Beatley Palmer specializes in recruiting top-level Accounting and Financial professionals. We work throughout the Metropolitan DC Area and Baltimore. Most of our clients are small to mid-sized firms.
We primarily recruit at the Controller, Director of Finance, and Chief Financial Officer levels. We also work with CPA firms to identify Senior, Manager, Principal level staff for their Audit, Tax or Advisory practices.
Our work is consultative, because we primarily work with small to mid-sized firms. Our strengths include research and screening. We work hard to find the right candidate for your firm. Our professional recruiters are matchmakers, matching the client’s needs to the experience and career goals of the candidate. We put ourselves in your position – we think strategically and find the right person – one that will mix well with your team.
Often, our skills are used to assist our clients in producing a meaningful job description. We identify the previous work experience a candidate should have, in order to successfully perform the duties and responsibilities of your open position. We counsel potential candidates as to how a position compares to their current one and how this position will fit into their stated career goals.
Gaining a thorough understanding of your business and the needs of the open position
Drafting a detailed position description if necessary, identifying duties, responsibilities and “success” factors
Creating a multi-phase plan to identify strong candidates through a variety of search methods
Conducting initial phone screens of candidates, as well as subsequent, in depth face-to-face interviews
Preparing a summary of the best qualified candidates and their suitability for the job
Conducting reference checks of supervisors, peers, and subordinates for potential candidates
Providing an extra layer of assistance if requested by our client your firm wishes to have us present offer and negotiate compensation
Staying in touch to ensure a smooth transition during the critical adjustment period
When you choose Beatley Palmer for your Accounting and Financial Professional position recruitment, you’re working with trusted advisors who are committed to finding the best fit for your employment needs. We are committed to providing the following time-saving benefits for your firm:
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.Managing Partner - CPA firm – Northern Virginia
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.Controller – Real Estate/Property Management firm in Montgomery County MD
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.President – Professional Service firm Washington DC