10 Dec Celebrating the Careers of Joe and Robert Santos
Recently, we celebrated the careers of our friends and colleagues, Joe and Robert Santos at their retirement party. The event, which was held at Hart House Restaurant in Burnaby, on November 12, was a great success and we would like to thank all of the clients who came out to celebrate with us and share their stories of working with Joe and Rob over the years.
Joe Santos founded Santos & Co. back in 1978 and his brother Robert joined the firm a few years later. Joe and Robert built and managed their practice for 40 years before joining our team at Clearline CPA. Clearline completed the acquisition of Santos & Co. in February of 2018 and our team got to work right away assisting clients through the 2018 tax season. Since then we have continued to operate the former Santos & Co. office located at 5589 Byrne Road in Burnaby. Business acquisitions can be difficult but we have been incredibly pleased with how this transition process has gone. We have greatly enjoyed working with Joe and Robert over the last two years as well as the wonderful clients that they have built amazing relationships with over the past four decades. We look forward to continuing Joe and Robert’s legacy of providing friendly and reliable accounting and tax services to the community in Burnaby for many years to come.
The addition of Santos & Co. brought more than great new clients to our firm; it also brought a new valued team member in Kristina Schrattner who continues to work as our office manager in Burnaby. Kristina has become an essential part of our team at Clearline and has worked diligently to ensure the transition for the Santos & Co. clients to Clearline was a success for all involved.
The partners and staff at Clearline would like to once again thank Joe and Rob for all of their assistance and support over the last two years and we wish them the very best in their retirement.
We would also like to thank the following individuals for their assistance in putting together a wonderful evening:
- Kristina Schrattner, our Burnaby office manager for organizing the event
- Sue Santos and Bev Leland, the always lovely better halves of Joe and Robert
- Alberto Cirillo, for delivering a heartwarming and comical speech on behalf of all of the clients
- Carol Smolen, the owner of Hart House and our host for the evening