• Nancy McClelland: Be the One Your Clients Ask First | The Disruptors

  • 2024/09/17
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Nancy McClelland: Be the One Your Clients Ask First | The Disruptors

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  • Rely on your professional network for answers you don't know.

    The Disruptors
    With Liz Farr

    Nancy McClelland never intended to start a firm, but after leaving a toxic work environment, she took on a few part-time gigs. Because she’d never worked at a CPA firm, she built her firm “the way it made sense” without bumping up against the traditions of “This is how it should be done.”

    The name of her firm – The Dancing Accountant – reflects her passion for dancing and membership in several dance troupes, including one where she wears miniskirts and go-go boots. Sharing that passion with her clients means putting herself “out there” and having faith that her clients respect her work as an accountant. “And you hope that they don't laugh too hard at your dancing or that they're not disappointed to find out that you're just doing silly, fun stuff.”

    13 MORE TAKEAWAYS: More Nancy McClelland Disruptor Notes

    MORE: Disruptors

    MORE CPA TRENDLINES PODCASTS and VIDEOS: Alan Whitman: Stop Accepting the Status Quo | The Disruptors | Sean Duncan: Discover Your Own Genius | Ingrid Edstrom: True Wealth Is Not Financial | Chris Hervochon: Be the Leader You Want to Work For | Caleb Jenkins: Firm Growth Requires Owners to Shift Roles |Ira Rosenbloom: Don't Merge for the Money | Adam Lean: Get Out of the Accountant's Trap | Geraldine Carter: Charging More is Better for Your Clients | Vimal Bava: When Working Smarter, Not Harder, Is the Only Option |

    SEE THEM ALL here.

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あらすじ・解説

Rely on your professional network for answers you don't know.

The Disruptors
With Liz Farr

Nancy McClelland never intended to start a firm, but after leaving a toxic work environment, she took on a few part-time gigs. Because she’d never worked at a CPA firm, she built her firm “the way it made sense” without bumping up against the traditions of “This is how it should be done.”

The name of her firm – The Dancing Accountant – reflects her passion for dancing and membership in several dance troupes, including one where she wears miniskirts and go-go boots. Sharing that passion with her clients means putting herself “out there” and having faith that her clients respect her work as an accountant. “And you hope that they don't laugh too hard at your dancing or that they're not disappointed to find out that you're just doing silly, fun stuff.”

13 MORE TAKEAWAYS: More Nancy McClelland Disruptor Notes

MORE: Disruptors

MORE CPA TRENDLINES PODCASTS and VIDEOS: Alan Whitman: Stop Accepting the Status Quo | The Disruptors | Sean Duncan: Discover Your Own Genius | Ingrid Edstrom: True Wealth Is Not Financial | Chris Hervochon: Be the Leader You Want to Work For | Caleb Jenkins: Firm Growth Requires Owners to Shift Roles |Ira Rosenbloom: Don't Merge for the Money | Adam Lean: Get Out of the Accountant's Trap | Geraldine Carter: Charging More is Better for Your Clients | Vimal Bava: When Working Smarter, Not Harder, Is the Only Option |

SEE THEM ALL here.

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