“More powerful and more comfortable don't usually go hand in hand. Usually more powerful is more uncomfortable. When you're clear about your own voice and what you're bringing to the table, you can see a pathway to saying the more powerful thing and not perceiving it as a threat to the relationship, but instead you're like fueling a better conversation.”
-Dia Bondi

In the finale of this 2-part series, leadership communications coach, Dia Bondi shares how bookkeepers can find their voice, build trust and lead stronger client conversations.

In this interview, you'll also learn:

• How Dia’s Platform Map framework reveals your leadership voice
• The key difference between an ask & a business requirement
• How to use storytelling to deepen trust with clients

To find more about Dia, click here.

Connect with her on LinkedIn.

Get FREE resources HERE for Successful Bookkeeper listeners.

Lear more about her book, Ask Like An Auctioneer at this link.

Time Stamp

02:00 – What’s a Real Ask?
03:15 – Trust Comes from Feeling Seen
04:50 – Confidence Through Clarity
05:23 – Inside the Transformational Voice Intensive
06:58 – Comfort vs. Power
08:57 – The Platform Map Framework
09:36 – Purpose Platform Statement
11:17 – Provenance: Your Real Origin Story
13:39 – Point of View & Playbook
16:52 – Principles: Values in Action
20:06 – Building Trust as a Bookkeeper
23:07 – Learn More from Dia

“You are your most powerful when you speak from who you truly are.”
-Dia Bondi

In part 1 of this 2 part series, leadership communications coach, keynote speaker, and author of Ask Like An Auctioneer, Dia Bondi shares how bookkeepers can unlock their full potential by discovering and owning their true voice.

In this interview, you’ll learn...

• Why your authentic voice matters more than polished words
• How to build trust & attract better clients through clear communication
• What strategic asking can do for your pricing, positioning, and confidence

To find more about Dia, click here.

Connect with her on LinkedIn.

Get FREE resources HERE for Successful Bookkeeper listeners.

Lear more about her book, Ask Like An Auctioneer at this link.

Time Stamp

02:22 – From fitness coach to leadership communicator
04:24 – The bold ask that launched her career
04:53 – Coaching Olympic bids & global leaders
06:16 – Helping speakers build trust under pressure
07:41 – Why trust is the real outcome of communication
09:57 – Your voice matters more than the words
12:05 – Claim your voice, don’t invent it
13:57 – How a sabbatical led to auctioneering
15:55 – Turning auctions into impact & insight
17:18 – Asking big means risking “no”
19:08 – “No” is where real value lives
21:09 – Entering the Zone of Freaking Out (ZFO)
23:17 – Stretch the ask, gain more
24:27 – Ask for clients, influence & balance
26:11 – More things to ask for, starting now
26:38 – Preview of Part 2: Find your leadership voice

“Don't choose happiness, because choosing happiness is a privilege for yourself that we don't always have. We can't always choose to be happy every day. That's not always in our ability, but we can choose happiness for others, and we can choose kindness. And so just choosing kindness will inevitably make you happier.”
-Jennifer Moss

In part two of our conversation with workplace happiness expert Jennifer Moss, we explore how kindness and connection create a lasting impact at work and beyond. This episode is a reminder that simple actions can ripple through your business in powerful ways.

In this interview, you’ll learn…

• Why altruism—not apps—is the key to lasting workplace happiness
• How “positive gossip” builds psychological safety
• Practical ideas to shift from burnout to wellbeing, one act at a time

To learn more about Jennifer, click here.

Connect with her on LinkedIn.

Time Stamp

02:00 - Why psychological safety matters more than wellness trends
04:00 - Altruism is the real driver of workplace happiness
06:00 - Positive gossip boosts trust & team confidence
07:30 - Speaking kindly creates a safer work environment
09:00 - Lost wallet study shows people are more trustworthy than we think
10:30 - “No News” habit increased optimism & trust
12:00 - Low trust hurts happiness; abundance mindset helps
14:00 - Social fitness needs rebuilding after the pandemic
16:00 - A mindset shift helped Michael drop road rage
18:00 - Forgiveness & kindness improve wellbeing
20:00 - Kindness chains can spark major ripple effects
22:00 - Tiny acts of generosity can shift workplace culture

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

What if you couldn’t work tomorrow? Who would step in to manage your clients and keep your income flowing?

That’s where Succession Security comes in. Think of it as ‘insurance’ that pays out in labor.

If an unexpected emergency strikes—whether it’s an illness, accident, or even a family crisis—Succession Security ensures your business keeps running. They step in to manage operations, communicate with clients, and protect everything you’ve built.

Learn more and start your business continuity plan today at successionsecurity.com.

“ 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!

What if you couldn’t work tomorrow? Who would step in to manage your clients and keep your income flowing?

That’s where Succession Security comes in. Think of it as ‘insurance’ that pays out in labor.

If an unexpected emergency strikes—whether it’s an illness, accident, or even a family crisis—Succession Security ensures your business keeps running. They step in to manage operations, communicate with clients, and protect everything you’ve built.

Learn more and start your business continuity plan today at successionsecurity.com.

“ 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.

“ 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?

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