Description

Show Notes: Episode 11 - Build a Legacy, Not Just a Business

Host: Sharrin Fuller, Founder of Glass Wallet Ventures 

Guest: Nancy McClelland, CPA & Founder of The Dancing Accountant

Summary: Numbers are important, but your real legacy isn’t just about balance sheets and tax returns—it’s about the impact you leave behind. In this episode, Sharrin sits down with Nancy McClelland, famously known as The Dancing Accountant, to talk about creating a business that reflects your values, nurtures relationships, and makes a lasting mark on your clients and community. From rehoming clients who aren’t aligned, to weaving personal passions into your brand, Nancy shares her journey of turning accounting into a mission-driven career that’s as meaningful as it is profitable.

Together, they unpack:

• Why defining your “why” is the first step to building a legacy How aligning your business with your values creates long-term fulfillment
• Why firing or “re-homing” misaligned clients is healthy for growth
• The power of personal branding and bringing your full personality to your business
• Practical steps to create meaningful client relationships that outlast the work itself
• How to identify your ideal client and reshape your business to focus on them

Why You Should Listen: If you’ve ever felt stuck in the grind, wondering if your business truly reflects who you are, this episode is a masterclass in realignment. Nancy proves that you can build a firm—or any business—that leaves a legacy, attracts your dream clients, and allows you to love what you do every day.

Favorite Quote: "Go out to dinner with your best friend, ask them why they think you’re doing what you’re doing—then go do that." – Nancy McClelland

Mentioned in This Episode:

• The Dancing Accountant
• Ask a CPA Membership Community MSN Column by Nancy McClelland
• Upcoming podcast She Counts for women in accounting
• “Ta-Da List” concept from Valerie Heckman