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

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 advice ties in to the...

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 thing...

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 your bookkeeping bus...

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 this in the future,...

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 trust us, it IS! T...

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 do this in two...

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 know and we’ll set them...

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 have realistic expecta...

Curious about the differences between online bookkeeping software options? Our resident Bookkeeping Mensch, Paul Rosenblum, has got you covered! He shares crucial insights about the options available including the free, the simple and the ala carte (yes, that’s a thing!). If you’re just starting your business and are looking for the right bookkeeping software OR are in need of a change, get ready...

Alright, folks, listen up! This episode is a must for all you business owners and bookkeepers out there, because we're diving deep into the realm of online accounting……software! It's a game-changer, sure, but before you jump on the bandwagon, let our resident bookkeeping mensch, Paul Rosenblum, walk you through the ups and downs of each option. With his savvy insights, you'll be arm...

In the midst of tax season, our resident bookkeeping mensch, Paul Rosenblum, delves into three crucial small business bookkeeping adjustments to make sure you avoid IRS scrutiny. Through three case studies, he addresses careful business shifts in payroll, company to company transfers, and intercompany transactions. Emphasizing his personable approach, Paul advocates for thorough bookkeeping cleanu...

Ever wondered why partnership distributions sometimes leave partners scratching their heads, wondering where all the money went? Our resident bookkeeping mensch, Paul Rosenblum, delves into the intricacies of managing finances for a landscaping company partnership. He unravels the mystery behind taxable income on K1 forms and the nuances of distributing profits. Discover the secrets to navigating...

Strap on your running shoes so you can train with our resident Bookkeeper Mensch, Paul Rosenblum, for his tax marathon preparation. Discover his methodical process for evaluating and streamlining clients' financial records, akin to pacing for a marathon, emphasizing precision and client engagement as crucial checkpoints along the way. He’s so prepared, in fact, that he recorded this episode d...

Ever wondered what happens when a business partnership breaks up and the bookkeeper is left to pick up the pieces? Season 3 of The (Not Boring) Boring Small Business Bookkeeping and Accounting Podcast dives into the messy, human side of bookkeeping. Host Paul Rosenblum shares lessons from PPP audits, client complaints, and team-building wins and missteps. You’ll get practical tips for starting a b...

Why is July 31, 2024 a date to remember and possibly cry over? In this episode, our loveable bookkeeping mensch, Paul Rosenblum, takes us on a rollercoaster of emotions as he grapples with the impending retirement of certain QuickBooks Desktop products. That happen on, you guessed it, July 31st this year. Amidst the cheerful buzz from other users, Paul laments the looming changes, details the gene...

As promised, it’s time for our resident bookkeeping mensch, Paul Rosenblum, to update us on the 1099 situation. He specifically addresses the introduction of 1099K forms by third-party payment apps like Venmo and PayPal for transactions over $5,000 starting in 2025. Although this change is still some time away, it’s important to understand the potential challenges and questions surrounding how thi...

It’s organizational time with our overworked Bookkeeper Mensch, Paul Rosenblum. He’s not taking breaks these days but he did make time to share the importance of archiving documents with you in this episode. Remember, the IRS requirement is to retain readable receipts for seven years. But how? In order to show you, Paul explains how he has used both a paper and digital filing system to stay IRS or...

Each small business decision is like a snowflake gently falling into place and so in this podcast episode, our resident bookkeeping mensch, Paul Rosenblum, invites listeners into the winter landscape of his 30-year entrepreneurial journey.  He has skillfully navigated the frosty terrain, sculpting a business niche that mirrored the uniqueness of snowflakes – tailored to smaller companies, each wit...

Our resident bookkeeping mensch, Paul Rosenblum, serves up a Thanksgiving feast of small business bookkeeping insights emphasizing a blend of careful planning, thoughtful choices, and a dash of seasoned expertise. Just as a Thanksgiving table is laden with diverse dishes, Paul explores the buffet of challenges faced by entrepreneurs, from juggling multiple credit cards like a variety of side dishe...

The IRS's plan on tracking digital payments from Zelle, Venmo, and PayPal has been as unpredictable as winter weather. In 2022, they announced a change of automatic 1099’s for $600 or more but then postponed implementation. Our resident bookkeeping mensch, Paul Rosenblum, bundles us up and gets us ready for the cold winter of 2023’s tax season by breaking down what the hold up is on this 1099...

In this podcast episode, our resident bookkeeping mensch, Paul Rosenblum, is like a jazz musician setting the stage by opening up about the reasons behind why he's sharing this content for free.  He discusses his late start in bookkeeping and how he's embracing this groove. Paul's driven by the desire to pay it forward, echoing the spirit of jazz mentorship, teaching QuickBooks in a...

Managing Accounts Receivable in a business is like being an owl in the nighttime forest. Just as an owl keeps a watchful eye on its surroundings to catch prey, a business owner or bookkeeper must vigilantly track their Accounts Receivable to ensure that money owed by customers is collected. The owl's keen vision allows it to spot movement in the dark, and similarly, aging reports and financia...

Starting a new business often means dealing with debt, but fear not, our trusty bookkeeper mensch, Paul Rosenblum, is here to guide you through the labyrinth of Accounts Payable. It may not sound thrilling at first, but when you step into Paul's world of bookkeeping tales, you'll be in for a wild ride. Get ready to be amazed (or maybe shocked) by the financial antics of small business ow...

It’s almost Labor Day so are you ready for tax season?  That’s right. For hard working bookkeepers like our resident bookkeeper mensch, Paul Rosenblum, tax season starts now. Not in January. Paul admits that his impending hustle has him in list mode. So he’s prepared a starting list of things you as a bookkeeper or small business owner can do to keep your sanity during your own tax preparation. He...

Have you always dreamed of owning your own business? Sara Foldenauer of Sets By Sara did. But that doesn’t mean it was a simple, easy path. In this conversation, our resident Bookkeeper Mensch, Paul Rosenblum, chats with Sara, a set designer of 17 years, about her entrepreneurial story.  Sara and Paul both share insights on the challenges and rewards of being self-employed, emphasizing the value o...