Replies posted by CarlaCaldwell

3 Replies

Erin Jamison
Karbon Team
Erin JamisonKarbon Team
asked in Ask a Peer

Question for everyone: How are virtual bookkeeping companies staffed?

Great question.  We see both contractor and W2s frequently, though I do believe it leans more toward employees.  With all that went on this year, classification of staff has become an issue in some states, and even the US Dept of Labor seems to be weighing in.   Benefits can be a consideration (though that’s easier to offer than ever before), including inexpensive 401(k)s, remote work, and flex schedules.  There are also security protocols for data and confidential information, which may be easier to mandate for employees than contractors.The mindset we see between contractor and employee should also be considered- especially for a bookkeeping firm that is in growth mode.  Also consider that with remote teams (whether contractor or employee) there is still a need to invest in culture and communication.  Karbon is at the core of this in our firm, with Slack, Zoom meetings, and when possible, good old fashioned face-to-face meetings and team building (especially over food!).  At the core

3
Victoria Peters
Sr. Community Champion
3 years ago
D
Rising Star
Daniel McGurenRising Star
posted in Ask a Peer

Time & Budgets

We converted over from Tsheets to Karbon, and love it.  We, too, are fixed fee and so time is really as a gauge to determine if we are being efficient, not out of scope, etc.  We are putting our time against jobs because otherwise it is a big list of time on the client side that seems like I’ll have to do more sorting to analyze.  With putting the time against jobs, at least I know it is month-end for July, vs Payroll processing or sales tax filing, etc.  And since the team member is already in the job when they record their time, Karbon fills that in for them anyway.  I do want more reporting, and also an integration with payroll, etc.  But baby steps, right?  

12
max
Sr. Karbon Community Guide
6 months ago
DavisCPA
Beginner
DavisCPABeginner
posted in Community Feedback

Karbon vs Intuit Practice management

I don’t work for Karbon (though I do training for them and for Intuit, and use both products in my practice), but I think the products and prices are going to be different.  The support, onboarding and features that Karbon offers will always be different than what Intuit offers. Comparing price alone is not going to do it justice.  And I will also say, I think the value of the app, support, etc from Karbon is worth it for what I am able to do in my practice with the tool! 

1
CarlaCaldwell
Rising Star
2 years ago

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