Our Partners
BST's partnerships bring added value to our firm and our clients
Having the right business partners can make all the difference. That's why BST doesn't manage everything on our own; we work alongside expert partner organizations to enhance our services and provide the best solutions possible.
BST proudly partners with Dopkins Wealth Management, LLC
Dopkins Wealth Management, LLC (DWM) is a Registered Investment Advisory (RIA) and consulting firm that specializes in providing wealth management services by incorporating tax planning, business succession planning, wealth preservation, and wealth transfer into our investment strategies and fiduciary-based solutions.
Serving individuals, institutional investors, Corporate 401k plans, foundations and endowments, DWM clients benefit from our use of an investment strategy grounded in academic research that focuses on long-term success.
The key to each client’s success is our ability to understand their unique financial goals and needs, and integrate that with their need, ability and willingness to take risk to formulate a long-term plan for financial security and prosperity.
Reasons to work with Dopkins Wealth Management include:
- Customized retirement plan solutions for individuals or organizations wishing to truly reap the benefits an independent advisor can offer.
- Educated advisors with a fiduciary responsibility to make sure each client’s interests come first.
- Long term strategies for clients to Build, Protect and Transfer Wealth.
For more information about DWM, please contact your BST relationship manager.
BST is a member of the ADP Partner Advantage Program
BST is the only Capital Region accounting firm in the ADP Partner Advantage Program.
Through our enhanced partnership with ADP, we’re able to take advantage of specific benefits for our firm and offer additional value to our clients and prospects.
The ADP Partner Advantage Program gives us the opportunity to add tremendous value by connecting our clients to exclusive ADP tools, resources, and experiences to help address their growing HR and technology integration challenges.
ADP’s integrated human capital management (HCM) system includes modules for recruitment/onboarding, HR and benefits, mobile apps and self-service tools, payroll and time and attendance, and an extensive marketplace.
Here are a few of the client benefits our partnership provides:
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Dedicated implementation & service support
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Award-winning HCM Technology
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Actionable insights based on ADP data
For more information about how you can access these benefits, contact your BST relationship manager.
BST is proud to partner with LeaseCrunch!
Through our partnership with LeaseCrunch, we’re able to provide clients with an award winning, easy-to-use, lease accounting solution that expedites the time needed to implement, transition, account for, and maintain leases in compliance with new lease accounting standards ASC 842, GASB 87, GASB 96, and IFRS 16.
The benefits of working with LeaseCrunch for our clients:
- Fast implementation - Get started quickly with a streamlined, straightforward interface and in-app help links, wizards and definitions to assist with getting started
- Easy to use - Easily generate journal entries, quantitative footnote disclosures, a full amortization schedule and more with the push of a button
- Accurate and compliant - Integrated validation checks improve data input accuracy and ensure compliance with relevant standards and requirements
For more information about how you can access these benefits, contact your BST relationship manager.
BST is dedicated to putting the needs and successes of our clients first, and we invest in these partnerships to provide unparalleled access to expertise, solutions, and resources for our clients’ benefit.
