The (Not Boring) Boring Small Business Bookkeeping and Accounting Podcast | Taxes, Cash Flow, and Financial Systems

Send us Fan MailThat desk, laptop, or company vehicle might affect your taxes more than you think. Get clear on how these items should be handled in your bookkeeping.Many business owners buy equipment without knowing whether it should be depreciated over time, written off with Section 179, or treated as a smaller expense under de minimis rules. Those choices can impact taxes, bookkeeping accuracy, and how clearly you understand your business finances. In this episode, our favorite Bookkeeping Mensch, Paul Rosenblum, breaks down these three key concepts in plain English and explains why business owners should talk with their tax preparer now that things are a bit calmer post tax season. This episode could save you money and reduce confusion.Links: NOLO: IRS De Minimis Rule for Deducting Business Property: https://www.nolo.com/legal-encyclopedia/new-irs-de-minimis-rule-deducting-business-property.html#:~:text=BasicallyQuickbooks Small business tax deductions cheat sheet: chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://digitalasset.intuit.com/render/content/dam/intuit/sbseg/en_us/Blog/Downloadable-assset/Checklist/small-business-tax-deductions-checklist-us-en.pdfIndeed, What Is the Definition of De Minimis in Business? https://www.indeed.com/hire/c/info/de-minimisSupport the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailYour profit might be lying to you. Not all profit tells the truth. In this episode, Paul breaks down EBITDA, a key number that banks, buyers, and investors use to evaluate your business. While your standard profit and loss includes expenses like interest, taxes, depreciation, and amortization, EBITDA strips those out to show what your business actually earns at its core. That matters if you’re thinking about selling, merging, or simply understanding how healthy your business really is. A company can look profitable on paper but still struggle with cash flow, debt, or owner withdrawals, and EBITDA helps highlight earning potential, not the full picture. Paul also shares real client examples to show how these adjustments play out and what buyers may look for beyond this number. Listen to the full episode to understand how EBITDA works and when you should actually use it.EBITDA download: https://drive.google.com/drive/folders/1C_4Owq5WyWFsjIndVUAG_iXlQdY7AelN?usp=drive_linkSupport the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailYour business is growing, but your systems aren’t keeping up. Our favorite Bookkeeping Mensch, Paul Rosenblum, is seeing this everywhere, and let’s just say he’s not popping champagne about it. He’s watching clients add more LLCs, more accounts, more moving parts, but not more structure, and somehow he’s the one who gets to sort it all out later. That’s where the problems sneak in. Books fall behind, decisions get harder, and small issues quietly turn into expensive ones. He walks through what this actually looks like behind the scenes, and why growth without systems puts pressure on everything underneath, especially the humans trying to keep it all running. But he also shares what it looks like when a client gets it right, and why that makes his bookkeeping heart very, very happy.Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailHow about a candid and lighthearted vent about the hidden frustration bookkeepers face when small business owners don’t communicate or engage with their bookkeeping, financial reports, and business finances? It’s time for our favorite Bookkeeping Mensch, Paul Rosenblum, to share real situations, from miscategorized transactions to years of ignored reports, to show how poor communication leads to errors, delays, and disconnect between bookkeepers, accountants, and clients. He hopes that for you this can be a humorous reminder to stay involved, ask questions, and treat bookkeeping as an ongoing partnership that helps you make better financial decisions.Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailWhile AI may improve data entry, it still lacks the judgment required for tax code decisions, loan splits, fixed assets, and meaningful financial analysis.In this Season 8 opener, our resident Bookkeeping Mensch, Paul Rosenblum, explores how artificial intelligence is beginning to influence the bookkeeping profession. But the bigger issue is structural. Pricing for bookkeeping services varies wildly, certifications are inconsistent, and banks feed transaction data into accounting systems without standardized formatting. As AI becomes more integrated into tools like QuickBooks, these inconsistencies are becoming harder to ignore.If the role of the bookkeeper is shifting from data entry to review, explanation, and advisory work, then standards, accreditation, and clearer industry expectations may need to evolve alongside it. Do you agree or disagree? Let Paul know. Contact details are below. The last episode on bookkeeping industry regulations:https://pod.link/1688000860/episode/QnV6enNwcm91dC0xODcxMTY0NgSupport the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailBookkeeping has no real guardrails. What happens when a profession has no required standards? That’s the heart of the “listener” question our favorite Bookkeeping Mensch, Paul Rosenblum, explores in this episode. As he thinks it through, he zooms out and looks at the structure of the entire bookkeeping profession, from certification and continuing education to pricing, professional identity, and even the idea of a union, Paul reflects on what might change if clear standards existed. He wonders whether introducing levels, credentials, or even a collective structure would strengthen the profession or complicate it, especially when it comes to pricing and client expectations.This episode doesn’t push a final answer. It opens the door to a bigger conversation about where bookkeeping is headed.Links mentioned:American Institute of Professional Bookkeepers, https://aipb.orgNational Association of Certified Public Bookkeepers, https://nacpb.orgInstitute of Certified Bookkeepers, https://www.bookkeepers.org.uk/The Bookkeeping Cooperative, https://bookkeeping.coop/home/Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailYour numbers should work harder. Our favorite Bookkeeping Mensch, Paul Rosenblum, has a simple message: your books should help you think.In this episode, Paul answers a listener question from Jenny and walks through what good bookkeeping is actually meant to do. Create clarity. When bookkeeping is done well, it shows how a business really makes money, where it quietly loses money, and which decisions affect profitability over time. By comparing years side by side, organizing income and expenses with intention, and reviewing the numbers regularly, business owners can move from reacting to planning. This episode is about using bookkeeping as a practical tool, not an abstract report.Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailIf you sell on eBay or another online marketplace and quietly wonder whether you’re recording sales, fees, or inventory the right way, you’re not alone, and you may be overcomplicating it. In this episode, our resident Bookkeeping Mensch, Paul Rosenblum, answers a listener question about how online sellers should actually handle bookkeeping, especially when platform reports, fees, and inventory start to blur together at tax time. He breaks down what really needs to be tracked, what doesn’t, and how to keep your books clean without turning your side hustle into a full-time accounting project, because spreadsheets should help you sleep better, not keep you up at night.Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailLet’s Talk Lunch… And Reality. This tax season comes with a few surprises. Season 7 kicks off with a friendly but practical walkthrough of one of the most misunderstood areas of bookkeeping: everyday food and drink expenses. Our favorite bookkeeping mensch, Paul Rosenblum, explains what’s changed for 2026, why certain habits no longer work the way they used to, and how a little clarity now can save a lot of confusion later. Paul breaks down what still counts, what doesn’t, and how bookkeepers can guide clients through the shift without panic or awkward end-of-year conversations. Along the way, he reminds us (again) that good bookkeeping isn’t about perfection or software shortcuts. It’s about judgment, context, steady communication throughout the year, and the human element that no software can replace.Ask Paul a question: https://www.speakpipe.com/PaulRosenblumPodcastSupport the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailTrust is the foundation of good bookkeeping, but it’s rarely talked about as a business mindset.In this year end episode, our favorite Bookkeeping Mensch, Paul Rosenblum, is joined by me, producer Stephanie Fuccio, for a reflective conversation about how values shape the way we work. What begins as a look behind the scenes of the podcast quickly becomes something deeper.This episode isn’t really about podcasting. It’s about trust centered bookkeeping and the role relationships, clarity, and care play in long term client work. Using the podcast as a real world example, Paul shares how trust guides his decisions, from how he communicates to how he shows up for clients.When trust comes first, processes follow. And that mindset changes everything.Happy Holidays everyone!Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailWhen the year ends, reflection begins. In this unusually personal episode, our favorite Bookkeeping Mensch, Paul Rosenblum, takes a pause and looks back at a year filled with loss, change, and a few big reminders that even bookkeepers have limits. He talks openly about grief, shifting energy, evolving client relationships, and what it feels like to age in a profession that runs on precision and stamina. As he looks ahead to 2026, Paul starts sorting through which clients, tax preparers, and workloads actually support his well-being and which ones might need to be gently shown the door. He also digs into the business side of letting go, the emotional weight of being the person everyone relies on, and the very real questions around semi-retirement, succession, and where bookkeeping fits in an AI-shaped future.Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailWhen clients cross the line, how do you hold yours? Bookkeeping isn’t about keeping quiet, it’s about keeping standards. Our favorite Bookkeeping Mensch, Paul Rosenblum, answers a listener’s fan mail about a newer bookkeeper, Katie, whos is struggling with some issues related to this distinction. It’s a full-on masterclass in bookkeeping confidence. Topics covered include the ethical heart of bookkeeping, the importance of documentation, and why saying “no” is sometimes the most professional thing you can do. Along the way, he shares stories from decades in the field, a few tax tips, and a clear reminder that bookkeeping isn’t data entry, it’s responsibility, accuracy, and boundaries.Sound effect: https://freesound.org/people/metalfortress/sounds/611788/Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailThis pre-tax season, our favorite Bookkeeping Mensch, Paul Rosenblum is having fun because he’s knee-deep in one of his favorite things—a DIY bookkeeping cleanup. He takes us along on the clean up journey, including two tangled LLCs, years of unreconciled accounts, and more. He finds joy in the process by relabeling accounts, sorting out equity, and turning confusion into clarity. It’s a reminder that not every mess is a nightmare, especially when the client is cooperative, communicative, and appreciative. As pre-tax season ramps up, Paul’s feeling—dare we say—pre-seasoned and proud of this bookkeeping cleanup.Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailWhat’s scarier than Halloween? For bookkeepers, it’s the ever-changing 1099 rules. This October, our resident Bookkeeping Mensch, Paul Rosenblum, suits up in his “bookkeeper costume” and dives into the latest PayPal and Venmo 1099 updates. Between the ghosts of shifting IRS thresholds and the rise of AI-generated everything, Paul reminds us why the human side of bookkeeping still matters. He shares his process, his doubts, and his trademark humor as he untangles what the new $2,500 threshold means for 2025 taxes—and why Zelle might (or might not) escape the chaos.Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailCash, Payroll, and Petty Cash Puzzles: Bookkeeping isn’t just “data entry”—it’s detective work that keeps your books accurate and your business safe. Our favorite Bookkeeping Mensch, Paul Rosenblum, gets into the messy reality of handling petty cash, payroll checks, tips, and owner contributions in this episode, using a real client case as a guide. From partner paychecks cashed through the register, to undocumented utilities paid with personal money, to tips that must be reported correctly, Paul explains how these situations can create a jigsaw puzzle if not recorded properly. He shows where cash on hand belongs, how to document unusual transactions, and why open communication between business owners and bookkeepers is essential to avoid costly mistakes. Because in bookkeeping, every dollar tells a story—and it’s never just data entry.Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailWhen your POS totals don’t match your bank deposits, the mystery usually comes down to three little words.  Don't worry, our favorite Bookkeeping Mensch, Paul Rosenblum, is here to break down the tricky world of cash on hand. From POS systems and sales tax to tips, deposits, and those frustrating month-end discrepancies, he explains how this account works, why it’s so confusing, and what both bookkeepers and business owners need to understand, including:💳 How POS systems track sales, tax, and tips🏦 Why deposits rarely match end-of-month sales📊 What “cash on hand” looks like in the books💵 Common mistakes with cash, checks, and payroll🤝 How communication between owners and bookkeepers prevents messy booksWith real-world examples and clear explanations, Paul gives you the clarity and confidence to spot cash-on-hand issues before they snowball into messy books and costly fixes.Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailQuickBooks, 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 0Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailWhen your bookkeeper says, “Call me before you make big changes,” this is why.Two unexpected summer projects pushed Our Favorite Bookkeeping Mensch, Paul Rosenblum, to the edge of his patience gene—one with endless QuickBooks disconnects and surprise Amex accounts, the other a full switch to Square with quirky deposits and a surprise loan.Listen in to learn how last-minute banking and bookkeeping changes can spiral into time-consuming, expensive messes—and how to avoid costly manual work and delays through better planning and access sharing. These simple communication habits will keep your books (and your bookkeeper) in great shape.Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailWhen two businesses blur the lines.Our resident Bookkeeping Mensch, Paul Rosenblum,  isn’t just cleaning up books—he’s navigating tangled ones in real time. This episode spends time on a rare challenge: managing finances for two interconnected businesses, where rent flows between an auto shop and the real estate company that owns it, while also handling an LLC-to-corporation transition that’s still overlapping. Add in mismatched credit lines, reconciliation headaches, and a full year-end merge ahead, and it’s clear this isn’t your average summer catch-up. Paul also begins testing alternatives to QuickBooks and shares a clever IT workaround that extends the life of an old office computer. For a behind-the-scenes look at layered bookkeeping decisions and the calm, strategic thinking they require, listen to the full episode.Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailBookkeeping summer projects aren’t for the fainthearted. Our resident Bookkeeping Mensch, Paul Rosenblum, is here to share the behind-the-scenes reality of juggling routine monthly tasks with complex, thinking-heavy projects like transitioning a client from an LLC to an S Corp, navigating unclear tax advice, and digging into forgotten 2021 transactions. It’s a glimpse into how bookkeepers make judgment calls, set priorities, and stay focused—even when the work feels like a “Mission: Impossible” episode. Listen in to learn what really happens when clean books meet messy business changes.Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailMessy Books, Real Fixes, No Fluff. This episode isn’t theory—it’s what bookkeepers really deal with. In this episode, our resident Bookkeeping Mensch, Paul  Rosenblum, shares the chaos of a real client’s finances: seven credit cards, tangled business and personal transactions, and even a surprise closed bank account with missing rent payments. Unlike past episodes that offer broad tips, this one gets into the gritty details of how he actually solves these problems using both traditional and unconventional QuickBooks methods. He highlights the importance of client communication, the reality of adjusting workflows on the fly, and why he’s now focusing on respectful, high-quality clientsSupport the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailSummer’s quiet—Paul’s workload isn’t. While others slow down, our resident Bookkeeping Mensch, Paul Rosenblum speeds up. Come along as he shares how the summer months become his most productive time. It's perfect for him to tackle complex client projects, catch up on multi-year financials, and prepare for the busy season ahead. You’ll see how strategic bookkeeping during quieter months builds a foundation for smoother, more accurate reporting when business picks up. The episode delivers a clear message: by investing effort when things are quiet, you buy yourself control, confidence, and breathing room when it’s sheer chaos. Whether you’re a bookkeeper managing big projects or a business owner trying to stay ahead, this episode is a masterclass in planning with purpose.Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailTax prep starts now — not later. Getting your deductions organized early can save stress, time, and money when tax season rolls around. Our resident Bookkeeping Mensch, Paul Rosenblum, knows that whether you're a W-2 employee or running your own business, knowing what to track now will keep your books in top shape — and your future self will thank you. In this episode Paul covers personal medical expenses to powerful business deductions like Section 179 and bonus depreciation. In essence, what matters most for 2025 tax prep. Speaking of deductions, why did the bookkeeper bring a ladder to work? Because they heard the deductions were through the roof! Links: Tax rate chart: https://www.linkedin.com/posts/paul-rosenblum-b284a3_smallbusiness-taxes-accounting-activity-7336864838956015619-J2-UEpisode 1: https://www.buzzsprout.com/2188873/episodes/12836059-start-up-expensesSupport the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailThink bookkeeping is just data entry? In this episode, Paul breaks down the world of accrual accounting to show why it's more than just tracking numbers—it's a complex, monthly process that requires detailed attention and explains why it costs business owners more. If cash-based accounting is a jog, accrual accounting is a marathon... and your bookkeeper deserves more than just a granola bar at the finish line.Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailFeeling burned out after tax season and rethinking how (and who) you work with? Paul Rosenblum is right there with you—trading high-stress clients and tangled accounts for quality work with people who actually pay (and say thank you). He shares real-world stories, hard-earned boundaries, and bookkeeping wisdom that helps you work smarter, not just harder—because sometimes the only thing messier than mixed finances is your client’s idea of “organized.”Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailStill haven’t touched your 2024 books because tax season left you emotionally (and spreadsheet-ly) drained? You’re not alone—but our resident Bookkeeping Mensch, Paul Rosenblum, is  here to help you shake off the post-April 15th fog and actually get your bookkeeping act together, starting with a simple checklist and some friendly guidance. Whether you're sorting receipts or sorting your life, he's got you covered—with just enough dry humor to keep it fun. After all, when it comes to getting your books in order, sometimes you need a laugh as much as a ledger.Accounting software: eps 3, 30, 31Accrual or cash accounting: ep 4 Start up expenses:  ep 1Chart of accounts: eps 7, 35, 36Relationships in Bookkeeping: eps 14, 38Partnership, LLC or S-Corp: eps 28, 44Accounts receivable & accounts payable: eps 18, 19McDonald’s hot coffee case: ep 40Common bookkeeping mistakes: ep 39Paul’s bookkeeping origin story: ep 20Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailWhat if your paycheck came with zero income tax deductions? In this episode, Paul explores a proposal to eliminate federal income tax for those earning under $150K—and what that could mean for small businesses, economic classes, and your vacation fund. Spoiler alert: spending may go up, prices might follow, and the long-term effects could reshape the economy as we know it. But don’t worry—no spreadsheets were harmed in the making of this episode.Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailHow can businesses determine whether a worker should be classified as a W-2 employee or a 1099 subcontractor? Our resident bookkeeping mensch, Paul Rosenblum, breaks down the two main tests—the Common Law Test and the ABC Test—used by states and the IRS to assess worker classification, highlighting the serious tax implications of misclassification and the challenges employers face in navigating these rules. Turns out, bookkeeping isn’t just about numbers—it’s also about dodging financial punches… speaking of which, why did the bookkeeper break up with the calculator? It couldn’t handle their negative balance!Episodes mentioned: - W2 or 1099...The Question That Haunts Business Owners (ep 5)https://www.buzzsprout.com/2188873/episodes/12836055-w2-or-1099-the-question-that-haunts-business-owners- W2 or 1099: A closer look (ep 6)https://www.buzzsprout.com/2188873/episodes/12836054-w2-or-1099-a-closer-look- 1099 Reporting Changes (ep 21)https://www.buzzsprout.com/2188873/episodes/13852295-1099-reporting-changes- QuickBooks no more? (ep 26)https://www.buzzsprout.com/2188873/episodes/14240698-quickbooks-no-moreSupport the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailHow should businesses handle large budget deposits in their bookkeeping and tax reporting? Our resident Bookkeeping Mensch, Paul Rosenblum, walks us through three different accounting approaches, focusing on whether to report these deposits as revenue or only include management fees. Understanding these choices is crucial for business owners, bookkeepers, and accountants to ensure accurate financial reporting and strategic decision-making. And remember—bad bookkeeping is like a broken pencil… pointless!Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailWhat happens when ethical dilemmas and financial reality collide in tax preparation and bookkeeping? That’s what our resident Bookkeeping Mensch, Paul Rosenblum, is going to unpack in this episode. Specifically, where the fine line between fiduciary duty and ethical responsibility, exploring how tax preparers navigate unpaid clients, financial missteps, and tricky legal gray areas. From handling overdue invoices to deciding whether to report client mistakes, it’s all about balancing integrity with business survival, isn’t it? And remember—bad bookkeeping is like a broken pencil… completely pointless!Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailAre bookkeepers charging fair prices, or are some taking advantage of clients? Our resident Bookkeeping Mensch, Paul Rosenblum, dives into the ethics of pricing, exposing common practices like overcharging for 1099 filings. Through real business examples, he helps bookkeepers and small business owners spot fair fees, value expertise, and make smarter pricing decisions.Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailThe flavor of business always changes over time but what our resident Bookkeeping Mensch, Paul Rosenblum, has noticed recently in his own bookkeeping practice is going to surprise you. Less but more is the best way I can explain it but Paul does a better job at laying out all the details for you. Let’s just say that if you’re a deep diver, you’re going to love this trend. Listen for the full details and for Paul’s reaction to this seismic shift in bookkeeping. 🔥 Substack post mentioned: https://paulrosenblum.substack.com/p/how-do-independent-bookkeepers-startSupport the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailIt’s a new year and you’re ready to get on top of your small business taxes. Our resident Bookkeeping Mensch, Paul Rosenblum, is here with a handy checklist of super important items that you need to know about (and follow up on) to make sure you dot all those i’s and cross all those t’s (except in number form, because Bookkeeping, right?) Paul covers inheritance, insurance, workers comp, capital gains child support and so much more on the personal side of your taxes as well as small business tax deductions like vehicle expenses, business meals, advertising, etc. You’ll need to listen to this before talking to your Bookkeeper. They’ll be really impressed with how prepared you are when you do. Promise!Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailWe can’t wrap up the year without a playful holiday episode, can we? That’s why our resident Bookkeeping Mensch, Paul Rosenblum, is here to share his bookkeeping take on The Twelve Days of Christmas. He outlines key bookkeeping tasks he focuses on in December to prepare for tax season, such as prioritizing clients, reconciling accounts, and reviewing new tax laws. These preparation tasks help him stay organized so they’re likely to help you do the same. And one more thing to contemplate before 2025: Why was the bookkeeper's favorite Christmas carol 'Silent Night? Because it’s the only time their books are balanced! Happy Holidays and Happy New Year everyone!Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailAfter you find a suitable bookkeeper for your business, it can be easy to assume that your job is done. Now it’s their turn to do the books and you can do anything else in the business, right? But our beloved Bookkeeping Mensch, Paul Rosenblum, is here to show you why this would be a mistake. A very big one. He’s even got specific examples when this type of situation goes wrong. Very wrong. Good intentioned shortcuts can lead to all kinds of financial and legal issues. Paul knows you don’t want that to happen so please follow his advice because your business should thrive, not stumble and fall.  Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailWhat do $12,000, lending company money and 3 LLC's have to do with one another? These are the examples that our resident Bookkeeping Mensch shares with us to demonstrate that communicating with your Bookkeeper all year is essential. Episode mentioned: American Fast Food's Perception Problem, https://www.buzzsprout.com/2188873/episodes/15686396-american-fast-food-s-perception-problemSupport the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailAs Americans process recent political events, our level-headed resident Bookkeeping Mensch, Paul Rosenblum, offers thoughtful reflections on how upcoming leadership changes may impact small businesses. He provides a big-picture view on possible shifts in tax, regulations, tariffs, minimum wage, and healthcare, focusing on what these could mean for business operations without diving into political specifics. Rather than predictions, Paul gives insights on what may unfold, encouraging small business owners to stay informed and adaptable—an approach that empowers us all to navigate whatever changes may come with confidence.Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailWhy did the bookkeeper break up with the partnership? Too many outstanding issues and not enough balance! But don't worry, our very balanced Bookkeeper Mensch, Paul Rosenblum, is here to share how to avoid such issues. He talks about five LLCs that hit major bookkeeping snags because the partners weren’t communicating and didn’t have clear roles. They shared QuickBooks subscriptions, payments were late, and the whole thing spiraled into a legal mess. What could have been done differently? Paul's got some grounded and practical recommendations for sure!Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailHave you thought about how the event that we dare not be reminded of from 2020 reshaped the way businesses manage their finances? Our resident Bookkeeping Mensch, Paul Rosenblum does. In this episode he’s sharing how accountants had to navigate constantly changing rules and regulations throughout that time. And now in 2024 the PPP program faces audits for potential fraud, which means that businesses documents must be checked to make sure that these funds were used properly. This includes PPP, EIDL loans, and unemployment benefits. So yes, this adds a layer of complexity to tax reporting. But don’t worry, Paul has you covered!Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan Mail"Why are fast food sales plummeting in the U.S.?" Our resident bookkeeping mensch, Paul Rosenblum, explores this surprising turn in the market. Rising prices and shifting consumer expectations, especially post-pandemic, have hurt major chains like McDonald's, Starbucks, and Subway. In response, some fast food companies are rebranding, offering discounts, and improving customer experiences, but Paul argues that their long-term success will depend on maintaining strong customer relationships and, you know what’s coming, a distinct "personality."Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailVacation is supposed to be relaxing, but what if your stay doesn’t live up to your expectations? That’s what happened to our resident Bookkeeper Mensch, Paul Rosenblum, during his recent South Carolina getaway. While most of the trip was great, the accommodations had a few problems. But instead of just complaining, Paul is here to share the surprising outcome and what small business owners can learn from how the management handled the situation.Episodes mentioned: Ep 38: Building Your Business Bookkeeping Team, https://www.buzzsprout.com/2188873/15460097-building-your-business-bookkeeping-teamEp 39: Bookkeeping mishaps to avoid, https://www.buzzsprout.com/2188873/15513778-bookkeeping-mishaps-to-avoidEp 40: Treat Your Customers Well Instead of Bean Counting, https://www.buzzsprout.com/2188873/15575616-treat-your-customers-well-instead-of-bean-countingSupport the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailWhy should you, a small business owner, prioritize treating customers well instead of focusing solely on your bottom line? That’s what our favorite bookkeeping mensch,   Paul Rosenblum, has been doing for over 2 decades. So on the 30th anniversary of the McDonald's Hot Coffee Case (yes, it’s been that long), he’s taking a look at what happened and what could have happened instead. Because as we all know, McDonald’s had the money to keep this story from blowing up. So why did this happen? And, of course, how can knowing this help keep you grounded while navigating the tricky world of business?Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailAccounting can be as unpredictable as a day at the beach with no sunscreen, as our favorite bookkeeping mensch, Paul Rosenblum, learned while untangling the mess of a green energy business. His stories highlight just how important it is to work with the right people and make smart decisions, like using a business credit card instead of a personal one. As you may suspect, his advice ties in to the business personality theme from the last few episodes. There’s a reason for that just like there’s a reason why accountants don’t surf: they’re too busy riding the wave of financial statements! You'll have to listen to the episode for the other reason.Episodes mentioned (in order):ep 37: Kickstarting Your Bookkeeping Business - Tips and Tricksep 38: Building Your Business Bookkeeping Team ep 2: Types of Entitiesep 4: Accrual vs Cash-Based AccountingSupport the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailWhich do you like doing more: working IN or ON your business?  Most small business owners say that working ON the business is their biggest pain point. And that's exactly why our resident bookkeeping mensch, Paul Rosenblum, is providing this much-needed overview of the top things that will help you grow grow your small business bookkeeping team. You can't/shouldn't do all the things in your business forever, no matter how much of a control freak you are.He covers topics like the totem pole of bookkeeping, how to network to find bookkeeping help, getting clear on your business's personality and customer service flavor and how they impact your books. Why did the scarecrow become a successful entrepreneur? Because he was outstanding in his field! And you'll be too if you follow Paul's advice!Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailAre you looking to start your own bookkeeping business? Our resident bookkeeping mensch,Paul Rosenblum, is here to share his wealth of knowledge on how to get your bookkeeping business set up. These tips are NOT what you’re expecting. Yes, there are tips about networking and becoming a content expert but that’s just the beginning. Listen to Paul if you’re thinking of starting your bookkeeping business soon, he knows how to attract the right kind of client for the kind of bookkeeping business for you.   Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailIn this special episode, our resident Bookkeeper Mensch, Paul Rosenblum,  answers YOUR questions. (Thanks for sending these in!) Much to our delight, each question explores a different aspect of financial decision-making, ranging from retirement,  QuickBooks, expense and assets tax rules and more. Paul had a blast answering your questions and is happy to do another episode like this in the future, so keep the questions coming. You can send a text message or email and even leave a voice message with your questions and any super compliments about the show 😋. See below for Paul’s contact links. Episodes mentioned:ep 5: W2 or 1099...The question that haunts business ownersep 6: W2 or 1099: A closer lookep 28: Partnership Payout Puzzle Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailEver wondered why bookkeepers are the real superheroes of the business world? It's because they master the intricacies of the chart of accounts, ensuring every income, cost of goods, and expense is perfectly categorized in the profit and loss (also known as the income statement). It may not sound like a superhero task to you when you first start tracking these accounts, but trust us, it IS! That’s why our resident bookkeeper mensch, Paul Rosenblum delves into these 3 accounts … and more! More? Yes! There can be more to the income statement than these 3 accounts so be sure to listen through to the end for those extra special crispy accounts (okay, they may or may not be crispy but they are special and Paul will explain why). Episode 4: https://www.buzzsprout.com/2188873/12836056-accrual-vs-cash-based-accountingSupport the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailWhy did the accountant break up with their calculator? It just wasn't adding up! (Did we mention that Paul is still recovering from tax season?) No, seriously, we need to have a talk about your business adding up so our resident bookkeeping mensch, Paul Rosenblum, is taking his magnifying glass (instead of his calculator) to show you the financial story of your business. He’ll do this in two episodes. Part 1, this episode,  is about the balance sheet accounts (you know: assets, liability and equity accounts) and part 2 will be about the income statement (also known as profit and loss).  If you liked the first Chart of Accounts episode (episode 7, link below), then you’re going to really benefit from this update. episode 7: https://www.buzzsprout.com/2188873/12836053-chart-of-accountsepisode 28: https://www.buzzsprout.com/2188873/14494023-partnership-payout-puzzleSupport the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailIf you’re a bookkeeper with Batman tendencies, then our resident bookkeeping mensch, Paul Rosenblum, has some advice for you in this post-tax season episode. He’ll help you reevaluate your bookkeeping-life balance including an audit of your client roster, physical work environment, software stack and more. Should there be more bookkeeper specific episodes like this? Let us know and we’ll set them up on “the same bat-time, same-bat channel”, whoops, we mean bookkeeping episode, bookkeeping podcast. Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]

Send us Fan MailAs tax season winds down, our resident bookkeeping mensch, Paul Rosenblum, has some words of wisdom for small business owners in this special (and not ranty) client’s toolkit episode. Toolkit for what? Being good to YOUR bookkeeper (even if they’re not Paul). The heart of it is, as Billy Joel aptly says, “It’s a matter of trust”.  Paul outlines how  small business owners can have realistic expectations, communicate clearly and often, and maintain transparency in financial matters with their bookkeepers. And there’s some bad behavior that’s not okay to do that he’ll share with you as well. But you’ll have to listen for those stories. A-One, two, a-one, two, three, four. Support the show👀 We got reviewed! Why an Indie Accounting Podcast Is Not Boring! https://vocal.media/trader/why-an-indie-accounting-podcast-is-not-boring😄 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🎧 Producer Steph: https://linktr.ee/stephfuccio💸  Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/📨   Email:   [email protected]