The (Not Boring) Boring Small Business Bookkeeping and Accounting Podcast
Paul Rosenblum, Bookkeeping Mensch
72 episodes
2 days ago
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 cl...
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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 cl...
Bookkeping Ethics & Tax Prep: Does your Tax preparer owe you a Fiduciary Duty?
The (Not Boring) Boring Small Business Bookkeeping and Accounting Podcast
17 minutes
8 months ago
Bookkeping Ethics & Tax Prep: Does your Tax preparer owe you a Fiduciary Duty?
🦉 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 gr...
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! 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 cl...