How FinanceWithin Scaled Faster and Saved $535K by Hiring with Near

FinanceWithin, a fast-growing CFO services firm, needed to scale its finance team but struggled with high turnover of their offshore hires and slow, inefficient in-house recruitment. As client demand grew, they faced mounting pressure to find skilled financial professionals quickly and reliably.

Summary

• Challenge: FinanceWithin needed to scale its finance team quickly but their existing hiring process was inefficient. Offshore hiring in India resulted in high turnover and inconsistent quality, while in-house recruitment through LinkedIn and word-of-mouth was slow and time-consuming.
• Why FinanceWithin chose Near: A client referral led them to Near, and the initial call showed them how Near's approach to hiring could deliver the quality, speed, and efficiency they needed—expectations that were fully met once they started working together.
• Solution: Near provided pre-vetted LatAm-based candidates, eliminating the need for extensive resume screening and salary negotiations. This allowed FinanceWithin to hire quickly, maintain quality, and scale efficiently.
• Roles hired: Senior Bookkeepers, Accounting Managers, External Accounting Managers, and Financial Analysts.
• Results:
  
  • $535K saved annually (64% savings vs. US-based hires)
  • Reduced time-to-hire from three weeks to as fast as seven days
  • Streamlined recruitment process, cutting interview rounds from three steps to two
  • Broke through a scalability bottleneck—hired multiple bookkeepers in days to support 10 new client engagements

Challenge

FinanceWithin’s hiring process was too slow and inefficient to keep up with growth.

FinanceWithin needed to hire skilled financial professionals quickly, but their existing hiring methods weren’t working. Finding the right people took too much time, and when they did find strong candidates, the salary requirements were way above what made sense for their business.

At first, they tried hiring offshore in India, but turnover was high, and despite extensive training, the work didn’t meet their standards. Managing recruitment in-house was also challenging—sorting through resumes on LinkedIn and relying on word-of-mouth took too much time and effort.

Scalability was another major issue. As the company brought on new clients, they needed to hire multiple bookkeepers and accountants at once—something their existing hiring model simply couldn’t support. Without a steady pipeline of qualified candidates, keeping up with demand became increasingly difficult.

FinanceWithin needed a hiring partner who could deliver top-quality candidates quickly and consistently, without the hassle of a long, drawn-out recruitment process.

Solution

Near provided a scalable, high-quality hiring solution, streamlining recruitment with pre-vetted LatAm-based candidates and eliminating previous bottlenecks.

FinanceWithin needed a hiring partner that could deliver high-quality financial talent quickly and consistently. They had tried another nearshore recruiting firm with some success, but the results were inconsistent. As a growing company, they needed a scalable solution—one that could keep up with new client demand and eliminate the inefficiencies of their previous hiring process.

A client referral led them to Near. While they were initially unsure what to expect, their first call with Near set the tone for a smooth and well-structured hiring process. Near took the time to understand their exact needs, providing pre-vetted candidates that met their technical and cultural requirements. Unlike their previous experience, they didn’t have to sift through piles of resumes or handle salary negotiations—Near handled those details upfront, allowing them to move straight into skill assessments and interviews.

They started small, bringing on a couple of senior bookkeepers to test the process. But after seeing how well Near’s candidates performed, they quickly expanded, hiring accounting managers and financial analysts as well. Because Near provided a steady pipeline of high-quality, reliable talent, FinanceWithin could scale its team at the pace of its growing client base—something they hadn’t been able to do before.

When we saw the quality of candidates coming through, it became clear that these were truly top-tier professionals—better than what we were finding on our own.

Sheena Malson

Director of Accounting at FinanceWithin

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What began as a trial run quickly turned into a long-term partnership. Near’s ability to consistently deliver top-tier candidates helped FinanceWithin reduce hiring time, improve talent quality, and ensure they could meet demand without recruitment delays.

Results

FinanceWithin cut hiring costs by 64%, reduced time-to-hire from three weeks to seven days, and successfully scaled its finance team to match business growth.

FinanceWithin's partnership with Near delivered game-changing results:

• Cost savings: Hiring LatAm-based talent saved FinanceWithin 64% compared to US-based salaries, totaling $535,000 annually.
• Faster time-to-hire: Their hiring timeline went from three weeks to just seven days, allowing FinanceWithin to quickly onboard top talent.
• Streamlined hiring process: Interview stages went from three steps to two, expediting their decision-making.‍
• Scalability unlocked: When FinanceWithin signed 10 new clients, they could hire multiple bookkeepers in just days—something impossible with their previous approach.

The talent pool we've received from Near has been outstanding—far beyond what I could find on my own through LinkedIn or traditional recruiting. The entire process has been a pleasure.

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Schedule a free consultation to see how Near can help you scale your finance team faster while reducing hiring costs.

To learn more about FinanceWithin, visit FinanceWithin’s website.

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