Nancy McClelland: Bookkeepers Need a Safe Space to Collaborate | The Disruptors

Nancy McClelland: Bookkeepers Need a Safe Space to Collaborate | The Disruptors

From CPA Trendlines Podcasts by CPA Trendlines

June 13, 2026 · 1h 2m · Season 6

About this episode

Nancy McClelland discusses the need for collaboration and empowerment among bookkeepers in the accounting profession.

Bookkeepers often feel less empowered than tax professionals. Full show notes here The Disruptors With Liz Farr For CPA Trendlines Nancy McClelland wants to do more than just run her firm, The Dancing Accountant . 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 | Carroll: When One Person Can Break the Firm | Rampe: Build a Roadmap Even When the Road's Not There | Chang: Killing SALY, One Agent at a Time | Vanover: 5-Star Firms Don't Bill by the Hour | Kless: Profit Is a Result. Flourishing Is the Purpose | MORE CPA Trendlines Streaming Network 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…

People in this episode

Host: Liz Farr

Guest: Nancy McClelland

Topics covered

  • bookkeeping
  • collaboration
  • women in accounting
  • tax professionals
  • community building

Keywords

  • bookkeepers
  • tax professionals
  • collaboration
  • community
  • women in accounting

Mentioned in this episode

Organizations: The Dancing Accountant, Ask a CPA, She Counts

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