“ 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!

Drowning in paperwork?

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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.

“As a business owner, you have to pick up everything. So right now, it's not my goal to hire at that capacity, but definitely to hire more of an assistant for myself to make sure that I am getting the support that I need as I'm building this business, rather than bringing someone in to run this business.”
-Christina Springstead

Christina Springstead, founder of Springstead Solutions, shares her journey about hiring, finding her niche and much more!

In this interview, you’ll also learn…

• How cleanups & rescue jobs became her niche & passion
• How to price cleanups & rescue jobs
• The power of paid diagnostic reviews for pricing & client fit

To learn more about Christina, click here.

Connect with her on LinkedIn.

Time Stamp

02:55 – Hiring & losing a key operations manager
05:32 – Shifting focus to build the business around personal goals
10:33 – Defining & niching into cleanup & oversight services
14:23 – Nonprofits, trades & in-house training as a niche
20:04 – How Christina prices cleanup vs. rescue jobs
23:04 – Why charge for diagnostic reviews & what’s to include
28:10 – Where best leads come from
30:31 – Converting cleanup clients into monthly engagements
36:51 – How systems like Pure Bookkeeping improve cleanup work
38:29 – What A2A gave her: safe space & smarter growth
45:01 – Where to connect with Christina

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.

“Think about what you want. Be intentional on why you're growing your business. Are you growing it for a money goal? Are you growing it so you have more time and flexibility? And then create those boundaries around giving yourself what your why is. Build a business that feels like your own fairy tale.”
-Cindy Schroeder

Cindy Schroeder, owner of Bright Bookkeeping and founder of Bookkeeping Buds, shares how she went from job-hopping in unfulfilling roles to building a remote bookkeeping business for painting contractors, creating a supportive community for women bookkeepers, and designing a life she loves.

In this interview, you’ll learn…

• Simple networking tactics to grow your bookkeeping business
• The benefits of niching into one industry
• Why designing your business around joy can lead to lasting success

To learn more about Cindy, click here.

Connect with her on LinkedIn.

Time Stamp

00:29 - Cindy’s background and why she left corporate accounting
03:58 - Overcoming introversion through small networking goals
08:30 - Designing a remote business
13:15 - How niching into painting contractors changed everything
16:49 - Partnering with a coach to streamline client growth
19:07 - Building a team and creating repeatable systems
19:20 - Founding Bookkeeping Buds to support women bookkeepers
22:49 - Advice for new bookkeepers: Start with your “Why”

This episode is brought to you by our amazing friends at Hub Analytics!

Imagine having all your financial data in one place, with real-time analytics and customized reports at your fingertips.

Hub Analytics is a financial platform that streamlines bookkeeping operations, so you can focus on what really matters—delivering high-quality results for your clients. With Hub's easy-to-use tools, you’ll save time, reduce errors, and gain deeper insights into your clients' financials!

Ready to take your bookkeeping to the next level?

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“Speaking requires feedback. We have to listen to ourselves. We have to listen to each other and give feedback in order to get better. Speaking is social.”
-Ruth Milligan

Ruth Milligan, founder of Articulation and curator of TEDxColumbus, dives into how better communication leads to better business — especially for bookkeepers and business owners who want to be more clear, confident, and effective.

In this episode, you’ll learn…

• The hidden cost of unclear communication
• How to fix filler words, jargon & “shaded habits”
• How to explain complex topics without dumbing them down

To learn more about Ruth, click here.

Connect with her on LinkedIn.

Time Stamp

02:14 – Helping people own their voice & ideas
02:53 – From speechwriter to TEDx coach to business owner
05:47 – What’s a “threshold concept” in speaking?
07:30 – Speaking is social: your audience decides the meaning
09:30 – Why technical experts lose audiences
14:35 – Bookkeepers: Your audience isn’t in your field
15:15 – The pain (and power) of watching yourself speak
17:43 – The power of feedback & self-awareness
20:30 – Emails that confuse vs. emails that get results
23:00 – Declarative vs. procedural knowledge
25:00 – Training clients: Why reschedules are your problem
34:18 – Using AI for voice notes & speech prep
37:28 – The risks of AI hallucinations with real content
41:23 – A direct takeaway for introverts: Watch your “shaded habits”
43:07 – What you don’t know can hurt your influence
45:48 – Breath: the simple fix for filler word
55:29 – Valuing yourself & your time

This episode is brought to you by our great friends at Hub Analytics!

Imagine having all your financial data in one place, with real-time analytics and customized reports at your fingertips.

Hub Analytics is a financial platform that streamlines bookkeeping operations, so you can focus on what really matters—delivering high-quality results for your clients. With Hub's easy-to-use tools, you’ll save time, reduce errors, and gain deeper insights into your clients' financials!

Ready to take your bookkeeping to the next level?

Book a demo to learn more and start your FREE trial TODAY!

“Practice is what gives the consistent and reliable delivery of whatever you're mastering. So for me, I remind myself that I'm not faking, I'm becoming, I'm working on it until I become it.”
-Michelle Quiñonez

Michelle Quiñonez, CEO and partner at Financial Stories Inc, shares how childhood play led to a lifelong love for administration and business building. She opens up about her journey from stay-at-home mom to entrepreneur, and how her passion for structure and growth fueled the launch of a full-service accounting firm alongside her CPA co-founder.

In this episode, you’ll learn…

• Why keeping your word to yourself matters
• The impact of joining a CEO peer group
• Simple time-blocking that actually works

To learn more about Michelle, click here.

Connect with her on LinkedIn.

Time Stamp

00:53 - Michelle’s early influences: childhood office play & college mentorship
02:11 - MBA shift & why she chose the accounting field
04:04 - Founding her first solo business as a stay-at-home mom
05:01 - Pain points with external tax firms & why she co-founded Financial Stories
06:50 - Merging systems, hiring, remote tech stack & onboarding
08:19 - Surprises: how hard it is to find good people & differences in accounting roles
09:51 - Personal transformation, CEO roundtable, imposter syndrome reframed
12:00 - Time management
14:18 - Why business growth is about daily consistency & reps
16:35 - How Lisa Campbell & A2A influenced Michelle’s mindset & systems
19:45 - Setting clear intentions to stay present with her family
22:39 - Keeping your word—to yourself & how that shifted everything
25:47 - Visualizing success, parenting parallels & trusting your own word
31:33 - Her experience with Profit First & how it supports delegation
34:48 - Where to connect with Michelle

This episode is brought to you by our great friends at Hub Analytics!

Imagine having all your financial data in one place, with real-time analytics and customized reports at your fingertips.

Hub Analytics is a financial platform that streamlines bookkeeping operations, so you can focus on what really matters—delivering high-quality results for your clients. With Hub's easy-to-use tools, you’ll save time, reduce errors, and gain deeper insights into your clients' financials!

Ready to take your bookkeeping to the next level?

Book a demo to learn more and start your FREE trial TODAY!

“Just start small. Just start doing it. It'll take a while, most likely to kind of build. So start even before you feel like a hundred percent ready. Just start. It's a lot of it the first year or so, it's just like kind of practice too.”
-Morgan Law

Morgan Law, founder of Fine Points Bookkeeping and a popular YouTuber, shares how she transitioned from corporate life and copy editing to part-time bookkeeping, and eventually into full-time content creation. Morgan's story is packed with actionable advice for anyone starting or growing a bookkeeping business.

During this interview, you'll learn...

• How to build a thriving YouTube channel
• Why confidence, clarity & community are key for new bookkeepers
• How free certifications like the QuickBooks ProAdvisor program can jumpstart your journey

Click here to learn more about Morgan.

Connect with her on LinkedIn.

Check out her YouTube channel at this link.

Time Stamp

00:27 - Morgan’s Journey to Bookkeeping
01:49 - Early Hurdles in Starting a Business
02:37 - Starting on YouTube
03:54 - First Breakthrough Video
04:44 - Challenges with Growth
05:45 - YouTube vs Bookkeeping Today
06:36 - Common Struggles for Bookkeepers
08:32 - Content That Resonates
10:04 - Should Bookkeepers Start a Channel?
11:29 - Getting Started on YouTube
12:53 - Growth Timeline & Milestones
14:02 - Bookkeeping Today vs 10 Years Ago
18:53 - Favorite Tools & AI Experiments
20:14 - Resources for Listeners
22:02 - Value of Facebook groups & online communities

This episode is brought to you by our friends at Dext!

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If you're ready to save time, reduce errors, and make bookkeeping more efficient, Dext is for you!

Go to thesuccessfulbookkeeper.com/dext to book a demo TODAY and see how it can transform the way you work!