From Healthcare to Advisory: Building Coal Creek Ledgers

https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/ba/c4/b0/bac4b0a3-4efe-760d-f21b-33727473b381/mza_11083945066601884192.jpg/600x600bb.jpg

Humans in Accounting

South Offices

27 episodes

2 days ago

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.

Business

RSS

All content for Humans in Accounting is the property of South Offices and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Business

https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/41741962/41741962-1751316349664-9e151b8ddd717.jpg

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

Humans in Accounting

26 minutes 43 seconds

2 months ago

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

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