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Waltham Based CPA Firm Rebrands and Announces New Name and Logo

RodmanCPAs Partners_MG_1692 copyThe Waltham, MA-based full service tax and accounting firm known as Rodman & Rodman P.C. has rebranded and officially announced their new company name, Rodman CPAs, and unveiled a new firm graphic identity.

The firm has rebranded to better reflect the firm’s growth, expertise, and comprehensive accounting and tax solutions for clients in a range of industries, including alternative energy.

Steve Rodman CPA, MST, the firm’s president, and partners Kathy Parker CPA, MST and Tom Astore CPA, JD, engaged the marketing and branding expertise of Hailer Marketing Associates and Paris Design to assist with refreshing the firm’s brand.

Initially, the Rodman team was simply looking to update their website after relocating from Newton (where they had been located for two decades) to University Office Park in Waltham. The new 8,500 square foot Waltham office nearly doubled the firm’s space and supported Rodman CPAs’ growth, while enabling them to expand their offerings and provide on-site educational and networking capabilities.

The decision to rebrand came about from a perceived need to reposition Rodman CPAs in the general marketplace – which encompassed the firm’s name change, a better definition of their scope of services, updated messaging, and the development of brand pillars and a positioning statement. All which is reflected through the new name, graphic identity, taglines, collateral, and (soon to be launched) new website.

“One of the first things that we discovered in this process was that no one referred to the firm as Rodman & Rodman P.C. The name by which they were already known and referred to in the industry was Rodman CPAs,” explained Elizabeth Hailer, who managed the rebrand project. “The relocation provided a great opportunity for the firm to transform the new space with the new brand.”

In phase one of the rebrand process, Hailer Marketing reviewed Rodman CPAs’ key priorities and conducted independent research on their market and brand, which included surveying several  constituents as well as key stakeholders. A competitive analysis and internal business strategy and assessment were completed. Phase two of the process involved developing the brand pillars, messaging and positioning statement based on the data, and collaborating with Paris Design in the build out of the firm’s identity and visuals to communicate the brand.

Rodman-Logo-DigitalThe firm’s newly designed “Rodman CPAs” graphic identity represents change and growth, while highlighting their focus on alternative energy. The “O” in Rodman uses a simple, yet refined visual that is not only memorable, but reflects how the firm helps clients perform and succeed during each stage of their business lifecycle, as does the logo tagline “Collaborative Approach. Practical Advice.”

“The process of rebranding, which involved an in-depth analysis of our goals, messaging and company culture, has taken us full circle and set us on our future path. Our enhanced brand reflects our commitment to being a strategic partner to our clients through a collaborative approach and practical advice,” explained Steve Rodman.

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.

The firm 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’ Kathy Parker Outlines Federal Incentives at SBA 504 Green Commercial RE Seminar

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.

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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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Emily Schmidt Joins Rodman CPAs as Staff Accountant

Rodman EmilyRodman CPAs, a full service tax and accounting firm catering to small and medium-sized companies throughout the greater Boston area, has recently appointed Emily Schmidt as a Staff Accountant. Ms. Schmidt is a resident of Framingham, MA.

In her new role at Rodman CPAs, Ms. Schmidt will be responsible for tax preparation and financial statement reviews. A recent graduate, Ms. Schmidt holds a Bachelor of Business Administration in Accounting from the Isenberg School of Management at University of Massachusetts Amherst. She will sit for the CPA exam this May.

Ms. Schmidt’s experience includes two seasons of tax preparation at GW & Wade, a private wealth management firm in Wellesley. She also volunteered at Isenberg School of Management’s Volunteer Income Tax Assistance (VITA) program for two tax seasons, the first year as a preparer and second year as an administrator helping to run the program. Ms. Schmidt received recognition from VITA for an increase in the number of tax returns prepared over the entire year.

Ms. Schmidt is a member of the Massachusetts Society of CPAs (MSCPA) and is a volunteer for The Hunger Project. She is a native of Wellesley, MA.

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 aspecialized 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 “Green Team” to Showcase Renewable Energy Practice At Solar Power PV Conference and Expo

Rodman CPAs Green Team
Rodman CPAs Green Team

Rodman CPAs, a full service tax and accounting firm with a specialized renewable energy and clean technology practice serving “green” clients throughout the U.S., is set to engage attendees at the Solar Power PV Conference and Expo, February 24-25, 2016, at the Westin Boston Waterfront in Boston.

Steve Rodman CPA MST, president, along with partners Kathy Parker CPA MST and Thomas Astore CPA JD, Mark Vitello, supervisor and Katherine Bautze, marketing director will be on hand at booth number 214 to speak with attendees. Rodman CPAs provide solar energy producers and other businesses that pursue energy efficiency initiatives with expert counsel and services in renewable energy tax accounting and business strategy. Rodman, Parker and Astore are recognized experts in renewable energy accounting and have been guest speakers at numerous Cleantech industry conferences and forums.

Cleantech companies involved in solar, wind, biomass, waste-to-energy, and energy efficiency projects rely on Rodman CPAs to provide them 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 specialized strategic financial planning and management.

Rodman CPAs is a charter member of the Mass Solar Coalition, as well as members of Northeast Sustainable Energy Association (NESEA), New England Clean Energy Council (NECEC) and Solar Energy Industries Association (SEIA).

For more information about the expo, visit www.events.solar/pvconferenceexpo/.

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 & 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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Rodman & Rodman CPAs Pitch In for Camp Clark

The Rodman Team proudly displays a "Thank You" sign created by Camp Clark youth.
The Rodman Team proudly displays a “Thank You” sign created by Camp Clark youth.

Summer campers are enjoying the great outdoors at Camp Clark in Plymouth, MA thanks in part to the efforts of Rodman & Rodman P.C., a full service tax and accounting firm based in Newton, MA.

Rodman & Rodman has been a long-time supporter of Camp Clark, an Old Colony YMCA sponsored recreation camp for children. Prior to the start of the 2015 camp season, Rodman & Rodman’s team of 18 spent a full day landscaping Camp Clark to ready it for more than 400 youth campers who attend each week. The team cleaned up the beach and spread 80 yards of wood chips, 10 yards of mulch and plenty of sand.

“The Rodman team volunteered more than 100 hours preparing Camp Clark for our busy summer camp, which runs from 7 am to 6 pm daily. They took on projects that would have taken us longer than two weeks to complete,” said Derek Paiva, Executive Director of Old Colony YMCA. “The Y was founded on volunteerism and the Rodman team sets a great example. We truly appreciate their hard work which has contributed to the overall success of our camp.”

“Camp Clark has a strong tradition of helping to build brighter futures by encouraging campers to discover their potential,” said Steve Rodman, president of Rodman & Rodman, P.C. “We are delighted to continually support this very special organization.”

About Old Colony YMCA

Serving thousands of individuals and families in 31 communities in Southeastern Massachusetts, Old Colony YMCA has provided programs, camps and services designed to help people of all ages and abilities build healthy spirits, minds, and bodies. For more information, visit the website atwww.oldcolonyymca.org.

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 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 P.C. Appoints Caroline Gosselin as Staff Accountant

Gosselin Caroline Web 6V5A7647FINLPcropRodman & Rodman, P.C. a full service CPA firm based in Newton, MA serving small and medium-sized companies, has appointed Caroline Gosselin as Staff Accountant.

As staff accountant at Rodman & Rodman, Ms. Gosselin will be responsible for tax preparation and financial statement reviews. Ms. Gosselin holds a Bachelor of Science and Business Administration in Accounting from Bryant University in Rhode Island. She is pursuing a Master’s degree in accounting from St. Joseph’s College of Maine and she intends to sit for the CPA exam upon graduation.

Prior to Rodman & Rodman, Ms. Gosselin was an accounting assistant in the controller’s office at Bryant University for more than three years. She also served as a volunteer income tax assistant at VITA/IRS.

Ms. Gosselin resides in Brighton, MA.

Rodman & Rodman has been honored as one of 2014 Accounting Today’s Best Accounting Firms to Work for.

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 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 Appoints Jeremy Eckmair as Staff Accountant

Jeremy Eckmair
Jeremy Eckmair

Rodman & Rodman, P.C. a full service CPA firm based in Newton, MA serving small and medium-sized companies, has appointed Jeremy Eckmair, a resident of Merrimack, NH, as a Staff Accountant.

Mr. Eckmair’s primary responsibilities at Rodman & Rodman are tax preparation and financial statement reviews.  Mr. Eckmair graduated from University of New Hampshire summa cum laude. He holds a Bachelor of Science in Business Administration, with concentrations in accounting and finance, and a Master of Science in Accounting. His experience includes serving as a Teaching Assistant for Financial Accounting at the university.

Rodman & Rodman has been honored as one of 2014 Accounting Today’s Best Accounting Firms to Work for.

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 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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