EP477: Nacondra Moran - How An Ex-IRS Employee Built Bookkeeping Success - Part 2

The Successful Bookkeeper Podcast

“ I could take my time. That's a really big one because so many times, when we're in a crunch, you really wanna hire before you get to that. Because what happens is, when you hire, when you're in a crunch, you may end up settling or you may not pick the best fit.” -Nacondra Moran

In part 2 of this great conversation, Nacondra Moran, founder of Exceptional Tax Services shares how she transformed her business by embracing intentional growth, setting boundaries, and investing in community and clarity. In this interview, you’ll learn…

• How to package your bookkeeping services with clarity & confidence
• The importance of hiring proactively, not reactively
• Why clarity of vision is essential when growing your firm and team

To learn more about Nacondra, click here. Connect with her on LinkedIn. Listen to her podcast here. Time Stamp:

01:00 – Evolving from underpricing to a structured, value-based model 03:30 – Avoiding scope creep with clear packaging & engagement terms 06:30 – Learning from industry peers & mentorship 08:00 – Hiring progression: contractors to full-time team members 10:30 – Hiring tips: clarity, culture fit & job roles 13:00 – Lessons from hiring missteps & finding the right fit 16:30 – Aligning business growth with personal values 19:00 – Starting her podcast & sharing her journey 21:00 – Using podcasting to build trust & attract clients 24:00 – Power of content & visibility in building authority 27:00 – Helping clients navigate money fears with transparency 30:00 – Where to connect with Nacondra & follow her work

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.