Accountable

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.Episode Highlights:Growing Cousin's Dance Studio (4:55)Parable of the Mexican Fisherman (7:17)Shareholder Capitalism (10:46)Journalism to Expose Crime (15:33)Ikigai (19:02)Unlocking Moment (20:52) Recurring Revenue (32:47)Feeling Trapped (44:33)Links:For Continuing Professional Education Courses:https://www.petersprofessionaleducation.com/More David Peters Content:www.youtube.com/@DavidPetersFinancialDan Grech and Bizhack:https://bizhack.com/https://www.linkedin.com/in/dangrech/

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 Gretchen Pisano -- a positive leadership expert, speaker, CEO, Master Coach, and co-founder of pLink Leadership -- who has worked with a wide range of clients, from Amazon executives to the U.S. Air Force. This week, she joins Dave with a host of strategies to serve as an antidote to toxic work environments. Episode HighlightsOvercoming our hard-wired negativity bias (03:19)Leading with hope, drive — and rest (05:00)Balancing your life —  and the science behind positivity's benefits (18:50)Being intentional about self-care and making that a part of workplace culture (24:34)The importance of an Adaptive Mindsets (28:03)‘Healthy Skepticism' and vulnerability: The CPAs' dilemma (31:01)Momentum v. Achievement (35:11)Gretchen's three nuggets of wisdom for CPAs entering busy season (40:00)

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 Joseph M. Bryan School of Business and Economics at the University of North Carolina, Greensboro. With over 30 years of experience, he's become an expert on individual and corporate tax — and so much more. Episode HighlightsIs 2023 really what some people are calling a ‘light tax season'? (06:30)Secure 2 and confusing start dates (09:20)The 4-1-1 on Green Energy and Green Vehicle Credits (11:28)Required Minimum Distributions (23:17)Virtual currency (33:10)Employee Retention Credit (42:00)Beneficial Ownership Information Reporting (54:50)

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 the story of how she harnessed the power of technology and general innovative thinking to ascend from a public accounting staff person to a managing partner, all the while collecting a host of other accolades including chairing her state's CPA society, winning the Innovative Practices Award and being named among Maryland's Top 100 Women in Business.  Now, she is overseeing a series of tech and procedural innovations that stand to propel her firm far ahead of the competition.Episode HighlightsWhy do CPA firms generally fear innovation? (08:18)How do you go about implementing value-based billing? (12:06)Bringing clients along on business transformation journeys (17:01)‘Fast Food' tax prep (22:00)How do we address the fear of innovation failure?(29:56)Artificial Intelligence (35:35)

Whether you're a financial services professionals 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 business automation. But where should you start?In this episode of Accountable, entrepreneur, CEO, CFO and founder of JCG CPA Firm Cory Gayman joins David to discuss simple ways you can improve workplace efficiencies -- not only by leveraging technology but also through challenging your assumptions and shifting your mindset.  Episode HighlightsCompartmentalizing your calendar and getting clear on REAL priorities (05:00) Technology (a double-edged sword) and implementing AI  (11:50)How small businesses can stay on top of tech (21:23) Change management (24:57)Improving efficiencies: Where to begin? (28:30)Tips before starting a business (31:10)

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 membership association for cybersecurity professionals, Clar Rosso is eager to share ways we can all improve our cyber literacy and posture. Clar also has thoughts about the intersection between accounting and cybersecurity — and how CPAs may reinforce the integral roles they play for small business by growing and flexing their cybersecurity advisory muscles. Episode HighlightsWhat do we really mean when we say ‘cybersecurity' and what's the 'C.I.A. Triangle'? (03:00)Why Security & Privacy should have a voice in crafting business strategy  (05:51)The risks for small-to-medium-sized businesses  and getting them up-to-speed and certified in cybersecurity risk management (10:31)Cybersecurity: An issue for our entire society  -- and forging a national cybersecurity strategy to address it  (15:40)Free cybersecurity certifications and other launching points for improving cyber literacy, posture and security  (19:00)New research exposes how 95% of businesses with 100 or fewer employees  have NO information security professionals on staff -- and how CPAs can help (30:30)You and your business clients can find additional free cybersecurity resources at CISA.org. 

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 at the speed of light, you should instead point your attention to what's next -- from hiring practices to upskilling the staff you have. Episode HighlightsDefining 'Best' vs. 'Next' practices (03:33)'Next' practices as they relate to hiring (15:03)Halting high-performer turnover (22:47)How hiring the wrong people harms morale (32:02)Given recent Great Recession data, does organizational loyalty still exist? (37:20)To learn more about Karl and his work, visit ExpertSpeaks. 

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 be that way says  Eileen Smith, a diplomat-turned-public-speaking-coach and the creator of the POWER Your Public Speaking QAS self-study course.Eileen joins David to discuss tried-and-true practical steps you can take to overcome your public speaking anxieties while also elevating your executive presence.EPISODE HIGHLIGHTSHow public speaking fits into the lives and careers of finance professionals (06:25)Defining executive presence (11:44)The biology of public speaking (21:28)Developing a 'pre-game' ritual to calm one's nerves (27:50) Establishing credibility (30:00)Interested in learning more? Consider taking Eileen's public speaking course — with or without CPE credits. Need more information? You may contact Eileen at info@spokesmith.com.

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 has spilled over into the accounting and finance profession where those who've worked diligently to earn their credentials fear that automation may nullify their efforts. But Donny Shimamoto, CPA, CITP, CGMA sees things differently. As founder of The Center for Accounting Transformation, founder and Managing Director of Intraprise Techknowlogies,  and Co-Chair of the National Conference of Lawyers & CPAs for the Association of International Certified Professional Accountants, Donny has looked at the profession through a variety of lenses, and in each lens, he foresees incredible potential. Listen in to discover Donny's vision of a brighter future for entrepreneurs and those in accounting and finance fields.Episode HighlightsMost get into profession to help people and businesses achieve their goals, and the demand for these skills aren't going anywhere (04:45)How to find and deliver the services your clients actually need (12:20)The main thing we need to improve on as a profession* (16:58)(*Our episode with Amy Vetter touches on this specifically)The power of personal resilience in unlocking transformation (28:15)Shifting from traditional firm structures and ideologies (31:07)To learn more about Donny and his services, find him on LinkedIn. For more information about Dave , visit www.davidpetersfinancial.com.

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 B³ Method Institute. She supports firms and businesses across the country in working smarter -- not harder -- so that ultimately NO ONE in the organization exceeds 45 hours of work per week. Want to learn how to pull this off for your business? Listen in to learn more... Episode HighlightsBeating the belief system that this will never work (11:26) Aligning personal and financial goals while leveraging your organization's purpose (18:02)Developing a purpose and mission aren't nice-to-haves; they're essential -- from CEOs and entrepreneurs to everyday workers (25:00)Scrutinizing your actual vs. perceived productivity (32:04)Optimizing technologies such as AI -- and establishing standard operating procedures (34:35)Becoming a connected leader (40:36)Read Amy's books to learn even more.***Please note: David's audio echoes toward the beginning of this episode but eventually normalizes.Visit us at www.davidpetersfinancial.com.

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. Holly A. Sullenger and Dave Peters as they discuss the economics of employee burnout, and the vital role leaders play. Learn more about the meaning of a healthy lifestyle and the six different areas of self-management to get you there. Take a listen to this informative podcast to learn tips on how to relax into increased productivity and avoid silent quitting. Learn more about Dr. Holly A. Sullenger.Follow Dr. Holly on LinkedIn. Book Dr. Holly to speak. Visit us at www.davidpetersfinancial.com.

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 with exponential growth, the notion of excellence anywhere, and the importance of vulnerability as a leader. Learn about the ABCs to Outstanding, living your purpose and why flexibility is the number one challenge and opportunity in the profession. Further your journey to significance and purpose by simply tuning into this impactful episode.  Learn more about Joey Havens, CPA, CGMA. Purchase his book: Leading with SignificanceSubscribe to beBetter blog. Book Joey to speak. Visit us at www.davidpetersfinancial.com.

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 unlocking the profession's humanity fosters belonging. Learn more about the definition and importance of fearless inclusion and why conversations around culture, employee experience and effectively leading teams to foster their superpowers should move out of HR and into where the skills are actually being developed.  Chart your course and spark your curiosity today with author, trainer, consultant and fearless leader, Jina Etienne!Learn more about Jina Etienne:https://www.etienneconsulting.com/aboutConnect with Jina on LinkedIn:  / etiennejina  Book Jina as a speaker:https://www.etienneconsulting.com/spe... Visit us at http://www.davidpetersfinancial.com/

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 lack of DEI, mainly due to not feeling comfortable bringing their full selves to work. Also, 43-55% of female, nonwhite, Hispanic, Latino and LGBTQIA respondents have left due to perceived lack of equitable treatment. Listen to Kat Kibben, award-winning writer, speaker, trainer and job post expert, help listeners overcome their fear surrounding the inclusion topic and provide tips for creating a welcoming environment in the accounting profession, starting with us. Learn more about Kat Kibben.Connect with Kat on LinkedIn.Book Kat as a speaker. Visit us at https://www.davidpetersfinancial.com/.

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 the 'accidental accountant,' to learn about his discovery of improv and why it so strongly aligns with the development of leadership skills. Walk away with how to be a better leader and have some fun while doing it!  Learn more about Peter via his website. Connect with Peter on LinkedIn. Check out Peter's Books: Off Scr!pt : Mastering the Art of Business Improv Taking the Number Out of NumbersImprov is No JokeVisit us at https://www.davidpetersfinancial.com/.

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 you have been in it for years, this is a can't miss episode!Jennifer Elder is a CPA, business consultant, speaker, and New Hampshire Board of Accountancy Board Member.   Visit her website:  https://www.sustainablecfo.com/Or contact her:  jelder@sustainablecfo.comCome check us out at:  https://www.petersprofessionaleducation.com/Or our YouTube channel: https://www.youtube.com/channel/UCBLKAMd0JeKpm6Y9rv4_oLQThe views depicted are for informational purposes only and should not be considered specific investment advice or recommendations for any specific individual.Financial and Investment Advisory services offered through CFO Capital Management. Brokerage and Custodial Services offered through TD Ameritrade Institutional, member FINRA and SIPC. CFO-CM and TDA are not affiliated.  Tax services are provided by Peters Tax Preparation & Consulting, PC and are not provided by CFO Capital Management.

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.

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 Marketing.The views depicted are for informational purposes only and should not be considered specific investment advice or recommendations for any specific individual.Financial and Investment Advisory services offered through CFO Capital Management. Brokerage and Custodial Services offered through TD Ameritrade Institutional, member FINRA and SIPC. CFO-CM and TDA are not affiliated.  Tax services are provided by Peters Tax Preparation & Consulting, PC and are not provided by CFO Capital Management.

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, its impact and its future.

As a follow up to our last episode about business considerations, we discuss more of the business development and marketing related topics.

In this episode, I talk about starting a business and many of the considerations thought about when undertaking the start up process.

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 cryptocurrency transactions as well.  Wondering if this applies to your clients or to your business?  Accountable has you covered!  On this episode, Dave explores Form 8300 reporting and its application to brokers in digital assets!Do you live in a non-NASBA state?  If so, you may be able to get CPE for this podcast!https://www.petersprofessionaleducation.com/courses/2022-acc-02-form-8300-reporting-fundmentals-qasLooking for high-quality CPE?  See Dave's diverse catalog of courses at Peters Professional Education:  https://www.petersprofessionaleducation.com/Visit us at:  https://www.davidpetersfinancial.com/

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 cyber insurance?  What isn't?  What happens if you face regulator penalties?  Does cyber liability insurance help with that?  In this episode of Accountable, Dave answers these burning questions about cyber liability insurance and much, much more!Do you live in a non-NASBA state?  If so, you may be able to get CPE for this podcast!https://www.petersprofessionaleducation.com/courses/ACC03-cyber-liability-insuranceLooking for high-quality CPE?  See Dave's diverse catalog of courses at Peters Professional Education:  https://www.petersprofessionaleducation.com/Visit us at:  https://www.davidpetersfinancial.com/

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 here: https://www.petersprofessionaleducation.com/courses/Accountable1RiskManagementBasicsBuildingaRiskManagementProgramLooking for quality CPE? See Dave's diverse catalog of courses at Peters Professional Education at www.petersprofessionaleducation.com!Visit us at www.davidpetersfinancial.com!

Today's guest on Accountable is Frances Ellington--a Tax Partner at GHJ in Los Angeles, California. Dave and Frances dive into topics like how nexus affects internet-based businesses, tax advice for startup owners, and much more. Connect with Frances on Linkedin here.Email Frances at fellington@ghjadvisors.com.Looking for quality CPE? See Dave's diverse catalog of courses at Peters Professional Education at www.petersprofessionaleducation.com!Visit us at www.davidpetersfinancial.com!Please Note: All tax preparation is performed by Peters Tax Preparation & Consulting, PC.  CFO Capital Management and Cruice Financial Organization [CFO] do not prepare tax returns.  Peters Tax Preparation & Consulting, PC is not affiliated with CFO Capital Management and Cruice Financial Organization. CFO clients or prospective clients are never obligated to use Peters Tax Preparation & Consulting, PC. as part of any financial planning or investment management services offered by CFO Capital Management and Cruice Financial Organization.

This week on Accountable, Dave chats with Clare Levison, CPA--an accountant, educator, and author. They touch on subjects such as working and managing employees remotely, how the pandemic has changed the way people look at remote work, and much more.Email Clare at clare@inspiredresponsibility.comLooking for quality CPE? See Dave's diverse catalog of courses at Peters Professional Education at https://www.petersprofessionaleducation.com!Visit us at https://www.davidpetersfinancial.com/Please Note: All tax preparation is performed by Peters Tax Preparation & Consulting, PC.  CFO Capital Management and Cruice Financial Organization [CFO] do not prepare tax returns.  Peters Tax Preparation & Consulting, PC is not affiliated with CFO Capital Management and Cruice Financial Organization. CFO clients or prospective clients are never obligated to use Peters Tax Preparation & Consulting, PC. as part of any financial planning or investment management services offered by CFO Capital Management and Cruice Financial Organization.

Today, Dave talks with Francis Marion Assistant Accounting Professor Dr. Scott Dell. Dr. Dell shares some of his observations about today's accounting students versus the accounting students of the past. Accounting education curriculum, steps that need to be taken to make the field more attractive to students, and much more are explored in their conversation. Contact Dr. Scott Dell at 608-446-1000Email Dr. Dell at scott.dell@fmarion.eduConnect with Dr. Dell on LinkedIn here.Looking for quality CPE? See Dave's diverse catalog of courses at Peters Professional Education at https://www.petersprofessionaleducation.com!Visit us at https://www.davidpetersfinancial.com/Please Note: All tax preparation is performed by Peters Tax Preparation & Consulting, PC.  CFO Capital Management and Cruice Financial Organization [CFO] do not prepare tax returns.  Peters Tax Preparation & Consulting, PC is not affiliated with CFO Capital Management and Cruice Financial Organization. CFO clients or prospective clients are never obligated to use Peters Tax Preparation & Consulting, PC. as part of any financial planning or investment management services offered by CFO Capital Management and Cruice Financial Organization.

This week on Accountable, Dave chats with Vic Taylor, CPA, from Taylor Accounting Group. Vic shares his expertise on corporate coaching—how it applies to the CPA profession, how a corporate coach could help your business, and much more. Connect with Vic on LinkedIn here.Looking for quality CPE? See Dave's diverse catalog of courses at Peters Professional Education at https://www.petersprofessionaleducation.com!Visit us at https://www.davidpetersfinancial.com/Please Note: All tax preparation is performed by Peters Tax Preparation & Consulting, PC.  CFO Capital Management and Cruice Financial Organization [CFO] do not prepare tax returns.  Peters Tax Preparation & Consulting, PC is not affiliated with CFO Capital Management and Cruice Financial Organization. CFO clients or prospective clients are never obligated to use Peters Tax Preparation & Consulting, PC. as part of any financial planning or investment management services offered by CFO Capital Management and Cruice Financial Organization.

This week, we welcome Lindsay M. Andiola, PhD, back on the show. Lindsay is a professor of Accounting at Virginia Commonwealth University. Dave and Lindsay chat about the effects of the pandemic on the working life of accountants, the evolving wants of newly-graduated CPAs, how CPAs can help sustain the profession for the future, and much more.Connect with Lindsay on LinkedIn here.Looking for quality CPE? See Dave's diverse catalog of courses at Peters Professional Education at https://www.petersprofessionaleducation.com!Visit us at https://www.davidpetersfinancial.com/Please Note: All tax preparation is performed by Peters Tax Preparation & Consulting, PC.  CFO Capital Management and Cruice Financial Organization [CFO] do not prepare tax returns.  Peters Tax Preparation & Consulting, PC is not affiliated with CFO Capital Management and Cruice Financial Organization. CFO clients or prospective clients are never obligated to use Peters Tax Preparation & Consulting, PC. as part of any financial planning or investment management services offered by CFO Capital Management and Cruice Financial Organization.

This week, Dave and Frank Castillo, CPA, chat about how CPAs can maintain a healthy work-life balance and avoid burnout in the highly stressful accounting profession. Find Frank here: https://frankcastillocpa.com/ Looking for quality CPE? See Dave's diverse catalog of courses at Peters Professional Education at https://www.petersprofessionaleducation.com!Visit us at https://www.davidpetersfinancial.com/Please Note: All tax preparation is performed by Peters Tax Preparation & Consulting, PC.  CFO Capital Management and Cruice Financial Organization [CFO] do not prepare tax returns.  Peters Tax Preparation & Consulting, PC is not affiliated with CFO Capital Management and Cruice Financial Organization. CFO clients or prospective clients are never obligated to use Peters Tax Preparation & Consulting, PC. as part of any financial planning or investment management services offered by CFO Capital Management and Cruice Financial Organization.

On today's episode, Dave is joined by fellow start-up owner and CEO John Larkin. They talk about John's path to going out on his own, developing his product, tips for aspiring start-up owners, and more.Check out Advance CPE here.Connect with John on LinkedIn here.Looking for quality CPE? See Dave's diverse catalog of courses at Peters Professional Education at https://www.petersprofessionaleducation.com!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 FinancialMail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 231111657 West Broad Street, #5, Richmond, VA 23220

This week on Accountable, Dave chats with Chris Hervochon, a CPA from Hilton Head, South Carolina. They chat about Chris' unique service offerings, how to navigate a changing financial planning landscape, and more. Connect with Chris on LinkedIn hereVisit Chris' Firm at Visit us at https://www.davidpetersfinancial.com/Looking for quality CPE? See Dave's diverse catalog of courses at Peters Professional Education at https://www.petersprofessionaleducation.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 FinancialMail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 231111657 West Broad Street, #5, Richmond, VA 23220

Nikissia Craig, LCSW, CCTP, a social worker and CEO of Whole Journey Services, joins Dave on Accountable this week to chat about mental health concerns in the workplace,  effects of COVID-19 on mental health and businesses of all types, and much more.Connect with Nikissia on LinkedIn 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 FinancialMail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 231111657 West Broad Street, #5, Richmond, VA 23220

This week on Accountable, Dave chats with Corey Edmonds, a Managing Partner at TalentSource360. Corey shares some insight on how successful businesses pitch themselves to potential candidates, how managers are adjusting to management from a distance, and how the 'Great Resignation' has affected hiring.Connect with Corey on LinkedIn 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 FinancialMail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 231111657 West Broad Street, #5, Richmond, VA 23220

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 FinancialMail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 231111657 West Broad Street, #5, Richmond, VA 23220

This week, Dave chats with Courtney Huge and Taylor Watts, two CFPs at Carroll Financial, and co-hosts of the Dollars Making Sense podcast. They touch on their own career paths, what companies are looking for in new candidates, and more.Listen to the Dollars Making Sense podcast 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 FinancialMail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 231111657 West Broad Street, #5, Richmond, VA 23220

This week on Accountable, Dave is joined by Will Hill, a product manager at Thomson Reuters and host of the Pulse of the Practice podcast. Together, Dave and Will tackle the subject of audits: how an audit can be an opportunity to help build your business, looking at business relationships as habits, and more. Connect with Will on LinkedIn here.Check out Will's podcast, Pulse of the Practice, here.Email Will 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 FinancialMail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 231111657 West Broad Street, #5, Richmond, VA 23220

On this episode of Accountable, Dave chats with recruiter and podcaster Mark Goldman, CPA. They touch on in-demand skills, tips on working with a recruiter, and the future of the accounting profession with the rise of computing and automated systems.Connect with Mark on LinkedIn here.Listen to Mark's Podcast, Where Accountants Go, here.Find Mark's books on Amazon here.Email Mark at mgoldman@mgrar.com.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 FinancialMail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 231111657 West Broad Street, #5, Richmond, VA 23220

For organizations that revolve around live events, the experience is what draws people in. One such organization is the Virginia Society of CPAs—and the other state CPA societies—who facilitate connections and learning through live events. On this edition of Accountable, Dave chats with the Senior Director of Learning at the VSCPA, Linda Newsom-McCurdy. Linda shares how they have adapted their events in the wake of the COVID-19 pandemic, adjusted their branding strategy, and more.Connect with Linda on LinkedIn here.Send Linda an Email.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 FinancialMail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 231111657 West Broad Street, #5, Richmond, VA 23220

During the pandemic, organizations have been forced to find innovative ways to stay connected with their audiences. Greg Hardy, the Content Strategist for the South Carolina Society of CPAs, has dealt with this problem head-on over the past year. In this episode of Accountable, Greg shares some advice on staying connected—the importance of being flexible, staying consistent with regular updates, adapting live content for the virtual setting, and more.Connect with Greg on LinkedIn here.Email Greg 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 FinancialMail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 231111657 West Broad Street, #5, Richmond, VA 23220

Accountants being creative? You heard correctly.This week, Dave chats with Lindsay M. Andiola, PhD, CPA (inactive), Assistant Professor of Accounting at Virginia Commonwealth University. Their conversation centers around the evolving nature of the accounting profession—from the expectations of firms, to the CPA exam itself, to the constantly-changing accounting curriculum and diversifying faculty in higher education.Connect with Lindsay on the VCU Accounting faculty webpage: https://directory.business.vcu.edu/profile.php?urn=lmandiolaOr, via her personal webpage: http://lindsay.fildred.com/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 Financial1657 West Broad StreetUnit 5Richmond, VA 23220

On this episode of Accountable, Dave chats with Shelby Shoffstall, a recruiting manager at Robert Half. They cover several subjects, including how culture can give your organization an edge in hiring, the difficulties of hiring in the midst of the COVID-19 pandemic, and how your organization may be able to benefit from using a recruiter to fill your next open position.Connect with Shelby on LinkedIn here.or at shelby.shoffstall@roberthalf.comVisit 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 Financial1657 West Broad StreetUnit 5Richmond, VA 23220

For employees, health insurance is one of the most important benefits, but many employees don't know how much coverage they have until they need to use it. On this episode of Accountable, Dave chats with Brian Marks, President of Employee Benefits of Virginia. Dave and Brian cover many topics, including policy types, building benefit packages for your organization, and much more.Visit Brian and Employee Benefits of Virginia on their website here.Connect with Brian on LinkedIn here.Visit us at https://www.davidpetersfinancial.com/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 Financial1657 West Broad StreetUnit 5Richmond, VA 23220

Ah, the formidable corporate budgeting process. You're never going to get the funding you ask for, the budget will inevitably be blown halfway through the year, and the negotiation process is going to put a strain on your professional relationships. Right?Not necessarily.Vic Taylor, CPA is here to help! Vic and Dave chat about ways that you can help smooth out the budgeting process to make a useful, effective, and accurate budget that can guide your spending throughout the year.Connect with Vic on LinkedIn here.Visit us at https://www.davidpetersfinancial.com/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 Financial1657 West Broad StreetUnit 5Richmond, VA 23220

Many employees still aren't saving for retirement every paycheck. Dave talks with Taylor Watts, a financial advisor and investment analyst at Carroll Financial, about giving employees the best chance to positively shape their financial future–educating employees on benefits, retirement plan options that can be offered, forming saving habits, and more.You can reach Taylor at:(704) 409-2596twatts@carrollfinancial.comHere's an article on retirement plan optionsVisit us at https://www.davidpetersfinancial.com/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 Financial1657 West Broad StreetUnit 5Richmond, VA 23220

Data can be overwhelming and using it effectively can seem impossible. On this episode of Accountable, Compare.com CEO Allie Feakins shares tidbits of strategy on how using data metrics can help catapult your business forward, no matter how well-acquainted you are with data.Connect with Allie on LinkedInVisit us at https://www.davidpetersfinancial.com/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 Financial1657 West Broad StreetUnit 5Richmond, VA 23220

"Why do I, the chief FINANCIAL officer, need a financial planner to help me build a retirement plan for my company!?"Well, maybe you don't. However, many CFOs don't feel comfortable wading into the depths of designing retirement plans despite often being asked to do so by their companies. With over 12 years in the industry, Financial Planner & Investment Analyst Brice Oldham has plenty of up-to-date advice to offer on this week's show.Median retirement account savings of families by age, 1989-2016. From The State of American Retirement Savings by Monique Morrissey. Economic Policy Institute.Connect with Brice at boldham@carrollfinancial.comVisit us at https://www.davidpetersfinancial.com/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 Financial1657 West Broad StreetUnit 5Richmond, VA 23220

You've heard that data is powerful, but how can you make use of it in your own organization? In this episode of Accountable, Patsy Daniels–Senior Data Warehouse Developer at Atlantic Union Bank–shares advice from her 10 years in the field. David and Patsy talk about starting data warehouses, purchasing software, effectively communicating with your IT staff, and more.Agile Data Warehouse Design by Lawrence Corr "The Ultimate Guide to Data Warehouse Design"TWDI data and research analytics educationConnect with Patsy on LinkedIn here.Visit us at https://www.davidpetersfinancial.com/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 Financial1657 West Broad StreetUnit 5Richmond, VA 23220

On this episode of Accountable, David chats with Melisa Galasso, the founder and CEO of Galasso Learning Solutions. David and Melisa talk about where poor corporate training sessions go wrong , how training can be more engaging for employees, and how to book motivational training sessions for your organization.Visit Galasso Learning Solutions here: https://galassolearningsolutions.com/Visit David at: https://www.davidpetersfinancial.com/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 Financial1657 West Broad StreetUnit 5Richmond, VA 23220

Remote Manager David Phillips offers advice on conducting business from afar, touching on topics such as staying motivated while working from home, combatting feelings of isolation, building cohesion amongst team members, and much more.Connect with David Phillips on LinkedIn hereCheck out What I’ve Learned During My Decade As a Remote Manager by David Phillips on tlnt.com here

Most startup owners don't think about insurance until it's too late. In this episode of Accountable, David talks with Matt Thompson, a Senior Vice President at ECM Solutions in Charlotte, NC, about where to start when trying to manage risk, new risks that startups owners should be aware of, and much more.https://www.davidpetersfinancial.com/accountableRegistered 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 Financial1657 West Broad StreetUnit 5Richmond, VA 23220