Find Answers to Your Questions
Visit our web application www.paro.io, click Platform Login, and log in with your email and password.
Contact email@example.com with suggestions on new industries/skills that would be applicable.
In the main screen, scroll to the bottom, and you’ll see an “Available” status line below your photo. Click on the link to change your status (Not Available or Available). Be sure to hit the Update button when finished.
You can edit your hours until the last day of the month. Please double check all hours submitted as it is difficult to edit hours after the month ends. You will not be able to add new hours to the month after the month ends (any forgotten hours will be billed and paid out the following month) If there is an error in time logged (i.e. you logged hours to the wrong client), contact the Account Manager with the details of the error and which client(s) were affected.
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.
No! Some projects will require fewer hours but you can make the range as small or as large as you see fit. We have found, with other scoping methods, it is beneficial to go off of transactional volume to determine hours. For example, bookkeepers often set and use a benchmark such as 50-transactions-per-1-hour to determine the hours needed, depending on how quickly they tend to work. Additional services such as invoicing, bill pay, etc., will also add to the scope.
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.
This can be a difficult task; however, it’s best to highlight your experience. Building your profile is crucial to helping identify what opportunities you’d be the best fit for. Check out this post on how to create a stellar profile!
It will be you, the client, and the Paro representative that has been leading the charge from the sales front
This is dependent on what the client needs/wants. We find it’s best to ask questions on the client’s current processes and then offer your expertise on how they can be improved. The questions don’t have to be complex, but you really want to get answers on what needs to be done and what can be done more efficiently. It’s also best to develop a clear timeline for the project and establish deadlines if necessary.
There will be a Paro representative on the call; they can initiate discussing hours with your potential client but feel free to jump in if needed.
It depends on the client. The sales rep is there to help expedite the process whenever applicable, and they will update the statuses in the platform as soon as they have new news (the rep is trying to get the client started as soon as possible)!
Yes! Once your deal is signed, you are expected and encouraged to communicate directly with the client wherever applicable!
Email, phone, Skype, text -- whatever form(s) works best for you and your client. (This will vary by client). We encourage you to humanize the process as much as possible (e.g. video chats), as it tends to help build an even stronger relationship and level of trust.
Confirm which bank the client is using. Find the instructions online. Share the step-by-step instructions with them. If your client is having trouble, remind them they can always call the bank to further assist.
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.
It’s best to encourage your clients to give you feedback whenever possible and applicable. Sometimes, your client may communicate to the AM on your account and you’ll hear it from the AM. If your client isn’t happy, it’s always best to do what you can to mend your relationship and help them fix the issue.
Please notify the AM on that project. Working directly with your client outside of Paro is prohibited per the Talent Service Agreement you signed. Similarly, if a client requests to pay you outside Paro, please notify the AM.
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.
Communicate this to the AM on your project, as they can help facilitate pricing with the client. Let your client know this is new information that might increase the price or hours, and that you’ll communicate the new price (and/or additional hours) to the AM. Tell them the AM will be in touch from there. From a transparency standpoint, it’s important to communicate this adjustment before doing the work.
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.
Any work pertaining to the SOW specifics qualifies as billable time. Time spent scoping the project (i.e. pre-project work, proposal calls, etc.) cannot be billed to the client, as you are not officially engaged under an SOW at that point.
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.
It is recommended that freelancers use the timer extension to log their hours in real time. Use whichever method is best for you but keep in mind, it’s helpful for clients to see your hours throughout the month (and may be easier for you to keep track as well).
You won’t be compensated for your work until you enter your time. If you log hours worked during a billing cycle after that cycle has passed, you will not be compensated for that time until the following payment period. Keep in mind the client has budgeted for a particular range of freelance time each month; the more up-to-date billables, the better.
While you aren’t required to use the timer extension, doing so is Paro’s recommended best practice. It results in more accurate, real-time tracking of a project’s status, which bodes well for all parties. If we know where things stand with your current projects, we can better present opportunities that fit within your bandwidth.
Once you’re in the Timesheets tab and have selected the appropriate Client from the dropdown, you’ll see both project types appear in the Project dropdown. You log time to whichever project you completed work. E.g. if you did tasks that constitute as clean-up work, then log time to that project.
Please send proof of completion of the project to the project’s dedicated AM and they will mark it complete.
Make sure to mark your availability appropriately in the platform. That is the best way for our in-house team to know who is available to take on more projects. You can change your status in the platform or adjust your earnings goal to show you have capacity to take on more (both of these are explained earlier in the Platform Section).
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.
Paro uses a third-party payment processor called Stripe, and your funds will be disbursed via direct deposit into whatever (US) bank account you link.
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
We haven’t ran into a bank with issues yet, but let us know if you find one :)
If you ever have any questions on the billing process or your disbursements, please contact firstname.lastname@example.org
In theory, this shouldn’t ever happen! However, if you see a discrepancy, please reach out to email@example.com
Use this link to log into your account and it should direct you to the page to add a user.
You can also use this link to log into your account and it should direct you to the page to add a user.