“Ask a CPA” is the new community created by The Dancing Accountant — Nancy McClelland, CPA — for bookkeepers who want to level-up their accounting game and increase collaboration with their clients’ CPAs and tax preparers.
Starting out as a bookkeeper and later becoming a CPA, Nancy has felt the tension between bookkeepers and tax pros first-hand, and believes that addressing the root issues in this relationship — and transitioning it to one of collaboration — makes literally everyone’s life better: bookkeepers, tax pros, and most importantly… our clients.
Our vision for the future is that, as bookkeepers learn the tips and tricks about how to prepare tax-ready books, and workpapers that show the CPA what kind of review work has been done, they will impress the heck out of these tax pros… and even be able to give them some tips of their own, on communication and technology. The ones who respect this outreach and effort will channel more business back to the bookkeepers. And the ones who don’t, can eventually be phased out by either convincing the client to switch tax preparers, or by letting those clients go. Over time, we’d like to see a shift in how bookkeepers are treated by the CPAs, EAs, and other tax preparers that depend on them for accurate books and a manageable tax season.
What’s Included?
Your $47 monthly membership includes:
- Two zoom Q&A/webinars each month — our first was FREE, check it out here
- Guest presenters on related topics
- A private Circle community (screenshot below) — where you can submit questions, participate in polls, access additional resources, share referrals, and connect with like-minded bookkeepers
- Recordings of ALL events, with searchable index of highlights so you can jump straight to the question or topic you’re interested in
- Access to database of all questions submitted as well as links to the recordings and posts for each answer
- “A Bookkeeper’s Guide to Annual Reviews” checklist
- A 25% discount on one-on-one consulting, as well as the ability to book in 40-min increments for $100 (instead of 2-hr blocks for $400)
- And more, as the community grows!
Our Initial Launch Was a Huge Success!
Over 50 people signed up in our first month, and members are loving what we have so far.
I already feel better armed to serve my clients.
This is pure gold.
Thank you for this solid, ongoing platform for the accountant community. We need this. We need you.
How Do I Sign Up?
We’ve created a Circle community where you’ll manage your subscription, sign up for events, post questions for upcoming Q&As, and connect with the community.
Already A Member of a Circle Community?
If you have been or are currently a member of a Circle community, such as Realize or Roundtable — or if you think you might have been — use these special instructions:
New to Circle?
Great! We think you’ll love it. Click the subscribe button to create an account. And if you have a coupon code, don’t forget to include it!
Having Trouble Signing Up?
If you get an error saying you already have an account, that means you already have a Circle account associated with your email address. Please use the special sign-up instructions above.
Forgot Your Password?
If you think you had a Circle account and you just can’t remember the password, use this link to reset the password for the Circle account associated with your email address:
You should receive an email with a new-password link. Once you’ve set your new password, you’ll use this for all Circle communities associated with that email address.
It’s Still Not Working?!?
We’re so sorry! We’re troubleshooting with Circle to get to the bottom of this. Please email us at askacpa@thedancingaccountant.com and we’ll help you get it sorted out.
Send Me “Ask a CPA” News Please!
If you’re not ready to sign up now, but you’d like to be notified about community news and upcoming events, sign up for our mailing list below.
Note: signing up for updates in no way either guarantees or commits you to a subscription membership.
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