EP 476 Jun 3, 2025 9:00:00 AM

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

with Nacondra Moran

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30-second brief
What if the waitlist for your bookkeeping business became your strongest marketing tool? This week, Michael sits down with Nakondra Moran, a former IRS professional who left a "safe" government job to build Exceptional Tax Services. In part one, she opens up about the mindset battle of walking away from steady pay, the pricing mistakes that almost sunk her early years, and why her boutique firm now prioritizes quality over quantity — even when it means telling clients to wait. If you've ever felt stuck between the business you started and the one you actually want, press play now.

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Show notes

“ 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

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Full transcript

EP476: Nacondra Moran - How An Ex-IRS Employee Built Bookkeeping Success - Part 1
EP 476