I manage a portfolio of clients making sure that we deliver the compliance needs of our clients, the service levels required and assisting our clients with their service requests.  I supervise our team members working on clients in my portfolio and review accounts and other work prepared by them.

I enjoy working closely with our clients, getting to know and understand their businesses and the projects they are working on.  For a number of clients I manage we supply a full service and I feel like I am a key part of their team.  This level of involvement enables me to provide good quality, timely advice to clients on how to deal with their financial affairs which is rewarding for me personally.