South Offices

Humans in Accounting

Business EN ↓ 44 episodes

Behind every balance sheet, there’s a human story. Humans in Accounting is a podcast about the people redefining what it means to work in finance and accounting today. Hosted by Alex Roman of South Offices, each episode features honest, unfiltered conversations with accountants, firm owners, and financial leaders who are building businesses on their own terms—remote, niche, value-driven, and unapologetically human. Whether you're a solo accountant, a fractional CFO, or just curious about what it’s really like behind the spreadsheets, this podcast will inspire you to do things differently.

Author

South Offices

Category

Business

Podcast website

southoffices.com

Latest episode

Jul 8, 2026

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Episodes

Why Every CPA Needs a Mentor - Nancy Benet 08.07.2026

Every successful CPA has technical skills. Not every CPA has a mentor. In this episode of Humans in Accounting, Alex Roman sits down with Nancy Benet, CPA, entrepreneur, and CEO of Fix It Accounting, to discuss the lessons she learned from building her firm after multiple failed businesses, crushing debt, and starting over from scratch. Nancy shares why mentorship completely changed the trajectory...

Why Great Companies Put People First - Monica Siciliano 01.07.2026

Most business owners think payroll is their biggest expense. Monica Siciliano sees it differently. She believes people are a company's greatest opportunity. In this episode of Humans in Accounting, Alex Roman sits down with Monica Siciliano, Partner at De Novo HR Consulting and Zinman & Company, to discuss leadership, business advisory, human resources, and what really drives long-term busines...

How to Grow an Accounting Firm Through Referrals and Relationship - Seth Kamens 24.06.2026

Most accounting firm owners focus on technical expertise. Seth Kamens believes that's the wrong place to start. In this episode of Humans in Accounting, Alex Roman sits down with Seth Kamens, founder of Kamens & Associates, to discuss how he grew a firm from a handful of clients into a practice serving more than 2,000 clients across the world. Seth shares why he left corporate accounting, what...

Building a Virtual Accounting Firm Before Remote Work Was Cool - Josh Zweig 17.06.2026

Remote work wasn't trendy in 2012. For most accounting firms, it wasn't even an option. But that's exactly when Josh Zweig decided to build a virtual accounting firm. In this episode of Humans in Accounting, Alex Roman sits down with Josh Zweig, Co-Founder and CEO of LiveCA, to discuss how a simple desire for location freedom led to one of Canada's first fully virtual accounting firms. Josh shares...

Entrepreneurship, Culture & Building with Purpose — Josh Schneider 10.06.2026

In this episode of Humans in Accounting , Alex Roman sits down with Josh Schneider, CEO of Multiply Advisors , to talk about entrepreneurship, culture, personal growth, and what it really means to build a business with purpose. Josh shares his journey from leaving the CPA firm world behind to becoming an entrepreneur, the struggles of building from scratch, and how a painful experience with his ow...

Processes Build Better Businesses — Nicole Rose Yen 03.06.2026

Most entrepreneurs think growth comes from working harder. Nicole Rose Yen believes it comes from better processes. In this episode of Humans in Accounting, Alex Roman sits down with Nicole Rose Yen, Founder of Aerial Core, to talk about building systems that actually support growth. Nicole shares how her background in software and medical businesses led her into accounting, why she pivoted from h...

Cash Flow Is King (And Growth Takes Longer Than You Think) | Michael Coronado 27.05.2026

Most businesses don’t fail because of bad ideas. They fail because they run out of cash—or underestimate how long growth actually takes. In this episode of Humans in Accounting, Alex Roman sits down with Michael Coronado, President of Pronto Advisors, to talk about building a firm that has evolved over 35 years. Michael shares how his father started the business after getting laid off, how they ad...

Why 43% of Women Leave the Workforce | Ashley Connell 20.05.2026

43% of professional women in the U.S. leave the workforce to raise children. But 97% would return—if flexible work existed. In this episode of Humans in Accounting, Alex Roman sits down with Ashley Connell, CEO of Prowess Project, to talk about the real problem behind talent loss—and how she built a business to solve it. Ashley shares how she started with a simple insight, tested her idea by worki...

Done Is Better Than Perfect | James Bohan 13.05.2026

Most accounting firms don’t fail because of bad ideas. They fail because nothing gets executed. In this episode of Humans in Accounting, James Bohan shares how he built his firm starting from one client—and why taking action early mattered more than having everything figured out. From preparing tax returns by hand to becoming a CFO and eventually launching his own firm, his path wasn’t linear—and...

Imposter Syndrome, Identity & Building an Accounting Firm | Astrid Galvez 06.05.2026

What if something as simple as your name affected how people saw you professionally? In this episode of Humans in Accounting, Alex Roman sits down with Astrid Daniela Galvez, Founder of Accounting Specialist & Business Solutions, to talk about building a firm from scratch—and the identity challenges that came with it. Astrid shares how she started her firm with no clients and only six months o...

How to Build & Sell an Accounting Firm | Geoff Bruskin 28.04.2026

What makes an accounting firm valuable—and what actually determines how much it sells for? In this episode of Humans in Accounting, Alex Roman sits down with Geoff Bruskin, Managing Partner at White Tiger Connections, to break down how accounting firms are built, scaled, and ultimately sold. Geoff shares his journey into the accounting space through M&A, recruiting, and consulting—and how priv...

How to Scale an Accounting Firm (Without Burning Out) — [Chase Damiano] 22.04.2026

Scaling an accounting firm sounds simple—until you’re the one stuck doing everything. In this episode of Humans in Accounting, Alex Roman sits down with Chase Damiano, Founder & CEO of Human at Scale, to break down why so many accounting firm owners struggle to scale—and what actually needs to change. Chase shares his journey from Accenture to building and scaling a coffee business, and how th...

Building an Accounting Firm Through Networking — [Tracy Brantingham] 15.04.2026

In this episode of Humans in Accounting , Alex Roman sits down with Tracy Brantingham, CEO of Building Profits LLC , to explore how she built her firm from just three clients into a growing business — and the decisions that shaped that journey. Tracy shares her background in construction accounting, how she transitioned from employee to business owner, and the role networking played in getting her...

Why Human Relationships Still Matter in Accounting — [Chris Meyers] 08.04.2026

In this episode of Humans in Accounting , Alex Roman sits down with Chris Meyers, Partner at Welch LLP , to explore how a career in accounting can evolve across industries — and why human relationships still matter more than ever. Chris shares his journey from starting at Welch as a student to working in government, including roles at the Bank of Canada and as CFO within public finance, before ret...

Building an Accounting Firm Through Referrals — [Greg & Wayne] 06.04.2026

In the Season 3 premiere of Humans in Accounting , Alex Roman sits down with Greg Verchick, owner of Verchick Accounting Services , and Wayne Herring, founder of Business Builder Camp , for a conversation about resilience, mentorship, and building a business centered around helping people. Greg shares the personal journey that led him to rebuild his life and launch his accounting practice after ov...

Build a Human-Centered Accounting Platform | Irene Seelig, CEO & Co-Founder of Account Groove 03.12.2025

In this season finale of Humans in Accounting , host Alex Roman sits down with Irene Seelig , CEO & Co-Founder of Account Groove — a platform helping accountants automate proposals, pricing, and client management. They talk about: ✅ Selling her first tech firm and discovering the gaps in the accounting industry ✅ Building a founder-funded SaaS from scratch ✅ The shift from compliance to adv...

Build a Purpose-Driven Bookkeeping Business | Jacob LaCour, Expert Bookkeeping 19.11.2025

In this episode of Humans in Accounting , host Alex Roman sits down with Jacob LaCour , founder and owner of Expert Bookkeeping , to talk about the power of purpose , the importance of saying yes to helping others, and how to build a successful business rooted in passion and service. Jacob shares his inspiring story from growing up in a small Louisiana town and volunteering as a firefighter to own...

How to Leverage Your Unique Gifts & Build a Bookkeeping Business | Kate Josephine Johnson 12.11.2025

In this episode of Humans in Accounting , host Alex Roman welcomes Kate Josephine Johnson , founder of Heritage Business Services and creator of the Bookkeeping Side Hustle community. Kate shares her inspiring journey, from being a military spouse with no accounting background to building a thriving virtual bookkeeping business, becoming one of the world’s top FreshBooks experts , and leading a co...

How to Grow a Bookkeeping Firm & Build Community | Corry Jankowski 05.11.2025

In this episode of Humans in Accounting , host Alex Roman welcomes Corry Jankowski , founder of Digit Squid Accounting . Corry shares her inspiring journey—from starting bookkeeping at age 14, to launching multiple businesses, to building Digit Squid into a thriving firm alongside her husband. She talks about the lessons learned from failure, the importance of community in accounting, and how she...

Contracting, Content & The Fun CPA Journey | Yuri Kapilovich 29.10.2025

In this episode of Humans in Accounting , host Alex Roman chats with Yuri Kapilovich , managing partner at Kapilovich & Associates and creator of The Fun CPA brand. Yuri opens up about his journey from big firm accounting to building his own practice, the role of contracting as a bridge to financial freedom , and how sharing content on LinkedIn transformed his career—leading to networking even...

From Addiction to Building PropelYour: Clarity, Habits & Growth | Justin Lund 22.10.2025

In this episode of Humans in Accounting , host Alex Roman sits down with Justin Lund , founder of PropelYour.com . Justin’s story is one of resilience and reinvention—from struggling with addiction in his 20s, to building multiple businesses (including one that hit 7 figures in its first year), to creating PropelYour , a platform that helps entrepreneurs scale with systems, assistants, and clarity...

Building a Remote Accounting Firm for SaaS & Expats | Chad Folse 15.10.2025

In this episode of Humans in Accounting , host Alex Roman talks with Chad Folse , owner of ABT Financial Consultants . Chad shares his family’s legacy in accounting, his own path from physics to entrepreneurship, and how he grew ABT into a firm that supports virtual companies, SaaS businesses, and expats around the world . From moving between Arizona and Spain to launching his own podcast, Chad’s...

AI in Recruitment & Keeping Humans at the Center | Anne-Sophie Baribeau 08.10.2025

In this episode of Humans in Accounting , host Alex Roman talks with Anne-Sophie Baribeau , founder of MyTechtal . Anne-Sophie shares her journey from social work and recruiting to building a company that bridges deep tech, accounting, and human-centered hiring . She opens up about her experience working in Canada, South Korea, and the U.S., and why she believes AI in recruitment must keep humans...

From IT to Accounting Firm Owner: Tony Proctor’s Journey | Proctor & Associates 01.10.2025

In this episode of Humans in Accounting , host Alex Roman talks with Tony Proctor , founder and principal of Proctor & Associates Tax, Accounting and Payroll Services . Tony shares his inspiring journey from IT management to building a full-service accounting firm . From running his practice as a side hustle for 8 years, to going all-in, acquiring a firm in the middle of tax season, and growin...

From CPA to Podcaster: Building Steady Hand Advisory | Melissa Armstrong 24.09.2025

In this episode of Humans in Accounting , host Alex Roman welcomes Melissa Armstrong, CPA , founder of Steady Hand Accounting & Advisory and host of the podcast No se habla taxes . Melissa shares her journey as a third-generation accountant and why she launched her own firm just a year ago. She opens up about creating No se habla taxes to educate solopreneurs, her love for cats 🐱, and her pas...

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