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Two Bookkeeping Mistakes That Cost More Than You Think

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Manage episode 501539250 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!

When your bookkeeper says, “Call me before you make big changes,” this is why.

Two unexpected summer projects pushed Our Favorite Bookkeeping Mensch, Paul Rosenblum, to the edge of his patience gene—one with endless QuickBooks disconnects and surprise Amex accounts, the other a full switch to Square with quirky deposits and a surprise loan.

Listen in to learn how last-minute banking and bookkeeping changes can spiral into time-consuming, expensive messes—and how to avoid costly manual work and delays through better planning and access sharing. These simple communication habits will keep your books (and your bookkeeper) in great shape.

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

65 episodes

Artwork
iconShare
 
Manage episode 501539250 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!

When your bookkeeper says, “Call me before you make big changes,” this is why.

Two unexpected summer projects pushed Our Favorite Bookkeeping Mensch, Paul Rosenblum, to the edge of his patience gene—one with endless QuickBooks disconnects and surprise Amex accounts, the other a full switch to Square with quirky deposits and a surprise loan.

Listen in to learn how last-minute banking and bookkeeping changes can spiral into time-consuming, expensive messes—and how to avoid costly manual work and delays through better planning and access sharing. These simple communication habits will keep your books (and your bookkeeper) in great shape.

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

65 episodes

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