Essential Financial Skills with David Peters
Cash stands as a fundamental aspect of every business, making it vital to ensure proper accounting and regular reconciliation. In this course, we'll delve into various journal entries concerning cash. Additionally, we'll explore the significance of bank reconciliations, understanding their importance, how they function, and how to identify discrepancies.
This course is indispensable for any business owner or bookkeeper! Are you a new business owner seeking affordable guidance? If you're wary of the overwhelming amount of information online from self-proclaimed 'industry leaders' who lack practical business startup experience, the Going Out on Your Own Series from Peters Professional Education is tailored for you!
Led by David Peters—a CPA, financial advisor, and licensed insurance agent—this series is not just about talking to small business clients. Instead, it's about learning from someone who's been a small business owner, someone who has started several successful small businesses. Learn from someone who has firsthand experience with the trials and triumphs of going out on your own. Learn from Dave!
CPA, CFP, CLU, CPCU, MST, MBA
David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA. He is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He brings over 20 years of experience in financial services, including three years in the hedge fund industry and six years in insurance. David was the first Chief Financial Officer of Compare.com, where he served for more than three years. He holds four master’s degrees, contributes frequently to professional publications, and is a nationally recognized CPE instructor and discussion leader for Surgent seminars and a former instructor for Don Farmer. David received the AICPA Outstanding Facilitator Award in 2021, 2023, and 2024 as well as Surgent's Outstanding Discussion Leader awards in 2019 and 2022. He also co-authored the Virginia CPA Ethics course in 2018, 2019, and 2020, which is a requirement for all CPAs licensed in Virginia. Through Peters Professional Education, David is the author and instructor for over 125 recorded on-demand CPE courses and leads private trainings, in-person tax seminars, and quarterly live tax update webinars. His areas of instruction include accounting, finance, insurance, financial planning, and ethics, and he regularly teaches professionals across the United States.
