BKOT SERIES

PROACTIVE & HOLISTIC PLANNING USING A VIRTUAL FAMILY OFFICE MODEL
  • 55
  • Christopher Rivera
  • 02 Sep 2021
PROACTIVE & HOLISTIC PLANNING USING A VIRTUAL FAMILY OFFICE MODEL

  Our experts Chris Rivera and Anton Anderson have discussed Proactive and holistic planning using a virtual family office model in this podcast. Watch here to learn more.

OFFSHORING AND FUTURE FIRMS
  • 99
  • Christopher Rivera
  • 19 Aug 2021
OFFSHORING AND FUTURE FIRMS

Our experts Chris Rivera and Ryan Lazanis have discussed offshoring and how this can help them build in future firms in this podcast. 

TAX, LABOR ISSUES, ECONOMICS & IMPORTANCE OF LEGISLATIVE ENGAGEMENT
  • 246
  • Christopher Rivera
  • 05 Jul 2021
TAX, LABOR ISSUES, ECONOMICS & IMPORTANCE OF LEGISLATIVE ENGAGEMENT

Our experts Chris Rivera and Jared Van Arsdale have discussed tax, labor issues, economics, and the importance of legislative engagement in this podcast.

CAS AND LEVERAGING DATA FOR ANALYSIS
  • 273
  • Christopher Rivera
  • 14 Jun 2021
CAS AND LEVERAGING DATA FOR ANALYSIS

Our experts Chris Rivera and Jim Hall have discussed CAS and leveraging data for analysis in this podcast. Watch here to learn more.  

LEAD GENERATION & EFFICIENT CONSULTATIVE SELLING FOR ACCOUNTING FIRMS
  • 306
  • Christopher Rivera
  • 02 Jun 2021
LEAD GENERATION & EFFICIENT CONSULTATIVE SELLING FOR ACCOUNTING FIRMS

Our experts Chris Rivera and Tyler S Clark discussed lead generation and efficient consultative selling for accounting firms in this podcast.

MOVING YOUR FIRM FROM COMPLIANCE TO ADVISORY AND HOW THIS TRANSITION HAS ACCELERATED WITH THE PANDEMIC
  • 353
  • Christopher Rivera
  • 02 Jun 2021
MOVING YOUR FIRM FROM COMPLIANCE TO ADVISORY AND HOW THIS TRANSITION HAS ACCELERATED WITH THE PANDEMIC

Our experts Chris Rivera and Janel Sykora discussed moving your firm from compliance to advisory and how this transition has accelerated post-pandemic in this podcast.

CPA FIRMS MUST BE WILLING TO ADAPT RUN THE RISK OF BEING EXTINCT
  • 365
  • Christopher Rivera
  • 10 May 2021
CPA FIRMS MUST BE WILLING TO ADAPT RUN THE RISK OF BEING EXTINCT

In this podcast, our experts Chris Rivera and Michael Frost had discussed CPA Firms Must Be Willing To Adapt Run The Risk Of Being Extinct

WHAT EVERY BUSINESS NEEDS TO KNOW ABOUT SALES AND USE TAX
  • 369
  • Christopher Rivera
  • 10 May 2021
WHAT EVERY BUSINESS NEEDS TO KNOW ABOUT SALES AND USE TAX

In this podcast, our experts Chris Rivera and Mark L Stone had discussed What Every Business Needs to Know About Sales and Use Tax.

REGAIN SANITY THROUGH SIMPLE WORKFLOW TWEAKS
  • 313
  • Christopher Rivera
  • 04 May 2021
REGAIN SANITY THROUGH SIMPLE WORKFLOW TWEAKS

In this podcast, our experts Chris Rivera and David Cristello had discussed Regain Sanity in this podcast through simple workflow tweaks and more

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