Our CPA firm of 50 professionals was experiencing strong growth in the Tax area. We needed an additional Partner. Unfortunately, we had no one in the pipeline that was ready to be promoted for the position. We heard about Beatley Palmer from one of our friendly competitors. We retained Beatley Palmer to help us find the much needed additional partner. We had used various recruiting firms in the past but never for this level of a position. Beatley Palmer exceeded our expectations. They took the time up front to meet with all of our current Partners to not only understand our requirements but to get a good "feel" of the type of person who was successful at our firm. They really understood our corporate culture. They not only found someone who satisfied our clients’ technical and service needs, but someone who relates well to our staff.
We needed a “shirt sleeved” Assistant Controller and we needed one fast. Our current Assistant Controller left us with little notice. Beatley Palmer met with us to understand our needs and quickly came up with a suitable replacement.
Our Professional Service firm was in transition. We were combining our headquarters on the west coast with our larger office in Washington DC. This involved moving the entire accounting and finance department to DC. We had no idea if the existing members of this department would want to move east. Beatley Palmer immediately began vetting various levels of accounting and finance professionals that would accommodate whatever scenario developed. It turned out no one in the department wanted to come east, but our current CFO was willing to help with the transition. Beatley Palmer guided us in the selection of our new CFO who possessed the experience necessary to not only transfer all our accounting and financial records, but had the skills to rebuild the department from scratch. Beatley Palmer help make a potential chaotic transition very manageable.
We are a large retailer /wholesale distributor that is growing quickly. Our accounting department had grown to a staff of 30. It was time to create another layer of management. We created a new position of Assistant Controller with the hope of finding a candidate that could become our Controller within a short period of time. At the time we started the search our auditors were in and we could not devote the necessary time to interview the candidates on a timely basis. Because of delays we caused, we lost several promising candidates. Beatley Palmer never lost their patience. They worked with us until we were ready to make a decision. Their perseverance paid off. We are extremely pleased with the results of their efforts.
I have owned and managed a small firm for over 35 years. Recently my Business Manager of 28 years decided to retire. He was responsible for Accounting, IT, HR, Contract Management and Office Administration. Needless to say I found myself in a crisis! From the beginning, Beatley Palmer demonstrated a thorough knowledge of the needs of a professional service firm, but also the needs of a small business owner. They responded immediately and found a new Business Manager for me who I hope will be around for years to come!