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Rodman CPAs to Hold “Intro to QuickBooks Online” Seminar on October 25th

Like the cloud? Making the switch from QuickBooks to QuickBooks Online? Small business owners, bookkeepers and others will learn all the nuances of this online platform at Rodman CPAs “Intro to QuickBooks Online” Seminar, which will be held Wednesday, October 25, 2017 in their state-of-the-art classroom at 51 Sawyer Road, Suite 610 in Waltham, MA 02453.

Rodman CPAs, a full service tax and accounting firm serving small and medium-sized companies throughout the greater Boston area, will provide comprehensive hands-on training in a QuickBooks Online half-day seminar held from 9:00 a.m. to 2:30 p.m. and includes breakfast and lunch.

Attendees will learn how to manage the financial aspects of their small business quickly and efficiently using QuickBooks Online. This beginner seminar is ideal for those who are new to QuickBooks or have already used other versions of this software program.

Topics to be covered include: Chart of Accounts & Best Practices; Sales Transactions; Expense Transactions; Special Transactions; Understanding and Customizing Reports; Short Cuts and Time Savers; Tailoring QuickBooks for Your Needs; and Tips & Tricks. Advanced QuickBooks ProAdvisors Kathy Parker CPA, Leah Shanahan CPA, Christine McGoldrick and Kayla Luther will lead the seminar.

Rodman CPAs has been a member of the QuickBooks ProAdvisor Program since 1999 and has provided training and consulting to hundreds of small to mid-size companies.

“Intro to QuickBooks Online” seminar is $149. To register, visit Rodman’s Eventbrite page at

https://www.eventbrite.com/e/intro-to-quickbooks-online-beginner-class-tickets-34722292311

About Rodman CPAs

Rodman CPAs provides tax advisory, accounting, and business strategy to small and mid-sized emerging and established businesses. Named 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, visit http://www.rodmancpa.com or contact (617) 965-5959.

Rodman CPAs to Hold “Intro to QuickBooks Online” Seminar on October 25thRead More

Rodman CPAs Offers Intro to QuickBooks Seminar on June 21st in Waltham

Rodman CPAs, a full service tax and accounting firm serving small and medium-sized companies throughout the greater Boston area, will offer “Intro to QuickBooks”, a beginner QuickBooks seminar, on Wednesday, June 21, 2017 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 ProAdvisors Kathy Parker CPA, Leah Shanahan CPA, Christine McGoldrick and Kayla Luther 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 and has provided training and consulting to hundreds of small to mid-size companies. Their Advanced QuickBooks ProAdvisors team includes Kathy Parker CPA, Leah Shanahan CPA, Janine O’Connor EA, Christine McGoldrick and their newest certified ProAdvisor, Kayla Luther.

The “Intro to QuickBooks” seminar is $149. To register, visit Rodman’s Eventbrite page at https://www.eventbrite.com/e/intro-to-quickbooks-a-beginners-seminar-tickets-34721846979

About Rodman CPAs

Rodman CPAs provides tax advisory, accounting, and business strategy to small and mid-sized emerging and established businesses. Named 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, visit http://www.rodmancpa.com or contact (617) 965-5959.

Rodman CPAs Offers Intro to QuickBooks Seminar on June 21st in WalthamRead More

“New Year Checklist” QuickBooks Seminar Offered by Rodman CPAs

Rodman CPAs Advanced QuickBooks ProAdvisors

Rodman CPAs, a full service tax and accounting firm serving small, mid-market, and multi-generational companies throughout the greater Boston area, will hold a QuickBooks seminar entitled “New Year Checklist” on Tuesday, February 7, 2017 at their office at 51 Sawyer Road, Suite 610 in Waltham, MA 02453.

The seminar, which will include a Q&A session, will be held from 7:30 a.m. to 9:30 a.m. in the firm’s classroom. A light breakfast will be served.

Topics to be covered by Rodman CPAs’ Advanced QuickBooks ProAdvisors include: how to prepare for the New Year; what’s new in QuickBooks 2016; tips and tricks; create efficiencies in QuickBooks; post year-end adjusting journal entries; Sales Tax; employee rates; Use Tax reporting and more.

Rodman CPAs has been a member of the QuickBooks ProAdvisor Program since 1999 and has provided training and consulting to hundreds of small to mid-size companies. Rodman CPAs’ Advanced QuickBooks ProAdvisors team includes Kathy Parker CPA, Leah Shanahan CPA, Janine O’Connor EA, Christine McGoldrick and their newest certified ProAdvisor, Kayla Luther.

The “New Year Checklist” QuickBooks seminar is $45. To register, visit Rodman CPAs’ Eventbrite page, https://www.eventbrite.com/e/quickbooks-seminar-series-the-new-year-checklist-tickets-28552640717.

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, visit their website at http://www.rodmancpa.com or contact (617) 965-5959.

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Rodman CPAs Offers QuickBooks Online Beginner Seminar on December 7th

Rodman CPAs Advanced QuickBooks ProAdvisors
Rodman CPAs Advanced QuickBooks ProAdvisors

Rodman CPAs, a full service tax and accounting firm serving small, mid-market, and multi-generational companies throughout the greater Boston area, will hold an “Intro to QuickBooks Online – Beginner Class” seminar, on Wednesday, December 7, 2016 at their office at 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. A light breakfast and lunch will be provided.

Rodman CPAs’ Advanced QuickBooks ProAdvisors will lead the seminar. Participants will learn how to manage the financial aspects of their small business quickly and efficiently using QuickBooks Online. Those who are new to QuickBooks or have already used other versions of this software program will be empowered to take control of financial accounting for their business, all with the ease and convenience of an online platform.

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’ Advanced QuickBooks ProAdvisors team, Kathy Parker CPA, Leah Shanahan CPA, Janine O’Connor EA, Christine McGoldrick and Kayla Luther, provide superior services and expertise to meet the accounting software installation, setup, and training needs of businesses.

The fee for “Intro to QuickBooks Online – Beginner Class ” seminar is $149.

To register, visit Rodman CPAs website, http://www.rodmancpa.com/intro-to-quickbooks-online-beginner-class.

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 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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