53 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/. 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.  

Accountable David R. Peters

    • Business
    • 5.0 • 7 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/. 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.  

    Growing without the Pains with Dan Grech

    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.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 C...

    • 54 min
    Positive Leadership = Positive Outcomes with Gretchen Pisano, MCC, CDTLF, MAPP

    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 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...

    • 45 min
    Will This Tax Season Be Taxing? with Bill Harden

    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 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...

    • 1 hr 3 min
    Creating the Firm of the Future with Samantha Bowling

    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 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 ...

    • 44 min
    Streamlining for Success with Cory Gayman

    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 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...

    • 34 min
    How to Cure Your Cyber Insecurity with Clar Rosso

    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 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...

    • 36 min

Customer Reviews

5.0 out of 5
7 Ratings

7 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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