Humans in Accounting

South Offices
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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.

  1. 5d ago

    Your Business Should Support Your Life, Not Consume It - Ian Maxwell

    Ian Maxwell has always looked at business a little differently: instead of building a life around work, he believes your business should help create the life you actually want. Today, Ian is an executive coach and founder of Mindset Magic, working with small business owners while intentionally making room for another major part of his life: music. In this episode of Humans in Accounting, Ian joins Alex Roman to talk about the mindset behind building a business without letting it consume everything else. They discuss why successful business owners can become victims of their own growth, the difference between building a business and simply creating a job for yourself, how urgency affects decision-making, and why making clear commitments matters more than simply moving fast. Topics covered: Building a business that supports the life you wantIan’s journey from recruiting to executive coachingMaking space for work, music, and life outside businessWhen business growth starts to feel like a treadmillThe difference between building a business and creating a job for yourselfHow to step back and reassess your prioritiesWhat separates a good accountant from a great oneWhy honoring agreements matters more than speedHow urgency impacts your decisions and relationshipsTurning goals into real commitments Humans in Accounting is brought to you by South Offices, connecting accounting firms with skilled professionals across Latin America. 🎧 South Offices Home https://southoffices.com/ 🌎 Nearshore Accounting Company https://southoffices.com/nearshore-accounting-company/ 📞 Talk to a CPA-led Nearshore Team Specialist https://calendly.com/alex-southoffices

  2. Aug 26

    Growing an Accounting Firm Without Losing Its Culture - Chris Williams

    Chris Williams didn’t start his career in accounting. He came from finance and investing, looking for an entrepreneurial path that eventually led him to acquire System Six. Since then, System Six has grown from 20 to 65 team members, expanded through organic growth and acquisitions, and stayed focused on one principle: putting its people first. In this episode of Humans in Accounting, Chris joins Alex Roman to talk about what it really takes to grow an accounting firm without losing the culture that made it successful in the first place. They discuss the lessons behind scaling too quickly, why growth sometimes means slowing down sales, how System Six found its niche serving recently acquired businesses, and what Chris has learned from acquiring and operating accounting firms. Topics covered: Why Chris chose to acquire an accounting firmWhat made System Six the right business to buyGrowing from 20 to 65 team membersWhy rapid growth can create hiring mistakesPutting team members before clientsFinding a niche beyond a specific industryLessons from acquiring accounting firmsWhy sales and marketing should start earlier than you think Humans in Accounting is brought to you by South Offices, connecting accounting firms with skilled professionals across Latin America. 🎧 South Offices Home https://southoffices.com/ 🌎 Nearshore Accounting Company https://southoffices.com/nearshore-accounting-company/ 📞 Talk to a CPA-led Nearshore Team Specialist https://calendly.com/alex-southoffices

  3. Aug 19

    From Big Four to Founder: Building an Accounting Firm That Can Scale - Jabree Brooks

    What does it take to go from working inside some of the world’s largest financial institutions to building your own accounting firm? In this episode of Humans in Accounting, Alex Roman sits down with Jabree Brooks, Founder and Principal at Four Palm Advisory, to talk about his journey from EY, UBS, and JPMorgan to CFO roles and, eventually, entrepreneurship. Jabree shares what pushed him to start Four Palm Advisory, how the firm grew from fractional CFO services into a broader accounting offering, and what he has learned while building a team and scaling quickly. They also talk about one of the biggest challenges founders face: moving from working in the business to working on the business, and why Jabree believes surrounding yourself with people who are smarter than you is essential to making that transition. 🎯 What You’ll Learn: • Why Jabree chose accounting and how it shaped his career • What led him from large financial institutions to smaller, entrepreneurial companies • How his first fractional CFO client became the starting point for Four Palm Advisory • The challenges of onboarding multiple clients while scaling • Why hiring great people creates leverage for founders • How client referrals became an important milestone for Four Palm • Why accounting firm owners should learn from others instead of reinventing the wheel 🎧 South Offices Home https://southoffices.com/ 🌎 Nearshore Accounting Company https://southoffices.com/nearshore-accounting-company/ 📞 Talk to a CPA-led Nearshore Team Specialist https://calendly.com/alex-southoffices

  4. Aug 12

    Building a Business That Evolves With You - Eman Abdur-Rahman

    Building a business isn't about following a perfect plan. It's about building one that evolves as your life does. In this episode of Humans in Accounting, Alex Roman sits down with Eman Abdur-Rahman, Founder & CEO of Your Virtual Keeper, to discuss her journey from business operations to building a successful virtual accounting firm. Eman shares how she found her niche, built a remote team, created systems that scale, and why documenting processes became one of the biggest turning points in her business. She also opens up about balancing entrepreneurship, motherhood, and running a family farm while continuing to grow her firm. Whether you're starting your own accounting firm or looking to build a business that supports the life you want, this conversation is full of practical lessons on leadership, systems, and intentional growth. 🎯 What You'll Learn • How Eman transitioned from operations into accounting • Building a virtual accounting firm from scratch • Why documented systems are essential for growth • How to build and lead a successful remote team • The importance of onboarding and repeatable processes • Balancing entrepreneurship, family, and business ownership • Why your business should evolve as your life changes Topics Covered • From operations to entrepreneurship • Starting a virtual bookkeeping firm • Finding your niche • Hiring and onboarding remote teams • Building systems that scale • Delegation and leadership • Entrepreneurship and motherhood • Adapting your business through different seasons of life 🎧 South Offices Home https://southoffices.com/ 🌎 Nearshore Accounting Company https://southoffices.com/nearshore-accounting-company/ 📞 Talk to a CPA-led Nearshore Team Specialist https://calendly.com/alex-southoffices

  5. Aug 5

    Building an Accounting Firm From Scratch - Mike Payne

    Building an accounting firm takes more than technical expertise. It takes confidence, relationships, a clear business model, and the willingness to bet on yourself. In this episode of Humans in Accounting, Alex Roman sits down with Mike Payne, Chief Growth Officer at Haga Kommer, to discuss his journey from the Big Four to building his own accounting and law firm from scratch. Mike shares the lessons he learned from starting with zero clients, why accountants consistently undervalue themselves, how strong client relationships become your greatest competitive advantage, and what every future firm owner should think about before taking the leap. Whether you're planning to launch your own firm or looking to grow the one you already have, this conversation is full of practical advice from someone who's been through every stage of the journey. 🎯 What You'll Learn • Why Mike left the Big Four to build his own firm • How he landed his first clients • Why accountants often undervalue themselves • The importance of choosing the right business model • What aspiring firm owners should plan before getting started • How client relationships become your biggest competitive advantage • Lessons learned from building, scaling, and selling a firm Topics Covered • Mike's journey from the Big Four to entrepreneurship • Building an accounting and law firm • Landing the first clients • Choosing a business model • Pricing and understanding your value • Why the accounting community is different • Client relationships and trust • Lessons for future firm owners 🎧 South Offices Home https://southoffices.com/ 🌎 Nearshore Accounting Company https://southoffices.com/nearshore-accounting-company/ 📞 Talk to a CPA-led nearshore team specialist https://calendly.com/alex-southoffices

  6. Jul 29

    Building, Scaling & Selling an Accounting Firm - Sharrin Fuller

    Building an accounting firm is one challenge. Scaling it—and eventually selling it—is another. In this episode of Humans in Accounting, Alex Roman sits down with Sharrin Fuller, founder of Glass Wallet Ventures and Clone & Conquer Hub, to discuss the lessons she learned from building multiple accounting businesses, documenting systems, overcoming self-doubt, and creating firms that can grow beyond their founders. Sharrin shares her unconventional path into accounting, why doing things right the first time saves years of frustration, and how strong systems became the foundation for every business she built. Whether you're starting your first firm or thinking about scaling the one you already have, this episode is packed with practical advice from someone who's done both. 🎯 What you'll learn • How Sharrin built and sold accounting firms • Why systems are the foundation of growth • Doing things right the first time • Overcoming self-doubt as a business owner • Why documentation matters • Building a firm without a traditional accounting path • Lessons for firm owners at every stage Topics Covered • Buying her first business • Entering the accounting profession • Building multiple accounting firms • Scaling through systems • Selling accounting firms • The importance of documentation • Overcoming self-doubt • Advice for firm owners 🎧 South Offices Home https://southoffices.com 🌎 Nearshore Accounting Company https://southoffices.com/nearshore-accounting-company/ 📞 Talk to a CPA-led nearshore team specialist https://calendly.com/alex-southoffices

  7. Jul 22

    Build Systems, Not Burnout - Karen McConomy

    What if the biggest milestone in your accounting firm wasn't adding another client, but taking a 17-day vacation? In this episode of Humans in Accounting, Alex Roman sits down with Karen McConomy, Founder of Your Numbers Person, to discuss building systems that allow business owners to step away without everything falling apart. Karen shares how she went from starting her firm on Upwork to leading a growing remote team, why saying "no" is sometimes the best way to help clients, and how mentors accelerated her growth as a firm owner. If you're building an accounting firm that supports your life, not the other way around, this episode is for you. 🎯 What you'll learn • How systems create work-life balance • Why saying "no" can improve client relationships • Building a remote accounting firm • The importance of mentors • Avoiding scope creep • Creating processes that empower your team • How to step away from day-to-day operations Topics Covered • Starting a firm on Upwork • Building Your Numbers Person • Finding a niche • Systems for work-life balance • The problem with scope creep • Learning to say no • Mentorship in accounting • Favorite food 🍴 • Advice for new firm owners 🎧 South Offices Home https://southoffices.com/ 🌎 Nearshore Accounting Company https://southoffices.com/nearshore-accounting-company/ 📞 Talk to a CPA-led nearshore team specialist https://calendly.com/alex-southoffices

  8. Jul 15

    AI Won't Replace Great Accountants - Miguel Centeno

    Will AI replace accountants? Miguel Centeno doesn't think so. He believes the firms that thrive won't be the ones avoiding AI—they'll be the ones learning how to use it better than everyone else. In this episode of Humans in Accounting, Alex Roman sits down with Miguel Centeno, Managing Partner at Centurion Firm and host of Beyond the Bottom Line, to discuss building an accounting firm, finding the right clients, pricing based on value, and why AI is changing the profession without replacing it. Miguel also shares how he left PwC, landed his first clients, built a niche, and the mindset that helped him grow a successful firm. If you're building an accounting firm—or wondering how AI will reshape the profession—this episode is for you. 🎯 What you'll learn • Why AI won't replace great accountants • How to leave a Big Four firm • Finding your ideal client profile • Pricing based on value instead of hours • Why niching down accelerates growth • Patience vs growth as a firm owner • Building a modern accounting practice Topics Covered • Miguel's journey from PwC • Starting Centurion Firm • Landing the first clients • Biggest early mistakes • Finding a niche • AI in accounting • Value-based pricing • Favorite food 🍴 • Advice for firm owners 🎧 South Offices Home https://southoffices.com/ 🌎 Nearshore Accounting Company https://southoffices.com/nearshore-accounting-company/ 📞 Talk to a CPA-led nearshore team specialist https://calendly.com/alex-southoffices

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About

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.

Information

  • Creator
    South Offices
  • Years Active
    2024 - 2026
  • Episodes
    52
  • Rating
    Clean
  • Copyright
    © 2026 South Offices
  • Show Website
    Humans in Accounting