EP476: Nacondra Moran - How An Ex-IRS Employee Built Bookkeeping Success - Part 1

“ I had a lot more of mindset issues than the actual
execution because I felt like I could provide good services. I
had a certain level of confidence. But it doesn't matter really
how much confidence, if you do also lack that critical mindset
piece to really help you move forward.”
-Nacondra Moran


In part 1 of thie great 2-part series, Nacondra Moran, founder of
Exceptional Tax Services, shares the mindset shifts, fears, and
learning curves she faced after leaving her job at the IRS. From
struggling with perfectionism to embracing entrepreneurship, she
opens up about the messy middle of building a firm that works on
her terms.


In this interview, you’ll learn:



What mindset shifts helped Nacondra transition from
employee to entrepreneur


Pricing mistakes, hiring lessons &
boundaries


What it means to design a boutique, high-touch
bookkeeping firm



To learn more about Nacondra, click here.

Connect with her on LinkedIn.

Listen to her podcast, The House of CEO, here.


You can also subscribe to her substack at this
link.


Time Stamp


00:01:00 – Introduction to Nacondra & her IRS
background
00:05:00 – The mindset challenges of leaving a “safe” job
00:08:00 – Overcoming perfectionism & finally launching
00:11:00 – Freelancing, finding clients & learning on the
fly
00:17:00 – Building systems, refining offers & setting
boundaries
00:20:00 – Dealing with legacy clients & the “messy
middle”
00:22:00 – The value of a waitlist & staying boutique
00:27:00 – Mistakes in pricing, hiring & client
management
00:30:00 – Preview of part 2: burnout, alignment & content
strategy


This episode is brought to you by our great friends at
Sage!

Drowning in paperwork? 

AutoEntry lets you snap, scan, and sync receipts,
invoices, and statements—so you can ditch manual entry, reduce
errors, and get back to what really matters: growing your
practice and delighting your clients.

Learn more about AutoEntry or get started for free at
Sage.com.