Leverage Holiday Togetherness to Discuss Family Finances
Conversations about retirement, life insurance and 529 plans may not be as exciting as tales of Christmas specters and mutant reindeer,...
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ACCOUNTABLE
Blog BY DAVID PETERS
Exploring topics for CFOs, Controllers and other financial leaders
- 7 days ago
How to Budget for the Holidays
This holiday season, experts predict consumers will spend around $966 billion in the United States alone. However, as seen in the...
- Oct 23
Helping or Spamming? The Dilemma of Mobile Marketing
Mobile technology is everywhere. How many times have you stepped into an elevator, coffee shop or a restaurant and seen seemingly...
- Oct 20
Is Life Insurance Worth It?
What should you consider when determining if life insurance is worth it? How can you leverage life insurance to enhance your estate...
- Jun 25
Accountable Blog for Pros - 6/25/2023
Social Security is a topic many practitioners struggle with. How can we be more helpful to our retiree and pre-retiree clients?
- Feb 20
Tax Legislation Providing Inflation Relief is Coming - But Not Until Next Filing Season
Is tax relief for inflation coming? It is - but not until next year!
- Dec 25, 2022
Making Higher Value Clients a Priority: A Client Scoring Framework for Financial Services Profession
If we all agree that high value clients are best, then what makes a high value client?
- Nov 12, 2022
Acountable: Blog for CFOs - 11/14/2022
When leadership changes, is there any way to prevent employees from polishing up their resumes?
- Oct 17, 2022
Accountable: Blog for CFOs - 10/17/2022
Not a tech person? That's okay! When you are building a website, you just need to think about usability and online presence.
- Sep 18, 2022
Accountable: Blog for CFOs - 9/19/2022
Everyone has those few bad clients. Is there anything we can do about them?
- Sep 13, 2022
Accountable: Cyber Liability Insurance
In this episode of Accountable, Dave discusses cyber liability insurance!
- Sep 5, 2022
Accountable: Blog for CFOs - 9/6/2022
Why is CPE such an important part of the CPA profession?
- Aug 29, 2022
- Aug 19, 2022
Accountable Blog: Navigating New Business Owner Client Meetings
Are we really doing our best to support new business owner clients?
- May 8, 2022
Accountable Blog: Remote Work & Expiring COVID Restrictions
COVID safe harbors are expiring. What does this mean for companies operating across state lines?
- Feb 7, 2022
Accountable Blog: Doing More With Data
Everyone seems to believe that data is important, but few companies seem to be doing as much as they can with data. How can we do more?
- Feb 7, 2022
Managing Company Insurance Renewals
Managing insurance renewals often gets lost at year-end - but that doesn't mean it is not important for CFOs.
- Aug 23, 2021
Accountable: Hiring During the Great Resignation, w/ TalentSource360 Managing Partner Corey Edmonds
Check out the newest episode of Dave's podcast, Accountable!
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