The (Not Boring) Boring Small Business Bookkeeping and Accounting Podcast

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! Bookkeeping 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: https://aipb.orghttps://nacpb.orghttps://www.bookkeepers.org.uk/https://bookkeeping.coop/home/Support the show 📞 Leave a voice message for Paul: https://www.speakpipe.com/PaulRosenblumPodcast 😄 Send him a text message (remember to include your contact info) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms 🎧 Producer Steph: https://www.coffeelikemedia.com/ 💸 Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/ 🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/ 📨 Email: Bookkeepermensch@gmail.com

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! Your 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 📞 Leave a voice message for Paul: https://www.speakpipe.com/PaulRosenblumPodcast 😄 Send him a text message (remember to include your contact info) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms 🎧 Producer Steph: https://www.coffeelikemedia.com/ 💸 Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/ 🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/ 📨 Email: Bookkeepermensch@gmail.com

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 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 📞 Leave a voice message for Paul: https://www.speakpipe.com/PaulRosenblumPodcast 😄 Send him a text message (remember to include your contact info) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms 🎧 Producer Steph: https://www.coffeelikemedia.com/ 💸 Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/ 🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/ 📨 Email: Bookkeepermensch@gmail.com

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! Let’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/PaulRosenblumPodcast Support the show 📞 Leave a voice message for Paul: https://www.speakpipe.com/PaulRosenblumPodcast 😄 Send him a text message (remember to include your contact info) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms 🎧 Producer Steph: https://www.coffeelikemedia.com/ 💸 Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/ 🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/ 📨 Email: Bookkeepermensch@gmail.com

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! Trust 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 📞 Leave a voice message for Paul: https://www.speakpipe.com/PaulRosenblumPodcast 😄 Send him a text message (remember to include your contact info) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms 🎧 Producer Steph: https://www.coffeelikemedia.com/ 💸 Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/ 🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/ 📨 Email: Bookkeepermensch@gmail.com

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! When 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 📞 Leave a voice message for Paul: https://www.speakpipe.com/PaulRosenblumPodcast 😄 Send him a text message (remember to include your contact info) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms 🎧 Producer Steph: https://www.coffeelikemedia.com/ 💸 Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/ 🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/ 📨 Email: Bookkeepermensch@gmail.com

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! When 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 📞 Leave a voice message for Paul: https://www.speakpipe.com/PaulRosenblumPodcast 😄 Send him a text message (remember to include your contact info) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms 🎧 Producer Steph: https://www.coffeelikemedia.com/ 💸 Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/ 🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/ 📨 Email: Bookkeepermensch@gmail.com

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! This 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 📞 Leave a voice message for Paul: https://www.speakpipe.com/PaulRosenblumPodcast 😄 Send him a text message (remember to include your contact info) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms 🎧 Producer Steph: https://www.coffeelikemedia.com/ 💸 Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/ 🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/ 📨 Email: Bookkeepermensch@gmail.com

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’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 📞 Leave a voice message for Paul: https://www.speakpipe.com/PaulRosenblumPodcast 😄 Send him a text message (remember to include your contact info) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms 🎧 Producer Steph: https://www.coffeelikemedia.com/ 💸 Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/ 🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/ 📨 Email: Bookkeepermensch@gmail.com

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! Cash, 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 📞 Leave a voice message for Paul: https://www.speakpipe.com/PaulRosenblumPodcast 😄 Send him a text message (remember to include your contact info) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms 🎧 Producer Steph: https://www.coffeelikemedia.com/ 💸 Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/ 🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/ 📨 Email: Bookkeepermensch@gmail.com

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! When 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: With 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 📞 Leave a voice message for Paul: https://www.speakpipe.com/PaulRosenblumPodcast 😄 Send him a text message (remember to include your contact info) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms 🎧 Producer Steph: https://www.coffeelikemedia.com/ 💸 Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/ 🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/ 📨 Email: Bookkeepermensch@gmail.com

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! 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 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.com Sound effect: old cash register open and close with a bing by clubmydia+ -- https://freesound.org/s/584168/ -- License: Creative Commons 0 Support the show 📞 Leave a voice message for Paul: https://www.speakpipe.com/PaulRosenblumPodcast 😄 Send him a text message (remember to include your contact info) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms 🎧 Producer Steph: https://www.coffeelikemedia.com/ 💸 Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/ 🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/ 📨 Email: Bookkeepermensch@gmail.com

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! When 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 📞 Leave a voice message for Paul: https://www.speakpipe.com/PaulRosenblumPodcast 😄 Send him a text message (remember to include your contact info) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms 🎧 Producer Steph: https://www.coffeelikemedia.com/ 💸 Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/ 🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/ 📨 Email: Bookkeepermensch@gmail.com

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! When 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 📞 Leave a voice message for Paul: https://www.speakpipe.com/PaulRosenblumPodcast 😄 Send him a text message (remember to include your contact info) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms 🎧 Producer Steph: https://www.coffeelikemedia.com/ 💸 Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/ 🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/ 📨 Email: Bookkeepermensch@gmail.com

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! Bookkeeping 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 📞 Leave a voice message for Paul: https://www.speakpipe.com/PaulRosenblumPodcast 😄 Send him a text message (remember to include your contact info) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms 🎧 Producer Steph: https://www.coffeelikemedia.com/ 💸 Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/ 🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/ 📨 Email: Bookkeepermensch@gmail.com

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! Messy 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 clients Support the show 📞 Leave a voice message for Paul: https://www.speakpipe.com/PaulRosenblumPodcast 😄 Send him a text message (remember to include your contact info) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms 🎧 Producer Steph: https://www.coffeelikemedia.com/ 💸 Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/ 🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/ 📨 Email: Bookkeepermensch@gmail.com

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 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 📞 Leave a voice message for Paul: https://www.speakpipe.com/PaulRosenblumPodcast 😄 Send him a text message (remember to include your contact info) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms 🎧 Producer Steph: https://www.coffeelikemedia.com/ 💸 Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/ 🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/ 📨 Email: Bookkeepermensch@gmail.com

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 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-U Episode 1: https://www.buzzsprout.com/2188873/episodes/12836059-start-up-expenses Support the show 📞 Leave a voice message for Paul: https://www.speakpipe.com/PaulRosenblumPodcast 😄 Send him a text message (remember to include your contact info) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms 🎧 Producer Steph: https://www.coffeelikemedia.com/ 💸 Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/ 🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/ 📨 Email: Bookkeepermensch@gmail.com

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 just a granola bar at the finish line. Support the show 📞 Leave a voice message for Paul: https://www.speakpipe.com/PaulRosenblumPodcast 😄 Send him a text message (remember to include your contact info) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms 🎧 Producer Steph: https://www.coffeelikemedia.com/ 💸 Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/ 🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/ 📨 Email: Bookkeepermensch@gmail.com

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 only thing messier than mixed finances is your client’s idea of “organized.” Support the show 📞 Leave a voice message for Paul: https://www.speakpipe.com/PaulRosenblumPodcast 😄 Send him a text message (remember to include your contact info) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms 🎧 Producer Steph: https://www.coffeelikemedia.com/ 💸 Website: https://bookkeepermensch.com 🎵 Music: SourceAudio: https://www.sourceaudio.com/ 🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/ 📨 Email: Bookkeepermensch@gmail.com