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Rodman & Rodman CPAs Offer Primer on New QuickBooks Online Features

Leah Shanahan, CPA, Manager and one of four Advanced QuickBooks Pro Advisers
Leah Shanahan, CPA, Manager and one of four Advanced QuickBooks Pro Advisers

Rodman & Rodman, P.C. a full service CPA firm in Newton, MA catering to small and medium-sized companies, offers a quick primer on the latest features in QuickBooks Online.

“The new features in QuickBooks Online look and feel different, so it’s a matter of learning where the tools are located,” explained Leah Shanahan, CPA, Manager and one of four Advanced QuickBooks Pro Advisers at Rodman & Rodman.

She continued, “The new features work best with Google Chrome or Firefox. You may use Internet Explorer, but the new features are not supported by it.”

Ms. Shanahan outlined the new features:

Users are now able to have the Profit & Loss and the Balance sheet open at the same time. The Multi-tab/Multi-window feature allows users to click on the Menu bar, open a link in a new tab or window and also drag to a second screen. Simply clicking and holding the Back key enables access to previous Window History.

The new Toolbar offers a magnifying glass as the traditional “find” feature; the plus sign as the “create” option for the creation of invoices, bills, checks; as well as a timer which allows you one- click access to recently edited transactions.

The Gear Toolbar, found at the top right of the screen, will get you to all core accounting preferences and settings such as lists, users, settings, reconciling transactions and more.

Rodman & Rodman 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 & Rodman’s QuickBooks team provides superior services and expertise to meet the accounting software installation, setup, and training needs of businesses.

For questions or to learn more about QuickBooks, visit www.rodmancpa.com

About Rodman & Rodman P.C.

Founded in 1961 and listed in the Boston Business Journal’s “Top 50 Firms,” Rodman & Rodman, P.C. provides accounting, tax and business services to small and medium-sized companies. Rodman & Rodman has been named one of the “Best Accounting Firms to Work For” in Accounting Today. The Rodman & Rodman “Green Team” is a specialized green energy and clean technology accounting and tax services practice within Rodman & Rodman, P.C. 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 www.rodmancpa.com or contact (617) 965-5959.

 

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Rodman & Rodman’s Community Outreach Team Caters Meals for Rosie’s Place

Rodman and Rodman Team at Rosies Place
Rodman & Rodman’s Community Outreach Team serves up meals at Rosie’s Place – Front row: Janine O’Connor, Leah Shanahan, Kate Doherty, Caroline Gosselin, Elysha Sturm. Back row: Tom Astore, Syed Ahmed, Jeremy Eckmair, Marc Scribi

The Community Outreach team at Rodman & Rodman, P.C., an independent accounting and tax firm in Newton, MA, recently catered meals for three days at Rosie’s Place, the Boston based women’s shelter that provides housing, meals, education and support services.

Working under the supervision of Rosie’s Place Dining Room staff, Rodman’s Community Outreach team of nine prepared and served meals to approximately 150 women in need on each of the three days. Rodman also financially underwrote the cost of the nutritious meals.

“Catering and serving meals is their greatest volunteer need. A large part of Rodman & Rodman’s company culture revolves around our Community Outreach Program, which encourages staff to give back and get involved by helping others,” noted Steve Rodman, president.

He continued, “We were honored to be able to help out at Rosie’s Place.”

About Rodman & Rodman P.C.

Founded in 1961 and listed in the Boston Business Journal’s “Top 50 Firms” and named Accounting Today’s Best Accounting Firms to Work for, Rodman & Rodman, P.C. provides accounting, tax and business services to small and medium-sized companies. The Rodman & Rodman “Green Team” is a specialized green energy and clean technology accounting and tax services practice within Rodman & Rodman, P.C. that serves 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 P.C. of Newton Honored as 2014 Accounting Today’s Best Accounting Firms to Work For

Steve Rodman, CPA, MST, president
Steve Rodman, CPA, MST, president

Rodman & Rodman, P.C. , an independent accounting and tax firm based in Newton, MA with a Renewable Energy and Cleantech specialty practice serving clients throughout the U.S., has recently been honored as one of the 2014 Accounting Today’s Best Accounting Firms to Work for. This is the fourth year that Rodman & Rodman has received this distinction.

The 2014 Accounting Today’s Best Accounting Firms to Work for annual list was created by Accounting Today and Best Companies Group to identify, recognize and honor the best employers in the accounting industry, benefiting the industry’s economy, workforce and businesses. The list is made up of 100 companies.

Companies from across the United States entered the two-part survey process to determine Accounting Today’s Best Accounting Firms to Work for. The first part consisted of evaluating each nominated company’s workplace policies, practices, philosophy, systems and demographics. This part of the process was worth approximately 25 percent of the total evaluation. The second part consisted of an employee survey to measure the employee experience. This part of the process was worth approximately 75 percent of the total evaluation. The combined scores determined the top companies and the final ranking. Best Companies Group managed the overall registration and survey process, analyzed the data and determined the final ranking.

Rodman & Rodman’s growing team is led by three partners: Steven P. Rodman CPA, MST, president; Kathy Parker CPA, MST and Thomas Astore CPA, JD.

“We are committed to providing our staff of dedicated professionals with a very positive and engaging working environment along with many opportunities for career advancement. We’re delighted to receive this honor,” noted Rodman.

For more information on Accounting Today’s Best Accounting Firms to Work for program, visitwww.BestAccountingFirmsToWorkFor.com.

About Rodman & Rodman P.C.

Founded in 1961 and listed in the Boston Business Journal’s “Top 50 Firms,” Rodman & Rodman, P.C. provides accounting, tax and business services to small and medium-sized companies. The Rodman & Rodman “Green Team” is a specialized green energy and clean technology accounting and tax services practice within Rodman & Rodman, P.C. that serves 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.

 

Rodman & Rodman P.C. of Newton Honored as 2014 Accounting Today’s Best Accounting Firms to Work ForRead More