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
Navigating the Budgeting Process, with Vic Taylor, CPA
Ah, the formidable corporate budgeting process. You're never going to get the funding you ask for, the budget will inevitably be blown halfway through the year, and the negotiation process is going to put a strain on your professional relationships. Right?
Not necessarily.
Vic Taylor, CPA is here to help! Vic and Dave chat about ways that you can help smooth out the budgeting process to make a useful, effective, and accurate budget that can guide your spending throughout the year.
Connect with Vic on LinkedIn here.
Visit us at https://www.davidpetersfinancial.com/
Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor. Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.
David Peters Financial
1657 West Broad Street
Unit 5
Richmond, VA 23220