A nonprofit museum needed a bookkeeper. The museum staff had searched for a few weeks, but was unsuccessful in finding the appropriate candidate to fill the position. The museum contacted Warren Whitney’s Paul Shelley to recruit for the position. In addition, Warren Whitney’s Pauline Murphy served as the interim bookkeeper.
Paul used the following approach to fill the position. He:
1. Met with the museum decision-makers to define the details of the position, including duties, responsibilities, skills, type and level of experience required, and other pertinent information.
2. Used numerous sources to identify and attract qualified candidates, including:
- Review of applicants from Paul’s database of candidates.
- Postings on Monster, Craigslist, and the Warren Whitney website.
3. Reviewed 42 applicants and screened the 17 most qualified candidates by conducting personal interviews and administering accounting tests.
4. Met with the client to discuss the three best candidates; referred them to the client for interviews and selection.
5. Checked references on the final candidates, including credit and criminal background checks.
6. Helped in final negotiations and transition to the new position.
The entire project took Paul 22.25 hours over five weeks.
Pauline served as the client’s interim bookkeeper for a total of 201 hours over 10 weeks, including eight weeks as the interim bookkeeper and two weeks training the newly-hired bookkeeper. She was responsible for accounts payable and accounts receivable. However, Pauline brought accounting and operational errors to the client’s attention, as well as ways that the client could save money with supplies and vendors.
After interviewing the top three candidates, the client hired one as their new bookkeeper.
Pauline trained the new bookkeeper on the position tasks as they related to the client company, as well as how to correct previous errors and avoid making them in the future. Pauline also submitted a concise report to the client outlining specific suggestions on how to cut costs and improve accounting operations.