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Advanced QuickBooks Pro Advisers

Rodman CPAs Offer QuickBooks Beginner Seminar in Waltham on June 22nd

Rodman CPAs Advanced QuickBooks Pro Advisers
Rodman CPAs Advanced QuickBooks Pro Advisers

Rodman CPAs, a full service tax and accounting firm serving small and medium-sized companies throughout the greater Boston area, will offer “Get a Handle on QuickBooks”, a beginner QuickBooks seminar, on Wednesday, June 22, 2016 at their office at 2 University Park, 51 Sawyer Road, Suite 610 in Waltham, MA 02453.

The seminar will be held from 9:00 a.m. to 2:30 p.m. in the firm’s classroom. Registration begins at 8:45 a.m. A light breakfast as well as lunch will be provided.

Advanced QuickBooks Pro Advisers Kathy Parker CPA, Leah Shanahan CPA, Janine O’Connor EA, and Christine McGoldrick will lead the seminar. Topics that will be covered include: Accounting 101; Chart of accounts; Sales process; Managing expenses; Tracking credit card transactions; Reconciling and Reporting.

Rodman CPAs has been a member of the QuickBooks ProAdvisor Program since 1999. Having provided hundreds of small to mid-size companies with training and consulting, Rodman CPAs QuickBooks team provides superior services and expertise to meet the accounting software installation, setup, and training needs of businesses.

The fee for “Get a Handle on QuickBooks” beginner seminar is $149. Registration is now open. To sign up, visit Rodman CPAs’ Eventbrite page:

https://www.eventbrite.com/e/get-a-handle-on-quickbooks-a-beginners-seminar-tickets-25413969868

About Rodman CPAs

Rodman CPAs provides tax advisory, accounting, and business strategy to small and mid-sized emerging and established businesses. Named one of Accounting Today’s Best Accounting Firms to Work for, and one of the largest accounting firms in Massachusetts by the Boston Business Journal, Rodman CPAs offers an innovative and strategic approach with the personal touch of a smaller regional CPA firm. For more than 50 years, Rodman CPAs has been specializing in customized accounting and tax solutions that improve business performance, processes, financial operations, and information technology.

Rodman CPAs serves as a true business partner, helping clients perform and succeed during each stage of the business lifecycle. As domain experts in alternative energy, the “Green Team” at Rodman CPAs works with renewable energy producers and businesses throughout the U.S. offering tax advisory, financial, accounting services, and Investment Tax Credit (ITC) studies.

Rodman CPAs is an independent member firm of BDO Alliance USA, which enables them to expand services to clients by accessing the resources of BDO USA, LLP and other Alliance members, ensuring greater flexibility, efficiency, and cost-effectiveness.

For more information, email info@rodmancpa.com, visit their website at http://www.rodmancpa.com or contact (617) 965-5959.

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Rodman CPAs Offer QuickBooks Tips for Year-End

Rodman CPAs Certified QuickBooks ProAdvisor team
Rodman CPAs Certified QuickBooks ProAdvisor team

Tax season is in full swing, which means it’s a time of reconciliation for small business owners and bookkeepers utilizing QuickBooks software.

To help QuickBooks users through the process, the Certified QuickBooks ProAdvisor team at  Rodman CPAs, a full service tax and accounting firm catering to small and medium-sized companies throughout the greater Boston area, shares highlights from their recent “Preparing for Year-End” QuickBooks seminar.

During the 90-minute seminar held in their Waltham office classroom, Rodman’s QuickBooks ProAdvisors led attendees through a comprehensive year-end checklist. Six key steps of the reconciliation process are outlined below:

1. Cash – Reconcile final bank statements. Review old outstanding checks and deposits.

2. Accounts Receivable – Ensure all 12/31/15 invoices are entered. Review outstanding receivables for uncollectible accounts and write offs. Review negative accounts receivable. Review over 90 days to determine if additional collection efforts are needed. Review undeposited funds to ensure transactions are current.

3. Accounts Payable – Ensure all 12/31/15 vendor bills are posted. Review accounts payable aging for negative or old accounts payable.

4. Credit Cards – Ensure all credit card activity is entered through 12/31/15 for both cash and accrual basis taxpayers. Reconcile credit card activity.

5. 1099s – Review 1099 vendor information to make sure it is complete. Review name, address, tax ID, 1099 coding in QuickBooks. Review QuickBooks mapping of expense accounts for 1099 tracking. Ensure W-9s are on file for all vendors.

6. Loans/Other Liability accounts – Reconcile loans to year-end statements/amortization schedules. Ensure principal and interest expense are properly recorded. Ensure other liability accounts are reviewed and reconciled to backup.

“These are just a few of the steps in the final reporting and closing process that must be completed to ensure everything is in order prior to tax filing,” explained Kathy Parker CPA, partner and Certified QuickBooks ProAdvisor.

To learn more about Rodman CPAs’ upcoming QuickBooks seminars or to download a copy of the “Preparing for Year-End” checklist, visit www.rodmancpa.com.

Rodman CPAs has been a member of the QuickBooks ProAdvisor Program since 1999 and has provided hundreds of small to mid-size companies with training and consulting. The firm’s Certified QuickBooks ProAdvisors team, which includes Kathy Parker CPA, Leah Shanahan CPA, Janine O’Connor EA, and Christine McGoldrick, provides superior services and expertise to meet the accounting software installation, setup, and training needs of businesses.

About Rodman CPAs

Founded in 1961 and named one of Accounting Today’s Best Accounting Firms to Work for, 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.

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Rodman CPAs Offer QuickBooks Seminar on February 10th

Rodman CPAs Advanced QuickBooks Pro Advisers
Rodman CPAs Advanced QuickBooks Pro Advisers

Rodman CPAs, a full service tax and accounting firm catering to small and medium-sized companies throughout the greater Boston area, will offer a “New Year Checklist” QuickBooks Seminar on Wednesday, February 10, 2016 at their office at 2 University Park, 51 Sawyer Road, Suite 610 in Waltham, MA 02453.

This seminar is the second in Rodman CPAs’ monthly seminar series and will be held in the firm’s classroom. Advanced QuickBooks Pro Advisers Kathy Parker CPA, Leah Shanahan CPA, Janine O’Connor EA, and Christine McGoldrick will lead the 90-minute seminar. Topics that will be covered include: preparing for the new year; what’s new in QuickBooks 2016; tips and tricks in QuickBooks; budget preparation; sales/use tax and backup procedures.

Registration begins at 7:30 a.m. The seminar runs from 7:45 a.m. to 9:15 a.m. followed by 15-minute question and answer session. Refreshments will be provided by Café 51.

Rodman CPAs has been a member of the QuickBooks ProAdvisor Program since 1999. Having provided hundreds of small to mid-size companies with training and consulting, Rodman CPAs QuickBooks team provides superior services and expertise to meet the accounting software installation, setup, and training needs of businesses.

The fee for the QuickBooks seminar is $45. Registration is now open. To register, visit Rodman CPAs’ Eventbrite page https://www.eventbrite.com/e/quickbooks-seminar-series-new-year-checklist-tickets-20628372016.

About Rodman & Rodman CPAs

Founded in 1961, Rodman & 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.

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Waltham Accountant Places in Top Quarter of World’s Toughest Mudder Competition

Justin Horr and Nicole Perry
Justin Horr and Nicole Perry

With the same grit and determination required during tax season, Justin Horr, Staff Accountant at Rodman & Rodman CPAs, a full service tax and accounting firm catering to small and medium-sized companies throughout the greater Boston area, completed the World’s Toughest Mudder® 24-hour race held November 14-15th at Lake Las Vegas, Nevada.

Placing 219 overall among approximately 1280 participants, Horr did well in the Male Division 20-24 year-old, placing 9th and completing 10 laps, 50 miles total in 24 hours, 28 minutes and 4 seconds. He was among 28 male and female contestants from Massachusetts.

Horr, a resident of South Easton, MA and native of Granby, CT, competed alongside his aunt, Nicole Perry of Simsbury, CT, who finished 4th in her age group.

World’s Toughest Mudder is an extreme 24-hour obstacle course challenge where athletes are tested to their physical and mental limits competing for Worlds Toughest Mudder title and prizes, while also fundraising for a charity or cause.

“This race, at this magnitude, required a lot of preparation. You have to be ready to tackle different challenges. The course changes in the middle of the night, and you have to adapt,” explained Horr. “It’s almost as stressful as tax season – which is a marathon, not a sprint – where you have to be mentally prepared.”

Horr will be participating in Tough Mudder New England and Spartan Sprint Race in 2016.

About Rodman & Rodman CPAs

Founded in 1961, Rodman & 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.

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Rodman CPAs Offer QuickBooks Seminar in January

Rodman CPAs, a full service tax and accounting firm catering to small and medium-sized companies throughout the greater Boston area, will offer a “Preparing for Year End” QuickBooks Seminar on Thursday, January 21, 2016 at their new office in University Office Park, 51 Sawyer Road, Suite 610 in Waltham, MA 02453.

Rodman CPAs’ Advanced QuickBooks Pro Advisers Kathy Parker CPA, Leah Shanahan CPA, Janine O’Connor EA, and Christine McGoldrick will lead the 90-minute seminar. Topics that will be covered include: preparing for year end; reconciling accounts; reviewing and adjusting accounts receivable and accounts payable; 1099s; sales/use tax; and backup procedures.

Registration begins at 7:30 a.m. The seminar runs from 7:45 a.m. to 9:15 a.m. followed by 15-minute question and answer session. Refreshments will be served.

The January QuickBooks seminar is the first in a monthly series. A second on-site QuickBooks seminar entitled “Preparing for the New Year” is scheduled for February 10th. Rodman CPAs’ new 8500 s.f. office features a spacious classroom specifically designed for on-site educational and networking events.

Rodman CPAs has been a member of the QuickBooks ProAdvisor Program since 1999. Having provided hundreds of small to mid-size companies with training and consulting, Rodman CPAs QuickBooks team provides superior services and expertise to meet the accounting software installation, setup, and training needs of businesses.

The fee for the QuickBooks seminar is $45. Registration is now open. To register, visit Rodman CPAs’ Eventbrite page https://www.eventbrite.com/e/quickbooks-seminar-series-preparing-for-year-end-tickets-19897341484.

About Rodman & Rodman CPAs

Founded in 1961, Rodman & 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.

 

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Rodman CPAs Donate Over 100 Pounds of Food to Newton Food Pantry

Kate Doherty, staff accountant at Rodman CPAs organizes food donations
Kate Doherty, staff accountant at Rodman CPAs organizes food donations

Rodman CPAs of Waltham, a full service tax and accounting firm catering to small and medium-sized companies throughout the greater Boston area, donated more than 100 pounds of food to the Newton Food Pantry on Beacon Street just prior to Thanksgiving.

In a company-wide food drive held among 25 staff members in November, Rodman CPAs were able to fill six large boxes with canned and dry food donations. Each box weighed approximately 20 pounds.

The firm was previously located in Newton for more than two decades and Steve Rodman, president, resides in Newton. The team felt it was important to support the local food panty.

“Community outreach is woven into our company culture and we believe very strongly in giving back and helping others in need,” noted Rodman.

Over the years, Rodman CPAs has supported a number of organizations and causes including Camp Clark, an Old Colony YMCA sponsored recreation camp for children located in Plymouth and Rosie’s Place in Boston.

About the Newton Food Pantry

The Mission of the Newton Food Pantry is to provide nutritionally balanced food to supplement the basic food supply of Newton residents in need, as defined by an established intake process. For more information, contact (617) 928-6021or visit newtonfoodpantry.org.

About Rodman & Rodman CPAs

Founded in 1961, Rodman & 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, email info@rodmancpa.com, visit their website at www.rodmancpa.com or contact (617) 965-5959.

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Waltham CPA Strives to Become World’s Toughest Mudder 2015

Justin Horr
Justin Horr

Justin Horr, Staff Accountant at Rodman & Rodman CPAs, a full service tax and accounting firm catering to small and medium-sized companies throughout the greater Boston area, will compete in the World’s Toughest Mudder® competition in Nevada beginning Saturday, November 14, 2015 at 2 p.m. and continuing through Sunday, November 15, 2015 at 2 p.m.

World’s Toughest Mudder extreme competition is “designed to find the toughest man, woman, and 4+ person team on the planet.” Horr will be competing for the Worlds Toughest Mudder title and First Place Men’s Prize of $10,000, as well as raising money for the Wounded Warrior Project.

Participants must be in top physical condition, as they will be tested to their physical and mental limits in a grueling 24-hour obstacle race challenge at Lake Las Vegas. Horr will face other competitors as well as the challenges of rock and sand terrain, water obstacles, and a cliff dive. Weather will also be a challenge with the extreme temperature change from day to night and the potential for strong winds and/or a sandstorm.

Steve Rodman, CPA, MST, president and the entire Rodman team support their hard‐working colleague who is competing at this professional level on a world stage.

“Rodman CPAs have a similar approach. We roll up our sleeves, dig in and get things done,” noted Rodman.

To support Horr and make a donation to Wounded Warrior Project, visit https://www.crowdrise.com/justinsworldstoughes/fundraiser/justinhorr.

To learn more about Worlds Toughest Mudder 2015, visit https://toughmudder.com/events/worlds-toughest-mudder.

About Rodman & Rodman CPAs

Founded in 1961, Rodman & 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.

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Relocating and Expanding – Rodman & Rodman CPAs move to Waltham

Rodman & Rodman CPAs, a full service tax and accounting firm catering to small and medium-sized companies throughout the greater Boston area, has relocated from Newton to University Office Park, 51 Sawyer Road, Suite 610 in Waltham, MA 02453.

Rodman CPAs’ telephone and fax numbers will remain the same.

After more than two decades at 3 Newton Executive Park in Newton, Rodman CPAs transitioned to their new Waltham office on August 27, 2015. The move, which was prompted by growth, will better accommodate additional staff over the long-term as well as enhance on-site educational and networking capabilities. The new office is 8,500 s.f., which nearly doubles the firm’s space. This will allow for hosting of QuickBooks Workshops, Round Table Groups and other events.

The firm will continue to provide expert tax advisory, accounting, and business strategy services to a diverse array of clients in a wide variety of industries, including renewable energy. Rodman CPAs serve as true business partners helping clients perform and succeed with innovative and cost-effective solutions during each stage of the business lifecycle.

Steve Rodman, CPA, MST, president, announced that the firm will also unveil a new logo and website over the next several months.

“We are excited about our new Waltham office which will better accommodate expansion over the long term, and we are looking to add a few of the best and brightest to meet the increasing needs of clients. As an active community member, we will continue to build and strengthen our outreach efforts in a number of ways,” said Rodman.

About Rodman & Rodman CPAs

Founded in 1961, Rodman & 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, email info@rodmancpa.com, visit their website at www.rodmancpa.com or contact (617) 965-5959.

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Rodman & Rodman CPAs Take Part in American Biogas Council’s DC Fly-In

Kathy Parker, CPA, MST, Partner and Elysha Sturm, Staff Accountant at Rodman & Rodman CPAs represented Massachusetts at American Biogas Council’s (ABC) DC Fly-In held July 20-23, 2015 in Washington D.C. Rodman CPAs is a full service tax and accounting firm specializing in green energy and clean technology.

Rodman CPAs are members of ABC, which promotes the Anaerobic Digestion and Biogas Industry. The Rodman team was among 24 ABC members from 11 states to attend meetings in the House and Senate on Capitol Hill, and a special Biogas Stakeholder Forum hosted by the USDA and EPA.

According to Parker, “One of the ABC’s primary goals is to ensure that renewable energy receives the same favorable treatment under federal and state laws as does fossil energy, and that all forms of renewable energy are treated equally on a comparative basis.”

Parker and Sturm had an opportunity to provide feedback on the next steps that USDA, EPA and DOE plan to take to support biogas project deployment. The Rodman team met with key staff of the offices of Senator Jerry Moran, Senator Maria Cantwell, Senator Charles Schumer, Senator Ed Markey, Congressman Mike Thompson and Jim Lyons, Tax Counsel -Senate Finance Committee Majority Staff and urged their support for Renewable Fuel Standard (RFS), which provides a demand and a marketplace for biogas.

The Rodman team also urged support of the extension of renewable electricity tax credits, as the Production Tax Credit (PTC) and the Investment Tax Credit (ITC) are essential in helping to drive investment in renewable energy. Additionally, they urged support of continued discretionary funding for Farm Bill programs (including include REAP, the Renewable Energy for America Program) and to maintain the mandatory funding levels passed in the Farm Bill.

“There was a Bill on the table that was presented to congress by the finance committee which would extend ITC/PTC for two years.  It was exciting to hear about it first hand, as typically extenders do not happen until the end of the year,” noted Parker. “Unfortunately, ITC/PTC was not extended at this time.”

Parker continued, “The purpose of the DC Fly-In was to continue the ongoing awareness of the need for anaerobic digester and the importance they bring to the renewable sector. It is imperative for these projects to continue to receive tax credits. Our goal at the DC Fly-In was to work with congress on tax extenders and other funding opportunities for the projects.”

About the ABC

The ABC’s mission is to create jobs, environmental sustainability, and energy independence by growing the U.S. biogas industry. The ABC represents over 200 organizations across the renewable energy, agriculture, waste and wastewater management, and transportation industries, including facility owners/operators, manufactures of tanks, engines, and other equipment, engineering organizations and institutions, utilities, financiers and lenders, and local and regional governments.

For more information, visit http://www.americanbiogascouncil.org.

About Rodman & Rodman CPAs

Founded in 1961 and listed in the Boston Business Journal’s “Top 50 Firms”, Rodman & Rodman CPAs provides accounting, tax and business services to small and medium-sized companies. Rodman CPAs’ “Green Team” is a specialized green energy and clean technology accounting and tax services practice within Rodman CPAs that serves renewable energy clients throughout the U.S.  The company is Green Business Certified. For more information, email info@rodmancpa.com, visit their website at http://www.rodmancpa.com or contact (617) 965-5959.

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