CPA and Tax Firm:

Accounting Executive Recruitment Case Study

The Sum and Substance of a Recruiting Partnership

A regional CPA firm ranked in the Top 100 CPA firms in America, specializing in tax, auditing and accounting, and advisory services, needed a top-notch, trusted, recruiting partner to assist them with multiple positions throughout the Southwest. Due to the volume and variety of hires, they were drawn to Duffy Group’s Recruitment Research model which offered the ability to scale the search to fit their needs.

What they were doing:

Before the introduction to Duffy Group, the firm had used contingency recruiters. A managing partner shared, “We were not able to complete a thorough vetting of candidates and make a hiring decision before a competing CPA firm would hire the candidate.” The recruitment process brought frustration until they utilized Duffy Group’s Recruitment Research model. It was clear that these accounting recruiters offered a broader, more effective approach to their work.

Duffy Group Strategy:

The Phoenix-based Tax Partner was impressed with Duffy’s recruitment approach from the initial discovery call. He shared, “Typical recruiters often feel like spam email just sending random candidates to see what sticks.” Duffy Group’s recruitment research model was attractive as passive candidates were discovered through cold calling and a quality candidate pipeline was built. “The recruiters took the time to get to know our firm, culture, and personality to ensure a good candidate match.” As bottom-line driven professionals, the Duffy model allows CPA firms to recruit continuously with economics of scale top of mind.


As a result of a successful partnership between the Phoenix CPA office and Duffy Group, it led them to expand their accounting recruiting efforts to California, where Duffy was responsible for successfully hiring multiple talented professionals in various locations. An Audit Partner said, “Duffy recruiters have been able to mine and bring forward talented professionals to join our team. I appreciate their approach in listening to our needs and overall collaboration. I value the interview process of finding out exactly what we were looking for and who we are.”

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