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
How CFOs can build more cost-effective benefits packages, with Steve Watson, CPA
This week on Accountable, Dave is joined by Steve Watson, a CPA, HR expert, and podcaster out of Phoenix, Arizona. Steve shares his career trajectory--from CPA to CFO to Head of HR to podcaster and more--and explains why negotiating with insurance brokers doesn't need to leave CFOs and HR Reps at odds.
Connect with Steve on LinkedIn here.
Hear Steve's podcasts here.
Visit us at https://www.davidpetersfinancial.com/
*Required Disclosures*
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
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