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Dr. Jinyoung (Jean) Choi joins Family Dental Group of Paxton

April 13, 2016 //  by admin

PAXTON, MA…

The Family Dental Group of Paxton recently announced the addition of Dr. Jinyoung (Jean) Choi to its staff of dental practitioners. Dr. Choi will see patients on Wednesdays and Saturdays at Family Dental Group’s Paxton location at 581 Pleasant Street.

“We’re delighted to add Dr. Choi to our staff, even its just for a few months before she heads off to the post graduate orthodontics program at Roseman University in July,” said Dr. said Dr. Nikhil Lavana, DMD, who owns and operates Family Dental Group of Paxton with his wife Dr. Archana Lavana, DMD.

Dr. Jinyoung (Jean) Choi earned her undergraduate degree at the University of Virginia and then attended University of Pennsylvania School of Dental Medicine. She graduated with Honors in the field of Clinical Dentistry and Community Oral Health in 2012. After receiving her D.M.D., Dr. Choi completed a residency in Advanced Education in General Dentistry through Lutheran Medical Center.

“I’m very grateful to both Dr. Lavanas for this opportunity. Even though it’s a fairly short time, I’ve already enjoyed my time here very much,” said Dr. Choi.

For more information on the Family Dental Group of Paxton you can visit www.paxtondentist.com or call 508-755-2905.

About Family Dental Group of Paxton

Located at 581 Pleasant Street in Paxton, The Family Dental Group of Paxton offers: comprehensive examinations; cosmetics; crowns (in just one visit with no messy impressions); teeth whitening with ZOOM; laser dentistry (no needles!); partial and full dentures; root canals; inlays/onlays; extractions; crown lengthening; and emergency services (24-hour emergency phone number available).

The Family Dental Group of Paxton accepts most insurance plans. They also accept payment from most PPO and indemnity plans, including Blue Cross/Blue Shield and Delta Dental. Family Dental Group of Paxton accepts all major credit cards and offers credit card financing plans.

To schedule an initial consultation, please call 508-755-2905. For more information, visit www.paxtondentist.com.

 

Dr. Jinyoung (Jean) Choi joins Family Dental Group of PaxtonRead More

Category: Client NewsTag: paxton ma dentist

SmartBooks Corp. launches IT division

April 12, 2016 //  by admin

Calvin Wilder, CEO of SmartBooks Corp.
Calvin Wilder, CEO of SmartBooks Corp.

CONCORD, MA…

SmartBooks, a Concord, MA-based firm that provides outsourced accounting and bookkeeping services, recently formed an IT division to better serve IT managed service providers (MSPs). The new division features accountants dedicated to IT companies, as well as support and resources for MSPs.

The division builds on the experience of CEO Calvin Wilder, who as a founder of Thrive Networks, an IT managed service provider (MSP) that was acquired by Staples, helped develop the managed services business model, build out the metrics and financial processes, and scale from 3 founders to 65 employees, all the while maintaining profitability and positive cash flow.

“IT MSPs have the dual pressure of keeping their clients’ systems up and running while simultaneously managing their own businesses and making sure that invoices go out, bills get paid, payroll is met, and financial performance is assessed and managed. That can be a difficult balance to achieve when your clients expect near immediate response to IT situations and crises,” said Calvin Wilder, CEO of SmartBooks. “With our similar business model—outsourced bookkeeping, accounting and payroll services—and our history with IT MSPs, our new IT division provides IT MSPs with an affordable option that will keep their business running while they help their clients stay up and running.”

In addition to general bookkeeping and accounting provided to all clients, some of the enhanced services offered to MSPs by the new division include: client profitability analysis; key performance metrics such as Gross Margin, Labor Efficiency Multiple, Contribution Margin, Cost of Client Acquisition and overhead rates; and support of ConnectWise and Autotask.  As SmartBooks works with numerous companies in the industry, this includes comparing results against industry benchmarks.

As an added service, SmartBooks’ IT division can help clients with budgeting by setting annual financial goals and tracking actual results vs. budget to gauge how well the business is performing against the annual plan.

SmartBooks will also provide forecasting services for IT MSP clients. The annual forecast can be updated either weekly or monthly. SmartBooks reporting can be set up to display forecast vs. budget or forecast vs. metrics goals.

“There can be a frenetic nature to IT MSPs. They receive a lot of ‘urgent’ calls from clients and have to put out a lot of fires. Rightfully so, that becomes top priority. Unfortunately, it does not provide them as much time as most companies would like to take a big picture look at things,” said Wilder. “With SmartBooks behind them, we can be the ones to provide that information and even go so far as to analyze the profitability of each business line and client on a monthly and cumulative basis.”

SmartBooks Corp. provides bookkeeping, accounting, payroll and finance solutions tailored to the needs of each client for a fixed monthly price. The price is driven by the volume, complexity, and mix of services provided.

For more information on SmartBooks services, visit www.smartbookscorp.com or call 978-202-3064.

SmartBooks Corp. launches IT divisionRead More

Category: Client NewsTag: bookkeeper, bookkeeping services, outsource bookkeeping

On your Mark. Get set. Go! “Race Directors Advantage” program launched by South Shore Custom Prints.

photo of Mark Stoddard of South Shore Custom Prints

April 11, 2016 //  by admin

photo of Mark Stoddard of South Shore Custom Prints
Mark Stoddard of South Shore Custom Prints

PEMBROKE, MA…

With a proven track record of more than two hundred races and a trial by fire understanding of race directors needs for customer service, last minute
changes and super tight deadlines, South Shore Custom Prints, based in Pembroke, MA and serving all of North America, have launched a special “Race Directors Advantage” program.

The “Race Directors Advantage” program includes contract print pricing, complimentary sponsor printing on the back of the shirt, complimentary
artwork, free shipping and delivery, and no setup or screen fees. All shirts are printed on premise in the USA at South Shore Custom Prints plant in Pembroke, MA. The plant has the capacity to produce 1,200 shirts per hour.  Last year the company printed more than 68,000 shirts.

“We served as the exclusive shirt printer for Racewire, one of the world’s largest endurance sports websites, for several years and we know how to
strap on our running shoes and keep up with the demand for quick turnaround, competitive pricing and high quality workmanship,” noted Mark Stoddart, founder and CEO of South Shore Custom Prints.

He continued, “We know that race directors have a lot of details to worry about – from race course security to water stop volunteers to trophy
ceremonies to making the runner experience an unparalleled one so that runners return year after year and bring their friends. A great shirt is an
important part of any race and a lasting memory. We take that off the race directors’ plate and deliver excellence.”

South Shore Custom Prints offers a full range of shirt options. In addition to screenprinting, embroidery is also available. For more information, contact South Shore Custom Prints at 781-293-8300, www.SSCustomPrints.com, info@SSCustomPrints.com, 85 Mattakeesett Street, Pembroke, MA 02359.

On your Mark. Get set. Go! “Race Directors Advantage” program launched by South Shore Custom Prints.Read More

Category: Client NewsTag: road race shirts

Catapult Advisory Group’s Greg DeSimone to speak at Business Fundamentals Boot Camp on April 29

April 8, 2016 //  by admin

Greg DeSimone
Greg DeSimone

WALTHAM, MA and MANSFIELD, MA…

Greg DeSimone, director of Mansfield, MA-based Catapult Advisory Group, will be a speaker at the upcoming Business Fundamentals Boot Camp-South Shore, MA to be held on April 29. DeSimone will deliver his presentation, Strategic Business Planning Made Simple – Eliminate the Distractions, Inspire Your Team, Scale Your Revenue with Your Exit Strategy Clearly Defined.

Hosted by Acceleration Partners, a consulting firm and marketing agency, and Supporting Strategies—a franchisor offering bookkeeping and operational support services–the Business Fundamentals Bootcamp Series is designed for the CEO’s and CXO’s of early and growth stage companies. The theme of the event is “Taking Your Business to the Next Level” and features more than 20 speakers and panelists who lend their expertise on tactical issues and opportunities for growing businesses focused on topics in marketing, finance, law and human resources.

“We’ve all heard the saying, ‘Businesses don’t plan to fail, they fail to plan.’ Interestingly enough, even in an era with an abundance of tools and software just for business planning, many businesses still fail to adequately prepare for present and future growth and their eventual sale,” said DeSimone. “My talk will center on the essentials of business planning and how it can co-exist with running your organization on a day-to-day basis.”

The one-day Business Fundamentals Boot Camp will be held at Bentley University, LaCava 300, 175 Forest Street, Waltham, MA. The cost to attend for company founders, CEOs and CXOs, the cost of the event is $100; for others, $200. For registration information, visit http://goo.gl/w9l5kA.

A self-described “recovering CPA”, DeSimone has nearly two decades of financial and management experience. He’s also a Brian Tracy certified business coach—a certification that requires more than 150 hours of study to obtain and maintain. During his tenure as director of Catapult Advisory Group, he has worked with numerous businesses of all sizes—particularly family-owned businesses—to help them fine-tune goals and strategies, develop exit strategies and optimize operations.

For more information on Catapult Advisory Group, visit www.catapultadvisorygroup.com or call (508) 618-4575.

Catapult Advisory Group’s Greg DeSimone to speak at Business Fundamentals Boot Camp on April 29Read More

Category: Client NewsTag: business coach, exit plan, succession plan

Rebecca Side named as Hermes Law’s London Market Representative

photo of Rebecca Side of Hermes Law

April 6, 2016 //  by admin

photo of Rebecca Side of Hermes Law
Rebecca Side of Hermes Law

DALLAS, TX and LONDON, UK…

Hermes Law, a diverse team of legal professionals providing clients with expertise in the leading areas of practice impacting the insurance and risk industry, recently hired Rebecca Side as its Lloyd’s and London Market Representative.

Based in London, Side will be responsible for developing new business from the Lloyd’s and London markets and will act as the firm’s London representative for U.K.-based Clients.

“Our firm embraces technology perhaps as much or more than any other, especially when it comes to improving case resolution quality. Yet, in many instances, technology is not a substitute for face-to-face. Having a professional of Rebecca’s caliber as our market representative gives the Firm a physical and professional presence in the Lloyd’s and London market that’s absolutely critical to our success,” said Dwayne Hermes, founder of Hermes Law.

Side previously worked for the Global Claims Management Company ‘Crawford and Company’ and the Lloyd’s Managing General Agent ‘Woodbrook’.  Her experience covers many aspects of the insurance industry, including TPA management/review, claims handling, underwriting and compliance.

Adds Hermes, “Rebecca is fully conversant with the Lloyd’s Market protocols and procedures and with her extensive market knowledge will be taking Hermes Law to the next level of client commitment not only ensuring alignment of our services with clients’ needs but also compliance with the increasing demands for reporting from the regulatory bodies.”

Hermes Law represents commercial clients on insurance-related cases in the areas of Appellate Law, Casualty, Commercial Litigation, Construction Law, Cyber Liability, Environmental Law, Medical Malpractice, Premises Liability, Product Liability, Professional Liability, Property and Transportation Law.

For complete information on Hermes Law, P.C., please visit www.hermes-law.com.

Hermes Law – Moving law forward

Hermes Law, P.C. provides clients with efficient and effective legal representation by removing the redundancies and administrative bottlenecks. The end result is a proactive, client-centric approach featuring: Responsive and transparent case management; and metric-driven results and reporting provided to each client for every case.

 

Hermes Law, P.C. is based in The Oilwell Supply Building, 2001 North Lamar, Suite  450, Dallas, TX  75202. For more information, call 214-749-6800 or visit www.hermes-law.com.

Rebecca Side named as Hermes Law’s London Market RepresentativeRead More

Category: Client NewsTag: Lloyd's of London market, Risk Management, risk reduction

Women & Investing – Free panel discussion to be held at the Plymouth Chamber of Commerce on May 5th

April 4, 2016 //  by admin

Women are often removed from, left out, or disengaged from the financial planning process.  A major life event – divorce, death, illness or career change – can suddenly thrust a woman to the front lines of finance.

A panel discussion entitled “Women & Investing – Focused, Fearless and Financially Fit ” will address that topic.  The free presentation will include seasoned, regional financial experts including Betsy Vallone of Essential Asset Management based in Norwell, MA; Leah Shanahan of Rodman CPAs located in Waltham, MA; and Attorney Gina Leahy, Law Offices situated in Pembroke, MA.  The panel will be moderated by Steve Dubin of PR Works based in Plymouth, MA.

Women have a number of unique financial challenges including longevity, loss of income/gap in employment income and leaving work before anticipated retirement to care for a loved one.

This workshop will explore better methods to plan for the unexpected and better control finances including savings, retirement, emergency fund and trust.   Additionally, topics will include an outline of safer investment options, simple measurement tools to keep investments on track, alternatives to traditional investing and strategies for paying oneself first.

Women in transition and those anticipating a shift are encouraged to attend and learn strategies to protect their financial future.

The discussion, including time for questions and answers, will be held Thursday, May 5, 2016 from 8 – 9:30 a.m. at the Plymouth Chamber of Commerce, 134 Court Street, Route 3A, Plymouth, MA  02360.  Light refreshments will be served.

To RSVP, call the Plymouth Chamber, (508) 830-1620 or email amyc@plymouthchamber.com

The panel discussion is sponsored by Essential Asset Management (EAM) of Norwell, MA. The firm was founded in 2011 and provides a full array of planning and investment related services to meet clients’ specific needs and goals. From portfolio management and retirement planning, to estate planning and tax efficient investing, the firm’s investment advisors work closely with clients, engaging and encouraging ongoing feedback, in the creation of a holistic financial plan. Steve Daglio and Betsy Vallone are co-owners, principals, and partners of the fee-based investment advisory firm serving families and individuals throughout the South Shore. The husband and wife team have a combined 26 years of experience working in financial services, providing investment strategies for individuals, small businesses, institutions, and even other financial advisors.

Essential Asset Management, LLC is located at 167 Washington Street, Norwell, MA 02061. For more information, visit www.essentialassetmanagement.net.

Women & Investing – Free panel discussion to be held at the Plymouth Chamber of Commerce on May 5thRead More

Category: Client NewsTag: 401K, attorney, Attorney Gina Leahy, Betsy Vallone, Certified Financial Education Instructor, estate planning, financial advisor, financial planning, investing, Investment Advisor, MA, market volatility, Norwell, portfolio management, retirement, retirement planning, Rodman CPAs, seniors, tax efficient investing, trust, women

Between Rounds Bakery Sandwich Café Kicks Off Monthly “Storytelling in the Round” on April 17th

April 1, 2016 //  by admin

NamSense book IMG_0806Between Rounds Bakery Sandwich Café recently announced the launch of “Storytelling in the Round”, a new monthly program featuring readings by Connecticut’s own published (and aspiring) authors at their newly renovated Vernon store located at Vernon Circle Shopping Center, 243 Hartford Turnpike.

Arthur Wiknik, Jr., author of the brilliantly written Nam Sense: Surviving Vietnam with the 101st Airborne Division, is Between Rounds’ first featured author scheduled to appear on Sunday, April 17, 2016 at 1:30 p.m. In his book, Mr. Wiknik’s shares his account of life and death in Vietnam while serving as a combat squad leader in the 101st Airborne Division.

One Sunday a month from September to May, Storytelling in the Round puts the spotlight on a different local author. During these FREE one-hour events, an author reads an excerpt from their work, which is followed by a question and answer session and book signing. Attendees may purchase copies of the author’s book during the event or bring their own copies and have them signed by the author.

“Connecticut is home to so many wonderful authors. Storytelling in the Round gives both the author and the reader an opportunity to connect – right in their own backyard at their local Between Rounds café,” noted Jerry Puiia, co-founder of Between Rounds.

All Storytelling in the Round author appearances are arranged by Ron Farina, an author, nationally recognized speaker and veteran. Mr. Farina is the author of several short stories on Vietnam, including the award winning short story Unbreakable Embrace, published by the Pell Center for International Relations and Public Policy (2013).

For more information about future author events, email info@betweenroundsbagels.com.

About Between Rounds

Founded in 1990, Between Rounds Bakery Sandwich Café is a unique bakery café and bagel shop renowned for their fresh, baked-on site bagels and baked goods as well sandwiches, wraps, salads, soups, specialty coffee and a unique line of giftware. Between Rounds offers patrons an upscale, fast-casual dining experience with free Wi-Fi and the added convenience of a drive-thru window.

Between Rounds is expanding and franchise opportunities are available. Between Rounds’ current locations include South Windsor, Vernon, Manchester and Tolland.  Corporate headquarters are located at 19A John Fitch Blvd, Route 5 in South Windsor, CT.  For more information about Between Rounds franchise opportunities contact (860) 291-0323 or visit www.betweenroundsbagels.com.

Between Rounds Bakery Sandwich Café Kicks Off Monthly “Storytelling in the Round” on April 17thRead More

Category: Client NewsTag: bagels, bakery, bakery café, Between Rounds, Between Rounds Bakery Sandwich Café, business opportunity, CT, family-owned business, fast-casual dining, franchise, franchising opportunity, grocery partnership, Jerry Puiia, unique giftware, Vernon store renovation

Talking Information Center Announces Alliance with ESC of New England

March 29, 2016 //  by admin

TIC imageThe award-winning Talking Information Center (TIC), a nonprofit reading service located in Marshfield, MA which broadcasts 24 hours a day, 7 days a week, to thousands of print and visually impaired listeners, has engaged the services of Executive Service Corps (ESC) of New England to assist in the development of a strategic plan.

In their alliance with ESC, TIC has embarked on the development of a long-term strategic plan that will serve as a road map to ensure that the organization continues to provide their valued reading services to the visually impaired throughout Massachusetts and beyond.

ESC offers consulting services to the nonprofit community to enable organizations to operate more effectively to meet the needs of their constituencies. ESC consultants Marietta Joseph, Jack Wallace and Ed Haddad make up TIC’s core consulting team. Ms. Joseph recently served as Vice President of MassDevelopment, where she assisted nonprofit organizations with tax-exempt debt financing for capital projects. Mr. Wallace is a seasoned leader, marketer, mentor and business development professional with over 30 years of varied, consulting-based experience working for such national brands as Fidelity Investments, Talbots and General Motors. Mr. Haddad, now retired, is the former Vice President of Intellectual Property at New Balance Athletic Shoe Inc.

“We are extremely pleased to have the opportunity to work with ESC’s distinguished executives Marietta, Jack and Ed,” explained Jim Bunnell, TIC’s Executive Director. “Several areas that we will focus on in the creation of a strategic plan include marketing, finance, funding, organization and governance. Our vision is to evolve TIC to a more professionally organized and financially sound operation.”

With limited government funding, TIC relies on the generosity of donors and operates with the help of more than 600 volunteers statewide and approximately 200 volunteers in their Marshfield studio alone. TIC staff and volunteer readers broadcast local news, articles, and items of interest to listeners to promote independence and enrich quality of life. TIC coordinates a network of affiliates throughout the state to provide broadcasts to blind/visually impaired listeners as well as other individuals with disabilities who do not have access to the written word and who rely on this service. TIC brings not only news and information, but companionship to those who have limited access to the communities in which they live.

About ESC

ESC of New England is a 501(c)3 charitable nonprofit that provides management consulting and capacity building services to other nonprofits in Massachusetts and Rhode Island. ESC’s mission is to enhance the overall impact of the nonprofit community by enabling organizations to operate more effectively to meet the needs of their constituencies. ESC accomplishes this through the provision of affordable, high-impact management consulting and related services by senior level executives and professionals from the private, nonprofit, and public sectors who donate their time and expertise. For more information visit www.escne.org.

About TIC

The Talking Information Center (TIC), a nonprofit reading service located in Marshfield, MA, broadcasts 24 hours a day, 7 days a week, to visually and print-impaired listeners including those suffering from AIDS, Cerebral Palsy, Multiple Sclerosis, stroke, paralysis or other physical illness that makes holding a publication or turning pages impossible. TIC programming may be accessed by specially tuned radio receivers; through AudioNow by calling 712-832-7025; or via live audio stream on the TIC website, www.ticnetwork.org. Listeners with smartphones may download the free TIC app by typing “Talking Information Center” in Apple or in the Google Play store for Android devices.

In 1977, Ed Perry, the founder of radio station WATD-FM in Marshfield, MA, donated his Subsidiary Carrier Authorization signal for use as the first radio reading service in New England. Now reaching 25,000 listeners, TIC broadcasts newspapers, magazines, books, and special consumer information on subjects including medical and stock market updates, jobs, sports, supermarket specials, voting guides, community newspapers, and television programs. TIC also broadcasts cultural programming including old-time radio drama, theater, and poetry.

TIC is a proud member of the International Association of Audible Information Services (IAAIS), and is also the hub of the Massachusetts Reading Network, broadcasting to all of Massachusetts as well as southern New Hampshire and Connecticut. Operating similarly to other broadcast networks, TIC has affiliates throughout the state of Massachusetts that provide inserts of local news and information that is of interest to listeners in their area. TIC is located at 130 Enterprise Drive, (P.O. Box 519), in Marshfield, MA 02050. For more information visit www.ticnetwork.org or call (781) 834-4400.

Talking Information Center Announces Alliance with ESC of New EnglandRead More

Category: Client NewsTag: blind, IAAIS, Jim Bunnell, Marshfield, Massachusetts Reading Network, National Federation of the Blind of Massachusetts, Talking Information Center, TIC, visually-impaired

Rodman CPAs’ Kathy Parker Outlines Federal Incentives at SBA 504 Green Commercial RE Seminar

March 24, 2016 //  by admin

Kathy Parker, CPA, MST
Kathy Parker, CPA, MST

Kathy Parker, CPA, MST, a partner at Rodman CPAs and an active leader of the company’s Renewable Energy and Cleantech specialty practice known as the “Green Team”, outlined federal incentives during a well-attended presentation at the SBA 504 Green Commercial Real Estate Seminar held last month at TD Bank Burlington.

Ms. Parker was an expert program presenter along with John Konevich, TD Bank’s SBA Lending Division and Eric Adams, Sales Manager, Bay Colony Development. The seminar was geared towards business owners interested in owning a building rather than leasing space, as well as for those who already own a building but who are looking for a source of capital and/or tax benefit in order to improve its energy efficiency.

Ms. Parker spoke about green energy federal incentives and tax implications, including new tax extenders for 2016, the Investment Tax Credit (ITC), and Business Energy Investment Tax Credit, Passive Activity Loss, depreciation and tax equity.

“There are a number of tax implications with the federal incentives, in particular with ITC as it has been modified,” explained Ms. Parker. “This seminar provided business owners with a thorough overview of tax credits and tax equity structure, as well as criteria for begun constructions, other tax incentives and the outlook for 2017.”

Green Energy Speaker

Ms. Parker is a recognized expert in renewable energy accounting and has been a guest speaker and panelist at renewable energy conferences and financial forums throughout the U.S., including the National Conferences in California and the American Biogas Conference in Ohio. She is available to speak to alternative energy producers, businesses and other audiences that pursue energy efficiency initiatives. Potential topics include: Green energy tax and business strategies for solar, wind, biomass, and cleantech companies; commercial and residential energy efficiency investments; the types of state and federal tax rebates available for various green energy initiatives; and the newly developed incentives and assistance programs geared towards accelerating the growth of solar energy infrastructure to mitigate climate change.

About Rodman CPAs

Founded in 1961, Rodman CPAs has been named one of Accounting Today’s Best Accounting Firms to Work for, and also named one of the largest accounting firms in Massachusetts by the Boston Business Journal. Rodman CPAs provides accounting, tax and business services to small and medium-sized companies throughout New England and beyond. The team specializes in improving business performance, business processes, operations, information technology, finance, and change navigation. Rodman CPAs provides companies with a sustainable financial roadmap through expert partnership/ corporate structuring for optimal tax benefit; grant qualification assistance and auditing; ongoing advisory services for federal, state and local tax incentives; and strategic financial planning and management.

The firm has a specialized renewable energy and clean technology accounting and tax services practice, known as the “Green Team” which serves renewable energy clients throughout the U.S. The company is Green Business Certified. For more information, visit their website at www.rodmancpa.com or contact (617) 965-5959.

Rodman CPAs’ Kathy Parker Outlines Federal Incentives at SBA 504 Green Commercial RE SeminarRead More

Category: Client NewsTag: accountant, accounting, Boston, business services, CPA, full service tax and accounting firm, Green Business Certified, green energy accounting, green team, renewable energy tax accounting, Rodman & Rodman CPAs, Rodman CPAs, solar energy, Steve Rodman, tax, Waltham

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