Skip to content

This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.

Close
AICPA-CIMA
  • AICPA & CIMA:
  • Home
  • CPE & Learning
  • My Account
Journal of Accountancy
  • TECH & AI
    • All articles
    • Artificial Intelligence (AI)
    • Microsoft Excel
    • Information Security & Privacy

    Latest Stories

    • AI-driven spreadsheet tools — what CPAs need to know
    • Is spending on technology spinning out of control?
    • Using 3 Excel View tools to manage large spreadsheets
  • TAX
    • All articles
    • Corporations
    • Employee benefits
    • Individuals
    • IRS procedure

    Latest Stories

    • Congress passes bill requiring IRS to clarify math error notices
    • AICPA seeks IRS guidance on tip, overtime tax deductions for 2025
    • IRS offers relief on car loan interest reporting under H.R. 1
  • PRACTICE MANAGEMENT
    • All articles
    • Diversity, equity & inclusion
    • Human capital
    • Firm operations
    • Practice growth & client service

    Latest Stories

    • Congress passes bill requiring IRS to clarify math error notices
    • AICPA seeks IRS guidance on tip, overtime tax deductions for 2025
    • IRS offers relief on car loan interest reporting under H.R. 1
  • FINANCIAL REPORTING
    • All articles
    • FASB reporting
    • IFRS
    • Private company reporting
    • SEC compliance and reporting

    Latest Stories

    • SEC accepting Professional Accounting Fellow applications
    • SEC names new chief accountant
    • SEC ends legal defense of its climate rules
  • AUDIT
    • All articles
    • Attestation
    • Audit
    • Compilation and review
    • Peer review
    • Quality Management

    Latest Stories

    • Right-size your quality management documentation for SQMS No. 1
    • PCAOB publishes guidance related to Audit Evidence amendments
    • AICPA unveils new QM resources to help firms meet Dec. 15 deadline
  • MANAGEMENT ACCOUNTING
    • All articles
    • Business planning
    • Human resources
    • Risk management
    • Strategy

    Latest Stories

    • Promotion opportunities abound for CFO hopefuls
    • Business outlook brightens somewhat despite trade, inflation concerns
    • AICPA & CIMA Business Resilience Toolkit — levers for action
  • Home
  • News
  • Magazine
  • Podcast
  • Topics
Advertisement
  1. newsletter
  2. Cpa Insider
CPA INSIDER

Improve your remote hiring process during COVID-19

Looking for a new employee when you can’t meet in person involves more than just setting up video interviews.

By Erica Gellerman
August 10, 2020

Please note: This item is from our archives and was published in 2020. It is provided for historical reference. The content may be out of date and links may no longer function.

Related

July 27, 2020

Hiring for soft skills is more important than ever

June 8, 2020

How large firms manage staff during the pandemic

TOPICS

  • Professional Development
    • Communication
  • COVID-19
    • Remote Working

The emergence of COVID-19 has changed many aspects of business, including hiring. With many office buildings closed and social-distancing measures in place, many CPA firms must figure out how to hire the best people through a remote hiring process. 

Creating a solid process to attract and hire the right people isn’t as simple as scheduling a videoconference and asking your normal interview questions. From composing the job posting to choosing the technology to use, remote hiring will require changes. Follow these tips from hiring managers and experts who have created successful remote hiring processes:

Rethink your job posting. Your job posting is your first touchpoint with your future employees, so time and thought need to be put into it, especially when a majority of your hiring is happening remotely. Rather than recycling the old job posting that you’ve used for previous hires, approach it with a fresh eye. 

Melissa Smith, a remote-hiring consultant based in Georgia, suggests starting your job description with challenges you expect your new employee to address. For example, say you are writing a posting for a job that requires spending a significant amount of time on Excel. You might be reluctant to mention that fact because you fear it will put candidates off.

But it’s better, Smith advised, to start the job description by transparently stating that you need someone who loves to spend most of their day in Excel. Putting the challenge first helps people self-identify with the role and you’ll have a better chance of attracting the ideal candidate, she said.

Smith also suggested listing remote communication tools that your team uses in the job description. There can be a steep learning curve to get up to speed with project management and communication tools. If you can find someone who is already comfortable with your team tools, the onboarding process can be easier. 

Think beyond video interviews. Video interviews aren’t the only type of technology that can be part of remote hiring. Using the right tools to stay organized and make the interview process more dynamic can make remote hiring easier.  

Advertisement

Zach Montroy, director of people operations at Summit CPA Group, a mostly virtual CPA firm headquartered in Fort Wayne, Ind., uses a number of tools to help improve the interview experience, including the HR software and applicant tracking system Breezy. One notable feature of Breezy is that it allows applicants to record and upload a video as part of the initial application process. 

“We request a lot of videos from people throughout the application process because we know they’re going to be spending a lot of time on video with clients. These videos are like a little test to see how comfortable people we’re interviewing are on camera and help us decide who we want to interview,” said Montroy.

Montroy also uses the software to keep track of where each applicant is in the interview process and keep the notes on each applicant organized, which can be a challenge with a remote process. 

Software can also assist with reference checking. Jana Cinnamon, COO of Abdo, Eick & Meyers LLP, in the Minneapolis-St. Paul area, said that rather than calling references, her firm uses a reference checking system called SkillSurvey. This tool allows them to send email surveys to references to get the information they need to make an informed hiring decision. 

Cinnamon says that this tool has helped them get better information about a candidate than if they were checking references by phone. “We’ve found that people are far more willing to provide feedback through an online platform. We get much more robust feedback that’s broken down into a report,” she said. “If there are any red flags, we can use the interviews to really key in on those specific points.”

Plan for the hiring process to take longer than usual. Montroy cautioned that hiring remotely takes a little longer and takes more planning than holding in-person interviews. “You can’t have someone come in for a half-day of interviews,” he said. “And you’re not going to have your team all together in an office to collaborate. There’s a lot of ease that we take for granted when we can do in-person interviews.”

Give candidates the chance to get to know you. When potential employees come into the office for an in-person interview, they can learn a lot about the company culture just by meeting people and observing the office atmosphere. That doesn’t happen as easily during a remote interview process. 

Advertisement

During the remote-hiring process, the interviewers are the only experience that candidates will have with the company. Leah Davis, CPA, president of AEM Workforce Solutions at Abdo, Eick & Meyers, recommended considering whether you’re pulling the right people into the interview to help candidates get to know your company better. 

Try to have the candidate meet with someone who is already working in the position they are applying to, Davis suggested. During the interview, encourage candidates to ask questions such as “what can you tell me about this job?” or “what is a typical day like?” Bring them up yourself if the candidate doesn’t.

According to Davis, the information these questions yield is “so critical to finding a good fit and establishing clear expectations about the job, both for the employee and the employer” that it’s to both parties’ benefit to discuss them before the interview process gets too far along.

Hiring remotely presents challenges, but it can also present opportunities. This period of increased remote working can give organizations a chance to think more deeply about hiring to create an improved process that can work both remotely and in person.

Visit the Global Career Hub from AICPA & CIMA for help with finding a job or recruiting.

— Erica Gellerman is a freelance writer based in Hawaii. To comment on this article or to suggest an idea for another article, contact Courtney Vien, a JofA senior editor, at Courtney.Vien@aicpa-cima.com.

Advertisement

latest news

October 22, 2025

Congress passes bill requiring IRS to clarify math error notices

October 22, 2025

AICPA seeks IRS guidance on tip, overtime tax deductions for 2025

October 21, 2025

IRS offers relief on car loan interest reporting under H.R. 1

October 20, 2025

STEM designation for accounting has strong support

October 17, 2025

JofA editorial team wins two awards

Advertisement

Most Read

Why accountants need to master the art of reading the room
Using 3 Excel View tools to manage large spreadsheets
IRS furloughs nearly half its workers, closes most operations
Annual inflation adjustments announced for tax year 2026
Paper tax refund checks on the way out as IRS shifts to electronic payments
Advertisement

Podcast

October 23, 2025

Reflecting on AI’s rise in accounting, looking to what comes next

October 16, 2025

AI, succession, the talent pipeline, and defining ‘unapologetic’ ambition

October 8, 2025

Shutdown concerns, the quest for tax guidance, the future of IRS service

Features

AI-powered hacking in accounting: ‘No one is safe’
AI-powered hacking in accounting: ‘No one is safe’

AI-powered hacking in accounting: ‘No one is safe’

Building a better firm: How to pick the proper technology
Building a better firm: How to pick the proper technology

Building a better firm: How to pick the proper technology

Why accountants need to master the art of reading the room
Why accountants need to master the art of reading the room

Why accountants need to master the art of reading the room

How BI and analytics enhance management accountants’ partnering role
How BI and analytics enhance management accountants’ partnering role

How BI and analytics enhance management accountants’ partnering role

SPONSORED REPORT

Preparing clients for new provisions next tax season

Preparing clients for new provisions next tax season

As the 2025 filing season approaches, H.R. 1 introduces significant tax reforms that CPAs must be prepared to navigate. These legislative changes represent some of the most comprehensive tax updates in recent years, affecting both individual and corporate taxpayers. This report provides in-depth analysis and guidance on H.R. 1.

From The Tax Adviser

September 30, 2025

Current developments in taxation of individuals: Part 1

August 30, 2025

2025 tax software survey

August 30, 2025

Are you doing all you can to keep the cash method for your clients?

July 31, 2025

Current developments in S corporations

MAGAZINE

October 2025

October 2025

October 2025
September 2025

September 2025

September 2025
August 2025

August 2025

August 2025
July 2025

July 2025

July 2025
June 2025

June 2025

June 2025
May 2025

May 2025

May 2025
April 2025

April 2025

April 2025
March 2025

March 2025

March 2025
February 2025

February 2025

February 2025
January 2025

January 2025

January 2025
December 2024

December 2024

December 2024
November 2024

November 2024

November 2024
view all

View All

http://JofA_Default_Mag_cover_small_official_blue

PUSH NOTIFICATIONS

Learn about important news

This quick guide walks you through the process of enabling and troubleshooting push notifications from the JofA on your computer or phone.

CPA LETTER DAILY EMAIL

CPA Letter Logo

Subscribe to the daily CPA Letter

Stay on top of the biggest news affecting the profession every business day. Follow this link to your marketing preferences on aicpa-cima.com to subscribe. If you don't already have an aicpa-cima.com account, create one for free and then navigate to your marketing preferences.

Connect

  • X Logo JofA on X
  • facebook JofA on Facebook

HOME

  • News
  • Monthly issues
  • Podcast
  • A&A Focus
  • PFP Digest
  • Academic Update
  • Topics
  • RSS feed rss feed
  • Site map

ABOUT

  • Contact us
  • Advertise
  • Submit an article
  • Editorial calendar
  • Privacy policy
  • Terms & conditions

SUBSCRIBE

  • Academic Update
  • CPE Express

AICPA & CIMA SITES

  • AICPA-CIMA.com
  • Global Engagement Center
  • Financial Management (FM)
  • The Tax Adviser
  • AICPA Insights
  • Global Career Hub
AICPA & CIMA

© 2025 Association of International Certified Professional Accountants. All rights reserved.

Reliable. Resourceful. Respected.