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  • Solutions
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    • Executives
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    • Get in Touch
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  • 1 (866) 262-7542
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Podcast

RiskyRecords is a video podcast exploring risk management for accounting firms.

Featuring expert guests from law, accounting, and insurance, plus a nostalgic spin through vinyl records with host Stephen Vono.

Episode: 7

The Intersection of Marketing and Risk for Accounting Firms

Alison Simons of Simons Marketing, who’s focus is the accounting profession and professional service firms, discusses with Stephen the intersection

Episode: 6

The Risk Environment for Accountants When Performing Sales Tax Services 

In This episode, RiskyRecords guest Mark Stone, CPA of Sales Tax Defense LLC speaks with Stephen about the risk environment

Episode: 5

The Claims Process From Notification to Closure

Nancy Reimer, defense attorney from Freeman Mathis & Gary, LLP who has defended many accounting firms, takes Stephen though the

Episode: 4

A Well Written Engagement Letter Can Be Your Friend

Patrick Cosgrove, defense attorney from Freeman Mathis & Gary, LLP who has defended many accounting firm, shares with Stephen why

Episode: 3

The Risk Environment for Accountants When Performing Client Advisory Services

In This episode, RiskyRecords guest Mark Koziel, CEO of Allinial Global chats with Stephen about the risk environment for accountants

Episode: 2

Risk Management Tips Concerning the 174 Tax Code and Employee Retention Credits

Guest Randy Crabtree of Tri-Merit R&D tax Credit Services shares risk management tips concerning the 174 tax code and Employee

Episode: 1

Benefits of Early Reporting with Anthony Carolei

Welcome to Risky Records first podcast! Todays guest, Anthony Carolei of Hanover Insurance talks about the benefits of early reporting

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