Question

Virtual Assistant with Karbon Experience?

  • 26 January 2022
  • 8 replies
  • 98 views

Userlevel 2
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We are struggling to find good admin staff locally and the Karbon learning curve doesn’t help.

 

Has anyone used a virtual assistant with Karbon experience?  Any idea where to find such a person?

 

I envision someone that knows Karbon through and through, who could work remotely for one or multiple firms, managing the day-to-day flow of information and work.

 

I’d love referrals if anyone knows this person!


8 replies

Userlevel 7
Badge +19

Hi @ryann! Welcome to the Karbon community.

I am not aware of anyone doing this, though there are some firms that use temporary remote staff.

I wish I had a better answer for you. What aspect of Karbon would this person help for your firm?

Userlevel 2
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General admin (client management, work flow tracking, work/task creation, work template creation… while also answering phone calls and managing emails)

 

We are having trouble finding admin help right now and the time/effort required to champion Karbon is further filtering our options.

 

Userlevel 3
Badge +3

Hi @ryann , 

 

I worked as a Executive Assistant @ AMLB and they hired me off-shore. 
 
I started off with no knowledge in Karbon at all but I became our Firm’s champion when it comes to implementing Karbon inside our business. 
 
Perhaps, did you consider hiring off-shore? 

Userlevel 2
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I had not considered, as I expected the learning curve to be even more timely.

Can you share what training allowed you to become champion remotely?

Thank you!

Userlevel 7
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Here’s what I did (not off-shore, but I learned the program on my own before rolling out to our firm)

  1. Complete all training videos
  2. Complete the Karbon certification
  3. Take a small section of our firm’s work and fully implement Karbon to learn as you go (we used monthly sales tax)
  4. Add on each new section of your firm, fully implementing each section as you go
    (we did Payroll second, 1099s, recurring bookkeeping, 1040s, then partnerships, S-corps, C-corps, and finally recurring accounting and financial statements)

Fully implementing Karbon in a small section of our firm was invaluable as we learned how to setup work, how to do work templates, how recurring schedules worked, how to track for billing, staff hours, etc. all without too much effort (about 15 work items the first month).

We implemented during the US tax seasons with this iterative strategy and saw huge time savings, virtually 100% client adoption, and increased staff interest. We had staff who worked in two departments get frustrated with the status quo of our old system because they worked in Karbon for Sales Tax and in our old system for 1040s, etc.

Doing our whole firm all at once would have been overwhelming. I suggest starting small but fully implementing all aspects of Karbon with that small start.

Does that help at all?

Userlevel 2
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Thanks, Max!

We implemented Karbon practice-wide two years ago.  We are having trouble getting new admins versed in Karbon and wondered if a virtual assistant (not full-time) already familiar with Karbon could be an option.

We love Karbon, but there are so many details!  We have detailed processes regarding work creation and contact creation.  I think we still need a process for creating/revising work templates.

But, really, we need an admin that can handle day-to-day tasks in Karbon.  Any thoughts for training new admin users, beyond the Karbon trainings?  We have talked about creating practice work for new users, just thought maybe other current users would have some brilliant ideas!

I’m building my training for my staff - Karbon videos are great but it isn’t complete in terms of practical application. I have a curriculum I built that has starter, basic, intermediate, advanced and I have levelled it depending upon Admin, Bookkeeper, Accountant roles in my team. I only have a very small team but I love process work so for me this was a no brainer. 

 

Can I ask a question though? When you say day-to-day tasks, what do you actually mean - ensuring time sheets allocated from prior day, people have done check ins, learning Triage, managing tasks, setting up/maintaining contacts or using the To-Do? What specifically do you consider Admin based D2D tasks? 

 

 

Userlevel 3
Badge +3

I had not considered, as I expected the learning curve to be even more timely.

Can you share what training allowed you to become champion remotely?

Thank you!

Hi Ryann, 

 

I have completed all training videos, Karbon certification and attended live sessions as well. 

 

In addition, we set up a 15 minute roundtable internally so we can share some ideas like tips and tricks across the team. 

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