“ 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.