30 episodes

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/

Accountable David R Peters

    • Business
    • 5.0 • 5 Ratings

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/

    Risk Management Basics: How to Build a Risk Management Program

    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 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 www.davidpetersfinancial.com!

    • 1 hr
    How Remote Work is Affecting Taxation, with Frances Ellington, CPA

    How Remote Work is Affecting Taxation, with Frances Ellington, CPA

    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.

    • 41 min
    Is Remote Work Here to Stay? with Clare Levison, CPA

    Is Remote Work Here to Stay? with Clare Levison, CPA

    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 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.

    • 47 min
    Bringing Students Back to the Accounting Field, with Dr. Scott Dell, CPA

    Bringing Students Back to the Accounting Field, with Dr. Scott Dell, CPA

    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 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.

    • 52 min
    How a Corporate Coach Could Help Your Business Grow, with Vic Taylor, CPA

    How a Corporate Coach Could Help Your Business Grow, with Vic Taylor, CPA

    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.

    • 50 min
    Closing the Generational Gap Between CPAs, with VCU Professor Lindsay M. Andiola, PhD

    Closing the Generational Gap Between CPAs, with VCU Professor Lindsay M. Andiola, PhD

    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.

    • 45 min

Customer Reviews

5.0 out of 5
5 Ratings

5 Ratings

Nin2837382994 ,

Great insight

It’s nice to learn about some of the many other CFO responsibilities. David and Toni are so on point about Cyber Risk and the role the CFO plays in protecting the companies data. I’m looking forward to more Accountable podcasts.

shoelover17000 ,

Cyber security CFO concerns

Listened to the podcast with Toni Berbrick and it was fantastic. Insightful into the challenges CFOs face as all businesses become more technologically driven.

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