Tag Archives: Scaling New Heights

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The Dancing Accountant Named Top 100 ProAdvisor 2024 By Insightful Accountant

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I am truly honored and delighted to make the Insightful Accountant Top 100 ProAdvisor list two years in a row!

Insightful Accountant identifies and recognizes the Top 100 QuickBooks ProAdvisors across the globe each year in its annual award program, formally recognizing recipients at the Scaling New Heights Accounting Technology conference, to be held June 16-19, 2024 in Orlando.

QuickBooks ProAdvisors are first nominated, and then go through a lengthy vetting process, before eventually opening up to a public vote. Applicants for this prestigious award are ranked based on their performance across various categories, measuring everything from QuickBooks knowledge and continuing education, to utilizing the best tools and partner apps within the QuickBooks ecosystem. Real-world experience with clients is a requirement. Winners have said the Top 100 recognition by peers and their industry has opened doors and provided inspiration and new perspectives, and I agree; I have no way of knowing for sure, but I imagine this recognition made a difference when I was selected to speak at Scaling New Heights for my first time.

I would love to express sincere appreciation to Gary DeHart, Murph, and the entire Insightful Accountant team for their hard work evaluating the nominees — it’s quite special to receive an award from a publication that has been a trusted go-to resource for so long: especially this year, having been invited to be a member of their inaugural advisory board.

Special thanks to all those who voted, in particular my esteemed colleagues and valued clients. It’s extremely exciting to share space with luminaries in the Intuit QuickBooks world such as Lynda Artesani, Carla Caldwell, Sharrin Fuller, Matthew Fulton, Caleb Jenkins, Alicia Katz Pollock, Michelle Long, Kim Noh, and Veronica Wasek.

But this year is even more special than the last, for another important reason. If you’re a regular reader, you know how enthusiastic I am about one of my professional organizations in particular: Bookkeeping Buds. Well, this year, every single one of the amazing women in this group that was nominated for the Top 100 received a place in either the main tier or the “Top 25 Up-n-Coming” award. This really says something about the community that Cindy Schroeder has built. We support each other — and something that I see in common with all our Top 100 and 25 Up-n-Comers is that every one of them focuses on helping others. I feel like that’s a huge part of what Buds is about and it feels great to be recognized for it! As Cindy often points out, we are truly stronger together… though technically in competition, we realize that when we support each other unabashedly, the rising tide we create lifts all boats. Special shout-outs to this group: Melissa Miller Furgeson, Kelsey Elliott, Wendy Kelley, Deb Kilsheimer, Questian Telka, and Hope Brown. You continuously inspire me to rise to your example of sisterhood.

Looking forward to the formal announcement at Scaling New Heights. If you see me there, please come on up and introduce yourself!

From the 2023 Insightful Accountant Top 100 Awards Ceremony.

If this or any other posts on the website were useful to you, and your financial situation permits it, please consider contributing to my tip jar. Ths allows me to continue to provide free accounting resources to small businesses who do not have the funds available to hire a CPA.

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Vote For The Dancing Accountant In the 2024 Top 100 ProAdvisor Awards!

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So very pleased to announce that Nancy been nominated once again for Insightful Accountant’s prestigious “Top 100 ProAdvisors Award”! It’s her fifth time being nominated, and after last year’s win, we’re hoping to make it a two-fer.

One small challenge this year is that due to an administrative snafu, the name “Nancy McClelland” shows as the very last one on the list, rather than in alphabetical order. We have the utmost confidence that you can figure it out anyway — and just scroll to the end to check the box.

If you find this blog of value, please consider voting as a way to show your appreciation and support. It has been quite a labor of love these past 10 years!

QuickBooks ProAdvisors are first nominated, and then go through a lengthy vetting process, before eventually opening up to a public vote. Applicants for this prestigious award are ranked based on their performance across various categories, measuring everything from QuickBooks knowledge and continuing education, to utilizing the best tools and partner apps within the QuickBooks ecosystem. Real-world experience with clients is a requirement. For Nancy, winning last year opened up doors to additional speaking opportunities and interviews, as well as gave her the opportunity to collaborate with other awardees.

Recipients will be formally recognized at the Scaling New Heights Accounting Technology conference, to be held June 16-19, 2024 in Orlando — at which Nancy will be presenting a session called “The Tax-Ready Bookkeeper”! (Registering with this link will get you $50 off your registration, by the way.)

Voting for the Top 100 closes April 2 at midnight, so please do us the honor of popping in there as soon as possible. Awards like these drive traffic to the blog and lead to more speaking engagements; this educational component of our company’s mission is something about which Nancy is extremely passionate, and it feels meaningful and satisfying.

The voting form requests a bunch of info (it’s not a spammy organization), but you can enter N/A for some of the items (except state, zip & country) if you prefer. Although they ask about your title and number of employees in your firm, you do not need to be a business owner to participate in voting. Just complete those fields with “Owner” and “1”. Voting closes April 2, at 11:59 pm Pacific.

Thank you so very much for your support! Please vote!

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The Dancing Accountant on Canopy’s “Practice Success Podcast”

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It always feels a bit surreal to watch yourself being interviewed, but KC Brothers and Gaynor Hardy (Meilke) did such an incredible job with this piece — which Canopy recently released in their “Practice Success Podcast” — that I actually found myself revisiting some important points I hadn’t thought about in a while.

It’s not fluff! They asked real questions about issues affecting our industry: we delved into branding your passions, company culture and how we strive to make our firm more human, what that has to do with artificial intelligence — AND the attention we need to give language and training in a world where AI is an integral part of our worklife.

Three Main Themes, as outlined by the producers: 

  1. Integrating passions and work: The importance of integrating passion and personal interests into professional work, as seen through Nancy McClelland’s incorporation of dancing into her accounting career.
  2. Creating your own brand: Creating a unique brand and identity in the accounting industry, exemplified by The Dancing Accountant firm helps to build relationships with clients and leave a memorable impression.
  3. Benefits & Challenges of AI: The benefits and challenges of incorporating AI and automation in accounting ensure a balance between technological advancements and human skills. This includes improving efficiency and the need for ongoing evaluation and training within a firm. 

And I’m going to add that we talked a lot about company culture and work-life balance as well. We fit a lot into 20 minutes.

It was a great conversation and I hope these themes resonate with you and add value to your day! Find the full episode here, where you can choose your favorite podcast platform: https://ow.ly/vwYQ50QrRRf.

Side note: I don’t think of myself as a “name dropper” — but I do love to share props with the people and tools that make a difference in my life. To that end, this episode (recorded at Joe Woodard & Heather Satterley‘s Scaling New Heights conference) is chock-full of mentors and colleagues such as John Garrett, Misty Megia, Douglas Sleeter, Hector Garcia CPA & Mark Corum‘s RightTool, Blake Oliver, CPA and Questian Telka, EA. If this podcast introduces you to any of these fabulous mentors and colleagues, then I’ll consider it a major win. You can thank me later.