program/) - No. Since the vast majority of our users are ProAdvisors, we like to say that the prices you see on our pricing page ARE our ProAdvisor prices.
- [How can I see what's in the Aero Library?](https://www.aeroworkflow.com/faq-items/can-see-whats-aero-library/) - During your free trial, you can have access to the library templates if you enter your credit card. Your card will not be charged until the end of your trial.
- [If I start a free trial and decide to continue with Aero, will I loose all the things I set up in the trial?](https://www.aeroworkflow.com/faq-items/start-free-trial-decide-continue-aero-will-loose-things-set-trial/) - The free trial is a real Aero account that you set up and use. At the end of 30-days, you simply put in your credit card to continue using it. You can have as many users as you like during your trial. The only feature that is not available during your trial is the Library.
- [Does Aero have a Mobile App/Smart Phone App?](https://www.aeroworkflow.com/faq-items/aero-mobile-appsmart-phone-app/) - Aero does not have a native smart phone app. However, due to Aero's responsive design, you can log into Aero and use it on your smart phone or tablet computer.
- [Is there an annual/long term contract for Aero?](https://www.aeroworkflow.com/faq-items/annuallong-term-contract-aero/) - No. Aero is a month-to-month subscription. You can cancel your account at any time.
- [How long does it take to get a firm up and running with Aero?](https://www.aeroworkflow.com/faq-items/long-take-get-firm-running-aero/) - It really depends on the size of your firm, whether you're moving from another workflow system or not, how many resources you can devote to setting up your firm's work in Aero. In general, you can expect it to take 4-8 weeks before everything is in Aero and all your team is using it on
- [I had a free trial a few months ago and never really did anything with it. Can I have another free trial?](https://www.aeroworkflow.com/faq-items/free-trial-months-ago-never-really-anything-can-another-free-trial/) - Yes. Simply click on the free trial link and open another Aero account.
- [Does Aero sync with the QBOA Practice Management?](https://www.aeroworkflow.com/faq-items/aero-sync-qboa-practice-management/) - No. QBOA does not have an open API, so Aero cannot sync with any information in QBOA.
- [Can Aero sync with Office Exchange?](https://www.aeroworkflow.com/faq-items/can-aero-sync-office-exchange/) - No. Aero only syncs with Office 365 or Google Gmail.
- [How can I get a live demo of Aero?](https://www.aeroworkflow.com/faq-items/can-get-live-demo-aero/) - We offer weekly live demos of Aero. You can sign up here. If the regular weekly demo doesn't work for you click here to schedule a demo at a time that is convenient for you.
- [How do I know if my information is secure in Aero?](https://www.aeroworkflow.com/faq-items/know-information-secure-aero/) - Aero is a very secure app. If you want to know more about Aero security, click here.
- [What is premium Library content?](https://www.aeroworkflow.com/faq-items/what-is-premium-library-content/) - The Aero Library has two levels of content: Basic and Premium. Every paid subscriber has access to library content– more...

## Fusion Elements

- [Schedule Demo](https://www.aeroworkflow.com/fusion_element/schedule-demo/)
- [Free Trial](https://www.aeroworkflow.com/fusion_element/free-trial/)
- [Pricing Plan Table](https://www.aeroworkflow.com/fusion_element/pricing-plan-table-2/)
- [Aero's Social Icon Set](https://www.aeroworkflow.com/fusion_element/aeros-social-icon-set/)
- [Apps Integration](https://www.aeroworkflow.com/fusion_element/apps-integration/) - When you connect your Aero account to your QuickBooks Online account, your client information will sync back and forth, saving you from having to enter data twice. As you and your staff work in Aero, their time is automatically captured. That time-tracking data, along with any time notes, is available to sync to QuickBooks Online
- [Year-end checklists Guide](https://www.aeroworkflow.com/fusion_element/year-end-checklists-guide/)
- [manage firm checklist](https://www.aeroworkflow.com/fusion_element/manage-firm-checklist/)
- [App Integration](https://www.aeroworkflow.com/fusion_element/app-integration/)
- [Scaling Firm](https://www.aeroworkflow.com/fusion_element/scaling-firm/)
- [Guide Download Page](https://www.aeroworkflow.com/fusion_element/guide-download-page/)
- [TSheets integration](https://www.aeroworkflow.com/fusion_element/tsheets-integration/)
- [Pricing Buttons](https://www.aeroworkflow.com/fusion_element/pricing-buttons/)
- [Aero Loves Canada](https://www.aeroworkflow.com/fusion_element/aero-loves-canada/)
- [Homepage](https://www.aeroworkflow.com/fusion_element/homepage/)
- [Canada 30-day](https://www.aeroworkflow.com/fusion_element/canada-30-day/)
- [Canadian Pricing](https://www.aeroworkflow.com/fusion_element/canadian-pricing/)

## Categories

- [Uncategorized](https://www.aeroworkflow.com/category/uncategorized/)
- [Aero](https://www.aeroworkflow.com/category/aero/)
- [Apps](https://www.aeroworkflow.com/category/apps/)
- [Aero User Tips](https://www.aeroworkflow.com/category/aero-tips/)
- [Workflow Management](https://www.aeroworkflow.com/category/workflow/)
- [Practice Management](https://www.aeroworkflow.com/category/practice-management/)
- [Productivity](https://www.aeroworkflow.com/category/productivity/)
- [Aero Update](https://www.aeroworkflow.com/category/aero-update/)
- [Aero Help](https://www.aeroworkflow.com/category/aero-help/)
- [QuickBooks Online](https://www.aeroworkflow.com/category/quickbooks-online/)
- [Client Support](https://www.aeroworkflow.com/category/client-support/) - Talking about client support and communication.
- [Pricing Models](https://www.aeroworkflow.com/category/pricing-models/)
- [Marketing](https://www.aeroworkflow.com/category/marketing/)
- [Sales](https://www.aeroworkflow.com/category/sales/)
- [Accounting Advisory](https://www.aeroworkflow.com/category/accounting-advisory/)

## Tags

- [Aero](https://www.aeroworkflow.com/tag/aero/)
- [practice management](https://www.aeroworkflow.com/tag/practice-management/)
- [Workflow Management](https://www.aeroworkflow.com/tag/workflow-management/)
- [Google Chrome](https://www.aeroworkflow.com/tag/google-chrome/)
- [accounting tasks](https://www.aeroworkflow.com/tag/accounting-tasks/)
- [NAN](https://www.aeroworkflow.com/tag/nan/)
- [National Advisor Network](https://www.aeroworkflow.com/tag/national-advisor-network/)
- [Workflow with Quickbooks](https://www.aeroworkflow.com/tag/workflow-with-quickbooks/)
- [communication](https://www.aeroworkflow.com/tag/communication/)
- [planning fallacy](https://www.aeroworkflow.com/tag/planning-fallacy/)
- [project management](https://www.aeroworkflow.com/tag/project-management/)
- [task management](https://www.aeroworkflow.com/tag/task-management/)
- [workflow](https://www.aeroworkflow.com/tag/workflow/)
- [Method:CRM](https://www.aeroworkflow.com/tag/methodcrm/)
- [email](https://www.aeroworkflow.com/tag/email/)
- [Release Notes](https://www.aeroworkflow.com/tag/release-notes/)
- [Distributed Work Force](https://www.aeroworkflow.com/tag/distributed-work-force/)
- [Flexible Work](https://www.aeroworkflow.com/tag/flexible-work/)
- [fixed fee billing](https://www.aeroworkflow.com/tag/fixed-fee-billing/)
- [time tracking](https://www.aeroworkflow.com/tag/time-tracking/)
- [timesheets](https://www.aeroworkflow.com/tag/timesheets/)
- [value pricing](https://www.aeroworkflow.com/tag/value-pricing/)
- [Productivity](https://www.aeroworkflow.com/tag/productivity/)
- [accounting workflow](https://www.aeroworkflow.com/tag/accounting-workflow/)
- [knowledge capital](https://www.aeroworkflow.com/tag/knowledge-capital/)
- [scalability](https://www.aeroworkflow.com/tag/scalability/)
- [Intuit](https://www.aeroworkflow.com/tag/intuit/)
- [QuickBooks](https://www.aeroworkflow.com/tag/quickbooks/)
- [inbox management](https://www.aeroworkflow.com/tag/inbox-management/)
- [QBOA](https://www.aeroworkflow.com/tag/qboa/)
- [document procedures](https://www.aeroworkflow.com/tag/document-procedures/)
- [service delivery](https://www.aeroworkflow.com/tag/service-delivery/)
- [fixed fee](https://www.aeroworkflow.com/tag/fixed-fee/)
- [client support](https://www.aeroworkflow.com/tag/client-support/)
- [value billing](https://www.aeroworkflow.com/tag/value-billing/)
- [conferences](https://www.aeroworkflow.com/tag/conferences/)

## FAQ Categories

- [Bookkeeper](https://www.aeroworkflow.com/faq_category/bookkeeper/)
- [general](https://www.aeroworkflow.com/faq_category/general/)
- [pricing](https://www.aeroworkflow.com/faq_category/pricing/)