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

Building Bookkeepers.com & Scaling with Community | Jaime Rodríguez 17.09.2025

In this episode of Humans in Accounting , host Alex Roman talks with Jaime Rodríguez , CEO and owner of Bookkeepers.com , founder of Paralledger , and author of Beyond the Books . Jaime shares his inspiring journey: from being stuck in a draining 9–5 job, to building his own bookkeeping business, to ultimately becoming the CEO and owner of Bookkeepers.com , one of the most influential platforms in...

Sports, Teamwork & Leadership Lessons in Accounting | K.C. Eames 10.09.2025

In this special episode of Humans in Accounting, host Alex Roman sits down with K.C. Eames, Director of Client Accounting Services at Dark Horse CPAs. K.C. shares her professional journey from Big Four audit to client advisory services, and how her lifelong passion for sports—beach volleyball, soccer, pickleball, and cycling—shapes her approach to teamwork, leadership, and business. We cover: Tran...

From Healthcare to Advisory: Building Coal Creek Ledgers | Katie Rhodes 03.09.2025

In this episode of Humans in Accounting , host Alex Roman talks with Katie Rhodes, founder of Coal Creek Ledgers. Katie shares her journey from working in healthcare to building her own bookkeeping and advisory firm. She opens up about: Why she left the healthcare industry to pursue bookkeeping. The challenges of balancing family life with entrepreneurship. How she found her niche in healthcare cl...

Jessica Fox on SEO, Systems, and Building a Boutique Bookkeeping Firm 27.08.2025

From freelancing to founding Florida Virtual Bookkeeper, Jessica Fox built a thriving boutique bookkeeping firm—powered by SEO, strong systems, and a passion for client education. In Episode 6 of Humans in Accounting , hosted by Alex Roman, Jessica shares: ✔ How she shifted from 100% referrals to inbound leads through content and SEO. ✔ Why systems gave her the freedom to cut her workweek to 25 ho...

Jeremy Van Groll on Authentic Growth & Building a Nonprofit Accounting Niche 20.08.2025

When Jeremy Van Groll left a lucrative corporate finance role, he didn’t just start a bookkeeping firm—he built one around who he really is. From embracing humor and authenticity, to niching down into nonprofit accounting, Jeremy’s journey is a blueprint for building a business that reflects your values. In Episode 5 of Humans in Accounting , hosted by Alex Roman, Jeremy shares: ✔ Why showing your...

S2E4 – Lynn Talbott: From Scaling a Firm to Coaching Bookkeepers Worldwide 13.08.2025

In this episode of Humans in Accounting , we meet Lynn Talbott , Founder of Lynn Talbott Advisors , serial entrepreneur, and creator of the Bookkeepers Training Circle . Lynn shares her journey from building, scaling, and selling a 15-employee bookkeeping firm to coaching independent bookkeepers worldwide. She talks about: Why hiring the right people changes everything The human side of bookkeepin...

From Auditing to Consulting – Kristen Corey on Marketing, Career Pivots & Burnout 06.08.2025

🎙 Humans in Accounting – Episode 3: Kristen Corey | MediaBooks AgencyFrom auditing to marketing for accountants — and making life-changing career decisions along the way — Kristen Corey shares her unique journey, the challenges she faced, and how she found her place in the accounting world… without leaving it behind.📌 In this episode:- From auditing to consulting: a pivotal career move.- Understa...

S2E2 — From People Pleaser to Business Owner: Amanda Timcoe on Boundaries, Mentors & AI in Accounting 30.07.2025

In Season 2, Episode 2 of Humans in Accounting , we talk to Amanda Timcoe , founder of Solving the Books , about what it really takes to build an accounting business — especially when you’re wired to put others first. Amanda shares how she transitioned from hospitality to bookkeeping, the emotional story behind a $2 bill, and how she’s preparing her team (and herself) for the impact of AI in the i...

Can You Really Start a Bookkeeping Business From Scratch? Heidi Ryder Did — Here’s How 23.07.2025

Welcome to Season 2 of Humans in Accounting , the podcast where firm owners, accountants, and founders share their real stories — beyond the spreadsheets. In this episode, we talk to Heidi Ryder , founder of Keepful , about her journey from math teacher to bookkeeper to SaaS founder. She opens up about: Launching her business with a newborn in her arms The unexpected road that led her to buy Keepf...

How to Start a Solo Accounting Firm from Scratch | Michael Eckstein 21.05.2025

In this episode of Humans in Accounting, we sit down with Michael Eckstein—founder of Resting Business Face—to talk about how he built a solo accounting firm that’s profitable, niche-focused, and 100% aligned with the life he wants to live. From building a business while traveling full-time to saying no to bad-fit clients, Michael shares his honest take on what works (and what doesn’t) when going...

How to Grow a Fractional CFO Firm for Law Firms | Adel Senoussi 14.05.2025

In this episode of Humans in Accounting, Alex Roman interviews Adel Senoussi, founder of Scale Pro Advisors, about how she built a boutique fractional CFO firm serving law firms. Adel shares her journey from investment banking in Egypt and New York to starting her own firm focused on small professional services businesses. We dive into how she chose her niche, hired her first remote employee, and...

From Artist to Accounting CEO: Jeanne Hardy’s Journey with Creative Business & Levvy 09.05.2025

Jeanne Hardy never planned on becoming a CEO — much less in accounting. But 20 years ago, helping artists organize their creative chaos turned into a full-fledged financial firm for creatives: Creative Business Inc. In this episode of Humans in Accounting, hosted by South Offices, Jeanne shares how she turned her arts background into a business advantage, why delegation is vital, and how hitting r...

How Ashley Carroll Became a Founder, COO & Game-Changer in Remote Accounting 09.05.2025

In this episode of Humans in Accounting, we sit down with Ashley Carroll, founder of Operations House, to talk all things pricing, boundaries, and building confidence in the accounting world. Ashley shares real talk on:✅ How to price your accounting services (especially if you plan to hire or scale)✅ Why you should stop overdelivering for low-paying clients✅ The power of charging what you’re wo...

How Tailor Hartman Built a 6-Figure Remote Accounting Firm from Scratch | Celerity Founder Story 09.05.2025

In this episode, we sit down with Tailor Hartman, founder and CEO of Celerity, to dive into his journey of building a nearshore operations company that supports high-growth businesses across the globe. Tailor shares how he turned a solo assistant gig into a full-fledged operations solution for agencies, tech startups, and entrepreneurs. We talk about nearshoring, hiring in Latin America, scaling r...

From Career Break to Accounting Boss 💼 | Empowering Women in Accounting 09.05.2025

🚀 From Career Break to Business Leader! After stepping away from accounting to focus on family, Kim Kelleher returned with a mission: to help more women restart their careers in finance. Now, as a leader at Luma Accounting, she’s redefining what success looks like in the industry. In this episode of Humans in Accounting by South Offices, we dive into:✅ The challenges of returning to work after a...

Transforming Accounting Workflows with Automation | FinOptimal 09.05.2025

In this episode of South Offices' Humans in Accounting podcast, we explore how accounting automation is reshaping the industry. We discuss the journey of building innovative solutions, overcoming challenges, and staying client-focused to streamline processes and save time. Learn actionable insights, advice for entrepreneurs, and why feedback is critical to success.

How to Overcome Burnout and Succeed in Accounting | Carrie Williams 09.05.2025

In Episode 3 of the South Offices Podcast: Humans in Accounting, Carrie opens up about her journey through burnout and shares powerful strategies for building a successful career in accounting.🎙 What you’ll learn in this episode:💡 How to overcome burnout and set boundaries that protect your energy.💼 The biggest challenges (and rewards) of running your own accounting firm.✨ Why careful planning...

ADHD in Accounting: Jonathan's Personal Journey & How Automation Transformed His Workflow! 09.05.2025

🎧 Another episode of our "Humans in Accounting" podcast is live! 🎉We interviewed Jonathan Smith from Twin Hills Financial PLLC, and wow—what a story! From working in both large and small firms to discovering he has ADHD (yes, there’s a fun story behind it), Jonathan shares his personal journey and how automated tools have made life so much easier for him and others with ADHD.You don’t want to mi...

Michael Ly Reveals 3 Game-Changers for Accounting Firms —Why Innovation is Crucial 09.05.2025

🎙️Podcasts are live! We’re excited to kick off our new series, featuring interviews with some of the most intriguing voices in the accounting industry. Check out our first episode with Michael Ly from Reconciled.

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