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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
47 views
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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
51 views
0 comments


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
23 views
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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
12 views
0 comments


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
30 views
0 comments


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
7 views
0 comments


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
8 views
0 comments


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
20 views
0 comments


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

David Peters
Sep 13, 20220 min read
20 views
0 comments


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
31 views
0 comments


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
7 views
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David Peters
Aug 29, 20220 min read
9 views
0 comments


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
19 views
0 comments


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
6 views
0 comments


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
15 views
0 comments



David Peters
Feb 28, 20220 min read
23 views
0 comments


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
52 views
1 comment


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
28 views
0 comments


Authority Magazine Interview: The Great Resignation & The Future Of Work
Check out Dave's Interview in Authority Magazine!

David Peters
Feb 7, 20221 min read
25 views
0 comments



David Peters
Jan 31, 20220 min read
17 views
0 comments
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