What’s Inside:

  • Pre-Interview Preparation Checklist: Be 100% prepared before every interview with this structured checklist, ensuring a professional, calm, and well-organised interview experience.
  • The 4-Step Interview Process: Our signature step-by-step process for conducting the perfect first interview "vibe check" in your firm. This clear, concise structure ensures you cover everything from background to core value alignment with every candidate.
  • Full Email Templates: Pre-written, editable templates for every interview outcome:
  • Job Offer: Professionally offer the position to successful candidates.
  • Rejection: Send thoughtful rejection emails that maintain a positive candidate experience.
  • Constructive Feedback: Provide constructive, actionable feedback to candidates who request it.
  • In-Interview Checklist: Never miss a key detail with our in-depth checklist to guide you through every stage of the interview. Whether you're assessing technical skills or values alignment, this ensures consistency and thoroughness.
  • Post-Interview Follow-Up Guidelines: Learn best practices for following up after an interview, maintaining professionalism, and ensuring candidates have a positive experience regardless of the outcome.


Why You Need This Toolkit:

  • Save Time: Streamline your interview process with ready-to-use tools, checklists, and email templates, so you can focus on assessing the right fit rather than reinventing the wheel every time.
  • Improve Candidate Experience: Provide a polished, consistent, and professional experience for every candidate, whether they’re successful or not.
  • Assess Core Values: Hiring someone technically competent is one thing—ensuring they align with your firm’s values is another. This toolkit helps you find those individuals who will thrive in your firm’s culture.
  • Boost Hiring Confidence: Feel confident in your hiring decisions, knowing you’re following a proven process that uncovers not only a candidate's skills but also their alignment with your firm’s ethos.


Who is This For?

This toolkit is perfect for:

  • Accounting & bookkeeping firms looking to refine their hiring process
  • HR teams who want to build a structured approach to interviews
  • Small firm owners who need an efficient, reliable system for hiring new team members
  • Team leaders who are responsible for building a cohesive, value-driven team


Get the Ultimate First Interview & Vibe Check Toolkit Today!

Hiring doesn’t have to be stressful. With this toolkit, you’ll have all the resources you need to hire the right people who fit your firm’s values and culture, ensuring long-term success.



About the author

Rachel Harris is disrupting what it means to be an accountant, a business owner and an employer in 2024. She is a TEDx speaker, content creator, author, business owner and most importantly... an accountant! As the official accounting personality of the year 2023 & breakout star of the year 2023, Rachel adds value to her audience of 80,000 by creating completely free long and short form content delivering financial education! She is passionate about free financial education for everyone, she is the founder of @accountant_she, her £1m firm striveX accountants, striveX audit, striveX consulting and striveX mortgages..



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