Episode 359: Nancy McClelland - Breaking Down Barriers Between Bookkeepers and CPAs

Nancy McClelland, AKA "The Dancing Accountant," joins us to discuss ways bookkeepers and CPAs can work better together to serve their shared clients. We talk about the historical divides between these professions and how modern technologies like Keeper and Right Tool are making new levels of collaboration possible. The goal is to move from merely doing compliance work to providing real advisory services that create value for small business owners. By leveraging each other's strengths, bookkeepers and tax pros can spot issues earlier, have more productive conversations with clients, and ultimately help local companies thrive. Tune in to gain insight into improving communication, vulnerability, and goal alignment across accounting silos.

Guest Information:

Nancy McClelland - The Dancing Accountant

Email: [e-mail]

Instagram: https://www.instagram.com/thedancingaccountant 

Facebook: https://www.facebook.com/nancythedancingaccountant/ 

Website: https://www.thedancingaccountant.com/ 

LinkedIn: https://www.linkedin.com/in/nancy-mcclelland-cpa-mafm-9b6792/

Contact Andrew Lassise (Host): 

Email: [e-mail]

LinkedIn: https://www.linkedin.com/in/andrew-lassise/

Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support