

Revolutionize Your Firm's Business Solutions with Alex Sonkin
Sep 18, 2023
Alex Sonkin, an entrepreneur specializing in connecting firms with the best resources, discusses bridging the gap between top CPA firms and tax strategies. They introduce the Virtual Family Office model and its benefits for accessing global resources. They also explore the importance of peer reviews in the auditing industry and the virtual CFO playbook designed to elevate small offices. Additionally, they touch on learning from experience and implementing new strategies, and share personal anecdotes as a football coach.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
From Derivatives Trader to Finance Innovator: Bridging the Gap in Tax Strategies
01:37 • 4min
The Concept of a Family Office and Independent Peer Review
05:39 • 11min
Insights on Peer Reviews and Virtual CFO Services
16:32 • 5min
Learning from Experience and Implementing New Strategies
21:49 • 16min
Football Coaching: Trophies, Personal Anecdotes, and the Joy of Watching Kids Develop
38:04 • 6min