Hiring the Right Financial Professional: Be Vigilant

Part One: The Bookkeeper
Part Two: The Controller
Part Three: The CFO

Regardless of the degree of financial oversight your company requires—whether you need a bookkeeper, a controller or a CFO—vigilance is vital when it comes to finding the right person for your job.

I advise following prudent, proven practices when placing someone in the financial heart of your business:

  •  Always call references and verify prior employment.
  • Conduct a thorough background and credit check.
  • If necessary, consider getting help with your search from your accounting firm, a recruiter or a staffing company.
  • Select a qualified financial professional whom you believe will be a good fit for your company.

Every organization’s culture is unique. You want someone who will mesh well and work productively with your team.