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.
Episodes
54 episodes
Discussing the OBBBA with Bill Harden
Tax rules just changed—what’s real, what’s hype, and how should you plan?On this episode, David is joined by Bill Harden, Associate Professor of Accounting & Finance at UNC–Greensboro, to unpack the “One Big Beautiful Bill” Act (sig...
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55:49
Growing without the Pains with Dan Grech
We all want to grow our businesses, but when is it enough?On this episode, David is joined by Dan Grech, Founder and Lead Instructor of BizHack, which provides AI-powered fractional marketing services to purpose-driven small businesses....
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54:25
Positive Leadership = Positive Outcomes with Gretchen Pisano, MCC, CDTLF, MAPP
With heavy workloads, looming deadlines and the daunting task of trying to appease bosses, peers, staff and clients, it may seem impossible to maintain a positive work environment. Not so, says
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45:07
Will This Tax Season Be Taxing? with Bill Harden
Buckle up: It’s tax season. So what better time to explore all things tax? On this episode, David is joined by Bill Harden, Associate Professor at the
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1:03:37
Creating the Firm of the Future with Samantha Bowling
Are innovations threatening accounting, finance and business — or shoring them up? Samantha Bowling, CPA, CFE, CGMA, joins host David Peters to offer her perspective. She tells...
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Episode 50
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44:32
Streamlining for Success with Cory Gayman
Whether you're a financial services professional or one of the business owners they serve, you may have some outdated processes and procedures to revisit -- especially given the hyperspeed at which technologies like ChatGPT are transforming bus...
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Episode 48
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34:43
How to Cure Your Cyber Insecurity with Clar Rosso
Unfortunately, it's not a question of whether cyber criminals will impact our lives but when. Are you and those you serve prepared? As CEO of ISC2, the world's leading me...
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Episode 47
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36:41
NEXT Practices -- Not BEST Practices with Karl Ahlrichs
When it comes to unclogging the CPA pipeline, Karl Ahlrichs (an HR professional and thought leader who's also bilingual in accounting) doesn't believe you should emulate tried-and-true best practices. In a world that's seemingly evolving ...
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52:19
Public Speaking: From Oration to Ovation with Eileen Smith
Studies have shown that most people fear public speaking more than death. As Jerry Seinfeld once put it, “…that means the average person at a funeral would rather be in the casket than delivering the eulogy."But it doesn't have to...
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Episode 46
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39:14
Forging a Brighter Professional Future with Donny Shimamoto, CPA, CITP, CGMA
The forecast is in: Be on the lookout for doom 'n' gloom. At least, that's how the media are painting the future -- as a bleak world, upended by technologies like Artificial Intelligence (AI). Now, all of the uneasiness and uncertainty ha...
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Episode 45
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42:17
Building a Business with Balance and Bliss with Amy Vetter, CPA, CITP
Accounting and finance professionals are notorious for burning the candle at both ends. In fact, is finding balance between work and life even possible? "It is," says Amy Vetter, CPA, and CEO of the
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Episode 44
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48:54
The Economics of Burnout with Dr. Holly A. Sullenger
Did you know 77% of employees reported burnout at least once in their current job and 68% of staff cited lack of a good work/life balance as significantly impacting their morale and motivation. Join Dr. H...
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41:24
Leadership and Workplace Culture with Joey Havens, CPA
Tune into the latest Accountable podcast with guest, presenter, teacher, facilitator, partner and author, Joey Havens, CPA. Listen while Dave and Joey discuss the tremendous opportunity that comes wi...
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44:48
The Importance of Unlocking our Profession’s Superpower with Jina Etienne, CPA, CGMA, CDE
Put on your humanity capes and take a listen to Jina Etienne’s insightful discussion with Dave on why she calls herself the accidental accountant, why there is danger in a single story and how un...
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51:32
Inclusive Hiring, It Starts With Us with Kat Kibben
According to a recent IMA and CalCPA study, one-in-five LGBTQ+ respondents in the US report they have left the accounting profession due to a lac...
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Season 1
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47:09
Why Leadership & Improv Go Hand-in-Hand with Peter Margaritis, CSP, CPA
Listen to the latest podcast and hear about a topic a little different than the rest! Whether you are a seasoned professional or just starting your career, this one is for you! Come on a journey with Peter Margaritis, CSP, CPA, also known as th...
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41:45
Setting Meaningful Goals with Jennifer Elder
We are back with more Accountable! In this episode, we are talking with Jennifer Elder about goal setting - what gets in our way, what we can do better, and why setting goals is so important. Whether you are new to the industry or y...
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Season 1
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Episode 8
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50:40
Starting a Business From Scratch with James Goodwille
In this insightful episode, we speak with James Goodwillie, as he shares his journey of Co-Founding Bright Leaf Mortgage, right here in Richmond, Virginia.
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Season 1
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Episode 7
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48:31
Marketing Via Media with Sam Anderson
In this insightful episode, we speak with Sam Anderson, founder and CEO of Enso Media Firm. He takes us through his journey of starting a media company from the ground, scaling it up, and where you can maximize your ROI through Social Media Mar...
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Season 1
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Episode 6
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45:46
Virtual Currency with Jerry Comizio
In this fantastically information-rich episode, I talk with Professor Jerry Comizio, the Adjunct Professor of Law and the Associate Director of the Business Law Program at American University. We talk in depth about what virtual currency is, it...
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Season 1
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Episode 5
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1:12:54
Biz Development and Marketing Considerations
Starting a new business is overwhelming! There are so many things to think about! In the last episode of Accountable, we talked about how to get setup from an accounting, compliance, and regulatory perspective. However, what a...
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Season 1
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Episode 4
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45:58
New Business Considerations
In this episode, I talk about starting a business and many of the considerations thought about when undertaking the start up process.
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Season 2
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Episode 3
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58:56
Form 8300 Reporting
Unless you have been working in a cash-based industry, you may not have ever heard of a Form 8300. With the passage of the Infrastructure Bill, Form 8300 now becomes applicable to not only cash-based businesses but also brokers of cryptoc...
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Season 2
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Episode 2
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53:49
Cyber Liability Insurance
We all hear things in the news about cybercrimes and the devastating effects that they have on companies, employees, and customers. Cyber liability insurance can help – but do you really know what it does? What is covered under cybe...
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Season 2
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Episode 2
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57:10
Risk Management Basics: How to Build a Risk Management Program
On today's episode of Accountable, Dave explains the new, revamped format for Accountable!In the first installation of the new season, Dave gives tips on the risk management process.To take the CPE exam for this episode, click h...
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Season 2
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Episode 1
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1:00:34