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.

As AI reshapes accounting, +MORE Group is showing what it looks like to adopt it with discipline and heart.

In this episode, Megan Plumridge of MGI+MORE Auckland shares how their team uses AI to speed up reporting, automate the busywork with their bot “Rosie,” and reinvest time into stronger client relationships. You’ll also hear the guardrails behind their success: continuous training, secure tools, accuracy checks, and a living AI policy that keeps people and values front and center.

Breaking through the noise takes more than growth for growth’s sake. In this episode, Principal at Clearline CPA, Bridget Noonan, shares how a focus on clarity, accountability, and smarter ways of working helped them scale with intention. Discover the mindset and operating approach that earned them the 2025 Karbon Excellence Award for Breakthrough Firm of the Year.

AI can do more than just save time. In this episode, Partner and COO of YBL, Mike Libbey, pulls back the curtain on how he created an army of vibe coders, leveraging AI to drive greater value to clients. Discover the playbook from the 2025 Karbon Excellence Award winner for AI Innovation.

What does it take to build an accounting firm where people genuinely love coming to work? In this episode, CEO of HD Growth Partners, Tim Petrey, reveals how he scaled his business by putting listening, transparency, and purpose at the heart of everything they do. Find out what sets them apart as the 2025 Karbon Excellence Award winner for Balance & Culture.