From November through March, bookkeeping and CAS firms face the perfect storm of client demands, deadlines, and staff shortages. But chaos isn’t inevitable.

We teamed up with Redmond Academy to create a guide that walks you step-by-step through creating smooth, repeatable workflows that keep your team confident and on schedule all year long. Learn how to:

• Build proactive monthly close routines that prevent year-end cleanup

• Prepare for 1099s without the last-minute scramble

• Keep client communications consistent and automated

• Manage holiday schedules and unexpected absences with ease

• Close the books cleanly and review engagements profitably

Each section includes “why it matters” insights, operational tips, and checklists you can plug directly into Aero Workflow—so every task is tracked, delegated, and done

Download your free guide now and see how structured workflows turn Busy Season into a smooth, profitable system.