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