Ways to Use Aero Advisor

Aero Advisor can be used by a long list of accounting and bookkeeping firms to accomplish a diverse group of goals.

• An accounting or bookkeeping firm with clients who perform some or all of their day-to-day bookkeeping tasks. The firm can use Aero Advisor to provide standard bookkeeping checklists to their clients as a value-added service. The checklists are maintained by the firm in a central location and if the client leaves the firm, they no longer have access to this valuable knowledge capital.
• An accounting, bookkeeping, or consulting firm that serves a specialized niche. The firm can create and distribute checklists and procedures through Aero advisor to their clients that are centered around specialized software or industry practices.
• An accounting or bookkeeping firm that has developed extensive knowledge and wants to capitalize on that knowledge by starting a process advisory service for their clients. Aero Advisor allows the firms to create a recurring revenue stream by providing a framework for them to publish their procedures and checklists to customers who subscribe to their service.
• An accounting or bookkeeping firm that has multiple offices operating somewhat independently. Aero Advisor allows the firm to have a central list of checklists and procedure guides shared across all offices while still allowing the different offices to keep separate customer lists, connect to separate QuickBooks Online accounts, schedule and maintain their client work independently, and run reports for just their own office.