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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, workers comp, capital gains child support and so much more on the personal side of your taxes as well as small business tax deductions like vehicle expenses, business meals, advertising, etc. You’ll need to listen to this before talking to your Bookkeeper. 

They’ll be really impressed with how prepared you are when you do. Promise!

Support the show

😄 Send Paul a text message. (add your email if you'd like a reply). https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms

🎧 Podcast Production & Marketing Assistance: Coffeelike Media: https://www.coffeelikemedia.com/

📰 Newsletter: https://paulrosenblum.substack.com/

🌞 YouTube: https://www.youtube.com/@Bookkeepermensch

💸 Website: https://bookkeepermensch.com

🎵 Music: SourceAudio: https://www.sourceaudio.com/

📨 Email: [email protected]

We are # 35 on the list of 80 Accounting Podcasts! Check out the list here:
https://podcast.feedspot.com/accounting_podcasts/?feedid=7265109&_src=f1_featured_email

🦉 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 preparation tasks help him stay organized so they’re likely to help you do the same. And one more thing to contemplate before 2025: Why was the bookkeeper's favorite Christmas carol 'Silent Night? Because it’s the only time their books are balanced! Happy Holidays and Happy New Year everyone!

Support the show

😄 Send Paul a text message. (add your email if you'd like a reply). https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms

🎧 Podcast Production & Marketing Assistance: Coffeelike Media: https://www.coffeelikemedia.com/

📰 Newsletter: https://paulrosenblum.substack.com/

🌞 YouTube: https://www.youtube.com/@Bookkeepermensch

💸 Website: https://bookkeepermensch.com

🎵 Music: SourceAudio: https://www.sourceaudio.com/

📨 Email: [email protected]

We are # 35 on the list of 80 Accounting Podcasts! Check out the list here:
https://podcast.feedspot.com/accounting_podcasts/?feedid=7265109&_src=f1_featured_email

🦉 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 wrong. Very wrong. Good intentioned shortcuts can lead to all kinds of financial and legal issues. Paul knows you don’t want that to happen so please follow his advice because your business should thrive, not stumble and fall.  

Support the show

😄 Send Paul a text message. (add your email if you'd like a reply). https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms

🎧 Podcast Production & Marketing Assistance: Coffeelike Media: https://www.coffeelikemedia.com/

📰 Newsletter: https://paulrosenblum.substack.com/

🌞 YouTube: https://www.youtube.com/@Bookkeepermensch

💸 Website: https://bookkeepermensch.com

🎵 Music: SourceAudio: https://www.sourceaudio.com/

📨 Email: [email protected]

We are # 35 on the list of 80 Accounting Podcasts! Check out the list here:
https://podcast.feedspot.com/accounting_podcasts/?feedid=7265109&_src=f1_featured_email

🦉 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-problem

Support the show

😄 Send Paul a text message. (add your email if you'd like a reply). https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms

🎧 Podcast Production & Marketing Assistance: Coffeelike Media: https://www.coffeelikemedia.com/

📰 Newsletter: https://paulrosenblum.substack.com/

🌞 YouTube: https://www.youtube.com/@Bookkeepermensch

💸 Website: https://bookkeepermensch.com

🎵 Music: SourceAudio: https://www.sourceaudio.com/

📨 Email: [email protected]

We are # 35 on the list of 80 Accounting Podcasts! Check out the list here:
https://podcast.feedspot.com/accounting_podcasts/?feedid=7265109&_src=f1_featured_email

🦉 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 diving into political specifics. Rather than predictions, Paul gives insights on what may unfold, encouraging small business owners to stay informed and adaptable—an approach that empowers us all to navigate whatever changes may come with confidence.

Support the show

😄 Send Paul a text message. (add your email if you'd like a reply). https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms

🎧 Podcast Production & Marketing Assistance: Coffeelike Media: https://www.coffeelikemedia.com/

📰 Newsletter: https://paulrosenblum.substack.com/

🌞 YouTube: https://www.youtube.com/@Bookkeepermensch

💸 Website: https://bookkeepermensch.com

🎵 Music: SourceAudio: https://www.sourceaudio.com/

📨 Email: [email protected]

We are # 35 on the list of 80 Accounting Podcasts! Check out the list here:
https://podcast.feedspot.com/accounting_podcasts/?feedid=7265109&_src=f1_featured_email

🦉 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 subscriptions, payments were late, and the whole thing spiraled into a legal mess. What could have been done differently? Paul's got some grounded and practical recommendations for sure!

Support the show

😄 Send Paul a text message. (add your email if you'd like a reply). https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms

🎧 Podcast Production & Marketing Assistance: Coffeelike Media: https://www.coffeelikemedia.com/

📰 Newsletter: https://paulrosenblum.substack.com/

🌞 YouTube: https://www.youtube.com/@Bookkeepermensch

💸 Website: https://bookkeepermensch.com

🎵 Music: SourceAudio: https://www.sourceaudio.com/

📨 Email: [email protected]

We are # 35 on the list of 80 Accounting Podcasts! Check out the list here:
https://podcast.feedspot.com/accounting_podcasts/?feedid=7265109&_src=f1_featured_email

🦉 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, which means that businesses documents must be checked to make sure that these funds were used properly. This includes PPP, EIDL loans, and unemployment benefits. So yes, this adds a layer of complexity to tax reporting. But don’t worry, Paul has you covered!

Support the show

😄 Send Paul a text message. (add your email if you'd like a reply). https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms

🎧 Podcast Production & Marketing Assistance: Coffeelike Media: https://www.coffeelikemedia.com/

📰 Newsletter: https://paulrosenblum.substack.com/

🌞 YouTube: https://www.youtube.com/@Bookkeepermensch

💸 Website: https://bookkeepermensch.com

🎵 Music: SourceAudio: https://www.sourceaudio.com/

📨 Email: [email protected]

We are # 35 on the list of 80 Accounting Podcasts! Check out the list here:
https://podcast.feedspot.com/accounting_podcasts/?feedid=7265109&_src=f1_featured_email

🦉 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 experiences, but Paul argues that their long-term success will depend on maintaining strong customer relationships and, you know what’s coming, a distinct "personality."

Support the show

😄 Send Paul a text message. (add your email if you'd like a reply). https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms

🎧 Podcast Production & Marketing Assistance: Coffeelike Media: https://www.coffeelikemedia.com/

📰 Newsletter: https://paulrosenblum.substack.com/

🌞 YouTube: https://www.youtube.com/@Bookkeepermensch

💸 Website: https://bookkeepermensch.com

🎵 Music: SourceAudio: https://www.sourceaudio.com/

📨 Email: [email protected]

We are # 35 on the list of 80 Accounting Podcasts! Check out the list here:
https://podcast.feedspot.com/accounting_podcasts/?feedid=7265109&_src=f1_featured_email

🦉 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 business owners can learn from how the management handled the situation.

Episodes mentioned: 

• Ep 38: Building Your Business Bookkeeping Team, https://www.buzzsprout.com/2188873/15460097-building-your-business-bookkeeping-team
• Ep 39: Bookkeeping mishaps to avoid, https://www.buzzsprout.com/2188873/15513778-bookkeeping-mishaps-to-avoid
• Ep 40: Treat Your Customers Well Instead of Bean Counting, https://www.buzzsprout.com/2188873/15575616-treat-your-customers-well-instead-of-bean-counting

Support the show

😄 Send Paul a text message. (add your email if you'd like a reply). https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms

🎧 Podcast Production & Marketing Assistance: Coffeelike Media: https://www.coffeelikemedia.com/

📰 Newsletter: https://paulrosenblum.substack.com/

🌞 YouTube: https://www.youtube.com/@Bookkeepermensch

💸 Website: https://bookkeepermensch.com

🎵 Music: SourceAudio: https://www.sourceaudio.com/

📨 Email: [email protected]

We are # 35 on the list of 80 Accounting Podcasts! Check out the list here:
https://podcast.feedspot.com/accounting_podcasts/?feedid=7265109&_src=f1_featured_email

🦉 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 instead. Because as we all know, McDonald’s had the money to keep this story from blowing up. So why did this happen? And, of course, how can knowing this help keep you grounded while navigating the tricky world of business?

Support the show

😄 Send Paul a text message. (add your email if you'd like a reply). https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms

🎧 Podcast Production & Marketing Assistance: Coffeelike Media: https://www.coffeelikemedia.com/

📰 Newsletter: https://paulrosenblum.substack.com/

🌞 YouTube: https://www.youtube.com/@Bookkeepermensch

💸 Website: https://bookkeepermensch.com

🎵 Music: SourceAudio: https://www.sourceaudio.com/

📨 Email: [email protected]

We are # 35 on the list of 80 Accounting Podcasts! Check out the list here:
https://podcast.feedspot.com/accounting_podcasts/?feedid=7265109&_src=f1_featured_email