Retained Search Washington DC

How We Do It

Our Eight Step Mix For Superior Results

Assess Your Needs

Gaining a thorough understanding of your business and the needs of the open position
Develop Position Description

Drafting a detailed position description if necessary, identifying duties, responsibilities and “success” factors
Prepare a Customized and Targeted Search Plan

Creating a multi-phase plan to identify strong candidates through a variety of search methods
Evaluate Potential Candidates

Conducting initial phone screens of candidates, as well as subsequent, in depth face-to-face interviews
Submit a “Short List” of Candidates

Preparing a summary of the best qualified candidates and their suitability for the job
Verify References and Credentials

Conducting reference checks of supervisors, peers, and subordinates for potential candidates
Negotiate and Present Offer

Providing an extra layer of assistance if requested by our client your firm wishes to have us present offer and negotiate compensation
Conduct Follow Up

Staying in touch to ensure a smooth transition during the critical adjustment period

Benefits Of Working With Us

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:

Personalized service with an emphasis on learning the unique needs of your firm
Customized approach to assist with position descriptions and find the “perfect match”
Detailed research to identify experienced candidates
Comprehensive follow-up to ensure a smooth transition for new hires

Client Testimonials

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