top of page
Search


U.S. Credit Card Debt Hits $1 TRILLION: David Peters on Scripps News
Dave drops by on Scripps News to talk about the rising credit card debt in the US, what may have led us to this point and what we might...

David Peters
Aug 14, 20231 min read
Â
Â
Â


Student Loan Debt Payment Tips: David Peters on Fox 5
Dave goes on FOX5 DC to give his top tips for paying student loan debt now that repayments are resuming.

David Peters
Jun 28, 20231 min read
Â
Â
Â


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?

David Peters
Jun 25, 20237 min read
Â
Â


What to do When Facing Economic Meltdown: David Peters on Fox 5
Dave goes on Fox 5 DC to talk about how to best handle your finances when economic disaster may be right around the corner.

David Peters
Jun 5, 20231 min read
Â
Â
Â


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!

David Peters
Feb 20, 20235 min read
Â
Â
Â


How You Can Overcome a Bad Market
Photo by Maxim Hopman on Unsplash How do you improve your financial position when markets are difficult? Are there any other options...

David Peters
Feb 19, 20231 min read
Â
Â
Â


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
Â
Â
Â


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
Â
Â
Â


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
Â
Â
Â


Starting Strong: Essential Tips for New Business Owners
Starting a new business is overwhelming! There are so many things to think about! Where and how do we get clients? Do we need to...

David Peters
Oct 3, 20221 min read
Â
Â
Â


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
Â
Â
Â


How a Looming Rail Strike Could Hit Grocery Shelves and Trigger New Shortages: Insights from Dave Peter
Dave discusses the railroad strike on syndicated TV!

David Peters
Sep 18, 20221 min read
Â
Â
Â


Could a Rail Strike Lead to New Product Shortages? Dave Peters Discusses the Impact with Newsy
Dave on Newsy discussing the potential railroad strike - 9/14/2022

David Peters
Sep 18, 20221 min read
Â
Â
Â


Financial Preparation when Preparation is Limited: Dave's Insights on Natural Disasters
Dave discusses how to be financially prepared for a natural disaster!

David Peters
Sep 13, 20220 min read
Â
Â
Â


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

David Peters
Sep 13, 20220 min read
Â
Â
Â


Accountable: Blog for CFOs - 9/6/2022
Why is CPE such an important part of the CPA profession?

David Peters
Sep 6, 20225 min read
Â
Â
Â


Investing in Crypto: Navigating Risks, Returns, and What to Do If You Bought at the Peak – Insights from Dave Peters
Dave discusses crypto investment, risk, returns and what you should do if you bought in at the all time high.

David Peters
Aug 29, 20221 min read
Â
Â
Â



David Peters
Aug 29, 20220 min read
Â
Â
Â


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
Â
Â
Â


You Won the Lottery! Now What? – Insights from David Peters on Cheddar News
Dave shares advice on what you should do if you win big and how to best handle your winnings.

David Peters
Aug 8, 20221 min read
Â
Â
Â
bottom of page
.png)