Instructor
David Peters
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Instructor
David R. Peters, CPA, CFP, CLU, CPCU, MST, MBA
Founder & Owner, Peters Professional Education
David Peters is the Founder and Owner of Peters Professional Education in Richmond, VA, and is registered with the U.S. Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) with Peters Financial LLC. He has over fifteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry.
David was the first-ever Chief Financial Officer at Compare.com - a position he held for over three years. He is a national CPE Instructor/Discussion Leader for Surgent, Kaplan, the AICPA and Don Farmer Tax Courses. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States.
He holds four master’s degrees and contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the Virginia CPA Ethics course in 2018, 2019 and 2020 – a required course for all CPAs licensed in the Commonwealth of Virginia.
Education
Certifications
Activities & Associations
Are you a new accountant or a new business owner? Do you want to learn how to do your own accounting? This
is a fantastic course if you are a new business owner just trying to figure out where to begin! In this basics course, we will discuss the nuts and bolts of accounting. We will talk about the different types of accounts, as well as what it means to be “in-balance.” We will also give an introduction to debits and credits, and why it is important to know what an account’s natural balance is. If you want to do your own bookkeeping or just want to get more familiar with financial and accounting records, this is the place to start!
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Small business owners who want to better understand financial and accounting records, as well as bookkeepers who are just getting started.
