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Preparing for the tax season marathon
Manage episode 400008802 series 3343948
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Strap on your running shoes so you can train with our resident Bookkeeper Mensch, Paul Rosenblum, for his tax marathon preparation. Discover his methodical process for evaluating and streamlining clients' financial records, akin to pacing for a marathon, emphasizing precision and client engagement as crucial checkpoints along the way. He’s so prepared, in fact, that he recorded this episode during the holiday season in December. He’s got reps of audits, reconciliations, and client emails and calls to cycle though. But this is Paul we’re talking about and he’s handing it like an Olympic champion.
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