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.

The Successful Bookkeeper Podcast

The Successful Bookkeeper Podcast is a weekly show to help increase your confidence, work smarter and build a business you love.

Each week you'll listen to inspiring guests who will share their success secrets, so you can take your bookkeeping enterprise and life to another level.

Some of them include New York Times Best-Selling Author of E-Myth, Michael E. Gerber, Pure Bookkeeping Co-Founder, Debbie Roberts, the host of The Productive Woman podcast, Laura McClellan and the author of *I Know How She Does It*, Laura Vanderkam.

If you're a bookkeeping business owner who is looking for an uplifting, entertaining and informative podcast exclusively for YOU then you have arrived at the right place!

Get ready because your journey towards success begins — now.

Your Host

Michael Palmer is an acclaimed business coach who has helped hundreds of bookkeepers across the world push through their fears and exponentially grow their businesses and achieve the quality of life they've always wanted.

• No. of episodes: 476
• Latest episode: 2025-06-03
• Business Management Marketing

Where can you listen?