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: Fo...
Jul 03, 2024•54 min
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 environmen...
Feb 14, 2024•45 min
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 Highlights Is 2023 really what some people are calling a ‘light tax season’? (06:30) Secure 2 and confusing start dates (09:20) The 4...
Jan 31, 2024•1 hr 4 min
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...
Jan 03, 2024•45 min•Ep. 50
Whether you're a financial services professional or one of the business owners they serve, you may have some outdated processes and procedures to revisit -- especially given the hyperspeed at which technologies like ChatGPT are transforming business automation.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 ...
Dec 11, 2023•35 min•Ep. 48
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 ...
Dec 05, 2023•37 min•Ep. 47
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 Highlights Defining 'Best' vs. 'Next' practices (03:33) 'Next' practices as they relate to hiring (15:03) Halting hig...
Nov 21, 2023•52 min
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 ...
Nov 08, 2023•39 min•Ep. 46
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 Ac...
Oct 25, 2023•42 min•Ep. 45
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 Highlights Beating t...
Oct 11, 2023•49 min•Ep. 44
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 ho...
Sep 27, 2023•41 min
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 s...
Sep 13, 2023•45 min
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 ...
Aug 31, 2023•52 min
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 inclu...
Aug 07, 2023•47 min
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 . C...
Aug 02, 2023•42 min
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.com Come ch...
Jul 11, 2023•51 min•Season 1Ep. 8
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.
Mar 10, 2023•49 min•Season 1Ep. 7
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. Broker...
Mar 02, 2023•46 min•Season 1Ep. 6
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. Jerry Comizio - Associate Director and Professor Washington College of Law at American University comizio@wcl.american.edu Author of: Virtual Currency Law: the Emerging Legal and Regulatory Framework, Aspen Law Publishing (2022) Av...
Dec 28, 2022•1 hr 13 min•Season 1Ep. 5
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 about marketing? What about getting new clients? I know what you are thinking…. I am not a marketing person! When you are in business for yourself though, you have to be a marketing person! There is no one else! So what do you do? In this episode of Accountable, Dave talks a...
Nov 02, 2022•46 min•Season 1Ep. 4
In this episode, I talk about starting a business and many of the considerations thought about when undertaking the start up process.
Sep 30, 2022•59 min•Season 2Ep. 3
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...
Aug 29, 2022•54 min•Season 2Ep. 2
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 s...
Aug 24, 2022•57 min•Season 2Ep. 2
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/Accountable1RiskManagementBasicsBuildingaRiskManagementProgram Looking for quality CPE? See Dave's diverse catalog of courses at Peters Professional Education at www.petersprofessionaleducation.com ! Visit us at w...
May 30, 2022•1 hr 1 min•Season 2Ep. 1
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 ! Pleas...
Feb 28, 2022•42 min•Season 1Ep. 28
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.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 ...
Jan 31, 2022•48 min•Season 1Ep. 27
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 608-446-1000 Email Dr. Dell at scott.dell@fmarion.edu Connect with Dr. Dell on LinkedIn here. Looking for qualit...
Jan 17, 2022•52 min•Season 1Ep. 26
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...
Jan 03, 2022•51 min•Season 1Ep. 26
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.pet...
Dec 20, 2021•45 min•Season 1Ep. 25
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, P...
Dec 06, 2021•35 min•Season 1Ep. 24
