Business & Industry

May 27, 2026

CFO Skills That Spring Ahead: A Preview of Spring Splash

Author: David R. Peters, CPA, CFP, CLU, CPCU This article originally appeared in the Spring 2026 issue of the South Carolina CPA Report “Awareness.” That was my response to a recent ...

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Business & Industry, Educate, Featured

April 27, 2026

Accounting ARC Podcast: The Sandwich Generation at Work — Accounting MOVE Project 2026

In this episode of Accounting ARC, hosts Liz Mason and Byron Patrick take a deeper look at the forces shaping today’s accounting ...

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Business & Industry, Educate, Featured

April 17, 2026

Accounting ARC Podcast: Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech

In this episode of Accounting ARC, hosts Liz Mason and Byron Patrick take a deeper look at the forces shaping today’s accounting ...

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Business & Industry, Educate, Featured

April 3, 2026

Accounting ARC Podcast: Continuity Planning – When “What If” Becomes Reality

A near-tragedy sparks a real conversation in this episode of Accounting ARC, where Donny Shimamoto, Byron Patrick, and Liz. ...

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Business & Industry, Educate, Featured

March 20, 2026

Accounting ARC Podcast: Recognize When You Need to Recharge Before You Burn Out

In this episode of Accounting ARC, Donny Shimamoto, Byron Patrick, and Liz Mason explore what it really means to recharge in a...

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Business & Industry, Educate, Featured

March 10, 2026

Accounting ARC Podcast: Pricing the Story of a Business

What is a business really worth when the numbers only tell part of the story?

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Business & Industry, Educate, Featured

February 25, 2026

Accounting ARC Podcast: Small Markets, Big Impact

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Business & Industry

September 19, 2025

Just Tell Me What I Need to Know

An Excerpt from Chapter 1 of Building Connections: Practical Ways that Financial Professionals Can Build Relationships and Communicate with Clients Author: David R. Peters, CPA, CFP, CLU, CPCU This article originally ...

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Business & Industry, Educate

May 27, 2025

Far From Fluff: Why We Need to Talk About Branding at Spring Splash

Author: David R. Peters, CPA, CFP, CLU, CPCU This article originally appeared in the Spring 2025 issue of the South Carolina CPA Report “I don’t do fluff stuff.” I can’t tell you ...

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Business & Industry, Educate

April 23, 2025

Connect First. Give Advice Second.

Author: David R. Peters, CPA, CFP, CLU, CPCU This article originally appeared in the Winter 2025 issue of the South Carolina CPA Report Part of what gets in the way of connecting ...

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