While our team is on a quick break, tune in as our co-founder Shane Mason joins the always entertaining Accounting High podcast to talk about the journey of building BKFi. 

 

Shane shares insights on BKFi’s team structure and remote work and how we have built a company culture that’s ALWAYS focused on how to best serve our clients. He also discusses his and AJ Ayers’ new Gemifi software for equity compensation and how they have leveraged marketing partnerships to drive growth.

Check out the Accounting High podcast on YouTube.

Key Moments:

00:28 Welcome Back Shane and BrooklynFI

 

09:59 Team Structure and Remote Work

 

13:04 Client Services and Financial Planning

 

22:28 The Liquidity Event Podcast

 

25:36 New Ventures: Gemify Software

 

34:50 BrooklynFI's Continued Success

 

35:30 Marketing Strategies and Partnerships

 

40:26 Investment Strategies and Market Insights

46:41 Final Thoughts and Advice