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Many Americans Are Struggling with Credit Card Bills and Auto Loans — Here's what you can do
In recent months, we’ve seen inflation slow down, which might make you think that the financial pressures on American households have...
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ACCOUNTABLE
Blog BY DAVID PETERS
Exploring topics for CFOs, Controllers and other financial leaders
Sep 20
Are Credit Card Rewards Taxable? Understanding the Rules for Personal and Business Use
Credit card rewards are a popular way to save money on everyday purchases. But are they taxable?
Aug 27
Preparing for a Potential Recession: What You Should Be Doing Now
One of the first steps in preparing for a potential recession is to examine your spending.
Aug 26
Back to School Financial Tips: Avoiding Interest Capitalization and Managing Student Loans
Understanding how to manage your student loans while you're still in school can save you a significant amount of money in the long run.
Aug 22
Budgeting 101: How to Build a Budget That Works for You
Here are a few things to keep in mind when building a budget.
Aug 15
Is a Debt Consolidation Loan Right for You? Understanding Your Options
Managing many accounts can quickly become overwhelming. A debt consolidation can help you simplify your financial life.
Jul 26
What is a retirement financial advisor and how do I choose one?
Navigating the complex world of retirement savings can be overwhelming. That’s where a retirement financial advisor comes in. This...
Jul 26
Is GenX saving enough for retirement?
With retirement looming for some and still decades away for others, the question of whether they're saving enough is a pressing one. Are...
Jul 25
Cash Over Cards: Reclaim Control of Your Spending
Have you ever noticed how easy it is to swipe a credit card without really thinking about it? It's a common problem, and it's costing...
Jun 25
David Peters offers his top retirement tips on Fox5
When it comes to retirement planning, the sooner you start, the better off you'll be.
Jun 25
How to Avoid Overdraft Fees
While opting out of overdraft protection may seem like a straightforward solution for dodging fees, it comes with its own set of problems.
Jun 19
Taking steps now can lessen your potential tax hit for the year: David Peters on CNBC
Dave shares steps you can take now to lessen your potential tax hit when next year rolls around.
May 31
Is the economy doing better than it seems?
David Peters joins News Nation to share his thoughts on the state of the economy, inflation, interest rates, and retirement planning.
Jan 8
Value-Based Pricing: The Answer to All Our Problems?
The accounting profession is slow to change. We like our routines. If something isn’t broken, we don’t feel a need to fix it. While this...
Dec 4, 2023
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,...
Dec 1, 2023
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, 2023
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, 2023
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, 2023
Demystifying Social Security: How to Navigate Client Meetings
Social Security is a topic many practitioners struggle with. How can we be more helpful to our retiree and pre-retiree clients?
Feb 20, 2023
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
Retaining Talent Through Leadership Change: Key Strategies for Employee Retention
When leadership changes, is there any way to prevent employees from polishing up their resumes?
Oct 17, 2022
Designing Websites & Making the Most of Your Online Presence
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
Managing Difficult Clients: How to Improve Client Relationships and Protect Your Well-Being
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 19, 2022
Guiding New Business Owners: How CPAs Can Support Startups with Confidence and Care
Are we really doing our best to support new business owner clients?
May 8, 2022
The Tax Implications of Remote Work: What Businesses Need to Know Post-COVID
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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