Accountable

This week, Dave and Frank Castillo, CPA, chat about how CPAs can maintain a healthy work-life balance and avoid burnout in the highly stressful accounting profession.

Find Frank here: https://frankcastillocpa.com/

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.

On today's episode, Dave is joined by fellow start-up owner and CEO John Larkin. They talk about John's path to going out on his own, developing his product, tips for aspiring start-up owners, and more.

Check out Advance CPE here.
Connect with John 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/


*Required Disclosures*
Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.

David Peters Financial
Mail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 23111
1657 West Broad Street, #5, Richmond, VA 23220

This week on Accountable, Dave chats with Chris Hervochon, a CPA from Hilton Head, South Carolina. They chat about Chris' unique service offerings, how to navigate a changing financial planning landscape, and more.

 
Connect with Chris on LinkedIn here
Visit Chris' Firm at

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

*Required Disclosures*
Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.

David Peters Financial
Mail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 23111
1657 West Broad Street, #5, Richmond, VA 23220

Nikissia Craig, LCSW, CCTP, a social worker and CEO of Whole Journey Services, joins Dave on Accountable this week to chat about mental health concerns in the workplace,  effects of COVID-19 on mental health and businesses of all types, and much more.

Connect with Nikissia on LinkedIn here.

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


*Required Disclosures*
Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.

David Peters Financial
Mail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 23111
1657 West Broad Street, #5, Richmond, VA 23220

This week on Accountable, Dave chats with Corey Edmonds, a Managing Partner at TalentSource360. Corey shares some insight on how successful businesses pitch themselves to potential candidates, how managers are adjusting to management from a distance, and how the 'Great Resignation' has affected hiring.

Connect with Corey on LinkedIn here.

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


*Required Disclosures*
Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.

David Peters Financial
Mail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 23111
1657 West Broad Street, #5, Richmond, VA 23220

This week on Accountable, Dave is joined by Steve Watson, a CPA, HR expert, and podcaster out of Phoenix, Arizona. Steve shares his career trajectory--from CPA to CFO to Head of HR to podcaster and more--and explains why negotiating with insurance brokers doesn't need to leave CFOs and HR Reps at odds.

Connect with Steve on LinkedIn here.
Hear Steve's podcasts here.

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

*Required Disclosures*
Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.

David Peters Financial
Mail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 23111
1657 West Broad Street, #5, Richmond, VA 23220

This week, Dave chats with Courtney Huge and Taylor Watts, two CFPs at Carroll Financial, and co-hosts of the Dollars Making Sense podcast. They touch on their own career paths, what companies are looking for in new candidates, and more.


Listen to the Dollars Making Sense podcast here.

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

*Required Disclosures*
Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.

David Peters Financial
Mail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 23111
1657 West Broad Street, #5, Richmond, VA 23220

This week on Accountable, Dave is joined by Will Hill, a product manager at Thomson Reuters and host of the Pulse of the Practice podcast. Together, Dave and Will tackle the subject of audits: how an audit can be an opportunity to help build your business, looking at business relationships as habits, and more.

Connect with Will on LinkedIn here.
Check out Will's podcast, Pulse of the Practice, here.
Email Will here.

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


*Required Disclosures*
Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.

David Peters Financial
Mail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 23111
1657 West Broad Street, #5, Richmond, VA 23220

On this episode of Accountable, Dave chats with recruiter and podcaster Mark Goldman, CPA. They touch on in-demand skills, tips on working with a recruiter, and the future of the accounting profession with the rise of computing and automated systems.

Connect with Mark on LinkedIn here.
Listen to Mark's Podcast, Where Accountants Go, here.
Find Mark's books on Amazon here.
Email Mark at [email protected].

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


*Required Disclosures*
Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.

David Peters Financial
Mail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 23111
1657 West Broad Street, #5, Richmond, VA 23220

For organizations that revolve around live events, the experience is what draws people in. One such organization is the Virginia Society of CPAs—and the other state CPA societies—who facilitate connections and learning through live events. On this edition of Accountable, Dave chats with the Senior Director of Learning at the VSCPA, Linda Newsom-McCurdy. Linda shares how they have adapted their events in the wake of the COVID-19 pandemic, adjusted their branding strategy, and more.

Connect with Linda on LinkedIn here.

Send Linda an Email.

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

*Required Disclosures*
Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.

David Peters Financial
Mail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 23111
1657 West Broad Street, #5, Richmond, VA 23220