Ask a CPA
Live Q&A community helping bookkeepers get tax-ready with CPAs
+1 more
Ask a CPA is a membership community founded by Nancy McClelland, CPA, of The Dancing Accountant, built for bookkeepers who want to sharpen their accounting skills and work more smoothly with the CPAs and tax preparers who rely on their books.
Members get two live monthly Zoom Q&A sessions plus quarterly webinars on community-requested topics, all searchable afterward so nothing gets missed. The private Circle space is where members ask questions, swap templates, and network with peers who face the same year-end crunch. Members also get a discount on one-on-one consulting with Nancy and access to a practical checklist for running smoother annual client reviews.
Outcomes
- Prepare tax-ready books CPAs will love
- Handle annual client reviews with more confidence
- Build stronger referral relationships with tax pros
- Get direct answers to real bookkeeping questions
- Ask a CPA questions you wish you could ask clients' tax pros
What's included?
Monthly Live Q&A & Webinars
Two live Zoom Q&A sessions and webinars each month, plus guest presenters and vendor demos 1-2x per month.
Monthly Study Hall
A monthly Study Hall session to work through your bookkeeping questions alongside the community.
Private Community Access
A private Circle space to submit questions, participate in polls, access a resource library, share referrals, and connect with fellow bookkeepers.
Searchable Recordings & Q&A Database
Recordings of every event with a searchable highlights index, plus a database of past questions linked to their recorded and written answers.
Annual Review Checklist
"A Bookkeeper's Guide to Annual Reviews," a practical 2-page checklist for running smoother client reviews.
Discounted Consulting
25% off one-on-one consulting, plus the option to book in 40-minute increments for $100 instead of 2-hour blocks for $400.
Who is this for?
- Bookkeepers who want to work better with CPAs and tax preparers
- Accounting professionals looking to level up their technical skills
- Bookkeepers who want direct answers to real-world questions without asking their clients' tax pros
About the creator
Nancy McClelland, CPA
The Dancing Accountant | ‘Ask a CPA’ Q&A Community | She Counts Podcast | Top CAS ProAdvisor | Top 50 Women In Accounting | Forbes Best-in-State CPA
Nancy McClelland, CPA, MAFM is founder of the Chicago-based accounting firm The Dancing Accountant, host of the She Counts Podcast, and the creator of Ask a CPA, an innovative Q&A community for bookkeepers. She's been on a lifelong mission to suppor...