Nancy McClelland: Bookkeepers Need a Safe Space to Collaborate | The Disruptors
Bookkeepers often feel less empowered than tax professionals. Full show notes here (https://cpatrendlines.com/?p=156907) The Disruptors With Liz Farr For CPA Trendlines Nancy McClelland wants to do more than just run her firm, The Dancing Accountant (http://thedancingaccountant.com) . She has two big passion projects that are creating the conversations and collaborations this profession desperately needs. Her community, Ask a CPA, aims to bridge the gap between bookkeepers and tax professionals. She also co-hosts a podcast with Questian Telka, She Counts, which provides a safe space for women in accounting to discuss real issues. MORE STREAMING: Cannon: Busy Season is Self-Inflicted (https://cpatrendlines.com/2025/12/23/...) | Carroll: When One Person Can Break the Firm (https://cpatrendlines.com/2025/12/16/...) | Rampe: Build a Roadmap Even When the Road's Not There (https://cpatrendlines.com/2025/12/09/...) | Chang: Killing SALY, One Agent at a Time (https://cpatrendlines.com/2025/11/18/...) | Vanover: 5-Star Firms Don't Bill by the Hour (https://cpatrendlines.com/2025/11/11/...) | Kless: Profit Is a Result. Flourishing Is the Purpose | (https://cpatrendlines.com/2025/11/04/...) MORE CPA Trendlines Streaming Network (https://cpatrendlines.com/category/fe...) McClelland started the Ask a CPA Community when she noticed “this big gap that wasn’t about technical knowledge. It was about permission, about permission to collaborate.” While “bookkeepers are often the closest person to the financial truth of a business,” historically, “they've been positioned as subordinate to tax preparers, just sort of expected to hand off things and hope that they did it right,” McClelland explains. READ MORE > > > (https://cpatrendlines.com/?p=156907)

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