18 min listen
Multiple Service Offerings from One Small Firm
Multiple Service Offerings from One Small Firm
ratings:
Length:
32 minutes
Released:
Feb 18, 2021
Format:
Podcast episode
Description
David Peters, CPA, CFP is the Founder and Owner of Richmond, VA-based David Peters Financial Group. Hear how David and his firm’s multiple service offerings has developed closer and more meaningful client relationships. PCPS resources mentioned in this episode: From Administrative Assistant to COO Manager Moving up to Partner To learn more about PCPS, sign up for a free web tour. To learn more about David, please visit David Peters Financial Group.
Released:
Feb 18, 2021
Format:
Podcast episode
Titles in the series (96)
Brewing up business in a niche industry: How did Chris Farmand, CPA, CITP, become the CPA of choice to so many craft breweries across the country? Lindsey Curley of the AICPA talks to Chris, CEO of Small Batch Standard and Managing Shareholder of Chris Farmand + Company in Jacksonville,... by Small Firm Philosophy