A step-by-step guide to what you can expect when we work together, from the first conversation to settling into your new role.
1) Confidential Discovery
Goal: Understand your drivers, non-negotiables, and career trajectory.
What we cover:
- Your technical profile (ACA/ACCA/CTA/ATT/AAT; audit exposure; portfolio mix; sector breadth).
- Your priorities (progression, salary, study support, hybrid pattern, commute, culture, client contact).
- Timing, notice period and any sensitivities around confidentiality.
2) CV Refresh
Goal: Present a sharp, evidence-led story.
How we help:
- Set out clear examples of your duties and responsibilities
- Reframe duties into achievements and outcomes using concise metrics.
- Align examples to likely interview themes.
- Tidy formatting for ATS and partner readability.
3) Market Mapping
Goal: Target the right firms. Curating a shortlist of opportunities that fit your brief.
How we help:
- Map firms that align with your requirements (Top 10, mid-tier, strong independents), service lines, sector niches and progression pathways.
- Share cultural insights (team structure, training style, partner expectations, interview format).
- Salary and benefits benchmarking using current market data.
4) Bespoke Introductions
Goal: Thoughtful, permission-based representation.
How we help:
- Agree targeted submissions; never send your CV anywhere without your consent.
- Position your strengths to each firm’s needs with a tailored covering note.
- Manage timelines to prevent process clashes, working around your current responsibilities, both professional and personal.
5) Interview Preparation
Goal: Ensure you walk in prepared, confident, and credible, ready for the conversation.
How we help:
- Tailored prep packs: Background information on the history of the firm and partners, service mix, typical client profiles, and recent news.
- Technical refreshers and competency practice if required.
- Practical coaching for interviews, tasks/case studies, guidance on testing, including advice and interview guidance on how to structure answers under time pressure.
6) Logistics & Access
Goal: Make attendance easy.
How we help:
- Book interviews, share agendas, and confirm any reasonable adjustments.
- Arrange video links or on-site/off-site logistics (parking, directions, dress code).
7) Structured Feedback
Goal: Learn after every stage for stronger performance as you progress.
How we help:
- Rapid debriefs with honest, actionable feedback from both sides.
- Address any points raised and fill gaps where needed.
8) Offer Management & Negotiation
Goal: Secure the right package.
How we help:
- Advise on salary, bonus, study support, exam leave, professional subscriptions, hybrid pattern, and progression route.
- Use live market data to benchmark offers.
- Negotiate transparently so both you and the firm feel valued.
9) Counter-Offer Coaching & Resignation Plan
Goal: A decisive, respectful exit that protects relationships.
How we help:
- Prepare a calm, professional resignation plan and handover.
- Coach through counter-offers (short-term incentives vs. long-term goals).
10) Pre-Start Onboarding Support
Goal: Day one readiness.
How we help:
- Contract checks, ID and eligibility, qualification checks, references, and any background screening.
- Agree on a start date, onboarding, and what to expect, equipment, system access, and first-week schedule.
11) First Day to First 90 Days
Goal: Turn a great offer into a great fit.
How we help:
- A simple 30-60-90 plan: Ensure your onboarding is going well and you are settling in to your new role.
- Regular feedback is provided from the employer’s perspective to ensure a successful long-term appointment.
