192 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

• The Bookkeeper and Tax Preparer Rivalry

• Challenges of Becoming a CPA

• Biases in the Profession

• Banding Together to Help Small Businesses

• Perception vs Reality: Not Being a Unicorn

• Compassion

• Tax Season in Mexico

Shout Outs:

Blake Oliver, Gaynor, Nayo Carter-Gray, John Garrett, Randy Crabtree, Twyla Verhelst, FreshPAC, DigitalCPA, Quickbooks Connect, SleeterCon, Bridging the Gap, NATP

[00:02:09] Origin of the DancingAccountant

[00:08:04] How Nancy became an Accountant

[00:14:47] The Bookkeeper and Tax Preparer Rivalry

[00:17:05] Challenges of Becoming a CPA

[00:21:25] Biases in the Profession

[00:25:32] Banding Together to Help Small Businesses

[00:27:30] Perception vs Reality: Not Being a Unicorn

[00:43:56] Compassion

[00:56:26] Tax Season in Mexico