A bookkeeping role might seem simple enough: manage QuickBooks, stay on top of payroll, and keep financials accurate and up to date. But for a group of companies we work with, the need went much deeper. This hire wasn’t just about technical skill—it was about connection.

The team wasn’t looking for a typical bookkeeper. They needed someone who could build trust and rapport remotely, across multiple companies and teams. In most businesses, payroll emails aren’t exactly a highlight of the week. But in this case, the goal was different: find someone who could make employees feel seen, supported, and cared for—even over email or a phone call.

What mattered most wasn’t just accuracy, but emotional intelligence. The right person had to communicate with warmth and clarity, while maintaining professionalism and precision with the numbers. Without that relational foundation, the role would fail—no matter how polished a candidate’s resume looked.

So, we took a step back. Instead of rushing to fill the seat, we slowed down and applied the same values-driven hiring approach we recommend to clients. Together with leadership, we identified three non-negotiable traits that would make or break success in the role. From there, we crafted a job post and screening process that reflected those priorities from the very first interaction.

The result? We didn’t just hire a bookkeeper—we found the right person. This candidate stood out not just for their qualifications, but for how they showed up: with thoughtfulness, presence, and genuine alignment with the company’s mission and values.

Today, they’re thriving in the role. The numbers are accurate. Payroll is running smoothly. But more than that, team members across departments feel connected, supported, and cared for—a direct result of the person in the seat.

Because technical skills can be taught. But connection? That’s what drives long-term success.