Accountable

Starting a new business is overwhelming!  There are so many things to think about!  In the last episode of Accountable, we talked about how to get setup from an accounting, compliance, and regulatory perspective.  However, what about marketing?  What about getting new clients?  I know what you are thinking….  I am not a marketing person!  When you are in business for yourself though, you have to be a marketing person!  There is no one else!  So what do you do?  In this episode of Accountable, Dave talks about how a non-marketing person can develop relationships and build a client base.  It is marketing and business development for financial professionals!  This week on Accountable!

AICPA Go Beyond Disruption Podcast (Dave was on episodes 167, 168, and 172): https://www.aicpa-cima.com/disruption.html

Do you live in a non-NASBA state?  If so, you may be able to get CPE for this podcast!

Looking for high-quality CPE?  See Dave's diverse catalog of courses at Peters Professional Education:  https://www.petersprofessionaleducation.com

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

In this episode, I talk about starting a business and many of the considerations thought about when undertaking the start up process.

Unless you have been working in a cash-based industry, you may not have ever heard of a Form 8300.  With the passage of the Infrastructure Bill, Form 8300 now becomes applicable to not only cash-based businesses but also brokers of cryptocurrency transactions as well.  Wondering if this applies to your clients or to your business?  Accountable has you covered!  On this episode, Dave explores Form 8300 reporting and its application to brokers in digital assets!

Do you live in a non-NASBA state?  If so, you may be able to get CPE for this podcast!
https://www.petersprofessionaleducation.com/courses/2022-acc-02-form-8300-reporting-fundmentals-qas

Looking for high-quality CPE?  See Dave's diverse catalog of courses at Peters Professional Education:  https://www.petersprofessionaleducation.com/

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

We all hear things in the news about cybercrimes and the devastating effects that they have on companies, employees, and customers.  Cyber liability insurance can help – but do you really know what it does?  What is covered under cyber insurance?  What isn’t?  What happens if you face regulator penalties?  Does cyber liability insurance help with that?  In this episode of Accountable, Dave answers these burning questions about cyber liability insurance and much, much more!

Do you live in a non-NASBA state?  If so, you may be able to get CPE for this podcast!
https://www.petersprofessionaleducation.com/courses/ACC03-cyber-liability-insurance

Looking for high-quality CPE?  See Dave's diverse catalog of courses at Peters Professional Education:  https://www.petersprofessionaleducation.com/

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

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.

On today's episode of Accountable, Dave explains the new, revamped format for Accountable!

In the first installation of the new season, Dave gives tips on the risk management process.

To take the CPE exam for this episode, click here: https://www.petersprofessionaleducation.com/courses/Accountable1RiskManagementBasicsBuildingaRiskManagementProgram

Looking for quality CPE? See Dave's diverse catalog of courses at Peters Professional Education at www.petersprofessionaleducation.com!

Visit us at www.davidpetersfinancial.com!

Today's guest on Accountable is Frances Ellington--a Tax Partner at GHJ in Los Angeles, California. Dave and Frances dive into topics like how nexus affects internet-based businesses, tax advice for startup owners, and much more.

Connect with Frances on Linkedin here.
Email Frances at [email protected].

Looking for quality CPE? See Dave's diverse catalog of courses at Peters Professional Education at www.petersprofessionaleducation.com!

Visit us at www.davidpetersfinancial.com!


Please Note: All tax preparation is performed by Peters Tax Preparation & Consulting, PC.  CFO Capital Management and Cruice Financial Organization [CFO] do not prepare tax returns.  Peters Tax Preparation & Consulting, PC is not affiliated with CFO Capital Management and Cruice Financial Organization. CFO clients or prospective clients are never obligated to use Peters Tax Preparation & Consulting, PC. as part of any financial planning or investment management services offered by CFO Capital Management and Cruice Financial Organization.

This week on Accountable, Dave chats with Clare Levison, CPA--an accountant, educator, and author. They touch on subjects such as working and managing employees remotely, how the pandemic has changed the way people look at remote work, and much more.

Email Clare at [email protected]

Looking for quality CPE? See Dave's diverse catalog of courses at Peters Professional Education at https://www.petersprofessionaleducation.com!

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


Please Note: All tax preparation is performed by Peters Tax Preparation & Consulting, PC.  CFO Capital Management and Cruice Financial Organization [CFO] do not prepare tax returns.  Peters Tax Preparation & Consulting, PC is not affiliated with CFO Capital Management and Cruice Financial Organization. CFO clients or prospective clients are never obligated to use Peters Tax Preparation & Consulting, PC. as part of any financial planning or investment management services offered by CFO Capital Management and Cruice Financial Organization.

Today, Dave talks with Francis Marion Assistant Accounting Professor Dr. Scott Dell. Dr. Dell shares some of his observations about today's accounting students versus the accounting students of the past. Accounting education curriculum, steps that need to be taken to make the field more attractive to students, and much more are explored in their conversation.

Contact Dr. Scott Dell at 608-446-1000
Email Dr. Dell at [email protected]
Connect with Dr. Dell on LinkedIn here.

Looking for quality CPE? See Dave's diverse catalog of courses at Peters Professional Education at https://www.petersprofessionaleducation.com!

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


Please Note: All tax preparation is performed by Peters Tax Preparation & Consulting, PC.  CFO Capital Management and Cruice Financial Organization [CFO] do not prepare tax returns.  Peters Tax Preparation & Consulting, PC is not affiliated with CFO Capital Management and Cruice Financial Organization. CFO clients or prospective clients are never obligated to use Peters Tax Preparation & Consulting, PC. as part of any financial planning or investment management services offered by CFO Capital Management and Cruice Financial Organization.

This week on Accountable, Dave chats with Vic Taylor, CPA, from Taylor Accounting Group. Vic shares his expertise on corporate coaching—how it applies to the CPA profession, how a corporate coach could help your business, and much more.

Connect with Vic on LinkedIn here.

Looking for quality CPE? See Dave's diverse catalog of courses at Peters Professional Education at https://www.petersprofessionaleducation.com!

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



Please Note: All tax preparation is performed by Peters Tax Preparation & Consulting, PC.  CFO Capital Management and Cruice Financial Organization [CFO] do not prepare tax returns.  Peters Tax Preparation & Consulting, PC is not affiliated with CFO Capital Management and Cruice Financial Organization. CFO clients or prospective clients are never obligated to use Peters Tax Preparation & Consulting, PC. as part of any financial planning or investment management services offered by CFO Capital Management and Cruice Financial Organization.

This week, we welcome Lindsay M. Andiola, PhD, back on the show. Lindsay is a professor of Accounting at Virginia Commonwealth University. Dave and Lindsay chat about the effects of the pandemic on the working life of accountants, the evolving wants of newly-graduated CPAs, how CPAs can help sustain the profession for the future, and much more.

Connect with Lindsay on LinkedIn here.

Looking for quality CPE? See Dave's diverse catalog of courses at Peters Professional Education at https://www.petersprofessionaleducation.com!

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



Please Note: All tax preparation is performed by Peters Tax Preparation & Consulting, PC.  CFO Capital Management and Cruice Financial Organization [CFO] do not prepare tax returns.  Peters Tax Preparation & Consulting, PC is not affiliated with CFO Capital Management and Cruice Financial Organization. CFO clients or prospective clients are never obligated to use Peters Tax Preparation & Consulting, PC. as part of any financial planning or investment management services offered by CFO Capital Management and Cruice Financial Organization.