🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! Summer’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 quiet...
Jun 17, 2025•13 min•Ep. 60
🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! Thank you for your support. Support the show 🎧 Get early access to the podcast by subscribing: https://www.buzzsprout.com/2188873/supporters/new 😄 Send Paul a message. (add your email for a reply). https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms 🎧 Production & Marketing Assistance: https://www.coffeelikemedia.com/ 💸 Website: https://bookkeepermensch.co...
Jun 16, 2025•1 min
🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! Tax 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 cov...
Jun 06, 2025•11 min•Ep. 59
🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! Think 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 jus...
May 22, 2025•18 min•Ep. 58
🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! Feeling 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 ...
May 08, 2025•17 min•Ep. 57
🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! Still 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 sor...
Apr 24, 2025•9 min•Ep. 56
🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! What 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...
Apr 10, 2025•15 min•Ep. 55
🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! How 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 ...
Mar 27, 2025•13 min•Ep. 54
🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! How 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 en...
Mar 13, 2025•12 min•Ep. 53
🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! What 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 a...
Feb 27, 2025•18 min•Ep. 52
🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! Are 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...
Feb 13, 2025•16 min•Ep. 51
🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! The 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. List...
Jan 30, 2025•12 min•Ep. 50
🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! It’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, wo...
Jan 16, 2025•13 min•Ep. 49
🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! We 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 prepa...
Dec 24, 2024•10 min•Ep. 48
🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! After 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 wron...
Dec 12, 2024•18 min•Ep. 47
🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! What 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-p...
Nov 26, 2024•13 min•Ep. 46
🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! As 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 d...
Nov 14, 2024•13 min•Ep. 45
🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! Why 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 subscri...
Oct 24, 2024•15 min•Ep. 44
🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! Have 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, whic...
Oct 10, 2024•15 min•Ep. 43
🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! "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...
Sep 19, 2024•15 min•Ep. 42
🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! Vacation 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 bu...
Sep 05, 2024•15 min•Ep. 41
🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! Why 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 instea...
Aug 22, 2024•13 min•Ep. 40
🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! Accounting 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 a...
Aug 08, 2024•17 min•Ep. 39
🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! Which 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 t...
Jul 25, 2024•25 min•Ep. 38
🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! Are 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...
Jul 11, 2024•18 min•Ep. 37
🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! In 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 ...
Jun 20, 2024•14 min•Ep. 36
🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! Ever 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 tr...
Jun 06, 2024•15 min•Ep. 35
🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! Why 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...
May 16, 2024•17 min•Ep. 34
🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! If 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 kno...
May 02, 2024•12 min•Ep. 33
🦉 Send us a text message! But please include your email or a way to get in touch with you. This feature is not two way! As 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 hav...
Apr 18, 2024•14 min•Ep. 32
