Can you run a thriving, hyper-local accounting practice while living in Mexico for four months of the year? Most accounting firm owners and managing partners assume that running a local firm requires being chained to a brick-and-mortar office—especially during busy seasons.

In this episode of Growing Your Firm, host David Cristello sits down with Nancy McClelland, CPA (widely known as The Dancing Accountant). Nancy shares how she built a highly profitable, 100% remote, hyper-local firm in Chicago that allows her to spend every tax season working from Mexico.

If you are a bookkeeping firm owner, a CPA starting a firm, or an operations manager trying to fix a broken tax season, this episode provides a masterclass in firm boundaries, client selection, and bookkeeper-to-tax-pro collaboration.

In this episode, we unpack:

The Hyper-Local Strategy: How Nancy built a 25-year-old firm serving only small businesses within a few specific Chicago neighborhoods.
The "No Bookkeeping, No Tax" Rule: Why Nancy refuses to prepare tax returns for clients unless her team handles their monthly bookkeeping and advisory.
Fixing the Bookkeeper-to-Tax Pro Handoff: Eliminating duplication of effort, preventing missed reconciliations, and creating a standardized "tax-ready" handoff checklist.
Voting Clients Off the Island: How Nancy's team uses quarterly "paid happy hours" to identify and offboard clients who disrespect team members or drag down morale.
Shunning "Growth for Growth's Sake": Why turning down new clients and focusing on deep advisory for a capped client base creates a more profitable, stress-free practice.

Key Metrics & Workflow Takeaways:

100% Remote Flexibility: How Nancy transitioned her entire team to remote work over a decade ago using simple tools like Zoom, AirTable, and QBO.
The Tax-Ready Bookkeeping Standard: Shifting year-end cleanups into recurring, junior-staff-driven monthly processes.

Featured Guest: Nancy McClelland

Building an $8M Impact Hyper Local CPA Practice

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

Building an $8M Impact Hyper Local CPA Practice