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
Building a Business with Balance and Bliss with Amy Vetter, CPA, CITP
Accounting and finance professionals are notorious for burning the candle at both ends. In fact, is finding balance between work and life even possible? "It is," says Amy Vetter, CPA, and CEO of the B³ Method Institute. She supports firms and businesses across the country in working smarter -- not harder -- so that ultimately NO ONE in the organization exceeds 45 hours of work per week.
Want to learn how to pull this off for your business? Listen in to learn more...
Episode Highlights
- Beating the belief system that this will never work (11:26)
- Aligning personal and financial goals while leveraging your organization's purpose (18:02)
- Developing a purpose and mission aren't nice-to-haves; they're essential -- from CEOs and entrepreneurs to everyday workers (25:00)
- Scrutinizing your actual vs. perceived productivity (32:04)
- Optimizing technologies such as AI -- and establishing standard operating procedures (34:35)
- Becoming a connected leader (40:36)
Read Amy's books to learn even more.
***Please note: David's audio echoes toward the beginning of this episode but eventually normalizes.
Visit us at www.davidpetersfinancial.com.