- Client Experience
- Learning & Development
- Women in Accounting
Aligning Across Teams to Better Serve Financial Institutions
At our Annual Financial Services Summit, Senior Accountant, Amber Carls, connected with colleagues across a variety of teams within the firm to share insights and align on priorities for banks, trusts, and credit unions. Time spent collaborating internally helps ensure clients receive consistent, informed guidance throughout the year.
Strengthening Relationships Outside Day-to-Day Work
While attending a banking conference in Rhode Island, Partner, Mallory Conway, focused on building relationships with clients and prospects beyond formal sessions.
Dedicated time for conversation and connection often leads to stronger, longer-term partnerships, and a better understanding of what matters most to the organizations we serve.
Translating Complexity into Practical Guidance
After new legislation was passed this summer, Jess LeDonne, Principal Tax Technical Lead, worked through hundreds of pages of technical language and turned it into clear, practical updates for clients.
Jess understands that helping clients quickly understand how regulatory changes affect them, and what to do next, is a key part of delivering value.
Adapting Processes to Meet Client Timelines
When a client needed to shorten their monthly close timeline by a full week, Outsource Controller, Billy VanApeldoorn, and his team reworked their approach by leveraging technology outsource resources, and clear communication.
They were able to adjust internal workflows and deliver a faster, more efficient close, meeting the client’s needs without sacrificing quality.
Building Confidence to Show Up More Directly for Clients
Manager, Ashley Westover, stepped into more client-facing responsibilities this year, including presenting audit plans and results.
What started as a stretch opportunity quickly became a way to engage more directly with clients and add value in new ways.
Partnering With Clients Through Every Season
Closing out her 21st tax season, Principal, Krystal Zawodzinski, reflected on the long-term relationships she’s built with clients and the opportunity to help them navigate complex challenges year after year.
Her focus remains centered around solving problems, supporting growth, and developing the next generation of leaders alongside her clients and team.
Keeping Relationships at the Center
For Partner, Aimee Jozic, this year has been about growth, both professionally and personally, and staying focused on the relationships that drive meaningful work.
Her outlook for the year ahead centers on continuing to build connections with clients and colleagues while delivering consistent, high-quality service.
Listening to Improve the Client Experience
Last, but certainly not least, our CEO and Managing Partner, Bruce Zicari, has been meeting one-on-one with clients to gather direct feedback on what’s working and where the firm can improve.
One consistent theme: clients value not only technical expertise, but how well we integrate with their teams and understand their businesses.
That insight continues to shape how we approach service delivery across the firm.
Across teams, roles, and service lines, it’s clear that strong client experience comes from being proactive, knowledgeable, and adaptable. These everyday momentum moments (collaborating, communicating clearly, and responding quickly) are what keep us moving forward.
Next up in the series: Learning & Development, and how our People are continuing to build the skills that support our clients and each other.
Interested in learning more about a career that prepares you for excellent client service? Check out our current openings to find your next opportunity. Whether you’re a new college graduate or an experienced professional, we’d love to connect with you and support you in finding the right career path!
