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 growing into a respected leader in the industry—Tony’s story is full of lessons on faith, resilience, and action.

We cover:

• Starting his firm in 2007 while working in IT.

• Going full-time in 2015 and his first acquisition in 2016.

• Balancing life as a firm owner, speaker, husband, and dad.

• Favorite food 🍑 (smothered turkey wings & peach cobbler!).

• How AI and technology are reshaping accounting.

• The power of consistency in content creation (video per day challenge).

• Best advice: don’t wait for the “perfect moment”—take action, adjust, and keep moving.

  
  

If you’re an entrepreneur, accountant, or business owner wondering how to scale, balance life, and lead with purpose, this episode is for you.

✨ Don’t forget to like, comment, and subscribe for more stories from firm owners and leaders in accounting.

#AccountingPodcast #Entrepreneurship #Bookkeeping #Leadership #TaxServices #HumansInAccounting

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 passion for helping clients truly understand their numbers.

We cover:

• From public accounting to launching Steady Hand Advisory.

• Why Melissa started the podcast No se habla taxes.

• Using AI tools to streamline content creation.

• Her passion for cats & adoption stories (shoutout to Rocky Mountain Feline Rescue).

• Favorite food (Puerto Rican arroz con gandules 🍚)

• Best advice: know what you truly want, then go all in.
  

If you’re a solopreneur, accountant, or business owner, this episode brings insights on building a purpose-driven firm, using content to connect with clients, and balancing life with passion.

✨ Don’t forget to like, comment, and subscribe for more inspiring stories from accountants and entrepreneurs.

#AccountingPodcast #CPA #AdvisoryServices #Bookkeeping #Entrepreneurship #NoSeHablaTaxes #HumansInAccounting

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 the accounting space.

We cover:

• Why Jaime left the traditional 9–5 path to start a bookkeeping business.

• The challenges of getting his first client and how Bookkeepers.com changed everything.

• Founding Paralledger and the story behind its name.

• Becoming CEO (and now owner) of Bookkeepers.com

• The importance of community in building a successful business.

• Favorite food 🍕 (spoiler: it involves pizza… a lot of it).

• His advice for entrepreneurs: Don’t do it alone.

• What’s next for Bookkeepers.com → AI, education, and GrowCon 2025.
  

If you’re an accountant, bookkeeper, or aspiring entrepreneur, this episode is packed with insights on how to build, scale, and thrive in accounting through community and innovation.

✨ Don’t forget to like, comment, and subscribe for more stories from firm owners and accounting leaders.

#Bookkeeping #AccountingPodcast #Entrepreneurship #BookkeepersDotCom #SmallBusinessFinance #HumansInAccounting

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:

• Transition from Big Four audit to Dark Horse CPAs.

• Why sports like volleyball, futsal, and pickleball sharpen focus and resilience.

• The parallels between team chemistry in sports and leadership in accounting.

• Lessons from failure and why embracing mistakes leads to growth.

• Favorite food (spoiler: ribeye steak 🥩).

• Advice to her younger self and professionals: find activities that push you to grow.

If you’re an accountant, entrepreneur, or leader looking for inspiration on team dynamics, resilience, and business growth, this episode is for you.

✨ Don’t forget to like, comment, and subscribe for more stories from firm owners and accounting leaders.

#AccountingPodcast #Leadership #Bookkeeping #AdvisoryServices #Teamwork #SportsAndBusiness #HumansInAccounting

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 clients and concierge medicine practices.

• Key milestones, including her first CFO advisory client.
  

• The importance of networking, industry conferences, and community in accounting.
  

• Her best advice for entrepreneurs: get comfortable being uncomfortable.
  

If you're an accountant, bookkeeper, or entrepreneur looking for insights on growing your firm, scaling advisory services, and creating impact for small businesses—this episode is for you.

✨ Don’t forget to like, comment, and subscribe for more stories from firm owners worldwide.

🔗 Learn more about Katie: https://coalcreekledgers.com

#Bookkeeping #AccountingPodcast #AdvisoryServices #Entrepreneurship #SmallBusinessFinance #HumansInAccounting

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 hours.
✔ The importance of charging your worth from day one.
✔ Lessons from winning “Top 50 Accounting Practice in North America” three years in a row.

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 true colors can accelerate growth.
✔ How niching to nonprofits transformed his inbound leads.
✔ The culture strategy that keeps his team engaged and clients loyal.
✔ How his podcast, Unaccountable, blends fun with industry insights.

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 bookkeeping (yes, psychology matters!)

• How she overcame the fear of hiring abroad — and why her first hire in Argentina was a success

• The importance of lifelong learning in a rapidly changing industry

Plus, she reveals her favorite food (hint: 🌮) and the advice she wishes she had known when starting her business.

If you’re an independent bookkeeper, or thinking of becoming one, this conversation is packed with practical insights and inspiration.

🎙 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.- Understanding marketing industry averages (and why 20% open rates can be great).- The power of celebrating small wins.- Branding beyond referrals: building something bigger.- Flexibility in the accounting industry.- Honest talk about burnout.- A family favorite recipe: tomato Italian sausage risotto.🎧 Listen now:

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 industry.

🔍 Topics we cover:
• Why mentors are essential when starting out
• Building boundaries as a people pleaser
• The value of great customer service
• Adapting to AI and becoming more relational
• Naming your business with meaning

Whether you're in the industry or just curious about the human side of accounting, this conversation is full of honest, relatable insights.

🎧 Subscribe for more stories from the humans behind the numbers.