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We're proud to announce that Charmaine, our Senior Client Manager, is now a partner of the firm.

This milestone is not only a testament to our company’s growth, but more importantly, to Charmaine’s exceptional journey and the invaluable contributions she has made.

Charmaine joined the team back in 2022, bringing a unique skillset and experience that have truly made a difference. She has had such a positive impact on the team and our client management style, seamlessly blending technical prowess with a genuine commitment to client care.

Her dedication to delivering exceptional service is evident in her pursuit of 10 out of 10 client reviews—a standard she set not only for herself but for her entire team. Anything less than a 10 prompts her to address the client's concerns and figure out a way to get them there. Charmaine embodies the growth mindset we deeply value at ��۽�����̳, embracing challenges and consistently seeking ways to improve.

"Charmaine TRULY elevated our game. It was our first real chance to have somebody dedicated to that position and she just was excelling at it. She was setting high standards that allowed us to build consistency in the services we provide. I actually think we adopted the value of diligence thanks to her. “, says Joe Collins, CEO and co-founder of ��۽�����̳.

For Charmaine, joining ��۽�����̳ was an opportunity to work closely with small business owners, forging meaningful connections, and providing financial education.

“I love educating my clients, and their appreciative responses make it all worthwhile. Small business owners are really just trying to operate their business, without necessarily having a background in accounting. And so, it’s refreshing to be able to provide educational resources that were intentionally built to support them. “

We’re incredibly thankful to have Charmaine as part of our team, and inviting her into the ownership group was our way of showing appreciation. She seamlessly found success in her role, and we recognize her exceptional ability to mentor and support other client managers and the operations team—contributing to the stability and excellence of our service.

Congratulations, Charmaine, on this well-deserved recognition! Your journey with ��۽�����̳ has been nothing short of exceptional. We're thrilled to have you as a partner and senior client manager and we're honoured to be part of your continued success story. 

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