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Bookkeping Ethics & Tax Prep: Does your Tax preparer owe you a Fiduciary Duty?

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Manage episode 468774922 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://ppacc.player.fm/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!

What happens when ethical dilemmas and financial reality collide in tax preparation and bookkeeping? That’s what our resident Bookkeeping Mensch, Paul Rosenblum, is going to unpack in this episode. Specifically, where the fine line between fiduciary duty and ethical responsibility, exploring how tax preparers navigate unpaid clients, financial missteps, and tricky legal gray areas. From handling overdue invoices to deciding whether to report client mistakes, it’s all about balancing integrity with business survival, isn’t it? And remember—bad bookkeeping is like a broken pencil… completely pointless!

Support the show

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

  continue reading

59 episodes

Artwork
iconShare
 
Manage episode 468774922 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://ppacc.player.fm/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!

What happens when ethical dilemmas and financial reality collide in tax preparation and bookkeeping? That’s what our resident Bookkeeping Mensch, Paul Rosenblum, is going to unpack in this episode. Specifically, where the fine line between fiduciary duty and ethical responsibility, exploring how tax preparers navigate unpaid clients, financial missteps, and tricky legal gray areas. From handling overdue invoices to deciding whether to report client mistakes, it’s all about balancing integrity with business survival, isn’t it? And remember—bad bookkeeping is like a broken pencil… completely pointless!

Support the show

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

  continue reading

59 episodes

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