Some items to consider…
Scoping a project is really on a client-by-client basis. To make a scope, you are using the sales rep’s notes on pain points and determining the hours required for you to deliver on these + the client’s specific asks.
The sales rep will have already provided you a tentative list of tasks from their initial client conversations, but the ultimate task list is determined by you and your client. Sometimes the client will be able to tell you what they would like to be tackled, but you will also get insight into their financials to be able to see what else needs to be done.
For bookkeeping, at a minimum, most clients want their transactions categorized and reconciliations done on a monthly basis.
You’ll be the main point of contact for your client, so go ahead and reach out first. It’s important to reach out ASAP after the kick-off email is sent.
The AM will handle any ad-hoc issues that aren’t directly related to your service line. This includes, but is not limited to:
Use your best judgement. The AMs will ensure projects are kicked off, but if you cc them on emails or provide status updates from time-to-time (major milestones), that would suffice as well. The AMs don’t need to be on every email to the client, but they appreciate staying the loop. Always feel free to come to them if there is an issue.
It also helps to cc or contact the AM when you sense your client is looking for additional finance help and may see value from other Paro-provided services.
The client can set up a remote desktop situation where you can log in and be on the client’s desktop to use their desktop program and file. You would have to figure out the best day and time to do this. Discussing the options with the client and coming to the best/easiest solution for both parties is critical.
You can also pass the file back and forth with the client (e.g. via Dropbox or a Google Drive folder) as long as you and the client use the same desktop year.
Great job! That usually means your client trusts you enough to give you more work and you’ve done an awesome job thus far.
Communicate to your client the additional hours it will take to complete the additional services so they are aware of any extra billing. If it’s an increase in fixed-price quote, tell them the AM will be in touch with the additional cost and then communicate this cost adjustment to the AM.
Yes, if it pertains to the work you’re doing for them. Kick-off calls and other calls to discuss Quickbooks, Xero, their financials, models, etc., are all billable time.
Be cognizant how much of the call was truly work-related. If you’re talking about the weather for the first 10 minutes, that won’t be a great item to bill (we usually finding billing in increments of 10 minutes works well in these situations). It can be a good thing to over-communicate (at least initially) to ensure proper expectation management.
Hourly Projects: Nope! The time logs you create in the Paro platform serve as your bills -- so our technology creates them for you! It is not necessary to log time for client projects outside of our platform.
Fixed Price Projects: If you have a fixed price agreement, please send proof of completion of the project to the project’s dedicated AM; it will then be marked as complete in the platform.
Funds are transferred instantly by end of business hours (CST) on the 15th of every month. All Stripe accounts are set on auto-deposit to the bank account you linked. How long the ACH takes to hit your personal or business bank account linked depends on your bank.
Please allow for a couple additional days on your first (and only the first) disbursement