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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?
David Peters
Dec 25, 20226 min read
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?
David Peters
Nov 12, 20225 min read
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.
David Peters
Oct 17, 20226 min read
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?
David Peters
Sep 18, 20228 min read
Accountable: Cyber Liability Insurance
In this episode of Accountable, Dave discusses cyber liability insurance!
David Peters
Sep 13, 20220 min read
Accountable: Blog for CFOs - 9/6/2022
Why is CPE such an important part of the CPA profession?
David Peters
Sep 5, 20225 min read
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?
David Peters
Aug 19, 20224 min read
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?
David Peters
May 8, 20223 min read
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?
David Peters
Feb 7, 20224 min read
Managing Company Insurance Renewals
Managing insurance renewals often gets lost at year-end - but that doesn't mean it is not important for CFOs.
David Peters
Feb 7, 20223 min read
Accountable: Hiring During the Great Resignation, w/ TalentSource360 Managing Partner Corey Edmonds
Check out the newest episode of Dave's podcast, Accountable!
David Peters
Aug 23, 20211 min read
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