Accounting and finance professionals are notorious for burning the candle at both ends. In fact, is finding balance between work and life even possible? "It is," says Amy Vetter, CPA, and CEO of the B³ Method Institute. She supports firms and businesses across the country in working smarter -- not harder -- so that ultimately NO ONE in the organization exceeds 45 hours of work per week.

Want to learn how to pull this off for your business? Listen in to learn more...

Episode Highlights

• Beating the belief system that this will never work (11:26) 
• Aligning personal and financial goals while leveraging your organization's purpose (18:02)
• Developing a purpose and mission aren't nice-to-haves; they're essential -- from CEOs and entrepreneurs to everyday workers (25:00)
• Scrutinizing your actual vs. perceived productivity (32:04)
• Optimizing technologies such as AI -- and establishing standard operating procedures (34:35)
• Becoming a connected leader (40:36)

Read Amy's books to learn even more.

***Please note: David's audio echoes toward the beginning of this episode but eventually normalizes.

Visit us at www.davidpetersfinancial.com.

Did you know 77% of employees reported burnout at least once in their current job and 68% of staff cited lack of a good work/life balance as significantly impacting their morale and motivation. Join Dr. Holly A. Sullenger and Dave Peters as they discuss the economics of employee burnout, and the vital role leaders play. Learn more about the meaning of a healthy lifestyle and the six different areas of self-management to get you there. Take a listen to this informative podcast to learn tips on how to relax into increased productivity and avoid silent quitting.

Learn more about Dr. Holly A. Sullenger.
Follow Dr. Holly on LinkedIn.
Book Dr. Holly to speak.

Visit us at www.davidpetersfinancial.com.

Tune into the latest Accountable podcast with guest, presenter, teacher, facilitator, partner and author, Joey Havens, CPA. Listen while Dave and Joey discuss the tremendous opportunity that comes with exponential growth, the notion of excellence anywhere, and the importance of vulnerability as a leader. Learn about the ABCs to Outstanding, living your purpose and why flexibility is the number one challenge and opportunity in the profession. Further your journey to significance and purpose by simply tuning into this impactful episode. 

Learn more about Joey Havens, CPA, CGMA.
Purchase his book: Leading with Significance
Subscribe to beBetter blog.
Book Joey to speak.

Visit us at www.davidpetersfinancial.com.

Put on your humanity capes and take a listen to Jina Etienne’s insightful discussion with Dave on why she calls herself the accidental accountant, why there is danger in a single story and how unlocking the profession’s humanity fosters belonging. Learn more about the definition and importance of fearless inclusion and why conversations around culture, employee experience and effectively leading teams to foster their superpowers should move out of HR and into where the skills are actually being developed.

Chart your course and spark your curiosity today with author, trainer, consultant and fearless leader, Jina Etienne!

Learn more about Jina Etienne:
https://www.etienneconsulting.com/about

Connect with Jina on LinkedIn:
  / etiennejina 

Book Jina as a speaker:
https://www.etienneconsulting.com/spe...

Visit us at http://www.davidpetersfinancial.com/

According to a recent IMA and CalCPA study, one-in-five LGBTQ+ respondents in the US report they have left the accounting profession due to a lack of DEI, mainly due to not feeling comfortable bringing their full selves to work. Also, 43-55% of female, nonwhite, Hispanic, Latino and LGBTQIA respondents have left due to perceived lack of equitable treatment. Listen to Kat Kibben, award-winning writer, speaker, trainer and job post expert, help listeners overcome their fear surrounding the inclusion topic and provide tips for creating a welcoming environment in the accounting profession, starting with us.

Learn more about Kat Kibben.
Connect with Kat on LinkedIn.
Book Kat as a speaker.

Visit us at https://www.davidpetersfinancial.com/.

Listen to the latest podcast and hear about a topic a little different than the rest! Whether you are a seasoned professional or just starting your career, this one is for you! Come on a journey with Peter Margaritis, CSP, CPA, also known as the 'accidental accountant,' to learn about his discovery of improv and why it so strongly aligns with the development of leadership skills. Walk away with how to be a better leader and have some fun while doing it! 

Learn more about Peter via his website.
Connect with Peter on LinkedIn.
Check out Peter's Books:
Off Scr!pt : Mastering the Art of Business Improv
Taking the Number Out of Numbers
Improv is No Joke

Visit us at https://www.davidpetersfinancial.com/.

We are back with more Accountable!  In this episode, we are talking with Jennifer Elder about goal setting - what gets in our way, what we can do better, and why setting goals is so important.  Whether you are new to the industry or you have been in it for years, this is a can't miss episode!

Jennifer Elder is a CPA, business consultant, speaker, and New Hampshire Board of Accountancy Board Member.   

Visit her website:  https://www.sustainablecfo.com/

Or contact her:  [email protected]

Come check us out at:  https://www.petersprofessionaleducation.com/

Or our YouTube channel: https://www.youtube.com/channel/UCBLKAMd0JeKpm6Y9rv4_oLQ

The views depicted are for informational purposes only and should not be considered specific investment advice or recommendations for any specific individual.

Financial and Investment Advisory services offered through CFO Capital Management. Brokerage and Custodial Services offered through TD Ameritrade Institutional, member FINRA and SIPC. CFO-CM and TDA are not affiliated.  Tax services are provided by Peters Tax Preparation & Consulting, PC and are not provided by CFO Capital Management.

In this insightful episode, we speak with James Goodwillie, as he shares his journey of Co-Founding Bright Leaf Mortgage, right here in Richmond, Virginia.

In this insightful episode, we speak with Sam Anderson, founder and CEO of Enso Media Firm. He takes us through his journey of starting a media company from the ground, scaling it up, and where you can maximize your ROI through Social Media Marketing.

The views depicted are for informational purposes only and should not be considered specific investment advice or recommendations for any specific individual.

Financial and Investment Advisory services offered through CFO Capital Management. Brokerage and Custodial Services offered through TD Ameritrade Institutional, member FINRA and SIPC. CFO-CM and TDA are not affiliated.  Tax services are provided by Peters Tax Preparation & Consulting, PC and are not provided by CFO Capital Management.

In this fantastically information-rich episode, I talk with Professor Jerry Comizio, the Adjunct Professor of Law and the Associate Director of the Business Law Program at American University. We talk in depth about what virtual currency is, its impact and its future.

Jerry Comizio - Associate Director and Professor Washington College of Law at American University
[email protected]

Author of:
Virtual Currency Law: the Emerging Legal and Regulatory Framework, Aspen Law Publishing (2022)
Available at:  https://www.aspenpublishing.com/Comizio-Currency1.   

International Banking Law, West Academic Publishing (2017)
Available at:  https://faculty.westacademic.com/Book/Detail?id=51535

Come check us out at:  https://www.petersprofessionaleducation.com/

Or our YouTube channel: https://www.youtube.com/channel/UCBLKAMd0JeKpm6Y9rv4_oLQ

The views depicted are for informational purposes only and should not be considered specific investment advice or recommendations for any specific individual.

Financial and Investment Advisory services offered through CFO Capital Management. Brokerage and Custodial Services offered through TD Ameritrade Institutional, member FINRA and SIPC. CFO-CM and TDA are not affiliated.  Tax services are provided by Peters Tax Preparation & Consulting, PC and are not provided by CFO Capital Management.