최고 Accounting & Bookkeeping 팟캐스트 (2025)

1
Bookkeeping Q&A: Get Ahead Before Tax Season Hits 20:22

4h ago20:22

20:22

🦉 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 list…

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333: Financial Tools Every Business Owner Needs Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Accountant, Bookkeeper, VA, Or Self-Employed 13:46

1d ago13:46

13:46

Have you ever wondered why some businesses thrive while others barely survive? Well, it often comes down to one fundamental quality…financial literacy. Understanding your business finances is one of the most critical aspects when running your own business, and overall leads to your growth and prosperity. In today’s podcast episode, I’m diving into …

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Episode 165 | Quieting The Client Chaos With Melissa Schroder 34:19

3d ago34:19

34:19

Firm owners are expected to wear many hats and look after numerous clients at the same time. But without the right processes and boundaries, you could experience client chaos and overwhelm. Michelle Weinstein shares how The Abundant Accountant can help you resolve this hurdle with one of her clients, Melissa Schroder of Melissa’s Advisory Service, …

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332: Why The Hard Moments Matter Most For Success Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Accountant, Bookkeeper, VA, Or Self-Employed 5:33

3d ago5:33

5:33

Do you ever wonder why it feels so easy to fall off the wagon when you’re chasing a goal? Why you start with excitement, maybe even momentum, but then, somewhere along the way, it starts to feel heavy, exhausting, or just plain hard, and you stop? This isn’t because you lack discipline, and it definitely isn’t because you’ll never change. It’s beca…

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331: Operational Strategies For Business Growth Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Accountant, Bookkeeper, VA, Or Business Owner 15:35

8d ago15:35

15:35

Keeping your business simple doesn’t mean you can’t meet the revenue or profit goals you have for your business. It also doesn’t mean that you can’t create a product or service that will meet the needs of your ideal customer. It’s actually the exact opposite. When you keep your business simple by implementing effective operations, you can obtain gr…

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330: Make Decisions You Trust And Stop Second Guessing Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Accountant, Bookkeeper, VA, Or Owner 5:57

10d ago5:57

5:57

Do you ever find yourself stuck in a decision loop? Be honest here, how often do you find yourself in a situation like this? You’ve got a choice to make. Maybe it’s about your career, your business, or even something that should feel small, like which project to prioritize today. Instead of feeling confident, you start to spiral into thoughts like,…

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Two Bookkeeping Mistakes That Cost More Than You Think 13:23

14d ago13:23

13:23

🦉 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 dis…

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329: Your Path To Less Stress More Focus And Real Success Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Accountant, Bookkeeper, VA, Or Owner 12:29

15d ago12:29

12:29

If you listened to my last episode, you know I introduced something really exciting, The RE*INVENTION™ Process Community. It’s a new community designed just for accountants and high-stress professionals like you who want to reduce stress, increase productivity, and finally enjoy life again. In today’s podcast episode, I’m taking a deeper dive into …

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328: Why Belonging To A Community Matters In High Stress Professions Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Freelancer, Accountant, Bookkeeper, VA, Or Owner 11:10

17d ago11:10

11:10

Hey everyone, I’m really excited to share something brand new that I’ve been working on with you today, something I know a lot of you have been asking for. and it’s designed specifically for accountants and high-stress professionals who want to reduce overwhelm, increase productivity, and actually enjoy their lives again. If that sounds like you, I…

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Episode 164 | Solving The Top 5 Hidden Money Leaks In Your Firm 38:20

20d ago38:20

38:20

There may be some strategies or processes that are causing more harm than good to your finances – and they could be out of plain sight. Michelle Weinstein breaks down the top five hidden money leaks that you should resolve as soon as possible. From reworking your engagement letters to letting go of toxic clients, she explains how to patch these fin…

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327: Navigating Tough Choices With Confidence Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Accountant, VA, Or Owner 15:00

22d ago15:00

15:00

Navigating throughout the lifetime of your business, you’ll be faced with many decisions to make. Most will be quick and easy for you to decide on, but when you are faced with a decision that is causing you stress because you are not sure what to do, it can take a lot out of you and have a pretty significant impact on your personal life as well. In…

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326: What Does Feeling Frustrated In Your Life Cost You Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Accountant, VA, Or Owner 6:42

24d ago6:42

6:42

Let me ask you something. How much frustration are you actually willing to tolerate in your life? Really think about it. Because most people don’t set out to live in a state of constant irritation. But over time, without even realizing it, they start treating feeling frustrated like it’s just a normal part of their life. Deadlines are constantly be…

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Two Connected Businesses, One Bookkeeper’s Brain 10:14

28d ago10:14

10:14

🦉 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 two businesses blur the lines.Our resident Bookkeeping Mensch, Paul Rosenblum, isn’t just cleaning up books—he’s navigating tangled ones in real time. This episode spends time on a rare challenge: managing finances for two in…

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325: Time Blocking For Better Bookkeeping Habits Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Accountant Owner Or Self-Employed 14:33

29d ago14:33

14:33

Business owners often struggle to find the time to do the bookkeeping for their business. This is a topic that I see come up often with many of the business owners I work with. I understand how much this can cause issues in your business, especially when you know how important it is to have your bookkeeping up to date and review the data it shows a…

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324: What Dread Can Teach You If You Are Willing To Listen Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Accountant, VA, Owner 5:22

1M ago5:22

5:22

Today, I want to talk about a feeling we all know too well. It’s not exactly a sexy topic, but we’ve all felt dread at some point in our lives. You’re probably not scrolling social media and seeing posts like “I can’t wait to tackle that thing I’ve been dreading all week!” Right? Instead, we tend to hide it. We push it down. We think we’re the only…

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Episode 163 | Case Study | How A $50K Mistake Led To A Sales Breakthrough With CPA Tim Wijtenburg 48:39

1M ago48:39

48:39

A shocking $50,000 mistake led to a major sales breakthrough for CPA Tim Wijtenburg, a turning point that redefined his approach to building a profitable accounting firm. This episode reveals how Tim, after seven years in corporate at a Fortune 150 company and over a decade in tax planning, initially relied on tech solutions and "sales menus" to gr…

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323: Your Financial Check Up To Stay On Track This Year Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Owner Or Self-Employed 14:26

1M ago14:26

14:26

Reviewing your financial statements regularly will help you keep a pulse on how your business is doing. I know from experience that when I’m working with many of my smaller business clients, especially those who are solopreneurs, it’s hard for them to find the time to review their financial statements on a monthly basis, so I want to focus on the i…

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322: How To Spot Create And Act On Opportunities Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Accountant Owner Or Self-Employed 4:47

1M ago4:47

4:47

Have you ever caught yourself thinking, “If the right opportunity would just come along, everything could finally fall into place?” Maybe you’ve thought that about a career move, a health goal, or a dream you keep putting off because now’s not the right time. Don’t worry, you’re not alone. But today, I want to help you see that the opportunity you’…

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321: Record And Reconcile Credit Card Transactions Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Owner, Or Self-Employed 16:10

1M ago16:10

16:10

Reconciling credit card transactions in either QuickBooks Desktop or QuickBooks Online is easy to do as long as you have the correct procedures in place to do it accurately. Over the years, I have seen many different ways businesses have recorded their transactions and how quickly their financial reports can reflect inaccurate data. When I walk cli…

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LLC to S Corp? A Bookkeeper’s POV 14:11

1M ago14:11

14:11

🦉 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! Bookkeeping summer projects aren’t for the fainthearted. Our resident Bookkeeping Mensch, Paul Rosenblum, is here to share the behind-the-scenes reality of juggling routine monthly tasks with complex, thinking-heavy projects like …

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320: Choose Your Emotions With Intention Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Accountant, VA, Owner, Or Self-Employed 6:25

2M ago6:25

6:25

Do you ever feel like your emotions are running your life? Like you're just getting dragged around by stress, worry, or frustration, and all you want is to just feel better? That’s one of the most common things I hear from my clients. They’ll say I just want to feel better. Nothing too irrational, just better. And today, I want to show you how that…

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319: Summer Self Care To Prevent Burnout Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner Or Self-Employed 14:20

2M ago14:20

14:20

Trying to squeeze everything you can into the few summer months we have while maintaining your career or business can be a difficult feat, but with a few tools and being aware of everything that is happening this summer, you could not only avoid burnout, but you could enjoy these last few weeks of summer in a way you never thought you could. In tod…

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Episode 162 | How To Sell High-Value CFO Advisory Services Without Being Pushy, Featuring Adam Lean 23:31

2M ago23:31

23:31

Tired of pushy sales tactics? Discover how to master the art of selling high-value CFO advisory services without feeling sleazy as Michelle Weinstein takes the hot seat opposite Adam Lean, CEO of The CFO Project. We delve into strategies for financial professionals to communicate their value, overcome the fear of rejection, and build a thriving pra…

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318: Stop Hiding And Start Living Authentically Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Accountant, Owner Or Self-Employed 5:35

2M ago5:35

5:35

Have you ever paused and really asked yourself, Who am I? I don’t mean what you do for a living. Or what others expect of you. I mean the real you. The version of you that shows up when no one’s watching. The one that doesn’t pretend, doesn’t shrink, and doesn’t perform. Most of my clients come to me thinking they’ll finally feel like themselves on…

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317: Questions You Need To Ask Yourself Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 12:40

2M ago12:40

12:40

By increasing your awareness and well-being, you can achieve anything you can imagine in your life. Success stems from awareness and allows you to make decisions that lead to your successful future. If you are unaware of what is happening in your life, you won’t know where you need to make the changes that will bring you more success in your life a…

1
QuickBooks Chaos to Clarity Case Study 13:43

2M ago13:43

13:43

🦉 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! Messy Books, Real Fixes, No Fluff. This episode isn’t theory—it’s what bookkeepers really deal with. In this episode, our resident Bookkeeping Mensch, Paul Rosenblum, shares the chaos of a real client’s finances: seven credit card…

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316: Uncover Your Desires And Go After Them Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Accountant, Owner Or Self-Employed 6:10

2M ago6:10

6:10

Have you ever had a quiet moment, maybe you were standing at the sink or staring at your computer screen, and you wondered, Is this it? Is this really how you’re meant to live your life? I hear this from clients all the time. They’ll come to me burned out and overwhelmed. Everything appears successful from the outside, but inside, they are seeking …

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315: Alignment For What You Want In The Future Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Accountant, Owner Or Self-Employed 12:51

2M ago12:51

12:51

Being aware of yourself and your surroundings will help you increase your overall well-being. Once you gain awareness of something in your life, you are able to make decisions as to how you want to continue your outcome in this area. We are often so caught up in our day-to-day activities and events that we don’t take the time to really dive into ho…

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Episode 161 | Case Study | From Resentful To Life-Changing: How Debbie Snelling Let Go Of Anger And Added $50K In Revenue 44:09

2M ago44:09

44:09

True accounting firm transformation isn't just about the numbers; it's about a fundamental shift in your mindset and how you operate, which is exactly what Debbie Snelling experienced. In this revealing case study, we hear from Debbie, the owner of North Georgia Tax Solutions and a former tax director for a publicly traded company, as she shares he…

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314: How To Feel Good In Difficult Times Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Self-Employed 5:42

2M ago5:42

5:42

If you’ve ever caught yourself thinking, “I just want to feel better,” you’re not alone. When I ask my clients what they want to improve in their lives, no matter how they say it, whether they’re talking about stress, burnout, their business, their time, or their health, it almost always comes down to two things. They either want to be happier or t…

1
313: The Stories You Tell Yourself Impact Your Performance Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant Owner 14:56

2M ago14:56

14:56

Developing self-awareness and understanding how you behave in certain situations is an important skill for you to develop so that you can be more proactive in both your business and your personal life. Taking time to dig into the stories you may be telling yourself and what your beliefs are will give you insight into your future behavior and perfor…

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312: The Truth About Why Relationships Seem Hard Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Owner, Or Self-Employed 6:33

2M ago6:33

6:33

Let’s be honest. Relationships can feel exhausting sometimes. Whether it’s your spouse, your coworker, your boss, a longtime friend, or even that one client who always sends you “urgent” emails at 10:47 p.m. on a Sunday night. What’s really going on in those moments? Why do we find ourselves spinning, analyzing, and trying to “figure out” how to ma…

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311: Are You Unintentionally Commingling Funds In Your Business Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Self-Employed 15:39

3M ago15:39

15:39

Commingling funds in your business is a mistake many business owners make, whether it is intentional or unintentional. There are times when funds may be commingled accidentally and others when it is being done with no knowledge that it has even happened. In today’s podcast episode, I’m breaking down what commingling funds means in your business, st…

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Bookkeeping Off-Season Planning That Pays Off 13:17

3M ago13:17

13:17

🦉 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! Summer’s quiet—Paul’s workload isn’t. While others slow down, our resident Bookkeeping Mensch, Paul Rosenblum speeds up. Come along as he shares how the summer months become his most productive time. It's perfect for him to tackle…

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310: Move Through Self Doubt And Get What You Want Whether You Are Starting A Business Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Owner, Self-Employed, CPA 6:25

3M ago6:25

6:25

Are you sitting there thinking, “Once I finally get that promotion... once I hit six figures... once I finish this certification... then I'll stop doubting myself?” If so, I want to offer something that might surprise you. That self-doubt, it doesn’t go away. Not at the next level, and not after the next milestone. In fact, the more successful you …

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Episode 160 | Beyond The Numbers: Scaling Advisory Services In Your Tax Practice With Jim Buffington 35:42

3M ago35:42

35:42

Unlock the secret to transforming your accounting firm from a compliance-driven grind to a thriving hub of high-value advisory services! In this episode, Michelle Weinstein welcomes Jim Buffington, the leader of advisory services at Intuit Accountants, and a passionate advocate for empowering tax and accounting professionals. Jim shares invaluable …

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309: Breaking Down Your Chart Of Accounts Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant Owner Or Self-Employed 17:33

3M ago17:33

17:33

Every business has a chart of accounts, whether they are using a computerized software system or simply recording their income and expenses manually. Even if you simply have a list of accounts you use periodically, this is actually your chart of accounts. You’ll use this chart of accounts every time you are doing the bookkeeping for your business. …

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308: Building Unshakable Belief Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 7:07

3M ago7:07

7:07

Have you ever looked at someone and thought, “Wow, they’re just so confident. I wish I had that kind of energy.” Maybe it’s a colleague who walks into a room and owns it. Or someone who speaks up in meetings without second-guessing themselves. Or that person at a networking event who seems totally at ease talking to strangers while you’re off in th…

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Prepare Your Bookkeeping Deductions Early 11:04

3M ago11:04

11:04

🦉 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! Tax prep starts now — not later. Getting your deductions organized early can save stress, time, and money when tax season rolls around. Our resident Bookkeeping Mensch, Paul Rosenblum, knows that whether you're a W-2 employee or r…

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307: Being Proactive And Managing Your Time Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, VA, Business Owner, Or Self-Employed 15:30

3M ago15:30

15:30

Whether summer is a peak time for your business or if it tends to get a bit slower for you, if you’re like many business owners, you want to make sure you get to enjoy all that summer has to offer. Being proactive and purposeful with your time this summer will help to ensure you are able to not only reach the goals you want to accomplish for your b…

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306: Is Stress Holding You Hostage Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Bookkeeper, Virtual Assistant, Owner, Or Self-Employed 13:30

3M ago13:30

13:30

If you’re listening to this episode right now, I already know something important about you. You’re someone who cares. You care about your business, your career, your clients, your deadlines, your team, your family, and maybe somewhere in the middle of all of that, you’re trying to care for yourself too. But let’s be honest… that last one? That “yo…

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Episode 159 | Stop Working For Free: How To Get Paid For Researching With Dominique Molina 44:26

3M ago44:26

44:26

Researching is an essential part of running a successful tax and accounting firm, but too often, professionals do it for free without realizing its true value. Join Michelle Weinstein and the powerhouse CPA, Dominique Molina, to reveal how firm owners can shift from reactive, unpaid research to a proactive, profitable approach. Dominique shares how…

1
Why Accrual Accounting Costs More 18:13

3M ago18:13

18:13

🦉 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! Think bookkeeping is just data entry? In this episode, Paul breaks down the world of accrual accounting to show why it's more than just tracking numbers—it's a complex, monthly process that requires detailed attention and explains…

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