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
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