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Multiple Service Offerings from One Small Firm

Multiple Service Offerings from One Small Firm

FromSmall Firm Philosophy


Multiple Service Offerings from One Small Firm

FromSmall Firm Philosophy

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)

The AICPA and CIMA's Small Firm Philosophy podcast, produced by the AICPA's Private Companies Practice Section, shares big ideas designed to help CPAs better run accounting firms, especially smaller ones. You'll hear from firm leaders and subject-matter experts on key issues and considerations for small firms in today's rapidly changing environment.