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When the year ends, reflection begins. In this unusually personal episode, our favorite Bookkeeping Mensch, Paul Rosenblum, takes a pause and looks back at a year filled with loss, change, and a few big reminders that even bookkeepers have limits. He talks openly about grief, shifting energy, evolving client relationships, and what it feels like to age in a profession that runs on precision and stamina. As he looks ahead to 2026, Paul starts sorting through which clients, tax preparers, and workloads actually support his well-being and which ones might need to be gently shown the door. He also digs into the business side of letting go, the emotional weight of being the person everyone relies on, and the very real questions around semi-retirement, succession, and where bookkeeping fits in an AI-shaped future.

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📞 Leave a voice message for Paul:

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🎧 Producer Steph: https://www.coffeelikemedia.com/

💸 Website: https://bookkeepermensch.com

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

🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/

📨 Email: Bookkeepermensch@gmail.com

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When clients cross the line, how do you hold yours? Bookkeeping isn’t about keeping quiet, it’s about keeping standards. Our favorite Bookkeeping Mensch, Paul Rosenblum, answers a listener’s fan mail about a newer bookkeeper, Katie, whos is struggling with some issues related to this distinction. It’s a full-on masterclass in bookkeeping confidence. Topics covered include the ethical heart of bookkeeping, the importance of documentation, and why saying “no” is sometimes the most professional thing you can do. Along the way, he shares stories from decades in the field, a few tax tips, and a clear reminder that bookkeeping isn’t data entry, it’s responsibility, accuracy, and boundaries.

Sound effect: https://freesound.org/people/metalfortress/sounds/611788/

Support the show

📞 Leave a voice message for Paul:

https://www.speakpipe.com/PaulRosenblumPodcast

😄 Send him a text message (remember to include your contact info)

https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms

🎧 Producer Steph: https://www.coffeelikemedia.com/

💸 Website: https://bookkeepermensch.com

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

🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/

📨 Email: Bookkeepermensch@gmail.com

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!

This pre-tax season, our favorite Bookkeeping Mensch, Paul Rosenblum is having fun because he’s knee-deep in one of his favorite things—a DIY bookkeeping cleanup. He takes us along on the clean up journey, including two tangled LLCs, years of unreconciled accounts, and more. He finds joy in the process by relabeling accounts, sorting out equity, and turning confusion into clarity. It’s a reminder that not every mess is a nightmare, especially when the client is cooperative, communicative, and appreciative. As pre-tax season ramps up, Paul’s feeling—dare we say—pre-seasoned and proud of this bookkeeping cleanup.

Support the show

📞 Leave a voice message for Paul:

https://www.speakpipe.com/PaulRosenblumPodcast

😄 Send him a text message (remember to include your contact info)

https://www.buzzsprout.com/twilio/text_messages/2188873/open_sms

🎧 Producer Steph: https://www.coffeelikemedia.com/

💸 Website: https://bookkeepermensch.com

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

🔉 Sound effects: https://freesound.org/people/metalfortress/sounds/611788/

📨 Email: Bookkeepermensch@gmail.com