How to Spot Bad Bookkeeping Before It Becomes a Tax Problem: S10E05

The (Not Boring) Boring Small Business Bookkeeping and Accounting Podcast · Aug 20, 2026 · 14m

If you assume “clean books” means accurate books, it’s worth checking that assumption now, before tax deadlines or an IRS problem force the issue. Three previous bookkeepers had called the books clean, but our favorite Bookkeeping Mensch, Paul Rosenblum, is still finding major problems underneath, including missing credit card transactions, $15,000 in unexplained invoice payments, and a $25,000 shareholder loan that was being counted as taxable revenue. As he works through the mess, he shows how quickly one bad assumption can ripple through the books, especially when QuickBooks misses…