Rodman CPAs

Rodman CPAs of Waltham, MA, a full-service tax and accounting firm serving small and mid-sized emerging and established businesses throughout the greater Boston area, has recently hired three new team members.

Rodman CPAs has hired two Bentley University graduates who had served as interns at the firm from January to April. Lindsay Parks and Carl Arnold are the firm’s newest Associates and will be responsible for reviews, audits and preparation of financial statements for clients in a variety of industries.

Parks graduated from Bentley University in May and holds a Bachelor’s degree in Accounting. While working at Rodman CPAs, she will continue her studies at Bentley University, working towards a Master’s degree. She is a native and resident of Marlborough, MA.

Arnold also graduated from Bentley University in May with a Bachelor of Science in Accounting. In addition to gaining experience at Rodman CPAs, Arnold served as an intern at JGM Fund Services in Garden City, NY and also at Baker, Newman Noyes in Boston. He is currently working towards a Master’s degree in Accounting at Southern New Hampshire University.  He is a native of Long Island, NY, and a resident of Somerville, MA.

Kendra McGuire has been hired as Tax Production Specialist to oversee the production and processing of tax returns for clients. She also assists with daily operations and provides support services to team members. McGuire’s experience includes working as an office administrator/tax preparer at Popkin CPA, and as a legal assistant for Betcher and Yunes, LLP, both located in Lexington.  McGuire is a former resident of Miami, FL, where she was an event manager in the private sector for five years prior to transitioning into the nonprofit sector and fundraising.

She holds a Bachelor of Arts in English Language and Literature/Letters from University of Colorado at Boulder. Over the years, McGuire has volunteered at a number of organizations including Cradles to Crayons and the Parent Teacher Association (PTA). She is a Maine native and a resident of Lexington, MA.

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 of Waltham Announces New StaffRead More

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., shares insight on the state of the solar, wind and biogas industries in the Northeast.

Rodman CPAs held their third and final “Solar Roundtable” for the year in November at their Waltham, MA office which was well attended by over 40 solar developers, installers and investors throughout the region who are interested in raising the profile of solar energy, deepening the understanding of changes in the industry and sharing ideas on best practices.

Over the year, the firm’s roundtables covered topics both broad and specific, ranging from the complexity of the Solar Massachusetts Renewable Target (SMART) Program and the feasibility of the Investment Tax Credit (ITC Study) for various developers and tax reform, to energy storage, Tesla’s battery wall, structuring tax equity deals, tax modeling, what is going on in the financing industry and more.

According to Steve Rodman, CPA, MST, CVGA, president, “We’re seeing new technologies and initiatives that are driving innovation to make solar energy cost competitive. That along with the growing number of companies committing to clean energy and procuring electricity from renewable sources such as solar and wind is a promise of a brighter renewable energy future.”

He continued, “We’re also keeping a close watch on tax reform and its impact on green and renewable energy projects, and essentially how it will affect renewable energy developers and investors in a sector of the economy that has relied on federal tax credits and accelerated depreciation.”

Rodman CPAs Solar Roundtables will continue in 2018. Those interested in attending or learning more should visit rodmancpa.com.

Green Energy Experts

Renewable energy producers and businesses that pursue energy efficiency initiatives 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’ Green Team includes the firm’s president Steve Rodman, CPA, MST, and partners Kathy Parker, CPA, MST and Tom Astore, CPA JD, along with Elysha Sturm, Senior Accountant and Mark Vitello, CPA, Supervisor. Rodman CPAs is a charter member of the Mass Solar Coalition, as well as a member of Northeast Sustainable Energy Association (NESEA), Northeast Clean Energy Council (NECEC) and Solar Energy Industries Association (SEIA).

As green energy experts, Rodman CPAs are often guest speakers and panelists at renewable energy conferences and financial forums across the U.S. This year, partner Kathy Parker, CPA, MST, was guest speaker for several which included BioCycle REFOR17 (the official conference of the American Biogas Council) and two IEEE conferences. The firm’s green team also attended Northeast Clean Energy Council’s (NECEC) 10th Annual Green Tie Gala.

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 http://www.rodmancpa.com or contact (617) 965-5959.

Rodman CPAs Holds Third Solar Roundtable and Sheds Light on the State of Renewable Energy in the NortheastRead More

Steve Rodman, CPA and president of Rodman CPAs of Waltham, MA, a full service tax and accounting firm serving small and mid-sized emerging and established businesses throughout the greater Boston area, participated in Maine AppleCycle to raise money for Community Bicycle Center’s free afterschool programs for children.

On October 14, 2017, Rodman participated in the 100-mile AppleCycle bike tour through four different apple orchards in Southern Maine in support of Community Bicycle Center’s free afterschool youth development programs. Located in Biddeford, ME, Community Bicycle Center offers programs such as “Earn-A-Bike”, an educational bike shop for children to learn life skills through repairing and maintaining bicycles.

The event had over 250 cyclists from across New England and raised over $15,000. Proceeds from the Maine AppleCycle support Community Bicycle Center, which uses bicycles to connect with over 400 kids each year. For more information about Community Bicycle Center, visit communitybike.net.

Giving Back

Community outreach is woven into Rodman CPAs’ company culture. The firm has a dedicated volunteer outreach team and every staff member has an opportunity to volunteer. Over the years, Rodman CPAs team has supported a number of organizations and causes including American Diabetes Association, Hope and Comfort, Camp Clark, Rosie’s Place, Cradles to Crayons, and The Massachusetts Adoption Resource Exchange (MARE).

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 Rides in Support of Community Bicycle Center’s Afterschool ProgramsRead More

Rodman CPAs of Waltham, MA, a full-service tax and accounting firm serving small and mid-sized emerging and established businesses throughout the greater Boston area, has recently promoted Leah Shanahan, CPA to Director.

As Director, Shanahan leads Rodman CPAs’ QuickBooks ProAdvisor team and is responsible for leading and managing the firm’s controllership, accounting software, and bookkeeping services for small and mid-sized clients. Shanahan also manages corporate and individual tax returns and audit, review, and compilation engagements. She will provide strategic consulting for improving business operations based on key performance indicators.  Previously, Shanahan held the role of Supervisor for seven years prior to being promoted in 2014 to Manager on the firm’s Business Services Team.

Shanahan holds a Bachelor’s degree in Accounting and Management from Fitchburg State College and is a highly qualified Advanced QuickBooks ProAdvisor. She provides software consulting, training, and implementation services and leads many of the firm’s QuickBooks seminars.

Over the years, Shanahan has volunteered for Rodman CPAs’ outreach efforts, supporting a variety of organizations and causes including Camp Clark, Cradles to Crayons, Hope and Comfort, and Rosie’s Place.

Shanahan is a member of the Massachusetts Society of CPAs (MSCPA) as well as the American Institute of CPAs (AICPA). She is a resident of Sutton, MA.

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.

Waltham-based Rodman CPAs Promotes Leah Shanahan to DirectorRead More

Rodman CPAs of Waltham, MA, a full service tax and accounting firm serving small and mid-sized emerging and established businesses throughout the greater Boston area, has recently hired Jennifer Baessler, a resident of Waltham, as Accountant.

Baessler, who holds a Bachelor’s degree in Accounting from Bentley University, will be responsible for client accounts receivable, payroll and month-end close.  Baessler is also a Certified QuickBooks ProAdvisor and will be part of Rodman CPAs QuickBooks ProAdvisor team that provides training and consulting to hundreds of small to mid-size companies.

For five years previous to joining Rodman CPAs, Baessler was an Accountant at Distributed Technology Associates of Waltham. Prior to that, she was a consultant at Insource Service Inc. in Wellesley for four years.

Baessler looks forward to volunteering with Rodman CPAs in outreach efforts that support causes and organizations such as Camp Clark, Cradles to Crayons, Hope and Comfort, and Rosie’s Place.

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 Appoints Jennifer Baessler as AccountantRead More