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
Streamlining for Success with Cory Gayman
Whether you're a financial services professional or one of the business owners they serve, you may have some outdated processes and procedures to revisit -- especially given the hyperspeed at which technologies like ChatGPT are transforming business automation. But where should you start?
In this episode of Accountable, entrepreneur, CEO, CFO and founder of JCG CPA Firm Cory Gayman joins David to discuss simple ways you can improve workplace efficiencies -- not only by leveraging technology but also through challenging your assumptions and shifting your mindset.
Episode Highlights
- Compartmentalizing your calendar and getting clear on REAL priorities (05:00)
- Technology (a double-edged sword) and implementing AI (11:50)
- How small businesses can stay on top of tech (21:23)
- Change management (24:57)
- Improving efficiencies: Where to begin? (28:30)
- Tips before starting a business (31:10)