Here for the free download? Fill out the form below. We’ll include you on our ‘Ask a CPA’ mailing list and email you a link to download our PDF guide to annual reviews — a great resource to help you prepare tax-ready books!
Wait, What’s ‘Ask a CPA’? I’m Curious!
‘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.
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 preparers… and even be able to give them some tips of their own, on communication and technology. The ones that respect this outreach and effort will channel more business back to the bookkeepers. And the ones that 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&As each month — our first was FREE, check it out here
- Quarterly webinar on a topic requested by our community
- 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
- Access to recordings of virtual events, with searchable index of highlights so you can jump straight to the question or topic you’re interested in
- 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)
- A more detailed version of “A Bookkeeper’s Guide to Annual Reviews” — if you like this download, you’ll love the full checklist — plus a recorded walk-through of how to use it
- And more, as the community grows!
Where Can I Sign Up For the ‘Ask a CPA’ Community?
To join us, head on over to our sign-up page and scroll down to the “How Do I Sign Up?” section.
Send Me The Download — and ‘Ask a CPA’ News, Please!
Sign up below. We’ll email you a download link, and you’ll also be notified occasionally about community news and upcoming events.
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