On 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 "She Counts" (the real-talk podcast for women in accounting); was named Top CAS ProAdvisor; Top 50 Women in Accounting; Bridging the Gap Mentor of the Year; ToPS Speaker of the Year; and AICPA Global Women to Watch – you can check out her award-winning MSN column at thedancingaccountant.com.
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The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard