Client Excellence with Tino-Gaetani and Carusi CPAs

Client delight doesn’t happen by accident. Rather, thoughtfully designed around the end user experience. In this episode, Karbon Excellence Awards podcast host Twyla Verhelst chats with Melissa Gaetani (Partner) and Roslyn Myall (Workflow Manager) from Tino-Gaetani & Carusi CPAs (TGC), the 2025 Karbon Excellence Award winner for Client Excellence.Melissa and Roslyn unpack how they keep the client experience at the core of everything: from reimagining workflows to leave room for the human element, to assigning every client a Client Excellence Coordinator so communication never falls cold. They share the meeting cadence that builds trust and clarity at key moments, how technology (including Karbon) supports a smoother client journey, and why investing in financial education through their Entrepreneur Coaching Program helps clients make smarter decisions and deepens long-term relationships.Celebrate the 2025 Karbon Excellence Award winner for Client Excellence: Tino-Gaetani and Carusi CPAs.