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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!
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: [email protected]
By Paul Rosenblum, Bookkeeping Mensch5
88 ratings
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: [email protected]

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