Re-assigning a Task in Aero
A common accounting workflow is to have one person do most of a task and then have another person finish it or review and approve it. You can [...]
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 [...]
Thriving in the Busy Season
This time of year is usually crazy for Client Accounting Service firms. Not only do you have extra work for regular clients as they close out the [...]
Flexible Work and Aero WorkFlow
Are you thinking about implementing a Flexible Work Arrangement (FWA) in your firm this year? Maybe you already have but are struggling to make it work smoothly. Flexible [...]
2014 Aero Highlights – and What’s Coming in 2015
2014 was a big year for us as we added to and improved Aero WorkFlow for Method and started an exciting new project. Throughout the year, we [...]
The Planning Fallacy and Workflow Management
Wikipedia defines the planning fallacy as "a tendency for people and organizations to underestimate how long they will need to complete a task, even when they have [...]
4-Steps to Managing Workflow in your Accounting Practice
This article written by Victoria Cameron and Laura Redmond originally appeared on the Intuit Accountants Blog. Whether you are performing work yourself or delegating to staff, managing [...]