In 2010, I created a workflow app. I didn’t know then that it would go so far. I simply started building what I needed – a way to set up tasks, assign them to clients and staff, and have them repeat at different intervals. I also needed every task to contain step-by-step instructions, so that we could put our knowledge capital to work to provide excellent service to our clients.
The first time Theresa logged in to test what I’d built, she was a bit concerned because the new system told her she had 42,817 tasks to do! I quickly updated the screen to add a filter so that only the open tasks assigned to the user logging in and due as of the current day would show.
And that’s how it went. We used it and improved on it every day… for years. Somewhere along the way, colleagues asked about using it for their own firms. I partnered with some incredible brains who re-built it on its own platform. Today, Aero Workflow is published on Intuit’s app store and powers thousands of accounting professionals and Firms of the Future around the world, including ours.
Here’s what our clients should know.
We use Aero to make sure all tasks are completed timely. The services we provide are broken down into smaller tasks, delegated for separation of duties and scheduled at the agreed-upon frequency.
Work is done the same way every time. Each task contains a checklist with step-by-step instructions. The checklists don’t make the work easier, we still require advanced certified and experienced accounting professionals to understand the checklists. But it does allow us to guarantee that your work will be performed consistently and accurately.
When staff are out of the office, we re-assign resources so that client work is never offline.
We watch what everyone is working on. We watch as the status of tasks moves from ‘not started’ to ‘in progress’ to ‘completed’. We watch our firm at work.
Reduce your accounting workload so you have more time for everything else. Schedule a 15-minute call with us.
In addition to our regularly scheduled workload, our firm is intentional about also making time to learn and share. Intuit's annual event for business owners, QuickBooks Connect (Nov 6-8), encourages us to learn without limits and invest in tomorrow...to own the future. 96% of business owners walk away from this event with new ideas and learnings they can immediately apply to their business. It’s important…
In addition to our regularly scheduled workload, our firm is intentional about also making time to learn and share. Intuit's annual event for business owners, QuickBooks Connect (Nov 6-8), encourages us to learn without limits and invest in tomorrow...to own the future. 96% of business owners walk away from this event with new ideas and learnings they can immediately apply to their business. It’s important…
In addition to our regularly scheduled workload, our firm is intentional about also making time to learn and share. Intuit's annual event for business owners, QuickBooks Connect (Nov 6-8), encourages us to learn without limits and invest in tomorrow...to own the future. 96% of business owners walk away from this event with new ideas and learnings they can immediately apply to their business. It’s important…
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In addition to our regularly scheduled workload, our firm is intentional about also making time to learn and share. Intuit's annual event for business owners, QuickBooks Connect (Nov 6-8), encourages us to learn without limits and invest in tomorrow...to own the future. 96% of business owners walk away from this event with new ideas and learnings they can immediately apply to their business. It’s important…
RAI presents Finance 101 at Square's "Open for Business: Celebrating Women Entrepreneurs" even in SF. On International Women’s Day, the world will celebrate the accomplishments of inspiring women around the globe. On March 10th, Square wants to celebrate you -- amazing women entrepreneurs and business owners in our community. We'll start the evening off with a talk from Go Mighty…
Laura Redmond & Cloud Consultancy launch AERO Workflow Manager app at Scaling New Heights accounting technology conference and BMRG Accounting Retreat. This is the ULTIMATE app for managing the daily work of a service business with remote staff, such as an outsourced accounting firm. Keep up with AERO's latest & greatest news here.
In addition to our regularly scheduled workload, our firm is intentional about also making time to learn and share. Intuit's annual event for business owners, QuickBooks Connect (Nov 6-8), encourages us to learn without limits and invest in tomorrow...to own the future. 96% of business owners walk away from this event with new ideas and learnings they can immediately apply to their business. It’s important…
In addition to our regularly scheduled workload, our firm is intentional about also making time to learn and share. Intuit's annual event for business owners, QuickBooks Connect (Nov 6-8), encourages us to learn without limits and invest in tomorrow...to own the future. 96% of business owners walk away from this event with new ideas and learnings they can immediately apply to their business. It’s important…
