Accounting Flow Podcast
The Accounting Flow Podcast is a deep dive into accounting firm workflow & processes. Each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them.
Brought to you by Financial Cents.
Accounting Flow Podcast
Tear Down the Wall: Workflows for Bookkeeper and Tax Preparer Collaboration w/Nancy McClelland, CPA
The divide between bookkeepers and tax preparers isn’t just frustrating; it’s costly. Miscommunication, duplicated work, and last-minute scrambles waste time and money.
Worse, they leave small business clients with disorganized books and tax headaches.
If you’ve ever found yourself muttering, "Why didn’t the bookkeeper clean this up?" or "Why does the Tax Pro keep changing my numbers?" this episode is for you.
In this episode, Nancy McClelland, CPA, founder of The Dancing Accountant, broke down why this disconnect exists and how to fix it.
Tune in!
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