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Bookkeeping Q&A: Get Ahead Before Tax Season Hits

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Manage episode 504325458 series 3475491
Content provided by Paul Rosenblum. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Rosenblum or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

🦉 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!

QuickBooks, 1099s, Affirm, Cars, Chaos.

👉 Bookkeepers and Business owners can’t afford to wait until tax season to get organized.

In this first-ever Q&A episode, Paul Rosenblum — Our Favorite Bookkeeping Mensch — tackles real listener questions about:

✅ When to start fresh in QuickBooks

✅ How to reconcile every account (banks, loans, investments)

✅ What the new 1099 thresholds mean

✅ The right way to handle Affirm loans and vehicle financing

Paul also shares a candid story about client delays and missing access that turned into a last-minute scramble, raising the bigger question: why do bookkeepers stop everything at the wrong time?

💬 Send your questions anytime at BookkeeperMensch.com

Sound effect:

old cash register open and close with a bing by clubmydia+ -- https://freesound.org/s/584168/ -- License: Creative Commons 0

Support the show

😄 Send Paul a message. (add your email for a reply). https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms
🎧 Podcast production & Growth: https://www.coffeelikemedia.com/
💸 Website: https://bookkeepermensch.com
🎵 Music: SourceAudio: https://www.sourceaudio.com/
📨 Email: [email protected]

  continue reading

66 episodes

Artwork
iconShare
 
Manage episode 504325458 series 3475491
Content provided by Paul Rosenblum. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Rosenblum or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

🦉 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!

QuickBooks, 1099s, Affirm, Cars, Chaos.

👉 Bookkeepers and Business owners can’t afford to wait until tax season to get organized.

In this first-ever Q&A episode, Paul Rosenblum — Our Favorite Bookkeeping Mensch — tackles real listener questions about:

✅ When to start fresh in QuickBooks

✅ How to reconcile every account (banks, loans, investments)

✅ What the new 1099 thresholds mean

✅ The right way to handle Affirm loans and vehicle financing

Paul also shares a candid story about client delays and missing access that turned into a last-minute scramble, raising the bigger question: why do bookkeepers stop everything at the wrong time?

💬 Send your questions anytime at BookkeeperMensch.com

Sound effect:

old cash register open and close with a bing by clubmydia+ -- https://freesound.org/s/584168/ -- License: Creative Commons 0

Support the show

😄 Send Paul a message. (add your email for a reply). https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms
🎧 Podcast production & Growth: https://www.coffeelikemedia.com/
💸 Website: https://bookkeepermensch.com
🎵 Music: SourceAudio: https://www.sourceaudio.com/
📨 Email: [email protected]

  continue reading

66 episodes

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