Free Daily Podcast Summary
Humans in Accounting: Daily Summaries Delivered
by South Offices
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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 6 days ago29 min
Community, Not Competition: Why Accounting Conferences Matter - Scotty Scarano
Scotty “OKR” Scarano has been going to accounting conferences for more than a decade, but he'll tell you the most valuable part rarely happens inside the sessions.Scotty is an EA, the owner of Padgett Business Services in Raleigh, North Carolina, and the voice behind Accounting High, where he raps about accounting. He met Alex Roman at a Halloween party in Las Vegas, when Alex walked up to tell him his all-blue sweatsuit was wearing the colors of the Argentina flag.In this episode of Humans in Accounting, recorded a week after both returned from Intuit Connect, Scotty joins Alex to talk about why accountants should get on a plane and show up in person.They break down the excuses that keep people home, why this profession feels like a community instead of a competition, how one introduction on a bus at XeroCon turned into a podcast and a close friendship, and Scotty's advice for anyone who has never been to an accounting conference.Topics covered:• How a sweatsuit and the Argentina flag started a friendship• Scotty's first accounting conferences• XeroCon and finding his people• Going for the community, not just the sessions• The real reasons people skip conferences• Community, not competition• How conferences led to rapping and podcasting• Introducing yourself on a bus• Why in-person connections still matter• Scotty's favorite food• The conferences Scotty never misses• Why the accounting community is so open• Alex's networking trick: second breakfast• Advice for first-time attendeesHumans in Accounting is brought to you by South Offices, connecting accounting firms with skilled professionals across Latin America.🎧 South Offices Homehttps://southoffices.com/🌎 Nearshore Accounting Companyhttps://southoffices.com/nearshore-accounting-company/📞 Talk to a CPA-led Nearshore Team Specialisthttps://calendly.com/alex-southoffices
- 1 weeks ago29 min
Don't Wait for Perfect: Starting a Podcast as an Accountant - Victoria Vita
Victoria Vita came to the United States in 2004 and took her first job as a dishwasher. Twenty-two years later, she's a CPA and controller with two decades of experience in corporate America, as well as a life coach and energy healer focused on the human side of accounting.Two years ago, on an eight-hour drive home from a women's networking retreat, she decided to start a podcast. She had the name before she had a microphone: You Are Not Alone.In this episode of Humans in Accounting, Victoria joins Alex Roman to talk about what it takes to start a podcast from zero, what 43 episodes have taught her about real conversations, and why the best time to start is before you feel ready.They also discuss Behind the Ledger, the private and anonymous community Victoria built to support accountants through the stress of close season, the 2 a.m. moment that showed her why it was needed, and why behind every job title there's a human.Topics covered:• A Buenos Aires coincidence, three blocks from Alex's home• From dishwasher to CPA and controller• Balancing debits and credits with the human side of accounting• The retreat that inspired You Are Not Alone• Starting a podcast with zero experience• Building a team with ChatGPT and Upwork• Getting past the fear of speaking with an accent• Victoria's favorite food (and Alex's)• What 43 episodes taught her about real conversations• Why you shouldn't wait for the perfect time• Behind the Ledger: a support community for accountants• The 2 a.m. close that broke a mouse• Behind every job title, there's a humanHumans in Accounting is brought to you by South Offices, connecting accounting firms with skilled professionals across Latin America.🎧 South Offices Homehttps://southoffices.com/🌎 Nearshore Accounting Companyhttps://southoffices.com/nearshore-accounting-company/📞 Talk to a CPA-led Nearshore Team Specialisthttps://calendly.com/alex-southoffices
- 2 weeks ago28 min
Why I'm Choosing Accounting in the Age of AI - Davis Starling
Davis Starling grew up in a South Carolina town of about 290 people, kept bees, raised frogs, and earned the nickname Coach Barkley on a high school basketball court. At 12, a YouTube channel about failing companies had him reading balance sheets for fun.Today, Davis is based in New York, has spent five years working in accounting, and is pursuing his CPA license while staying deeply involved in AI and technology.In this episode of Humans in Accounting, Davis joins Alex Roman to talk about choosing accounting at a time when the profession is facing a talent shortage and AI is changing how the work gets done.They discuss how Davis found his way into the profession, what tax and startup environments taught him, how he used AI to run cold outreach to recruiters during his job search, whether AI will make accounting more or less attractive to the next generation, and why he believes the CPA license will stay relevant for a long time.Topics covered:• From beekeeper and basketball coach to accounting• The YouTube channel that sparked his interest at 12• Seeing how a global company's tax function fits together• Building accounting functions in PE- and VC-backed startups• How the accountant shortage shaped his career choice• Why firms still need to develop junior talent• The power of cold outreach• Using AI to reach recruiters during a job search• Why you should always take the call• Outsourcing your thinking vs. outsourcing your understanding• Will AI make accounting more attractive to young people?• Is the CPA license still worth it?Humans in Accounting is brought to you by South Offices, connecting accounting firms with skilled professionals across Latin America.🎧 South Offices Homehttps://southoffices.com/🌎 Nearshore Accounting Companyhttps://southoffices.com/nearshore-accounting-company/📞 Talk to a CPA-led Nearshore Team Specialisthttps://calendly.com/alex-southoffices
- 3 weeks ago32 min
Protect the King: Business Lessons From a Live Chess Game - Tyler Otto
Tyler Otto and Alex Roman have been playing chess for about two years, usually taking a day or three to make each move. For the Season 4 premiere of Humans in Accounting, they finally played a game live, and talked business between moves.Tyler runs a 16-person accounting firm that now operates day to day without him, co-hosts the Unaccountable podcast, and does his best work the same way he plays chess: fast, and on the fly.In this episode, Tyler and Alex play a 10-minute game while exploring what chess can teach business owners: when to follow the playbook and when to leave it, why giving up material can be the right move, and how protecting the king looks a lot like protecting company culture.Tyler also shares why his firm walked away from nearly $26K in monthly recurring revenue, what he learned after losing a big part of his team in a single month, why owning your mistakes in front of your team matters, and his advice for anyone who thinks it's too late to start a firm.Topics covered:• Playing a live chess game while talking business• How Tyler got into chess• Why Tyler does his best work on the fly• Knowing when to leave your playbook• Walking away from $26K in monthly recurring revenue• How Tyler inspired Humans in Accounting• Knight or bishop? What your piece says about you• Trading resources to get closer to your goal• Losing a big part of the team in one month• Protect the king: protecting company culture• Reviewing your losses• Owning your mistakes in front of your team• Advice for starting an accounting firm in 2026Humans in Accounting is brought to you by South Offices, connecting accounting firms with skilled professionals across Latin America.🎧 South Offices Homehttps://southoffices.com/🌎 Nearshore Accounting Companyhttps://southoffices.com/nearshore-accounting-company/📞 Talk to a CPA-led Nearshore Team Specialisthttps://calendly.com/alex-southoffices
- Sep 9, 202624 min
Embrace Evolution, Not Perfection - Ryan Page
Ryan Page’s path to building Backpocket CPA wasn’t a straight line. After starting his career at PwC, working in financial reporting and FP&A, and experimenting with different businesses along the way, he spent years building his accounting firm on the side before finally going all in.In this episode of Humans in Accounting, Ryan joins Alex Roman to talk about what his first year as a full-time firm owner has really looked like, from landing large clients to navigating concentration risk, losing a key team member, and rebuilding with a more sustainable approach.They also discuss why Backpocket CPA chose to niche down into creative marketing agencies, the importance of intentionally building company culture from the beginning, and why aspiring firm owners should think about entrepreneurship as an evolution rather than expecting perfection from day one.Topics covered:Ryan’s path from PwC to entrepreneurshipBuilding Backpocket CPA as a side businessWhy becoming a father pushed Ryan to go all inNavigating client concentration riskLosing a key team member and continuing to rebuildWhy Backpocket CPA niched down into creative marketing agenciesHow writing on LinkedIn helped Ryan clarify his ideal clientBuilding company culture intentionally from the beginningTurning personal values into company valuesWhy new entrepreneurs shouldn’t expect perfectionThinking about entrepreneurship as an evolutionHumans 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
- Sep 2, 202627 min
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 commitmentsHumans in Accounting is brought to you by South Offices, connecting accounting firms with skilled professionals across Latin America.🎧 South Offices Homehttps://southoffices.com/🌎 Nearshore Accounting Companyhttps://southoffices.com/nearshore-accounting-company/📞 Talk to a CPA-led Nearshore Team Specialisthttps://calendly.com/alex-southoffices
- Aug 26, 202629 min
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 thinkHumans in Accounting is brought to you by South Offices, connecting accounting firms with skilled professionals across Latin America.🎧 South Offices Homehttps://southoffices.com/🌎 Nearshore Accounting Companyhttps://southoffices.com/nearshore-accounting-company/📞 Talk to a CPA-led Nearshore Team Specialisthttps://calendly.com/alex-southoffices
- Aug 19, 202631 min
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 Homehttps://southoffices.com/🌎 Nearshore Accounting Companyhttps://southoffices.com/nearshore-accounting-company/📞 Talk to a CPA-led Nearshore Team Specialisthttps://calendly.com/alex-southoffices
Get Humans in Accounting summaries in your inbox
Free AI-powered daily recaps. Key takeaways, quotes, and mentions — in a 5-minute read.
Get Free Summaries →Free forever for up to 3 podcasts. No credit card required.
You Might Also Like
Listeners also like.
The Abundant Accountant Podcast: Sales & Business Growth for Accounting, Tax, and Bookkeeping Firm Owners
Teaches accounting, tax, and bookkeeping firm owners how to raise fees, improve sales, and build profitable firms without burnout.
Diary Of A CFO
CFOs, founders, and business leaders share practical financial strategies for cash flow, profitability, and sustainable growth.
King Dems Podcast
Discusses leadership, AI, and business growth with CEOs and entrepreneurs through practical insights on strategy, innovation, and mindset.
Cornerstone Private Office
Covers tax planning, asset protection, and estate design for business owners and investors building long-term wealth.
BiggerPockets Business Podcast
Real entrepreneurs share practical advice on starting, growing, and selling businesses, covering hiring, marketing, and raising capital.
Right About Now - Legendary Business Advice
Raw business insights from founders and industry leaders, revealing real wins, failures, and actionable strategies without the fluff.
Do Small Business Like a Big Boss Podcast
A lawyer offers practical legal and business strategies for small business owners to scale and compete effectively.
Founder's Story
Raw conversations with entrepreneurs about the struggles, doubts, and pivotal moments behind their ventures.
The Entrepreneur DNA
Entrepreneurs share lessons on building businesses and personal growth through real experiences and mistakes.
The David Guttman Podcast
Conversations with top leaders on building wealth, integrity, and a meaningful life through real-world lessons and authentic mentorship.
The Level Up Podcast w/ Paul Alex
A former detective shares real stories and practical strategies on building passive income, financial freedom, and entrepreneurial success.
Working Hard with Grace Beverley
Real people share hard-won lessons on success, resilience, and life balance across diverse fields, from activism to business and beyond.
About Humans in Accounting
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.
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from Humans in Accounting in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's Humans in Accounting daily summary?
It's a free AI-powered email that summarizes new episodes of Humans in Accounting as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the Humans in Accounting podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official Humans in Accounting product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by South Offices.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts, any in the catalog. Basic raises that to 15, Pro to 40 and Max to 100. Browse our full catalog at /podcasts.
How often does Humans in Accounting release new episodes?
Humans in Accounting publishes weekly. Our AI generates a summary within hours of each new episode.
What topics does Humans in Accounting cover?
Humans in Accounting covers topics including Business. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting Humans in Accounting summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.