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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 change and how you can prepare for any potential confusion (and even the Mensch is a little confused about implementation).  

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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 unique way, addressing the absence of tax education in public schools, and focusing on the importance of accurate, thorough bookkeeping. This podcast is his personal serenade to the audience (YOU!), and as he looks to the future. 

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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 financial tools help businesses spot overdue payments. Just as an owl's ability to hunt affects its survival, effectively managing Accounts Receivable is crucial for a business's financial health, ensuring it thrives in its own financial ecosystem.

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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 owners as they navigate the treacherous waters of credit cards and loans. And, of course, Paul will serve up some sage advice to steer you in the right direction because he's got your back!

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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 covers essential tasks such as organizing subcontractor forms, reconciling accounts, analyzing profit and loss reports, and strategic tax planning. Have a listen for practical tips, timely advice, a touch of bookkeeping humor and a glimpse into Paul's unwavering commitment to his craft, all while he navigates the intense lead-up to tax season. 

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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 of hard work, building relationships, and finding a reliable team (including a trustworthy bookkeeper and accountant, of course). They also delve into the complexities of managing finances and the practicalities of the freelance industry. Throughout the conversation, they highlight the ups and downs of entrepreneurship and the personal growth it entails. You’ll want to check out Sara Foldenauer’s website after this conversation for sure! https://www.setsbysara.com/

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In this candid and insightful solo episode, our resident bookkeeping mensch, Paul Rosenblum, delves into the all-too-familiar scenario of taking on a new client with a chaotic financial situation. 

With a wealth of experience, Paul not only recounts intriguing tales of successfully tidying up messy books but also highlights how a diligent bookkeeper can uncover potential savings for the client. Throughout the episode, he skillfully emphasizes the collaborative relationship between bookkeepers and tax accountants, ensuring everything falls into perfect order. 

So, whether you're a fellow bookkeeping professional or a business owner seeking financial clarity, this episode offers valuable lessons and a glimpse into the expertise of a true bookkeeping mensch.

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Early on in his career, our resident bookkeeping mensch, Paul Rosenblum, realized that he was not a traditional bookkeeper. Although he was attracted to the orderly nature of bookkeeping, he was also a person who didn’t think highly of customer service in general. So it made sense for him to spend time on tasks that let him build client relationships in a very Paul- like way. In this podcast episode he shares the  non-traditional business practices that have helped his business thrive AND also let him feel good about himself as a human. Building these connections have fostered client loyalty, have set him apart from the competition, and ultimately have led to long-term success in the customer service-driven field of bookkeeping. And he’s never had a problem sleeping at night, except during tax season when there aren't enough hours in the day! 

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Paul has a burning desire to share the 5 most common errors made in computerized bookkeeping in general (not just in QuickBooks). Why? Because while computerized bookkeeping continues to grow in popularity, software updates within these programs don't always happen as quickly (if ever!) Paul’s pet peeves, err–  I mean common errors include mishandling deposits from downloaded transactions, misaligned chart of accounts, and more. Avoiding these errors is crucial for maintaining accurate financial records. So have a listen so that you know how to use your bookkeeping software correctly. Who knows, you might even impress your bookkeeper with your new skills after making these adjustments. 

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

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Join our resident bookkeeping mensch, Paul Rosenblum, on a delightfully wacky adventure as he unravels the tale of how he stumbled into the captivating world of bookkeeping. Prepare to be amused as he recounts the many unexpected jobs and teaching positions that peppered his journey. With a penchant for embracing great opportunities, he'll take you on a rollercoaster ride through the fascinating and diverse experiences that have shaped his quirky yet fulfilling career. So buckle up and get ready to laugh, as he blends humor and numbers in a way that only he can.

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🎧 Get early access to the podcast by subscribing: https://www.buzzsprout.com/2188873/supporters/new

😄 Send Paul a message. (add your email for a reply). https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms

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

💸 Website: https://bookkeepermensch.com

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

📨 Email: [email protected]