Episode
Bookkeeping Ethics and When to Push Back on Client Requests: S6E6
- Published
- Nov 20, 2025
- Duration seconds
- 1445
- Processing state
not_requested
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Summary
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 ...