One of Nancy’s favorite aspects of her work is engaging with people and sharing her knowledge. A natural on the stage, she loves public speaking. As such, she’s become a regular presenter as well as a content advisor at accounting conferences nationwide. She also moderates panel discussions and Q&As, provides education to board members and company owners, and shares additional insights on her YouTube channel and in her ‘Ask a CPA’ subscription community. Highlights from past engagements, podcasts and interviews, as well as upcoming gigs include:
- 2025
- Jan 7 – QB Power Hour with Dan DeLong
- 2024
- Dec 17 – The Tax-Ready Bookkeeper – Bookkeeping Side Hustle
- Dec 13 – CPA Academy – 1099 Problems Solved: Best Practices to Simplify Your 1099 Season
- Nov 6 – Earmark – How to Integrate 1099 Management into Monthly Workflows
- Oct 28-30 – Intuit Connect – S-Corp Reasonable Compensation: What You Need To Know (And Why)
- Oct 24 – Keeper Webinar Series – 1099 Problems, Solved
- Oct 22 – WorkflowCon 2024 – Tear Down The Wall: Workflows for Bookkeeper and Tax Preparer Collaboration
- Sep 30 – Cultivating Business Growth with Jaime Staley – Strategies for Effective Communication with Your Bookkeeper & Tax Preparer
- Sep 20 – Logan Graf – Why Did You Become A Firm Owner? Interviewing Firm Owners
- Sep 17 – CPA Trendlines “The Disruptors” with Liz Farr – Nancy McClelland: Be the One Your Clients Ask First
- Aug 21 – QB Talks “Insightful Accountant 2024 Top ProAdvisor” Edition
- Jul 22 – Bridging The Gap – Vulnerability As A Strength: Superhero Accountants Take Off Their Masks
- Jul 19 – Tax Twitter Retreat – “Things You Wish Bookkeepers Knew About Tax” Jeopardy!
- Jul 18 – “On The Edge” with Botkeeper – How to Right-Size & Right-Niche Your Firm
- Jul 17 – “The Tax-Ready Bookkeeper” Follow-Up Zoom Q&A
- Jul 12 – The Unique CPA Bonus Episode – Redefining Your Balance: Prominent Contributors to Bridging the Gap 2024
- Jun 18 – Anchor Dance-Off at SNH – Anchor’s Dance-Off at SNH2024: Jay Kimelman vs. Nancy McClelland
- Jun 16 – Scaling New Heights – The Tax-Ready Bookkeeper
- Jun 6 – Insider Tips for Scaling New Heights
- May 22 – City of Chicago Community Wealth-Building: Educating the Ecosystem – Worker Co-op Webinar Series: Legal and Accounting Professional Services
- May 14 – The CFO Project – How Bookkeepers & Accountants Can Overcome Imposter Syndrome
- Apr 26 – Ignition Webinar – Beyond Tax Crunch: Transitioning from seasonal stress to year-round success
- Mar 7 – Business Success Solution – Work from Anywhere: Thriving with a Truly Remote Accounting Firm
- Feb 27 – Tech Talk 4 Accountants Show – Breaking Down Barriers Between Bookkeepers and CPAs
- Feb 6 – Taking Your Firm From Manual to Automatic: Nancy McClelland CPA Shares Her Point of Sale Sync Story
- Jan 28 – Accounting High Podcast – Teaching Bookkeepers & Tax Preparers to Communicate Better
- Jan 25 – Navigating the 1099 Storm – How to Build 1099s Into Your Monthly Workflows with Keeper
- Jan 17 – Canopy Practice Success – Balancing Passion, Work, and Maintaining the Human Touch in AI
- Jan 4 – What’s Your Business Resolution for 2024? – Panel with Synder
- 2023
- Dec 12 – Mastering Bookkeeping Efficiency – Panel with Keeper
- Dec 6 – Insightful Accountant Future Forward Conference – The Confluence of Bookkeeping, Tax & Advisory
- Sep 28 – Small Business Advocacy Council & Logan Square Chamber of Commerce – What Illinois Secure Choice Means for Your Small Business
- Sep 18 – CFO Brew – How The Dancing Accountant Brings Her Personality To Work
- July 27 – Insightful Accountant Interview – Nancy McClelland | A Unique Practice & Finding Your Ideal Teammates, Ep. 47
- May 15 – CanvasRebel Interview – Meet Nancy McClelland – CanvasRebel Magazine
- February 21 – Expanding Your Co-op Expertise to Other Cooperative Niches, National Society of Accountants for Cooperatives
- 2022
- 2021
- July 13 – Where Accountants Go – The Accounting Careers Podcast
- February 17 – PPP Webinar w/ State Rep. Will Guzzardi
- February 13 – Alas de Amor, Radio Dimension Latina FM Spanish interview
- 2020
- December 21 – Protecting Small Business Clients From Predatory Loans, Journal of Accountancy
- June 8 – What The Paycheck Program Flexibility Act Means For Small Businesses, International Business Times
- May 9 – Zoom Session With Clients and ABC 7’s Leah Hope
- May 3 – ABC7 Chicago Evening News Segment – Advice For Small Businesses Amid Covid-19 Crisis
- April 29 – WRLR 2nd Radio Interview
- April 28 – Brief Appearance on ABC7 Segment Featuring Client Penguin Foot Pottery
- April 25 – Virtual Town Hall w/ State Rep. Will Guzzardi
- April 24 – WRLR Radio Interview
- April 15 – Covid-19 Relief Talk with Bookkeeping Buds: Part 1 | Part 2
- April 10 – Happy Hour Q&A for Small Businesses w/ Logan Square Chamber of Commerce
- Prior Years
- 2019 June 26 – Drink & Think: Entrepreneurship @ Ampersand Co-Work
- 2018 December 20 – Thinking About Starting a Small Business? @ Facebook Chicago
- 2018 Chicago Co-op Economy Summit – Moderator, Food Co-op Panel Discussion
- 2017 Logan Square Chamber of Commerce Meet & Greet with State Rep Will Guzzardi – Host & Speaker
- 2016 NSAC Great Lakes Chapter Meeting – Speaker
- 2016 NCBA Co-op Professionals Conference – Committee Chair & Speaker
- 2015 NSAC National Tax & Accounting Conference – Speaker
- 2015 October – Inaugural Guest on “What’s Your ‘And’?” with John Garrett (formerly the Green Apple Podcast)