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 of services you sell, similar to service items in QuickBooks.  You can map them one to one with your service items, or have many Aero types all mapped to one service item in QB.  However, you can’t map multiples service items to the same Aero Type.

Every Aero type in Aero Workflow can also be mapped to a QuickBooks class, so that when you or your staff uses that Aero type the resulting time entry will automatically get posted to the correct class.

Some example Aero Types for an outsourced accounting firm –

  • Client OnBoarding
  • Accounts Payable
  • Payroll
  • Close Period
  • Quarterly Review Calls
  • HR
  • Bank Reconciliation
  • Sales Tax Return
  • Use Tax Return
  • Admin or Overhead

Some example Aero Types for a tax-based firm:

  • Client Onboarding
  • Tax Prep – Individual
  • Tax Prep – Corporate
  • Tax  Review
  • Tax Research
  • Quarterly Checkup
  • CPE
  • IRS Representation
  • Overhead

Some firms get much more detailed and have an Aero type for each tax form.

Some example Aero types for a QuickBooks consulting practice:

  • QBD – New File setup
  • QBO – New File setup
  • QBD>QBO conversion
  • Training – QBD
  • Training – QB Mac
  • Training – QBO
  • Overhead

Notice that every firm has Overhead or Admin as one of their Aero types.  This allows you as the firm manager to report on how much time your firm is spending on these non-revenue types of tasks – and who is doing it!

The other advantage of having your daily tasks categorized by Aero types is that it allows you and your staff to group tasks by type.  Perhaps you have several tasks due over the next couple of days that are designated as payroll.  It might be more effective for you to log into the payroll service, like IOP4A, and do payroll for several clients at once.

What are you using for Aero types?  Let us know in the comment section.  Need help setting yours up?  Drop an email to support@aeroworkflow.com

2017-04-03T13:41:06-07:00By |

About the Author:

Victoria Cameron is the principal of VRC Consulting, LLC, providing financial consulting to small business, as well as QuickBooks support and training. She particularly enjoys helping small businesses unleash the power of QuickBooks and integrated third-party solutions to run their business more effectively. She holds Advanced Certification in QuickBooks desktop and Online from Intuit, as well as certifications in Point of Sale and Enterprise Solutions, and is an Advanced Certified Method:CRM Solution provider. In 2013, she joined forces with industry colleagues to co-found Cloud Consultancy LLC to launch Aero Workflow, an app for accounting firms to manage multiple recurring activities, clients and staff. Her background includes working as a CPA and Small Business Consultant with KPMG Peat Marwick, as well as CFO in start-up companies. She graduated from Stanford with a degree in Economics.
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