Peter Margaritis, The Accidental Accountant

“Our value as CPAs goes beyond giving out facts in any situation. They act as the voice of reason and turn ideas into reality.” David Peters

David R. Peters is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP) with over fifteen years of experience in financial services. He was formerly the Chief Financial Officer of Compare.com and has been a financial advisor since 2015. He holds master’s degrees in accounting, business administration, and financial services and is pursuing a Ph.D. in Financial Planning & Retirement Income at The American College. He is currently a continuing education instructor for the American Institute of Certified Public Accountants, Surgent, and Kaplan Professional, and the President and owner of David Peters Financial Group Inc, Peters Tax Preparation & Consulting PC, and Peters Professional Education LLC.

People dealing with complex financial jargon that they don’t understand need someone to simplify the information and give sound advice, and that is what David believes CPAs are. There is a level of trust that one needs in order to put your life in someone else’s hands.

As a person, you can learn the words of anything, but you need to go beyond the words and actually communicate in a way that makes sense to the people in the room with you, and it leads you as an accountant to go beyond your normal facts and learn something new.

He brings on board his experiences and what he believes is the future and progression of CPA as a whole. More and more, the accounting profession is coming off from just a room of accountants to meetings with different individuals who have different functions in an organization. The accountant needs to begin to evolve and adapt to be able to cater to the needs of all these people.