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The big summer project is nearly done! Our favorite Bookkeeping Mensch, Paul Rosenblum, reports that the corporation is filed and the accountant is happy, but the related LLC still has to be filed by October 15, and it never had a set of books. Paul takes us through the last leg of the project. There are business and personal accounts full of mixed expenses, shared credit cards, a home office that may need splitting, mystery bank transfers, and shareholder loans that have to match across both companies. He also explains why, if you own more than one company, you should finish the bookkeeping for all of them before your tax preparer starts. And he shares why working with different CPAs means an iPhone can be an expense, a de minimis item, or a Section 179 asset, depending on who you ask.
Then Paul gives an update on his other big project: a local business with no taxes filed since 2022, corporate income going into a personal bank account, credit cards he was never told about, a wrong tax ID number given to the credit card merchant, and no sales tax paid in three years. Add missed appointments and unanswered calls, and Paul is facing a question every bookkeeper eventually faces: stay or go? Because bookkeeping isn't just about numbers, it's about people.
done
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About the host
Paul Rosenblum has been doing hands-on bookkeeping for over 30 years, starting with QuickBooks Desktop.
👀 Why Niche Podcasts Are The Bedrock Of The Industry: https://podalization.substack.com/p/why-niche-podcasts-are-the-bedrock
😄 Send Paul a text or 📞 voice message (include your contact info if you want a reply) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms
📨 Email: [email protected]
📰 Substack: https://paulrosenblum.substack.com/
💸 Website: https://bookkeepermensch.com
🎧 Get help with your podcast with PodcastSteph https://podcaststeph.substack.com/p/the-5-paths-to-podcast-discoverability
🎵 Music: SourceAudio: https://www.sourceaudio.com/
🔉 Sound effects: https://freesound.org
Interview with Mary: ...
The chart of accounts keeps popping up in business news feeds, so our favorite Bookkeeping Mensch, Paul Rosenblum, is taking a fresh look at it. Paul shares why he always designs it for the client, even if some accountants complain about all those subaccounts.
Then Paul gets honest about write-ups, the simplest (and his least favorite) form of bookkeeping. He also answers a question he hears a lot: is there a standard chart of accounts?
Want more on the chart of accounts? Check out Season 1, Episode 7, and the two-part series in Season 2, Episodes 8 and 9.
About the host
Paul Rosenblum has been doing hands-on bookkeeping for over 30 years, starting with QuickBooks Desktop and adapting to the world of cloud-based QuickBooks Online. He shares practical, in-the-weeds lessons from real client files every episode.
✍️ The Bookkeeper Mensch's Corner on Substack: https://paulrosenblum.substack.com
Send us Fan Mail
Support the show
About the host
Paul Rosenblum has been doing hands-on bookkeeping for over 30 years, starting with QuickBooks Desktop.
👀 Why Niche Podcasts Are The Bedrock Of The Industry: https://podalization.substack.com/p/why-niche-podcasts-are-the-bedrock
😄 Send Paul a text or 📞 voice message (include your contact info if you want a reply) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms
📨 Email: [email protected]
📰 Substack: https://paulrosenblum.substack.com/
💸 Website: https://bookkeepermensch.com
🎧 Get help with your podcast with PodcastSteph https://podcaststeph.substack.com/p/the-5-paths-to-podcast-discoverability
🎵 Music: SourceAudio: https://www.sourceaudio.com/
🔉 Sound effects: https://freesound.org
Interview with Mary: ...
Kicking off the next 100 episodes, our favorite Bookkeeping Mensch, Paul Rosenblum, shares a cautionary tale about what happens when third-party software quietly works against you. A client's industry-specific CRM was secretly exporting her invoices into QuickBooks Online as sales receipts. That doubled her sales, threw off undeposited funds, and nearly meant she would pay extra 2026 taxes for no reason. Two three-hour cleanup sessions later, the books are fixed, but it raises a bigger question: just because software CAN connect to QuickBooks, SHOULD it?
Paul walks through the third-party tools he actually likes, including inventory programs like Fishbowl and SOS Inventory, outside payroll companies, DAVO for sales tax, and hosting for QuickBooks Desktop. He also covers the ones that make him nervous, from receipt scanners that are "only" 99.9% accurate to AI tools that promise to learn your patterns and create rules for fixed assets. Along the way he looks at merchant fees, the new free edition of QuickBooks Online, Tabby, and Syncabill, and makes his case for keeping the H.I. (Human Intelligence) in bookkeeping.
Send us Fan Mail
Support the show
About the host
Paul Rosenblum has been doing hands-on bookkeeping for over 30 years, starting with QuickBooks Desktop.
👀 Why Niche Podcasts Are The Bedrock Of The Industry: https://podalization.substack.com/p/why-niche-podcasts-are-the-bedrock
😄 Send Paul a text or 📞 voice message (include your contact info if you want a reply) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms
📨 Email: [email protected]
📰 Substack: https://paulrosenblum.substack.com/
💸 Website: https://bookkeepermensch.com
🎧 Get help with your podcast with PodcastSteph https://podcaststeph.substack.com/p/the-5-paths-to-podcast-discoverability
🎵 Music: SourceAudio: https://www.sourceaudio.com/
🔉 Sound effects: https://freesound.org
Interview with Mary: ...
One hundred episodes in, our favorite Bookkeeping Mensch, Paul Rosenblum, is taking a moment to thank YOU, the listeners, who turned this independent podcast into something much bigger than a weekly recording. After years of teaching in classrooms, Paul has found a new classroom behind the microphone, a place where he can keep sharing what he knows, connecting with people in the field, and talking about the work he still genuinely loves.
This milestone isn’t a goodbye, it's a celebration. Paul reflects on what reaching 100 episodes means to him, the unexpected recognition the podcast has received along the way, and why he plans to keep going as long as the passion is still there. He’s also inviting listeners to help shape what comes next by sending in the bookkeeping and business topics they’d like him to tackle in the next 100 episodes.
Send us Fan Mail
Support the show
About the host
Paul Rosenblum has been doing hands-on bookkeeping for over 30 years, starting with QuickBooks Desktop.
👀 Why Niche Podcasts Are The Bedrock Of The Industry: https://podalization.substack.com/p/why-niche-podcasts-are-the-bedrock
😄 Send Paul a text or 📞 voice message (include your contact info if you want a reply) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms
📨 Email: [email protected]
📰 Substack: https://paulrosenblum.substack.com/
💸 Website: https://bookkeepermensch.com
🎧 Get help with your podcast with PodcastSteph https://podcaststeph.substack.com/p/the-5-paths-to-podcast-discoverability
🎵 Music: SourceAudio: https://www.sourceaudio.com/
🔉 Sound effects: https://freesound.org
Interview with Mary: ...
Reaching 100 podcast episodes wasn’t something our favorite Bookkeeping Mensch, Paul Rosenblum, ever expected when he started the show in 2022. In this special 99th episode, Paul sits down with Stephanie Fuccio, Podcast Discovery Strategist, to look back at how and why the show changed and what he’s learned from the listeners who keep coming back for more.
But this isn’t just a look back. A few unexpected moments turn the conversation in directions neither Paul nor listeners will see coming, while revealing more about the people, experiences, and decisions that shaped the show along the way. It’s a celebration of the 100 episode that comes out next week.
Send us Fan Mail
Support the show
About the host
Paul Rosenblum has been doing hands-on bookkeeping for over 30 years, starting with QuickBooks Desktop.
👀 Why Niche Podcasts Are The Bedrock Of The Industry: https://podalization.substack.com/p/why-niche-podcasts-are-the-bedrock
😄 Send Paul a text or 📞 voice message (include your contact info if you want a reply) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms
📨 Email: [email protected]
📰 Substack: https://paulrosenblum.substack.com/
💸 Website: https://bookkeepermensch.com
🎧 Get help with your podcast with PodcastSteph https://podcaststeph.substack.com/p/the-5-paths-to-podcast-discoverability
🎵 Music: SourceAudio: https://www.sourceaudio.com/
🔉 Sound effects: https://freesound.org
Interview with Mary: ...
Tariff refunds may be going back to big companies, but that doesn’t mean a check is coming to us. Our favorite Bookkeeping Mensch, Paul Rosenblum, looks at what those refunds could mean for prices at stores like Walmart, Target, Lowe’s, and Home Depot, and why consumers still need to pay attention to where the savings actually show up. As retailers decide what to do with that money, shoppers have a new reason to compare prices, question where the savings went, and vote with their wallets.
Send us Fan Mail
Support the show
About the host
Paul Rosenblum has been doing hands-on bookkeeping for over 30 years, starting with QuickBooks Desktop.
👀 Why Niche Podcasts Are The Bedrock Of The Industry: https://podalization.substack.com/p/why-niche-podcasts-are-the-bedrock
😄 Send Paul a text or 📞 voice message (include your contact info if you want a reply) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms
📨 Email: [email protected]
📰 Substack: https://paulrosenblum.substack.com/
💸 Website: https://bookkeepermensch.com
🎧 Get help with your podcast with PodcastSteph https://podcaststeph.substack.com/p/the-5-paths-to-podcast-discoverability
🎵 Music: SourceAudio: https://www.sourceaudio.com/
🔉 Sound effects: https://freesound.org
Interview with Mary: ...
If rising prices have you blaming inflation for everything, it may be worth looking at the spending habits that have become normal. Our favorite Bookkeeping Mensch, Paul Rosenblum, looks at the difference between expenses we can’t control and the choices that still belong to us. Ultimately, affordability includes how we decide what we need, want, and can actually afford.
With convenience making it easier than ever to spend without thinking much about it, Paul looks at where everyday choices can start stretching a budget too far. From credit cards to routine purchases that no longer feel optional, he brings the conversation back to one simple question: does your spending actually fit the money you have? It’s a timely reminder to look at those habits now, before they become even harder to change.
Episode mentioned:
S9E8: The Hidden Bookkeeping Money Decisions You Make Every Day
https://pod.link/1688000860/episode/QnV6enNwcm91dC0xOTMzNDg0OA
Send us Fan Mail
Support the show
About the host
Paul Rosenblum has been doing hands-on bookkeeping for over 30 years, starting with QuickBooks Desktop.
👀 Why Niche Podcasts Are The Bedrock Of The Industry: https://podalization.substack.com/p/why-niche-podcasts-are-the-bedrock
😄 Send Paul a text or 📞 voice message (include your contact info if you want a reply) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms
📨 Email: [email protected]
📰 Substack: https://paulrosenblum.substack.com/
💸 Website: https://bookkeepermensch.com
🎧 Get help with your podcast with PodcastSteph https://podcaststeph.substack.com/p/the-5-paths-to-podcast-discoverability
🎵 Music: SourceAudio: https://www.sourceaudio.com/
🔉 Sound effects: https://freesound.org
Interview with Mary: ...
Some bookkeeping projects don’t just fill the calendar, they make you feel 20 years younger. Our favorite Bookkeeping Mensch, Paul Rosenblum, shares why difficult bookkeeping cleanup projects still give him adrenaline, purpose, and the deep satisfaction of knowing a client’s books are finally right. As he considers slowing down, he’s realizing that the work that lights you up may be exactly the reason not to step away too soon.
Send us Fan Mail
Support the show
About the host
Paul Rosenblum has been doing hands-on bookkeeping for over 30 years, starting with QuickBooks Desktop.
👀 Why Niche Podcasts Are The Bedrock Of The Industry: https://podalization.substack.com/p/why-niche-podcasts-are-the-bedrock
😄 Send Paul a text or 📞 voice message (include your contact info if you want a reply) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms
📨 Email: [email protected]
📰 Substack: https://paulrosenblum.substack.com/
💸 Website: https://bookkeepermensch.com
🎧 Get help with your podcast with PodcastSteph https://podcaststeph.substack.com/p/the-5-paths-to-podcast-discoverability
🎵 Music: SourceAudio: https://www.sourceaudio.com/
🔉 Sound effects: https://freesound.org
Interview with Mary: ...
If you assume “clean books” means accurate books, it’s worth checking that assumption now, before tax deadlines or an IRS problem force the issue. Three previous bookkeepers had called the books clean, but our favorite Bookkeeping Mensch, Paul Rosenblum, is still finding major problems underneath, including missing credit card transactions, $15,000 in unexplained invoice payments, and a $25,000 shareholder loan that was being counted as taxable revenue. As he works through the mess, he shows how quickly one bad assumption can ripple through the books, especially when QuickBooks misses transactions, personal and business payments get mixed together, or a single deposit lands in the wrong category.
That same pattern shows up in a second cleanup, this time involving a business that started as a sole proprietorship before becoming a corporation in 2023. Unpaid sales tax, unfiled taxes, and business expenses running through personal accounts have turned the job into a years-long reconstruction. Together, these two projects make the larger point clear: bookkeeping is much more than reconciling accounts, and business owners need someone who understands the accounting behind QuickBooks, asks the right questions, and knows when the numbers don’t make sense. The longer those mistakes sit, the harder and more expensive they become to untangle.
Part 1: https://pod.link/1688000860/episode/QnV6enNwcm91dC0xOTUwMjg1NQ
Part 2: https://pod.link/1688000860/episode/QnV6enNwcm91dC0xOTU3MDIzNA
Send us Fan Mail
Support the show
About the host
Paul Rosenblum has been doing hands-on bookkeeping for over 30 years, starting with QuickBooks Desktop.
👀 Why Niche Podcasts Are The Bedrock Of The Industry: https://podalization.substack.com/p/why-niche-podcasts-are-the-bedrock
😄 Send Paul a text or 📞 voice message (include your contact info if you want a reply) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms
📨 Email: [email protected]
📰 Substack: https://paulrosenblum.substack.com/
💸 Website: https://bookkeepermensch.com
🎧 Get help with your podcast with PodcastSteph https://podcaststeph.substack.com/p/the-5-paths-to-podcast-discoverability
🎵 Music: SourceAudio: https://www.sourceaudio.com/
🔉 Sound effects: https://freesound.org
Interview with Mary: ...
Choosing between a Roth and Traditional IRA comes down to one question: what tax bracket do you expect to be in when you withdraw. Our favorite Bookkeeping Mensch, Paul Rosenblum, breaks down the tax treatment, contribution limits, and Required Minimum Distribution rules for both, plus a quick look at how inherited IRAs work differently. A short, practical primer for anyone weighing retirement savings alongside their business finances.
Schwab IRA calculator: https://www.schwab.com/ira/ira-calculators
Send us Fan Mail
Support the show
About the host
Paul Rosenblum has been doing hands-on bookkeeping for over 30 years, starting with QuickBooks Desktop.
👀 Why Niche Podcasts Are The Bedrock Of The Industry: https://podalization.substack.com/p/why-niche-podcasts-are-the-bedrock
😄 Send Paul a text or 📞 voice message (include your contact info if you want a reply) https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms
📨 Email: [email protected]
📰 Substack: https://paulrosenblum.substack.com/
💸 Website: https://bookkeepermensch.com
🎧 Get help with your podcast with PodcastSteph https://podcaststeph.substack.com/p/the-5-paths-to-podcast-discoverability
🎵 Music: SourceAudio: https://www.sourceaudio.com/
🔉 Sound effects: https://freesound.org
Interview with Mary: ...
From the publisher's feed
If you’re a small business owner or bookkeeper trying to make sense of bookkeeping, business finances, QuickBooks, cash flow, and tax-ready systems without drowning in accounting jargon, this…
Welcome to The Not Boring, Boring Bookkeeping and Small Business Podcast, where bookkeeping meets real business life. Beyond spreadsheets and expense tracking, our favorite Bookkeeping Mensch, Paul Rosenblum, explores the human side of small business finances and the relationships between bookkeepers, clients, accountants, and financial professionals that keep businesses running smoothly.
Paul is a New York-based bookkeeper with over 25 years of experience and decades teaching QuickBooks. In this podcast he shares practical bookkeeping tips, small business finance insights, tax deduction guidance, and real-world lessons from working with business owners every day. Whether you’re managing your own books, learning QuickBooks Online, or trying to build better financial systems for your business, you’ll find approachable, experience-based advice without the boring lecture style.
🎧 Listen to episodes like:
-Bookkeepers Are More Than Bean Counters
-How Communication Impacts Your Bookkeeping
-Plus hands-on tools like QuickBooks basics, startup expenses, and chart of accounts.

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