How we work


It simply starts with a phone call and the emailing of your resume.

The discussions will be CONFIDENTIAL and LISTENING to you about what you are looking for in your next career move is most important to us.

We'll talk about to which industries you might be open- minded or those you are targeting

There'll be discussion about the size/scale of the companies where you’ll have an interest.

A dialogue about the various content areas of the duties and about what level of the organization's where you're looking to land will take place.

The topic of compensation will also be covered; and we can explore with you the various options seen in that important category for you.                          

Our conversations are also a place where you can ask us questions about your preferred career strategies.

Tap into our decades of observations and experience watching accounting and finance professionals advance their careers and develop their backgrounds.

Learn more about current company hiring processes.

We have followed and represented candidates at staff levels who advanced and later become the executive leaders and  C-level officers of their organizations.                             

A face-to-face meeting is ideal because it allows us to get to know each other better. A Zoom session can be an alternative, particularly when there are proximity challenges.

That get together is often the foundation for better communication between us, throughout the process. The more we know about who you are, the more effective and compelling we'll be at selling your background. 

It allows for us to be a stronger advocate for your meeting with them. We represent you and your interests to our clients. So open and straightforward communication between us always works best!


Click on the boxes below illustrating some fundamental work values – and you’ll see some time-tested wisdom that reflects certain attitudes, perhaps relevant to your financial work and life. They’ll also be pertinent messaging for your upcoming meetings.

The boxes flip to words by famous people who were very accomplished at what they did professionally. Their quotes still resonate even though they were made a very long time ago. Many reading them have commented to us how it’s eye opening that these same human drives are still felt. They endure over time because they inspire in us, a basic aim & purpose we all hope to see in our work day and in our lives:

You are a striving Finance Professional and hiring authorities want to sense that you possess high standards around credible information and accuracy.

“I was brought up to believe that the only thing worth doing was to add to the sum of accurate information in the world”
Margaret Mead
Anthropologist, 1901-1978

Employers look to hear that you want to advance and you hold a sense of purpose to move forward and progress despite the challenges you might encounter

“To reach a port we must sail, sometimes with the wind, and sometimes against it.
But we must not drift or lie at anchor”

Oliver Wendell Holmes (1809-1894)
American author and poet

Management needs someone who’ll work smart & with strong work ethic…and you’re looking to find a role which you’ll feel good about at the end of your work day

“Far and away a great prize that life has to offer is the chance to work hard at work worth doing”

Theodore Roosevelt (1858-1919)
26th President of the US

It’s important to approach the job market with a clear understanding of some key realities

Written job descriptions can often be different than what gets described in an interview.

Additionally, what the job looks like on day one is often very different than what the job looks like in month six or year two.

Researching, meeting the management, asking questions about what the job entails today, in 6-9 mos. and in the next 2 years – is going to give you the best education about an opportunity. More coaching on important questions you might ask can be found on our Career Resources page.

We’ll need to discuss with you reference information but we are also sensitive to the confidentiality of your job searches.

Job Interviews are Competitive Situations

It’s not a visit you want to approach halfheartedly – you’ll make yourself look unorganized in contrast to the other candidates who greatly prepared for the meeting and took it more seriously.

These hiring managers are your professional peers sharing the same business community and your career abilities & status is being assessed. You’ll want to be mindful about your profile and carefully frame how you present yourself.

We will talk to you about the itinerary for the visit and hopefully have knowledge of most of the people you’ll be meeting. We’ll be reviewing beforehand what are the important criteria and the key needs the client company looks to address in their search.

You’re there to talk about experience which aligns with their requirements and not so much about less relevant experience for their role. You only have so much time to make certain you communicate and check off most of that list of value items you bring to their team. You want them to understand by the time the meeting ends, which duties and areas they’ll be able to use from your strengths to answer their needs.

Our communication is again important after interviews

We need to hear from you good details about your impressions on the role and the organization. That helps us benchmark and target what you need if you are interested in that opportunity and tells us what will also be appealing to you with other opportunities we might see in the job market.

Our client companies will want to know what you think of their company and their opportunity; it’s typically a protocol for their process and we relay that feedback to them diplomatically. We will be getting feedback from them as well and will be sharing that with you.

Please keep us informed – this will include giving us news of other important developments in your job search, like other interview processes, potential offers with other companies, or changes in thinking about your job search criteria.

Subsequent interviews at that company will also be discussed as we plan-out your candidacy to best compete for the opportunity and strategize with you to help secure an acceptable compensation package – should this is the opportunity you want.

We do get involved in negotiations because our client companies want the input.

We are often that third-party in the negotiation to deal with some of the issues that might need additional exploring like:

Start times, vacation times, and other personal needs that your potential employer will want to hear about upfront should you be their employee

A very common stage in the negotiation process is to find verbal agreement before an official written offer will be generated

It’s simply a way to save time and resources from the company’s point of view and it’s your opportunity to show them your decision-making skills and your decisiveness, no matter which way you choose.