“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 to upvote the ones you’re most excited to have answered, access additional resources, 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 already met our initial goal of 50 founding members, so it’s time for us to pause growth and focus on making sure we’re getting the infrastructure, technology, content, and offerings just right, before we scale. We’re doing this in order to provide the best possible resource for this industry-transforming approach to bookkeeper education.
As planned, we have temporarily closed the community to new subscriptions while we work with our incredible founders — collecting and incorporating their feedback so we can tweak the subscription accordingly, with the goal to serve member needs as effectively and enthusiastically as possible.
We expect to reopen soon! Please sign up below for community updates, and we will make sure you’re among the first to know when we’re ready to grow.
Send Me “Ask a CPA” News Please!
Note: signing up for updates in no way either guarantees or commits you to a subscription membership.
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