Accounting Flow Podcast cover image

Accounting Flow Podcast

Tear Down the Wall: Workflows for Bookkeeper and Tax Preparer Collaboration w/Nancy McClelland, CPA

Feb 25, 2025
30:13

Send us a text

The 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. 

Tune in!


Follow us on:

LinkedIn: https://www.linkedin.com/company/financial-cents/
Facebook: https://www.facebook.com/FinancialCents
X: https://x.com/_FinancialCents
YouTube: https://www.youtube.com/@financial-cents

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode