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ACCOUNTABLE
Blog BY DAVID PETERS
Exploring topics for CFOs, Controllers and other financial leaders


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...
Oct 8, 2024


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?
Sep 20, 2024


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 27, 2024


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 26, 2024


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 22, 2024


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.
Aug 16, 2024


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, 2024


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 26, 2024


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...
Jul 25, 2024


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, 2024


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 25, 2024


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.
Jun 19, 2024


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.
May 31, 2024


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...
Jan 8, 2024


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 4, 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...
Dec 1, 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 23, 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...
Oct 20, 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?
Jun 25, 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!
Feb 20, 2023


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?
Dec 25, 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?
Nov 12, 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.
Oct 17, 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 18, 2022


Accountable: Cyber Liability Insurance
In this episode of Accountable, Dave discusses cyber liability insurance!
Sep 13, 2022


Accountable: Blog for CFOs - 9/6/2022
Why is CPE such an important part of the CPA profession?
Sep 6, 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?
Aug 19, 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?
May 8, 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.
Feb 7, 2022


Accountable: Hiring During the Great Resignation, w/ TalentSource360 Managing Partner Corey Edmonds
Check out the newest episode of Dave's podcast, Accountable!
Aug 23, 2021
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