Bookkeeping Q&A: Get Ahead Before Tax Season Hits: S6E1 episode artwork

EPISODE · Sep 4, 2025 · 19 MIN

Bookkeeping Q&A: Get Ahead Before Tax Season Hits: S6E1

from The (Not Boring) Boring Small Business Bookkeeping and Accounting Podcast | Taxes, Cash Flow, and Financial Systems · host Paul Rosenblum, Expert Bookkeeper

QuickBooks, 1099s, Affirm, Cars, Chaos.👉 Bookkeepers and Business owners can’t afford to wait until tax season to get organized.In this first-ever Q&A episode, Paul Rosenblum — Our Favorite Bookkeeping Mensch — tackles real listener questions about:✅ When to start fresh in QuickBooks✅ How to reconcile every account (banks, loans, investments)✅ What the new 1099 thresholds mean✅ The right way to handle Affirm loans and vehicle financingPaul also shares a candid story about client delays and missing access that turned into a last-minute scramble, raising the bigger question: why do bookkeepers stop everything at the wrong time? 💬 Send your questions anytime at BookkeeperMensch.comSound effect: old cash register open and close with a bing by clubmydia+ -- https://freesound.org/s/584168/ -- License: Creative Commons 0Send us Fan MailSupport the showAbout the hostPaul Rosenblum has been doing hands-on bookkeeping for over 30 years, starting with QuickBooks Desktop and adapting to the world of cloud-based QuickBooks Online. He shares practical, in-the-weeds lessons from real client files every episode.👀 Why Niche Podcasts Are The Bedrock Of The Industry: https://podalization.substack.com/p/why-niche-podcasts-are-the-bedrock😄 Send Paul a text or 📞 voice message (include your contact info if you want a reply) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms📨   Email:   [email protected]💸  Website: https://bookkeepermensch.com🎧 Producer Steph: https://linktr.ee/stephfuccio 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org

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QuickBooks, 1099s, Affirm, Cars, Chaos. 👉 Bookkeepers and Business owners can’t afford to wait until tax season to get organized. In this first-ever Q&A episode, Paul Rosenblum — Our Favorite Bookkeeping Mensch — tackles real listener questions about: ✅ When to start fresh in QuickBooks ✅ How to reconcile every account (banks, loans, investments) ✅ What the new 1099 thresholds mean ✅ The right way to handle Affirm loans and vehicle financing Paul also shares a candid story about client de...

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Bookkeeping Q&A: Get Ahead Before Tax Season Hits: S6E1

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This episode was published on September 4, 2025.

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