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bookkeeper

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

Rodman & Rodman Announces QuickBooks Seminars in Newton and Braintree

October 11, 2011 //  by admin

Rodman & Rodman, P.C. , providers of accounting, tax and business services to small and medium-sized companies throughout New England, is offering four QuickBooks seminars at their Newton and Braintree locations.

Kathy Parker, CPA, MST, Partner; Bonnie Stockdale, Accountant and Leah Schlegelmilch, CPA at Rodman & Rodman are Certified ProAdvisors of QuickBooks and will lead the seminars.

The “Learning QuickBooks Step-By-Step” Beginners Seminar is geared towards individuals with little or no experience working with QuickBooks or those wishing to brush up on the basics.
This class will be held:
In Newton on Tuesday, October 18th, from 9:00 a.m. to 4:00 p.m. at Rodman & Rodman’s office, 3 Newton Executive Park, Suite 101.
In Braintree on Tuesday, November 1st from 9 a.m. to 4 p.m. at Rodman & Rodman, Braintree Hill Office Park, 2nd Floor Conference Room.

The “Learning QuickBooks Step-By-Step” Advanced Seminar is geared towards business owners who handle their books and want to ensure they keep them accurately; bookkeepers looking to sharpen their skills and learn the latest tips & tricks and businesses considering automating their accounting to the #1 accounting software in the world. This class will be held:
In Newton on Thursday, October 20th from 9:00 a.m. to 4:00 p.m. at Rodman & Rodman’s office, 3 Newton Executive Park, Suite 101.
In Braintree on Thursday, November 3rd from 9 a.m. to 4 p.m. at Rodman & Rodman, Braintree Hill Office Park, 2nd Floor Conference Room.

Investment is $250 per class and includes course materials. Lunch will also be provided.
Seating is limited. Reserve your seat by contacting Ann Reading at 617-965-5959 or email ann@rodmancpa.com.

About Rodman & Rodman P.C.
Founded in 1961, Rodman & Rodman, P.C. provides accounting, tax and business services to small and medium-sized companies throughout New England. With a focus on strategic planning, Rodman & Rodman goes beyond traditional accounting services and takes a proactive approach when serving clients to increase, preserve and sustain clients’ financial net worth. The company has been named one of the “Best Accounting Firms to Work For” in Accounting Today for the second consecutive year and is listed in the Boston Business Journal’s “Top 50 Firms”.

From business valuations, taxation, audits, fraud detection and prevention services and succession planning to a variety of accounting IT services including software selection, implementation and training, the team at Rodman & Rodman serves as comprehensive advisors to clients. For individual clients, the company offers personal advisory services such as planning for real estate transactions, obtaining financing, estate planning and retirement planning as well as planning for college education. The Rodman & Rodman Green Team is a specialized green energy and clean technology accounting and tax services practice within Rodman & Rodman, P.C.

Rodman & Rodman, P.C. are located at 3 Newton Executive Park in Newton and 25 Braintree Hill Office Park in Braintree, MA. For more information, email greenteam@rodmancpa.com, visit their website at www.rodmancpa.com or contact (617) 965-5959.

Rodman & Rodman Announces QuickBooks Seminars in Newton and BraintreeRead More

Category: Client NewsTag: accountant, accounting, bookkeeper, CPA, Kathy Parker CPA, QuickBooks, QuickBooks Pro Advisor, small business, tax

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