Get Started Fast—with Free White Glove Onboarding

Switching to Aero is seamless with our personalized setup support

White Glove Onboarding

When you sign up for Aero Workflow, you’re not on your own—we’re with you every step of the way. Our free white glove onboarding is designed to get your firm up and running quickly, confidently, and with minimal disruption to your current operations.

What’s Included in Your Free Onboarding?

We tailor your onboarding experience to fit your firm’s specific needs, including:

  • 1-on-1 Setup Call: A member of our onboarding team will walk you through connecting your apps, importing client data, and configuring your account to match your workflows.

  • Custom Workflow Design Support: Whether you’re starting from scratch or refining existing systems, we’ll help you build efficient, repeatable workflows using Aero’s checklist templates or your own procedures.

  • Hands-On Training: We’ll show your team how to navigate Aero, assign tasks, manage recurring work, and track performance—so you can hit the ground running.

  • Importing & Organizing Work: We’ll assist you in structuring your Aero account to reflect how your firm delivers services—by client, team, and service type.

  • Ongoing Guidance: Our Knowledge Base, video tutorials, and built-in help tools are always available, and our support team is just a click away.

All at no extra cost

Why Offer all this—for Free?

Because your success is our success. Aero is purpose-built for accounting, bookkeeping, and CAS firms, and we know the biggest barrier to better workflows is getting started. That’s why we take the time to do it right—so you don’t have to waste time figuring it out alone.

Ready to Start?

Choose your plan and schedule your onboarding call today.