Accountable David R. Peters

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 en...

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)Th...

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 ...

Whether you're a financial services professional or one of the business owners they serve, you may have some outdated processes and procedures to revisit -- especially given the hyperspeed at which technologies like ChatGPT are transforming business automation.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 bu...

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 f...

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)Halti...