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Do You Know a Good Accountant?

If you're an accountant, chances are you've been asked this question at least once this week.
 

"Do you know a good accountant?" 

Or perhaps: 

"Do you know a good bookkeeper?" 

"We’re hiring in our accounting department, do you know anyone?" 

For years, in my accounting firm, these questions came down the phone or through my email with remarkable consistency. Clients trusted us, so naturally they assumed we had an endless supply of talented accountants, bookkeepers, payroll specialists, and finance managers tucked away somewhere. 

The reality was a little different. 

Like most firms, we had a handful of trusted people we'd worked with before. A few "pet" candidates who had proven themselves over the years. But there are only so many times you can recommend the same people before they're fully occupied. 

Eventually the conversation would move to the next stage. 

"We've found someone. Can you have a quick look at their résumé and tell us if they're any good?" 

Now things start to get awkward. 

If you enthusiastically say "yes" and the person turns out to be hopeless, you've unintentionally put your reputation on the line. If you refuse to comment, you're not being particularly helpful to a valued client.  It’s a lose lose. 

The challenge is that a résumé only tells part of the story. Most candidates know how to present themselves well on paper and often at interview as well. But what our clients really wanted to know was whether the person could actually do the job, and whether they'd fit into their team. 

That's where objective evidence can be incredibly useful. 

One accounting firm we work with recently helped a growing retail focused client recruit an internal staff accountant. The client had narrowed the field to three candidates but was struggling to separate them. All three had similar experience and presented well during interviews. 

Rather than relying on gut feel alone, the firm suggested to the client that they use  Accountests as part of the process. 

The client selected three assessments: 

  • A Skills test to verify technical accounting knowledge. 

  • An Ability test to assess problem-solving and AI capability. 

  • A Personality assessment to understand workplace preferences and behavioural fit. 

The results quickly highlighted differences that weren't obvious from the résumés and initial interview. One candidate had excellent experience but struggled with core technical concepts. Another demonstrated strong technical knowledge but lower problem-solving ability. But the successful candidate performed consistently well across all three areas and was also a strong fit for the role and team culture. 

A win for the accounting firm They provided great advice and their client was impressed with the value they bought to the decision So instead of obfuscating, they leaned in, and showed the client the value of the trusted advisor.   

In this situation the client decided to use all three testing avenues But in the end it depends on the clients focus and what they are most concerned about For a more junior position there might be emphasis on ability rather than existing knowledge In a role that requires lots of communication to those outside the finance team a personality profile will highlight communication and relationship development.   The flexibility to use one, two, or all three types of assessment allows you to tailor the process to the client's specific concerns. 

So the next time a client asks, "Do you know a good accountant?", you don't have to rely solely on your memory, your network, or your interpretation of a résumé. 

Lean In.  You can help them find out. 

 

Want to see if Accountests will work for your firm?  

Giles Pearson  |  After 18 years as a partner with a large public accounting firm, Giles founded Accountests to help those recruiting accountants make better hiring decisions

Accountests  |  Accountests deliver the world’s only online suite of annually updated and country-specific technical skills, ability and personality tests designed by and for accountants and bookkeepers. 
  

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