Accountable
Join David R. Peters (CPA, MST) as he chats with some of today's business leaders. Whether you're a CPA, CFO, small business owner, or entrepreneur, Dave and his guests offer insightful advice and experiences for anyone in business!
To learn more about David and his company, visit us at: https://www.davidpetersfinancial.com/.
The views depicted in this podcast are for informational purposes only, are general in nature, and are not intended to and should not be relied upon or construed as a financial plan or financial/investment advice regarding any specific issue or factual circumstance.
David Peters provides educational offerings through Peters Professional Education LLC. David Peters is also registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC, offers tax preparation services through Peters Tax Preparation & Consulting, PC. and provides insurance services through David Peters Insurance Agency LLC. Peters Professional Education LLC, Peters Financial LLC, Peters Tax Preparation & Consulting, PC and David Peters Insurance Agency LLC are not affiliated.
Accountable
Forging a Brighter Professional Future with Donny Shimamoto, CPA, CITP, CGMA
The forecast is in: Be on the lookout for doom 'n' gloom. At least, that's how the media are painting the future -- as a bleak world, upended by technologies like Artificial Intelligence (AI). Now, all of the uneasiness and uncertainty has spilled over into the accounting and finance profession where those who've worked diligently to earn their credentials fear that automation may nullify their efforts.
But Donny Shimamoto, CPA, CITP, CGMA sees things differently.
As founder of The Center for Accounting Transformation, founder and Managing Director of Intraprise Techknowlogies, and Co-Chair of the National Conference of Lawyers & CPAs for the Association of International Certified Professional Accountants, Donny has looked at the profession through a variety of lenses, and in each lens, he foresees incredible potential.
Listen in to discover Donny's vision of a brighter future for entrepreneurs and those in accounting and finance fields.
Episode Highlights
- Most get into profession to help people and businesses achieve their goals, and the demand for these skills aren't going anywhere (04:45)
- How to find and deliver the services your clients actually need (12:20)
- The main thing we need to improve on as a profession* (16:58)
- (*Our episode with Amy Vetter touches on this specifically)
- The power of personal resilience in unlocking transformation (28:15)
- Shifting from traditional firm structures and ideologies (31:07)
To learn more about Donny and his services, find him on LinkedIn.
For more information about Dave , visit www.davidpetersfinancial.com.