A small outsourced accounting firm serving multiple industries engaged Red Clover as they began experiencing steady growth. As the business expanded, leadership recognized the need for more structure around recruiting, onboarding, compensation, and performance management. The organization needed scalable processes to support hiring and maintain operational consistency as the firm continued to grow.

What We Did

We began by evaluating the firm’s recruiting practices and implementing a structured interview process. We trained leadership in behavioral interviewing techniques so they could better evaluate candidates’ experience and alignment with the organization. We then improved the onboarding experience for new employees by introducing structured 30, 60, and 90 day check-ins. These checkpoints helped managers and new hires align on expectations, evaluate progress, and support successful integration into the organization. We partnered with leadership to build and regularly evaluate the company’s internal salary structure. Through market analysis and review of the company’s financial goals, we ensured compensation remained competitive while adhering to the organization’s annual budget. In addition, we designed and implemented a performance development process focused on assessing employee performance, setting aligned goals, and providing constructive feedback while encouraging career development and open communication between managers and employees.

The Result

With these processes in place, the firm successfully scaled to approximately 30 employees while strengthening its internal operations and management practices. The recruiting, onboarding, compensation, and performance structures we implemented created consistency across the organization and supported the firm’s continued growth.

As the organization matured, the structure and processes helped position the business as an attractive acquisition target. The company was ultimately acquired by one of the country’s top accounting firms.