FILE C · METHOD
where the
handoff
happens
How a search runs

Seven steps. The machine does five. The judgment is ours.

An accounting search isn't one job — it's a wide, repetitive front end and a narrow, high-stakes back end. We automate the first and protect the second. Here's exactly where the line sits.

FILE C1 · SEQUENCE
start to
signed offer
The full sequence

From role spec to a placement that holds.

01
Human

Align on the role

A recruiter sits with you to define the seat — not just the title, but the team it joins, the partner it reports to, and what "great" looks like in your firm specifically. This shapes everything downstream.

02
AI

Source the whole market

Our systems continuously map active and passive accounting talent — not just this week's applicants. The funnel is wide on purpose, so strong candidates aren't missed for being quiet.

03
AI

Verify and screen

License status, state, specialty, and busy-season history are parsed and confirmed automatically, then matched against your role spec. Every résumé is read; nothing is sampled.

04
Human

Judge the fit

The recruiter takes the screened pool and applies the judgment a model shouldn't: trajectory, temperament, whether this person will thrive at your firm's size and pace. This is the cognitive margin.

05
Human

Present a defensible shortlist

You get a tight list — each name with the reasoning behind it. Why this person, for this seat, for this firm. Not a stack of forwarded PDFs to sort yourself.

06
AI

Coordinate the logistics

Interview scheduling, reminders, and status updates run automatically so the process never stalls in someone's inbox — the place good candidates are most often lost.

07
Human

Close and hand off

Offer strategy, counteroffer coaching, and a real handoff into the first 90 days. We stay close through the start date, because a placement only counts if it holds.

FILE C2 · THE LINE
why we
draw it here
Where the line sits

AI clears the volume. Humans keep the margin.

Given to AI — high volume, low judgment
·

Sourcing

Scanning the entire market, continuously.

·

Credential verification

License, state, specialty, history.

·

First-pass screening

Structured matching to the spec.

·

Scheduling & updates

Logistics that don't need a person.

Kept human — low volume, high stakes
·

Reading the firm

Culture, partners, real definition of "good."

·

Judging fit

Trajectory and temperament, not keywords.

·

Advocacy

Honest counsel to both sides.

·

The final call

The decision a model never makes alone.

The rule is simple: if a task is repetitive and rule-bound, AI does it. If it requires judgment that affects someone's career or a firm's future, a person does it. We don't blur that line to look more automated than we are.

FILE C3 · NEXT
start here
Ready when you are

See the process run on your actual role.

Open a search and watch the front end move at AI speed — with a recruiter on the part that counts.