Unleash the Power of The Press

QuickBooks

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.

Rodman CPAs Donate Over 100 Pounds of Food to Newton Food PantryRead More

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.

Waltham CPA Strives to Become World’s Toughest Mudder 2015Read More

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.

Relocating and Expanding – Rodman & Rodman CPAs move to WalthamRead More

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.

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

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.

Rodman & Rodman CPAs Pitch In for Camp ClarkRead More

Rodman & Rodman CPAs to Showcase Firm’s Renewable Energy Practice at PV America

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

Rodman & Rodman, P.C. a full service CPA firm with a Renewable Energy and Cleantech specialty practice serving “green” clients throughout the U.S., is set to engage PV America expo attendees, March 9-10, 2015 at The Westin Boston Waterfront in Boston.

Rodman & Rodman’s “Green Team” provides solar energy producers and other businesses that pursue energy efficiency initiatives, with expert counsel and services in renewable energy tax accounting and business strategy.  The firm’s president, Steve Rodman CPA MST along with partners Kathy Parker CPA MST and Thomas Astore CPA JD, and Green Team marketing director, Katherine Bautze will be on hand at booth number 205 to speak with attendees.

“The success of the solar industry is driven largely by its ability to take advantage of federal, state and local tax incentives,” said Rodman. “Our experienced Green Team CPAs are domain experts in renewable energy finances, tax credits, accounting services, and business strategies for cleantech companies involved in solar, wind, biomass, waste-to-energy, and energy efficiency projects.“

Rodman & Rodman 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 specialized strategic financial planning and management.

Rodman & Rodman is a charter member of the newly formed Mass Solar Coalition, which is an alliance of solar and clean energy organizations, businesses and solar and environmental advocates that share the goal of advancing solar energy in Massachusetts. They are members of the Northeast Sustainable Energy Association (NESEA), as well as members of New England Clean Energy Council (NECEC).

Most recently, Kathy Parker, CPA, MST served as a panelist at the 8th Annual Massachusetts Energy Summit.

To learn more about Rodman & Rodman, visit www.rodmancpa.com. For more information about PV America, visit www.pvamericaexpo.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 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, email info@rodmancpa.com, or call (617) 965-5959.

Rodman & Rodman CPAs to Showcase Firm’s Renewable Energy Practice at PV AmericaRead More

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.

 

Rodman & Rodman CPAs Offer Primer on New QuickBooks Online FeaturesRead More

Quick comprehension of QuickBooks.  Cranberry County Chamber of Commerce

Cranberry logo 08 21 14Could you be getting more from your QuickBooks accounting program?

Affordable and accessible, the Cranberry County Chamber of Commerce announces its first Cranberry Institute for Better Business series event entitled “QuickBooks, Basics to Business Decision”.  The two 3-hour sessions focus on QuickBooks essentials of how this robust resource to maximize profit and make prudent business decisions.

 

The first session is September 10, Wednesday, 9 a.m. to noon and is led by Betty Bissonnette, a certified QuickBooks instructor and director of B&B Balanced Books, LLC. The second session is October 1, Wednesday, from 9 a.m.

to noon and is facilitated by Steve Schottenfeld from TraceTech Solutions LLC.  Frank Armenio of B2B CFO will also provide insight on using good QuickBooks data to make better business decisions. Both sessions will be held at Boston Tavern, 58 East Grove Street, Middleborough, MA.  Coffee and light refreshments will be served.

 

The cost for both sessions is $94 for Chamber members and $125 for non-Chamber members.  Seating is limited and reservations can be made at www.CranberryCounty.org or by calling Itamar Chalif, 508-280-7510.

 

The premier sponsor is Rockland Trust.  The Cranberry Institute for Better Business is a new initiative by the Cranberry County Chamber of Commerce dedicated to providing affordable education for business owners and leaders by industry experts. A full slate of events will be announced in the near future.

 

The Cranberry County Chamber of Commerce serves represents the towns of Middleboro, Lakeville, Raynham, Bridgewater, Plympton, Halifax, Carver, Wareham, and Rochester.  The Chamber is located at 40 North Main Street Suite G, Middleborough, MA 02346. For more information, please visit www.CranberryCounty.org or call 508-947-1499.

 

 

 

Quick comprehension of QuickBooks.  Cranberry County Chamber of CommerceRead More

Preventing tax overbites. “The Ten Most Expensive Tax Mistakes…that cost Dentists Thousands”, written and offered free by Millbury–based Accountant Paul Dion.

Paul Dion, CPA CTC.
Paul Dion, CPA CTC.

MILLBURY, MA…

When it comes to holes, dentists typically know what to do: drill and fill. When it comes to loopholes—specifically tax loopholes that are available to all small business owners, many dentists aren’t quite as informed. In his new book “The Ten Most Expensive Tax Mistakes…that cost Dentists Thousands”, Millbury, MA-based accountant Paul Dion CPA demonstrates how many of these “loopholes” are excellent tax strategies for dentists and self-employed individuals—if you know how to implement them and then make them audit-proof.

“Before a dentist does any work on a patient, they look around, probe and then take x-rays so they can form a plan to treat a patient and then perform the treatment.

Optimizing tax opportunities for small business owners like dentists is very similar. It’s all about diagnosis and treatment,” said Dion.

Some of the topics covered by The Ten Most Expensive Tax Mistakes… include discussion of the right benefits for you and your employees; taking advantage of all the legitimate deductions, credits, loopholes and strategies the Tax Code offers; and selecting the right retirement plan for your future.

Dion, with three decades of experience providing tax and business advice, noted, “Many dentists, in fact probably most, are doctors first, business owners second. And thank goodness for that. But that doesn’t mean they can’t be equally adept at business, too.

My book covers some very basic tax strategies that can benefits dentists and small business owners of any kind. It’s a worthwhile read and a great starting point to taking control of your financial future.”

In addition to his publishing efforts, Dion often speaks to associations and groups, as well as other small business networking groups, regarding these tax strategies. To book Dion as a speaker, call (508) 853-3292.

CTC published “The Ten Most Expensive Tax Mistakes…”.  The book is available to individuals and business owners for free, although there is a $4 cost of shipping the 76-page book.

ABOUT PAUL DION, CPA

Beyond simple “bean counting”, Paul Dion, CPA and associates work side by side and speak in common English to help clients fully understand their tax situation and take proactive steps to pay the least amount of tax legally allowed while minimizing the risk of an audit.  Clients save money and sleep well as night.

Business services include small business accounting, payroll, cash flow management, strategic business planning, new business formation, internet controls, QuickBooks, part-time CFO, bank financing, succession planning and non-profit organization direction.

For a free book, more information or a complimentary consultation, please visit www.PaulDionCPA.com or contact Paul Dion CPA, via Info@PaulDionCPA.com or (508) 853-3292.  Offices are conveniently located at 22 West Street, #6, (Felter’s Mill), Millbury, MA  01527.

Preventing tax overbites. “The Ten Most Expensive Tax Mistakes…that cost Dentists Thousands”, written and offered free by Millbury–based Accountant Paul Dion.Read More