A System for Scalable Client Advisory Services

Share Your Expertise. Scale Your Impact.

You’ve built smart systems to keep your firm running smoothly—why not share that expertise and grow your CAS at the same time?

With Aero Advisor, you can create and share checklist templates and procedure guides with clients through Managed Aero accounts. It’s an easy, organized way to deliver process-focused advisory services that add real value.

Whether you’re helping clients improve their month-end close, streamline onboarding, or build better workflows, Aero Advisor gives you a central hub to manage and distribute your expertise—while keeping everything aligned across accounts.

It’s a powerful way to:

  • Expand your advisory offerings

  • Create a recurring revenue stream

  • Systematize your consulting and process advisory services

  • Even franchise your operations if you’re ready for the next level

Client Advisory Services

Grow Your CAS—Without Reinventing the Wheel

You’ve spent years building smart systems and workflows that keep your firm running smoothly. Why not share that hard-earned expertise with your clients—and grow your client advisory services (CAS) along the way?

With Aero Advisor, you can easily create and share checklists and procedure guides through Managed Aero accounts. It’s a simple, organized way to deliver process-focused advisory services that truly help your clients run better businesses.

Whether you’re guiding them through clean-up projects, monthly closes, or onboarding workflows, you can manage everything in one place—and keep it consistent across all your clients.

Who’s Using Aero Advisor?

Aero Advisor is perfect for firms that want to scale their client advisory services and make the most of the systems they’ve already built. Here’s how different firms are putting it to work:

✅ Firms with DIY Clients

If your clients handle some (or all) of their own bookkeeping, you can use Aero Advisor to give them standardized checklists as part of your advisory offering. You maintain control of the checklists in a central hub—and if the client ever moves on, they lose access to those valuable resources.

✅ Niche-Focused Firms

Serve a specific industry or work with specialized software? Aero Advisor makes it easy to share tailored checklists and procedures that reflect your unique expertise. It’s a great way to support your niche clients with processes built just for them.

✅ Firms Ready to Launch Client Advisory Services

If you’ve built strong internal systems and want to turn that knowledge into a new revenue stream, Aero Advisor gives you the platform to do it. Publish your procedures and checklists, offer them to clients on a subscription basis, and grow your process advisory services with ease.

✅ Multi-Office Firms

Running multiple offices with their own clients and teams? Aero Advisor lets you share a master library of checklists across all offices—while still keeping each office’s clients, schedules, and reporting separate and secure.