What We Do

The CST helps manage day-to-day communication and workflow that keeps everything moving. We track client inquiries, coordinate with accountants, and ensure responses don’t get lost in busy inboxes. We gather information, set expectations, clarify next steps, and proactively follow up so clients always know where things stand.

Part of our process is ensuring every client gets a full team behind them — their Accountant-in-Charge, Partner-in-Charge, and the Client Success Team — all working together to support their needs.

How We Stand Out

What sets us apart is our hands-on, people-first approach. Many firms leave clients waiting for updates or navigating unclear processes — not here.

We believe great service is just as important as great accounting. That means:

· Timely, consistent communication

· Proactive updates

· Clear, simple explanations

· A relationship-focused mindset

Our goal isn’t just efficiency — it’s trust, confidence, and an experience that feels personal.

Who We Are

Our CST team brings a balance of organization, communication, strength, and genuine care for people. We love building relationships and making sure clients feel supported, not just “handled.”

Whether coordinating with the accounting team, resolving a concern, or guiding someone through their first year with H+C, we’re dedicated to making the process smooth, friendly, and dependable.