- This topic has 4 replies, 4 voices, and was last updated 6 years, 6 months ago by
.
-
Posts
-
I am interest to know whether any AADMM members have hired an independent bookkeeper, virtual assistant, or another type of contractor to assist them with client work. I am considering this, and would like to learn: What work or projects did the contractor do? Did you conduct a background check on him or her? What measures did you put in place to protect sensitive client information and confidentiality? Would you hire a contractor again or hire and employee?
Thank you!
Robyn Young
Money Care, LLCInteresting questions since some of us are also Bookkeepers/virtual assistants. Our services are quite varied in AADMM. I’ll be following the thread. Can we cross-hire?
Might also be a great option for future internal AADMM “employment board”. Ie. I don’t do this but need someone who does.
Background checks will be required for us soon so I would recommend anyone we hire is also checked.
The IRS has strict rules for contractors vs. employees so those must be followed to avoid steep penalties if audited.I brought a part time person on last Fall. I would suggest a background check. I have her working on the private pay clients with prior approval by them. I have not yet used her for any fiduciary type clients where I am appointed. However, she just picked up a trustee role herself. She is an employee and being paid hourly. We have talked about finders fees to further incent her.
I currently have my client files on two machines – one where we can both remote in and one where only I can access. I have been able to also segregate passwords through lastpass family version. We also have a shared emailbox so both of us see everything that would be coming to her. And we have a bill and todo tracking system that allows me to see tasks and bills company wide and she can just see hers.
I have used contractors, but not for client work. I would want a more permanent relationship for that, and would do background and credit checks, and get them bonded.
- You must be logged in to reply to this topic.