Accountable
Join David R. Peters (CPA, MST) as he chats with some of today's business leaders. Whether you're a CPA, CFO, small business owner, or entrepreneur, Dave and his guests offer insightful advice and experiences for anyone in business!
To learn more about David and his company, visit us at: https://www.davidpetersfinancial.com/.
The views depicted in this podcast are for informational purposes only, are general in nature, and are not intended to and should not be relied upon or construed as a financial plan or financial/investment advice regarding any specific issue or factual circumstance.
David Peters provides educational offerings through Peters Professional Education LLC. David Peters is also registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC, offers tax preparation services through Peters Tax Preparation & Consulting, PC. and provides insurance services through David Peters Insurance Agency LLC. Peters Professional Education LLC, Peters Financial LLC, Peters Tax Preparation & Consulting, PC and David Peters Insurance Agency LLC are not affiliated.
Accountable
Setting Meaningful Goals with Jennifer Elder
We are back with more Accountable! In this episode, we are talking with Jennifer Elder about goal setting - what gets in our way, what we can do better, and why setting goals is so important. Whether you are new to the industry or you have been in it for years, this is a can't miss episode!
Jennifer Elder is a CPA, business consultant, speaker, and New Hampshire Board of Accountancy Board Member.
Visit her website: https://www.sustainablecfo.com/
Or contact her: jelder@sustainablecfo.com
Come check us out at: https://www.petersprofessionaleducation.com/
Or our YouTube channel: https://www.youtube.com/channel/UCBLKAMd0JeKpm6Y9rv4_oLQ
The views depicted are for informational purposes only and should not be considered specific investment advice or recommendations for any specific individual.
Financial and Investment Advisory services offered through CFO Capital Management. Brokerage and Custodial Services offered through TD Ameritrade Institutional, member FINRA and SIPC. CFO-CM and TDA are not affiliated. Tax services are provided by Peters Tax Preparation & Consulting, PC and are not provided by CFO Capital Management.