Q&A with Aero


I recently had a Q&A with Sarah Sivesind from Aero Workflow to gather some high-level information to share with our readers so that you can stay up to date on the products and services that you can leverage to materially impact your business. Whether it is software, hardware training or services, we strive to bring you coverage of the solutions and providers that you should know about.

What is the “elevator pitch” for Aero Workflow? I like to ask this so that our readers will know quickly whether your solution is something that fits their business.

Aero Workflow provides workflow and practice management for accounting and bookkeeping firms. It’s the tools firms need to define, schedule, and track their client services.

What size of tax and/or accounting business is your solution best suited for?  (Small, Medium, Large)  Define Small, Medium or Large as your company sees it.

Small firms with 10-20 users.

What are the key Features, Advantages and Benefits of your products/services/solutions? What pain points do you relieve?

Integrated time tracking, library with prebuilt templates, customer vault for secure storage of passwords and tax id numbers, clear overview of the status of client work, clear picture for each user of their open tasks, reports that provide insight into firm performance, integration with QBO, TSheets, Office 365, GSuite, Zapier, open API.

How do our readers contact someone within your company if they would like to see a product demo or speak with a company representative?

Schedule a demo or meeting: https://go.oncehub.com/AERO
Or email support@aeroworkflow.com

How are your products/services/solutions priced?  Feel free to provide actualy pricing if appropriate or an answer like “per user, per form, per ____”

Priced in packages, not per user.
Packages currently are:
Sole Prop: $39/mo
Small Firm: $79/mo
Large Firm: $149/mo

Up to date pricing here: https://www.aeroworkflow.com/pricing/

How is your customer support handled?  Live Chat?  Phone Support? Email Support?

Live Chat
Support tickets
Free one-on-one support sessions via Zoom
Email support

What is the typical onboarding experience and what training resources do you have available?

Free one-one-one onboarding support available
Free imports of data (as needed)
In-app guided tours
Free self-paced, on-demand training via our Certification program https://www.aerocertify.me/

Do you have a partner program that would allow tax and accounting professionals to recommend your products/services/solutions to their customers, or do you only serve the professionals?

Not applicable (Aero is only for accounting professionals)

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Gary DeHart has worked in media for more than 25 years and has been instrumental in developing new revenue streams and business opportunities for the companies he has worked for. Prior to launching Insightful Accountant (formerly Intuitive Accountant), Gary was the Associate Publisher of Accounting Today. Prior to working in media serving the public accounting market, he worked in media for employee benefit managers and brokers, automotive design, textile manufacturing and recreational boating. In addition to being the Publisher and Managing Partner of Insightful Accountant, Gary works with select clients within the accounting market on channel development and growth. He is an Assistant Scoutmaster with the Boy Scouts of America, enjoys fly fishing, time on the beach, cooking on the Big Green Egg and spending time with his family.