“ We've adopted pretty bad behaviors since the pandemic of over meeting and not caring about time and not setting our own boundaries, and we have this toxic productivity where we always have to be on. There's a sense of constant urgency that's manufactured, and there's also a lot of learned helplessness where you go in and just like, I'm just burned out and I'm gonna quiet quit. Instead of deciding, ‘Okay, how am I gonna play a role in my own wellbeing?’”

-Jennifer Moss

Award-winning journalist and workplace happiness expert, Jennifer Moss talks about how small business owners can build more resilient, engaged teams—even during times of stress and uncertainty.

In this interview, you’ll learn…

• The 4-part framework that drives workplace happiness
• Why certain personality types are more prone to burnout
• Simple, low-cost strategies to boost morale & team cohesion

To learn more about Jennifer, click here.

Connect with her on LinkedIn.

Time Stamp

01:00 - Building workplace happiness
02:00 - Jennifer shares the personal story that sparked her research
03:30 - How personality traits are amplified in crisis
05:30 - The four-part framework for a healthy workplace
07:30 - Why most people don’t learn psychological fitness
09:00 - Traits that increase stress risk
11:30 - How personality types need different support to thrive
13:30 - Why self-awareness is critical for leaders
15:30 - How to recognize signs of burnout
18:30 - Managers often mistake stress for underperformance
21:30 - Why empathy & human connection are essential skills
24:30 - Return-to-office mandates often reduce productivity
27:30 - Actionable tips
29:30 - Preview of Part 2

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

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“ 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!

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“ 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.