Shows
Deduct This With Carrie and LexiWhy Tax Software Is Still Stuck in the 90s (And How One Firm Finally Escaped)You're using tax software for CPAs that hasn't had a significant update since the 1990s. While bookkeeping and advisory tools have transformed with AI and automation, tax software is still making you retype data from QuickBooks, still sending 800-page PDF organizers clients won't read, still operating like it's 1995. You can't sync with modern tools when your software can't interact with other platforms. Your data stays siloed, while firms using integrated platforms automatically pull data and generate smart organizers with AI.Nancy McClelland, CPA and founder of The Dancing Accountant, with over 30 years of experience, got...
2026-02-1142 min
She CountsWhen There’s No App for What You Need: Building the Tool You Wish You HadJudie McCarthy's team was spending a third of their time chasing down information—then one of her biggest clients called in tears, completely overwhelmed by the constant requests. Judie joins Questian and Nancy to share why that moment launched her from bookkeeper to tech founder. She talks through juggling two full-time jobs for years, selling her 25-year practice to the lowest bidder (and why that was the right call), and why the fear of regret turned out to be stronger than every other fear she had about building something new.SponsorsForwardly - https://ww...
2026-02-111h 09
The Better Bookkeeper ShowYou Don’t Have to Know Everything to Succeed in BookkeepingDo you feel like you’re not “ready” to run or grow your bookkeeping business? Do you ever wonder if you really know enough to call yourself a confident, independent bookkeeper or firm owner?You’re not alone and this conversation proves it.In this honest and inspiring interview, I sit down with Nancy McClelland, CPA and independent business owner, to talk about impostor syndrome in bookkeeping, fear, confidence, and what it really takes to grow a successful firm.Nancy shares her journey from becoming a CPA to going independent and why...
2026-02-041h 04
She CountsUnmuted: Turning Down the Self-Doubt, Turning Up the VolumeQuestian and Nancy sit down with Misty Megia of the Theatre of Public Speaking to explore why women so often stay muted—in meetings, on stages, and in their own heads. They unpack the roots of negative self-talk, why we're so much harsher on ourselves than we'd ever be with a friend, and how to bridge the gap between knowing something logically and feeling it emotionally. Misty shares specific techniques for moving past self-doubt and making self-promotion feel authentic instead of performative.SponsorsForwardly - https://www.forwardly.com/shecountsRe...
2026-01-281h 02
She CountsLIVE from Women Who Count, Part TwoRecorded live at AFWA’s Women Who Count Conference, Questian and Nancy are joined by employment attorney Kami Hoskins and HR leader Julie Thiel for an unflinching conversation about sexual harassment in accounting. From boundary-crossing “jokes” and unwanted physical contact to explicit quid pro quo threats, this panel breaks down how harassment actually shows up at work… and why it’s so often minimized, misread, or missed entirely in the moment. They pull back the curtain on what really happens when HR gets involved, why silence is often mistaken for professionalism, and how power dynamics shape who is believed and who is...
2026-01-1456 min
The Woodard Report Podcast: Featuring Heather Satterley and Joe WoodardEpisode 154 - Dancing Toward Trust: Community, Collaboration, and the Human Side of Accounting - The Woodard Report PodcastOn this episode of the Woodard Report podcast, Heather speaks with Nancy McClelland, CPA about her journey as the "Dancing Accountant" and how embracing authenticity, community connection, and people skills has shaped her firm and career. They explore the importance of trust, niching, and collaboration between bookkeepers and tax professionals. About Nancy McClelland, CPANancy The Dancing Accountant is a CPA on a lifelong mission to educate the professionals who support small businesses and their communities. She runs 'Ask a CPA', a Q&A membership for bookkeepers who want to learn to prepare "tax-ready" books; co-hosts "...
2025-12-3142 min
She CountsLIVE from Women Who Count, Part OneRecorded live at AFWA’s Women Who Count Conference, Questian and Nancy are joined by employment attorney Kami Hoskins and HR leader Julie Thiel for an unflinching conversation about sexual harassment in accounting. From boundary-crossing “jokes” and unwanted physical contact to explicit quid pro quo threats, this panel breaks down how harassment actually shows up at work… and why it’s so often minimized, misread, or missed entirely in the moment. They pull back the curtain on what really happens when HR gets involved, why silence is often mistaken for professionalism, and how power dynamics shape who is believed and who is...
2025-12-3155 min
She CountsADHD: Chaos With a Side of BrillianceTwo accountants with ADHD (and one who’s got lots of questions) get real about what it's like when your brain won't filter information, when 30 minutes turns into either 3 hours or 3 minutes, and when opening your email derails your entire day. Jina Etienne joins Questian and Nancy to discuss early- vs later-in-life diagnosis; the exhaustion of masking symptoms for decades; the superpowers inherent in ADHD; and why women in accounting are finally putting words to experiences they've had their whole lives. If you’ve wondered about ADHD in accounting… yet all your resources are male, this is the episode for yo...
2025-12-171h 11
She CountsImposter, InterruptedWhen nearly everyone in the room raises their hand to admit they experience imposter syndrome… it's time to stop calling it a “syndrome”. Questian and Nancy explore why this near-universal feeling shows up differently for high-achieving women in accounting—who, for various reasons, often push through it more slowly than men—examining the systemic and social roots that reinforce it. They share personal stories of feeling unqualified despite clear evidence to the contrary, and offer practical frameworks for recognizing, reframing, and finding relief from these persistent self-limiting beliefs.SponsorsForwardly - https://ww...
2025-12-031h 00
Stuck 2 Scaling: The $1 Million JourneyBuild a Legacy, Not Just a BusinessShow 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...
2025-12-0147 min
She CountsMarking Ourselves Down: Gender Disparity in PricingCandy Bellau joins Nancy and Questian to discuss a problem that costs women accountants thousands of dollars every year: underpricing. The conversation covers why women tend to charge 25-50% less than men for the same work, how compassionate pricing and relationship loyalty keep us trapped in unsustainable business models, and what changed when Candy discovered male colleagues were quoting double her rates despite having less expertise. The three dive into practical solutions, including reframing value-based pricing, building community support around fee conversations, and remembering that sustainable pricing is not only about personal profit, but also about taking care of...
2025-11-191h 16
She CountsStart With “NO”: Exploring the Power of Acting with IntentionMost professionals treat "yes" as their default setting, then spend their lives playing catch-up. Brandy Jordan joins us to help reframe "no" as a necessary operating system for strategic decision-making rather than a personal failure. The discussion covers the planning fallacy, why self-abandonment is unsustainable leadership, and how starting with no actually leads to better, more intentional “yes” decisions.SponsorsForwardly - https://www.forwardly.com/shecountsRelay- https://relayfi.com/shecountsClient Hub - https://www.clienthub.app/lp/shecounts(00:00) - Welcome to She Counts
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2025-11-0556 min
She CountsSecond Season Kickoff Celebration, Recorded Live at Bridging the GapNancy and Questian record live from the Bridging the Gap conference, with audience Q&A moderated by Erin Pohan. They share raw, unfiltered answers about jealousy between friends, the shame of being called "too much," body image struggles across the spectrum, and why imposter syndrome might not be a syndrome at all. From tears to belly laughs, this celebration of Season Two proves that putting yourself out there publicly is messy, terrifying, and absolutely worth it.SponsorsForwardly - https://www.forwardly.com/shecountsClient Hub - https://www.clienthub...
2025-10-221h 09
She CountsDesigned Without UsTwyla Verhelst joins Nancy and Questian to explore why women accountants are slower to adopt AI and why that matters more than you might think. From biological risk aversion to the "cheating" stigma, Twyla unpacks the unique barriers women face with technology while revealing how every prompt we enter (or don't enter) is actively training these tools. If we don't take our seats at the AI table now, we're allowing these transformative technologies to be designed without our input, our communication style, and our needs in mind.SponsorsForwardly - https://www.forwardly.com...
2025-10-081h 12
She CountsAmplifying Women Who Count: The Wave of Women’s Conferences Shaping AccountingNancy and Questian sit down with three powerhouse conference organizers who are reshaping the accounting event landscape: Sharrin Fuller (AFWA Women Who Count), Erin Pohan (WAVE Conference), and Madeline Reeves (Advisory Amplified tour). These women discuss pricing psychology shaped by wage gaps, navigating traditional gender roles as primary breadwinners, and why smaller, women-led conferences create space for vulnerability and real connection that larger industry events often miss. The conversation explores everything from the loneliness of firm ownership to getting a seat at the table without being labeled "emotional," and highlights three of the most important educational opportunities of the...
2025-09-241h 00
The BlissFULL LifeToPs Series: Communicating with Bliss feat Nancy McClellandIn this engaging conversation, Regina Lawless and Nancy McClellan explore the unique journey of Nancy as a CPA and the founder of the Dancing Accountant. They discuss the importance of community, the challenges faced by women in accounting, and the initiatives Nancy has created, including the She Counts podcast and Ask a CPA. The conversation delves into the concept of imposter syndrome, the significance of finding one's voice in leadership, and the empowerment that comes from recognizing and overcoming self-doubt. Nancy's passion for helping others and creating supportive spaces for women in the industry shines through, making this a...
2025-09-2328 min
She CountsBuild The Business You Really WantJustine Lackey thought she wanted to build a million-dollar bookkeeping firm – until she recognized the roadmap to get there was literally causing her physical pain. She realized that chasing revenue without building systems creates a "runaway bus" business, and rebuilt her company to harness sustainable growth and serve clients better. She shares the difference between vertical growth (more clients, more money) and lateral growth (better processes, stronger foundation) and reveals the mindset shift that helped her see her firm as a sellable asset… and why she now teaches other women to define success on their own terms.
2025-09-101h 02
She CountsStill Under GlassThe accounting profession starts with gender parity… but ends with a massive leadership gap – and the discrepancy has nothing to do with either talent or capability. This episode examines the structural issues that cause firms to lose women mid-career, from unconscious bias in performance reviews to assumptions about working mothers. Nancy and Questian break down the research on interruption patterns, pay disparities, and the "motherhood penalty," then offer concrete ways leaders can create more equitable pathways to partnership.SponsorsForwardly - https://www.forwardly.com/shecountsJustine Lackey's The Incubator - https://justinelackey.com...
2025-08-2757 min
She CountsThe Elevation of EmpathyDawn Brolin, CPA, CFE and author of "The Elevation of Empathy," shares her raw story of surviving a toxic partnership where she endured cruel comments about her weight and appearance, and how that shaped her perspective on leading with empathy. Through personal examples including her own leadership failures at work and lessons from her time as a softball coach, Dawn reveals how empathy can be cultivated, practiced, and wielded as a strategic advantage. The conversation tackles the unique challenges women face when leading with empathy, the emotional labor often expected of female managers, and why caring for others doesn't...
2025-08-131h 02
She CountsDon’t Call Me Darlin’Nicole Davis, Forbes Top 200 CPA and CEO of Conscious Accounting, shares her journey from being called "darling" in client meetings to becoming a force who dominates every room she enters. She candidly offers advice on how to feel like you own a room… that wasn’t “built” with you in mind. She reveals how true power isn't about titles or corner offices, it's about owning your story and making others accept who you are on your terms. Nicole discusses why women are uniquely positioned to lead the AI revolution in accounting, the critical difference between mentorship and sponsorship, and how show...
2025-07-301h 09
She CountsSpace to Serve Well: The Beauty of BoundariesRecorded live at Scaling New Heights, Nayo Carter-Gray shares her hard-won wisdom on setting client boundaries, and her frustration in receiving a scathing one-star review that turned into a teaching moment. From effective communication skills, to tools such as using answering services and shared email inboxes, to crafting the perfect out-of-office message and managing client expectations through education… she reveals how clear strategies and proactive systems create better client relationships, not damaged ones. You'll learn why "no" is a complete sentence and discover practical tools to protect your time without the guilt.SponsorsForwardly...
2025-07-1652 min
She CountsDo It AnywayNancy and Questian dive deep into the difference between fearlessness and courage, sharing vulnerable stories: about becoming a dancer at age 40, speaking to a room of hundreds of people, and starting their own businesses. They explore why saying "don't be afraid" misses the point—true courage isn't the absence of fear, but choosing to act despite it. From imposter syndrome to asking for money, they discuss the specific fears women in accounting face and offer practical tools, such as: affirmations; breaking down scary tasks; remembering your “why”; and borrowing confidence from mentors.SponsorsForwardly - http...
2025-07-021h 06
She CountsBreak Free From BurnoutBurnout coach and CPA Lynnette Oss Connell joins us and shares her personal journey from running a successful accounting practice while juggling five kids, to recognizing and addressing signs of complete burnout. She explains how women experience burnout differently than men due to biological and social factors, and why 99% of accountants struggle with chronic stress. Lynnette introduces the concept of time versus energy management audits, as well as different strategies for burnout prevention versus recovery. Lastly, we discuss the critical importance of building authentic community before crisis hits.SponsorsForwardly - https://www.forwardly...
2025-06-181h 06
CPA Trendlines PodcastsMcClelland and Telka: Women Ready to Rewrite the Rules of Accounting | The DisruptorsRepresentation isn't symbolic. It’s essential for the profession’s future.The DisruptorsWith Liz FarrAccounting pros Nancy McClelland, CPA, and Questian Telka, EA, are pulling back the curtain on what it really means to be a woman in the accounting world—with all the messy, maddening, and motivating moments that come with it.Their new podcast, She Counts, is more than just a talk show—it’s a movement. Aimed at ending the isolation so many women in accounting face, the show tackles taboo topi...
2025-06-101h 04
She CountsHow to Make Business Happen When Life HappensWhat do you do when your world falls apart—but the deadlines don’t stop?In this deeply personal episode, we’re getting real about the moments that nearly broke us. Nancy shares what it was like to run a firm while surviving months without being able to sit or lie down due to seizures. Questian opens up about her son’s sudden hospitalization and the toll it took on her body, business, and spirit.We talk about the pressure women in accounting feel to keep it together, to "suck it up," even in the middle o...
2025-06-041h 02
She CountsShe Believed in Me - Before I DidMentorship can transform careers, yet women in accounting often struggle to find female leaders to guide them - despite equal numbers entering the profession, only 19% of partners are women. Questian and Nancy explore how seeing someone who looks like you succeed makes your own success feel possible, sharing personal stories of mentors who believed in them before they believed in themselves. The hosts discuss both the psychology behind effective mentorship and practical ways to find mentors who align with your values, regardless of their age or position.SponsorsForwardly - https://www.forwardly.com/shecounts
2025-05-211h 10
She CountsShe CountsNancy McClelland and Questian Telka introduce their new podcast dedicated to women in accounting, sharing their unconventional paths into the profession and the friendship that sparked this project. They discuss their mission to create an authentic community where women can share challenges and triumphs without filtering, preview over 50 future topics they've accumulated over two years, and explain how their "conversational chemistry" transformed casual chats into a platform for collective wisdom. Through personal stories about struggles with confidence, education, and finding community, they establish that this isn't about preaching solutions, but creating a space where everyone's voice counts.
2025-05-2157 min
Unofficial QuickBooks Accountants PodcastThe 20 Things Bookkeepers Should Never Do (Wheel of Rants)Alicia and Veronica spin their "Wheel of Rants" to discuss essential boundaries accountants and bookkeepers should establish in their practice. From avoiding legal advice to setting proper client communication channels, they share war stories about embezzlement, email scams, and problematic client relationships. The hosts reveal why engagement letters are critical, how proper password management protects everyone involved, and why working for free ultimately undermines the entire industry.SponsorsHuman at Scale - https://uqb.promo/humanDebits - https://uqb.promo/debits(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast
(00:27) - Spring...
2025-05-1553 min
The Unique CPAPresenting the She Counts Podcast: Empowering Women in AccountingQuestian Telka and Nancy McClelland join Randy on Episode 208 of The Unique CPA to discuss their new podcast, She Counts, aimed at addressing the unique experiences of women in the accounting profession. The podcast will focus on authentic conversations with subject matter experts and leaders in the profession, with discussions about breaking through isolation, challenging industry norms, both providing and receiving support and practical advice, #MeToo, mentorship, vulnerability, the importance of DEI, and more. Launching She Counts in mid-May, Questian and Nancy understand the need for intentional change in hiring and promotion practices and invite both women and men t...
2025-04-2242 minThe Unique CPABridging the Gap in the Accounting CommunityRandy Crabtree concludes his conversation on community with Nancy McClelland, The Dancing Accountant, on Episode 205 of The Unique CPA. They focus particularly on the vital role bookkeepers play in the accounting world, and the importance of collaboration between them and tax professionals. This, along with creating effective systems, are keys to building a culture of shared resources, proper communication, and continuous learning—essentially, forming stronger bonds within the community will lead to better results for service provider and client alike. Nancy highlights practical steps to educate small business owners, bookkeepers, and tax pros to foster better working relationships, underscoring th...
2025-04-0131 minThe Unique CPAFrom Dancing to Music and Mastery of the ProfessionRandy Crabtree kicks off a two part conversation with Nancy McClelland, the Dancing Accountant, on Episode 204 of The Unique CPA. Their discussion will conclude the series on the impact of community in the accounting profession, where they delve into Nancy's journey from bookkeeping to becoming a CPA and the evolution of her business and identity. Nancy shares her insights on how pivotal relationships are to everything she does as owner of a "hyperlocal" firm, and the inspiration behind her initiative, "Ask a CPA," which aims to foster collaboration between bookkeepers and tax professionals. The discussion highlights how better connections...
2025-03-2537 min
Accounting InsidersNancy McClelland's Guide to Tax-Ready Books & Top 10 Accounting Conferences!🔗 https://www.linkedin.com/in/nancy-mcclelland-cpa/ -Connect with Insightful Accountant! 🔔 Subscribe & Stay Updated for expert insights on the latest trends shaping the accounting industry! 👉 https://share.hsforms.com/1VICuFacpRwqeIzN9NvPX_Aqldcp Website 👉 http://insightfulaccountant.com/ (X) Twitter 👉 https://twitter.com/insightfulActnt Blog 👉 https://blog.insightfulaccountant.com/ Facebook 👉 https://www.facebook.com/insightfulActnt/ LinkedIn 👉 https://www.linkedin.com/company/insightful-accountant/ YouTube 👉 https://www.youtube.com/@UCueK6XwHM9TxRUCGZ8rQAzg Instagram 👉 https://www.instagram.com/insightful.accountant/
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2025-03-201h 11CPA Trendlines PodcastsIra Rosenbloom: M&A Numbers Are Easy - Culture Fit Is Hard | The DisruptorsProgressive firms are the key to the future of the profession.The DisruptorsWith Liz FarrThe world of M&A is full of disruption, distraction, and disorientation these days, says Ira Rosenbloom, CEO of Optimum Strategies. While the headlines focus on private equity’s increasing role in CPA firm acquisitions, two new types of acquirers are playing a bigger role: Family offices and wealth management.MORE PODCASTS and VIDEOS: Roman Villard: Ditch the Suit & Shine | Monique Swansen: Align Firm Values with Se...
2025-03-1157 min
Accounting Flow PodcastTear Down the Wall: Workflows for Bookkeeper and Tax Preparer Collaboration w/Nancy McClelland, CPASend us a textThe divide between bookkeepers and tax preparers isn’t just frustrating; it’s costly. Miscommunication, duplicated work, and last-minute scrambles waste time and money. Worse, they leave small business clients with disorganized books and tax headaches.If you’ve ever found yourself muttering, "Why didn’t the bookkeeper clean this up?" or "Why does the Tax Pro keep changing my numbers?" this episode is for you.In this episode, Nancy McClelland, CPA, founder of The Dancing Accountant, broke down why this disconnect exists and how to fix it. ...
2025-02-2530 minCPA Trendlines PodcastsTina McGill: How to Create Lasting Client Impact | The DisruptorsMeet your clients where they are.The DisruptorsWith Liz FarrWhen Tina McGill, founder of MMAS CPA, transitioned from working as an assistant CFO at a university to public accounting, she first noticed “how segmented we were from the client experience.” She was delivering the data the partners told her needed to be delivered, “But the client didn't necessarily understand what I was delivering.” For seven years, in her conversations with clients, she followed the “checklist of what I'm supposed to give you.” While she felt good about achieving what she was supposed...
2025-02-181h 10CPA Trendlines PodcastsStefan van Duyvendijk: Develop Operational Mindset | The DisruptorsDon't just check the boxes. Provide benefits.The DisruptorsWith Liz FarrStefan van Duyvendijk, Accounting Operations Evangelist at FloQast, wants accountants in the industry to expand their roles. In addition to the vital role of providing the basic requirements of accounting, he wants them to develop an operational mindset, as described in the book van Duyvendijk co-authored with Mike Whitmire, CEO of FloQast: Shift Happens: The Rise of the Operational Mindset and How Controllers Can Drive Real Value. (Editor's Note: Liz Farr served as D...
2025-02-1147 minCPA Trendlines PodcastsSteve Evans: Why Traditional Hiring Methods Fail | The DisruptorsRedefine how you hire and develop top accounting talent.The DisruptorsWith Liz FarrIn 2012, Steve Evans’ friend Giles Pearson, a Big Four accountant in New Zealand, needed help. PwC kept making the same hiring mistakes because they had no way to assess a candidate’s technical accounting skills. Steve, an expert in psychometric testing, thought it might take half a day to scour the marketplace for appropriate tests but found nothing useful. MORE PODCASTS and VIDEOS: Roger Knecht: Can You Be an Acc...
2025-02-0447 min
Financial ClarityHow To Align Your Bookkeeper and Tax Accountant for Financial Success With Nancy McClellandNancy McClelland is the Owner of The Dancing Accountant, a firm specializing in bookkeeping, tax preparation, accounting, and advisory services for small businesses. With over 30 years of experience, she helps businesses streamline financial processes, improve compliance, and adopt best practices. Nancy also educates bookkeepers through her Ask a CPA membership community and writes an award-winning blog at TheDancingAccountant.com. She has been recognized as a Top Client Services ProAdvisor and one of Ignition’s Top 50 Women in Accounting. In this episode… Managing your business finances can feel overwhelming — especially when your bookkeeper and tax accountant seem t...
2025-02-041h 07CPA Trendlines PodcastsRoger Knecht: Can You Be an Accountrepreneur? | The DisruptorsYou don’t need all the answers, but you do need to ask the right questions.The DisruptorsWith Liz FarrAbout ten years ago, Roger Knecht, President of Universal Accounting, noticed that while accountants wanted to move into the advisory space, few had any idea how to make that transition. So he talked to business owners about what they’d like to see and developed a curriculum to help accountants develop those skills. “It's game-changing,” Knecht says, “because once you have the confidence as well as the compet...
2025-01-281h 03CPA Trendlines PodcastsBeth Whitworth: Focus on Outcomes Not Hours | The DisruptorsStop wearing your hours worked as a badge of honor.The DisruptorsWith Liz FarrA few months ago, Beth Whitworth emailed her remaining legacy 1040 clients, informing them that they would have to move over to the subscription-based model she’s been implementing over the last few years. “I will say it's scary,” she says. “And when I pushed the button and then sent the email, I was like, 'Oh, what'd I do?” But she quickly realized that she was doing the right thing. “This is where we need to m...
2025-01-2157 minCPA Trendlines PodcastsMike Sylvester: Learn to Say No | The DisruptorsBe blunt. Give your clients the advice they should hear, not what they want to hear. The DisruptorsWith Liz FarrThe talent crunch in accounting isn’t an issue for Mike Sylvester. Last year, 40 accountants applied to work at his firm, SBS CPA Group. He’s had serious inquiries from people at top 50 firms eager to work with him. Further, he just hired someone from a top 10 firm who says the benefits are better and who will make $10,000 more while working 300 fewer hours. M...
2025-01-141h 01
QB Power Hour PodcastI Got 1099 Problems But a Workflow Ain't OneNancy McClelland and Rich Kane join us to chat about ways to make 1099s a part of your monthly client services using Keeper.QB Power Hour is a free, biweekly webinar series for accountants, ProAdvisors, CPAs, bookkeepers and QuickBooks consultants presented by Michelle Long, CPA and Dan DeLong who are very passionate about the industry, QuickBooks and apps that integrate with QuickBooks.Watch or listen to all of the QB Power Hours at https://www.qbpowerhour.com/blogRegister for upcoming webinars at https://www.qbpowerhour.com/00:00 Introduction and CPE Credit...
2025-01-071h 06CPA Trendlines PodcastsSalim Omar: Identify Your Client's $100,000 Problem | The DisruptorsIf you try to help everyone, you don’t help anyone.The DisruptorsWith Liz FarrSalim Omar, CPA, opened his firm in 1996 after working as a CFO in a small investment boutique firm because he wanted to be his own boss. But the experience was terrible: “I found myself working long hours. I was not enjoying the work I was doing. Having the team was a revolving door.”“There’s got to be a better way,” Omar said then. “If this is what entrep...
2025-01-0748 minCPA Trendlines PodcastsRebecca Driscoll: Amplify Reach by Helping Other Firm Owners | The DisruptorsThe future of accounting will be strategy, communication, analysis, and proactive support. The DisruptorsWith Liz FarrRebecca Driscoll went out on her own at a young age when a partner at the CPA firm where she was working encouraged her. “You're not cut out for this path that we have in a traditional accounting firm,” Driscoll recalls him telling her. “You're different, so you should go be different.” She already had a book of business as a staff accountant, but on the traditional path at that firm, it would be another decade befo...
2024-11-1256 minCPA Trendlines PodcastsRory Henry: Create the Return on Relationship | The DisruptorsBe a client-centric human in a world of AI and technology. The DisruptorsWith Liz FarrSeveral years ago, Rory Henry asked himself, “Why don’t financial advisors and CPAs work together?” It boggled his mind because both work with the client’s finances but are not always in sync. “We’re advising them on their businesses, and then the wealth advisor takes over and manages the finances,” Henry says. “But really, one decision affects another.” The ultra-wealthy have long used the family office model to bring a staff of CPAs, attorneys, and advisors to provi...
2024-11-0555 minCPA Trendlines PodcastsMike Maksymiw: Be the Leader You Wish You Had | The DisruptorsIf no one’s complaining that your fees are too high, your fees are too low.The Disruptors. With Liz Farr. Mike Maksymiw, the leader of Aprio Firm Alliance, hates charge hours as a primary performance metric. He even left a firm where he was a partner because of a dispute over charge hours. Although he exceeded his revenue goals by a healthy margin, he was penalized because he got the work done in fewer hours.21 MORE TAKEAWAYS: More Mike Maksymiw Disruptor Notes | MORE: Disruptors | MORE CPA TRENDLINES PODCASTS and VIDEOS: Terrell Turner...
2024-10-291h 08CPA Trendlines PodcastsTerrell Turner: Build a Solid Business Showing Up as Yourself | The DisruptorsYour clients may need a lot of empathy and not just tactical advice. Plus 13 key takeaways. The DisruptorsWith Liz Farr Terrell Turner started his “journey of doing things differently” on April 1, 2020, in the midst of the pandemic. While “2020 was the reset button for everyone,” that reset offered Turner a tremendous opportunity to create a new kind of firm. “We don't have any history in doing this,” Turner recalls thinking. “So how would we do this in this new environment that we're in?” His path to founding a firm was unusual – from public accounting to i...
2024-10-221h 19CPA Trendlines PodcastsKelly Mann: Be the Bull in the China Shop | The DisruptorsStop following SALY. Think about what you are trying to accomplish. Plus 17 key takeaways.The DisruptorsWith Liz Farr Kelly Mann wants firms to stop relying on SALY – same as last year – for everything: “Everything is same as last year, the way we give bonuses to people, the way we split partner compensation, the way we monitor hours, the way we prepare a work paper, the way we plan an audit,” she says.17 MORE TAKEAWAYS: More Kelly Mann Disruptor Notes MORE: Disruptors MORE CPA TRENDLINES PODCASTS and VIDEOS: Alicia Katz...
2024-10-0155 minCPA Trendlines PodcastsAlicia Katz Pollock: Create a Human-Centric Business | The DisruptorsThe DisruptorsWith Liz FarrAlicia Katz Pollock proves that you don’t need an accounting degree or formal bookkeeping training to be a hugely helpful resource for the QuickBooks community.SHOW NOTES here | MORE PODCASTS and VIDEOS: Nancy McClelland: Be the One Your Clients Ask First |Alan Whitman: Stop Accepting the Status Quo | Sean Duncan: Discover Your Own Genius | Ingrid Edstrom: True Wealth Is Not Financial | Caleb Jenkins: Firm Growth Requires Owners to Shift Roles | Chris Hervochon: Be the Leader You Want to Work For | Ira Rosenbloom: Don’t Merge for the Money | Adam Le...
2024-09-2459 minCPA Trendlines PodcastsNancy McClelland: Be the One Your Clients Ask First | The DisruptorsRely on your professional network for answers you don't know.The DisruptorsWith Liz FarrNancy McClelland never intended to start a firm, but after leaving a toxic work environment, she took on a few part-time gigs. Because she’d never worked at a CPA firm, she built her firm “the way it made sense” without bumping up against the traditions of “This is how it should be done.”The name of her firm – The Dancing Accountant – reflects her passion for dancing and membership in several dance troupes, including one where she wears miniskir...
2024-09-171h 32The Unique CPARedefining Your Balance: Prominent Contributors to Bridging the Gap 2024On this second bonus episode of The Unique CPA, host Rob Brown from the Accounting Influencers Podcasts returns to preview the Bridging the Gap Conference 2024, scheduled for July 22-24 in Rosemont, Illinois. This time, he is joined by speakers Nancy McClelland, Kristen Keats, Seth Feinberg, and Dawn Brolin as they discuss their roles and sessions at the event. Highlighting the conference's unique focus on mental health, professional growth, and community among accountants, all the speakers agree that Bridging the Gap is not like any other conference they've attended. The emphasize the elements of vulnerability, mental well-being, practical insights, and...
2024-07-1230 min
Accounting High206 How to Find Success in the Big Apple as a Singing CPA (feat. Steven Zelin, CPA)Episode 206
FACULTY: Steven Zelin, the Singing CPA
CLASS: #Shoperations
In this episode, Scott interviews Steven Zelin, CPA, also known as The Singing CPA. Steven shares his journey, from becoming a CPA to pursuing his passion for singing, starting his own firm, client acquisition and niche development, peer review, the Steve Zelin Singing CPA brand, firm statistics, and working in-office versus remote.
Shout Outs:
AICPA Engage, Edward Medlowitz, Nancy McClelland, Sammy Katz, Barry Melancon
Chapters:
0:00 Teaser
01:39 Introduction
02:31 Becoming a CPA
04:20...
2024-05-0545 min
The CFO ProjectHow to Overcome Imposter SyndromeAre you an accountant, CPA, or bookkeeper struggling with imposter syndrome? In this episode of Escaping the Accountant's Trap, Adam Lean is joined by Nancy McClelland CPA, aka The Dancing Accountant, to tackle this widespread issue. Nancy shares her expertise on imposter syndrome - what it really means, how to know if you have it or are simply learning something new, and practical tips for overcoming those feelings of being a fraud.You'll hear Nancy's insightful perspective on why imposter syndrome disproportionately affects women and minorities, the difference between self-doubt and truly being an imposter, and how...
2024-04-0929 min
The Tech Talk for Accountants ShowEpisode 359: Nancy McClelland - Breaking Down Barriers Between Bookkeepers and CPAsNancy McClelland, AKA "The Dancing Accountant," joins us to discuss ways bookkeepers and CPAs can work better together to serve their shared clients. We talk about the historical divides between these professions and how modern technologies like Keeper and Right Tool are making new levels of collaboration possible. The goal is to move from merely doing compliance work to providing real advisory services that create value for small business owners. By leveraging each other's strengths, bookkeepers and tax pros can spot issues earlier, have more productive conversations with clients, and ultimately help local companies thrive. Tune in to gain...
2024-02-2654 minAccounting High192 Teaching Bookkeepers and Tax Preparers to Communicate Better (feat. Nancy McClelland, CPA)Episode 192
FACULTY: Nancy McClelland, CPA
CLASS: #TheGuide
TITLE: Teaching Bookkeepers and Tax Preparers to Communicate Better
In this podcast episode, Scott interviews Nancy McClelland, CPA, Owner of Nancy McClelland LLC, also known as The Dancing Accountant. The conversation covers the origin story of The Dancing Accountant, all the way to tax season in Mexico. They discuss the rivalry between bookkeepers and tax preparers, biases in the accounting profession, and dispelling perceptions versus the reality of being a professional.
Origin of the DancingAccountant
How Nancy became an Accountant
2024-01-281h 03
Practice Success PodcastNancy McClelland on Balancing Passion, Work, and Maintaining the Human Touch in AISend us your thoughts or what you want to hear more about! Nancy McClelland, CPA & Owner of The Dancing Accountant discusses how she balances her love for dance, her passion for her profession, and her commitment to creating a caring and supportive workplace. It explores the opportunities and challenges presented by AI in accounting, showcasing Nancy's enthusiasm for embracing technology while also prioritizing the human element.
2024-01-1722 min
Where Accountants Go - The Accounting Careers Podcast230: Nancy McClelland – The Dancing Accountant!Nancy McClelland, a CPA in the Chicago area, joined us for this episode of Where Accountants Go, the Accounting Careers podcast. In this episode, we are going to cover many items, probably the most interesting being how she came up with the name for her practice – “The Dancing Accountant”!
As you might expect, Nancy’s early background was in music. Her mother was very creative, and her father was the more analytical one. While in college, Nancy tried many majors, but eventually chose music. She very early on landed a role in administration with an arts school, and realized that she also had...
2021-07-1337 min
What's Your "And"?2: Nancy McClelland dishes on how she stands out to clients [podcast]"The Dancing Accountant" dishes on how she stands out to clients
Nancy McClelland loves dancing so much, when she decided to start her own firm, she called it The Dancing Accountant, LLC. She shares some great insight into how opening up to her clients about her hobby makes her seem more human and less intimidating.
Being a professional 1960's Go Go Dancer was something that Nancy had always wanted to try. Shortly after a milestone birthday, she realized that it was now or never, so she began taking classes in Chicago. Just four short...
2015-09-3047 min