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: nancy@thedancingaccountant.com
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: alassise@rushtechsupport.com
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.