Aero Advisor

Systematize your Advisory Services

Firms looking to take their accounting or bookkeeping practice to the next level can capitalize on their intellectual property by distributing checklists & procedures to their clients through Managed Aero accounts. They can use Aero Advisor as a tool to deliver process advisory services to clients in an interactive, organized manner, creating procedure guides and checklist templates that can be shared across all their Managed accounts while being managed in a central location.

Aero Advisor provides a framework for firms to create a recurring revenue stream for access to their knowledge capital. A firm can use Aero Advisor to franchise its operations or systematize its consulting or process advisory business.