GBD168. Going Solo (Month 1) - Deciding to Go Out On Your Own.

A lot of folks are saying "I WANT to make that leap, I want to go
out on my own".




Thinking about going solo or starting your own
practice sometime in the next year? This is the first in our
miniseries of special monthly episodes, a useful companion on
the journey. Our guest David Peters discusses making the
decision to go out on your own.


Talking Points.
Seeing a perceived need. Willingness to risk everything and
give up the safety of corporate life. Building bridges rather
than burning them. Making plans for your exit & a business
plan.


Our Guest. David Peters is a Certified
Public Accountant (CPA) and Certified Financial Planner (CFP),
with over fifteen years of experience in financial services. He
was formerly the Chief Financial Officer of Compare.com and has
been a financial advisor since 2015. He holds master’s degrees
in accounting, business administration, and financial services
and is pursuing a Ph.D. in Financial Planning & Retirement
Income at The American College. He is currently a continuing
education instructor for the American Institute of Certified
Public Accountants, Surgent, and Kaplan Professional, and the
President and owner of David Peters Financial Group Inc, Peters
Tax Preparation & Consulting PC, and Peters Financial LLC.
Connect with him on LinkedIn.


Further Resources. Use these links to find out
more about this topic, or access free and paid-for resources to
implement in your own team or organisation.



"The Rise of the GIG Economy Finance Professional" (blog
article on FM Magazine)

 The US Small Business Administration

David's Small Business Adviser course on CIMAglobal.com

Explore GIG and Independent Contracting resources from the
AICPA & CIMA



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About Our Podcast. These conversations with
expert guests are recorded by different AICPA & CIMA team
members from our offices around the world. While the sound
quality may vary, we hope that the insights will be consistently
useful.


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Accountants (AICPA & CIMA)