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Rodman CPAs

Rodman CPAs President Appointed to BDO Alliance Advisory Council

Steve Rodman, CPA, MST, CVGA, President of Rodman CPAs, has been appointed to serve on the Alliance Partners’ Advisory Council (APAC) for BDO USA, LLP. Rodman CPAs, an independent member of BDO Alliance USA, is a full service tax and accounting firm serving small, mid-market, and multi-generational companies throughout the greater Boston area.

Steve Rodman has been appointed to APAC for a three-year term and serves as part of the representative group of senior leaders amongst their CPA and Business Resource Network (BRN) member Alliance Firms across the U.S. APAC provides input to BDO USA, LLP relative to the BDO Alliance USA Program. The overall goal of APAC involvement is to provide personal knowledge, insights and information to BDO for the purpose of enhancing the value of the BDO Alliance USA Program to its members. APAC provides input that is based on members’ personal experience with the Alliance as well as the experience of their firms.

“I am honored to serve on BDO Alliance’s advisory council,” noted Rodman.

To learn more about BDO Alliance USA, visit www.bdo.com/about/bdo-alliance-usa.

VOP Practitioners

Rodman CPAs provide a full suite of services to better position companies for improved, sustainable profits and growth. The Rodman team is comprised of Certified Value Opportunity Profile (VOP) Practitioners who provide “actionable consulting” to assess the entire business enterprise and determine quality and risk ratings and current business value. Rodman’s VOP methodology and process have a proven record of success. The process encompasses the extensive review of eight fundamental business areas and the development and implementation of a comprehensive plan for long-term sustainability and growth. To download the firm’s VOP white paper, visit rodmancpa.com/business-consulting.

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.

 

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Rodman CPAs of Waltham to Hold “Solar Roundtable” on May 23rd

Rodman CPAs Green Team

Solar developers and installers throughout the region are invited to attend Rodman CPAs’ first “Solar Roundtable” on Tuesday, May 23, 2017 from 9 to 11 a.m.

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., will host the Solar Roundtable at their office, located at 51 Sawyer Road Suite 610 in Waltham, MA.

With a goal of sharing best practices in the industry, Rodman CPA’s Solar Roundtable will be facilitated by Steve Rodman, CPA, MST, CVGA, the firm’s president. The discussion will delve into current problems facing the industry with regard to pricing, resources, staffing and state and federal issues. Other topics will include: where the industry is headed; changes facing the industry; finding tax equity and residential vs. commercial.

“Our mission is to bring together individuals and organizations interested in raising the profile of solar energy, deepen the understanding of changes in the industry and share ideas on best practices,” noted Rodman. “This is the first Solar Roundtable in a series of three that will be held this year.”

There is no cost to attend. Refreshments will be provided.

To register, visit https://www.eventbrite.com/e/solar-roundtable-series-may-2017-tickets-32204758299

Green Energy Experts

Solar energy producers and those 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 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).

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.

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Rodman CPAs Holds Winter Clothing Drive for Cradles to Crayons

Rodman CPAs, a full service tax and accounting firm serving small, mid-market, and multi-generational companies throughout the greater Boston area, is helping keep children warm this winter through a winter clothing drive for Cradles to Crayons.

In support of Cradles to Crayons’ “Gear Up for Winter” program, the staff at Waltham, MA based Rodman CPAs held a winter clothing drive for children in need throughout December. Donations of warm winter layers, including coats, boots, hats, gloves, sweaters, fleece items and pajamas were collected for the nonprofit organization that provides children (from birth to age 12) living in low-income and homeless situations with the essential items they need to thrive.

On January 20th, Rodman CPAs delivered more than 40 winter items to Cradles to Crayons’ drop-off location in Westwood to help families who are struggling to stay warm this winter.

To learn more about Cradles to Crayons, visit their website at www.cradlestocrayons.org/boston.

Giving Back

Community outreach is woven into Rodman CPAs’ company culture. The firm has a dedicated volunteer outreach team led by Senior Associates Kate Doherty and Elysha Sturm, and every staff member has an opportunity to volunteer. Over the years, Rodman CPAs has supported a number of organizations and causes including Hope and Comfort in Newton, Camp Clark in Plymouth, Rosie’s Place in Boston and The Massachusetts Adoption Resource Exchange (MARE).

In 2016, Rodman CPAs team spent a combined total of five weeks volunteering and has donated more than $1,300 (which was matched by the firm) to various causes.

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

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“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 Names Carol Latorre as Tax Manager

Carol Latorre

Rodman CPAs, a full service tax and accounting firm serving small, mid-market, and multi-generational companies throughout the greater Boston area, has named Carol Latorre, CPA, MST as Tax Manager. Ms. Latorre is a resident of Sudbury, MA.

Ms. Latorre is a Certified Public Accountant with 25 years experience in public accounting. In her new role at Rodman CPAs, she will be responsible for individual, partnership and corporate tax management.

Previously, Ms. Latorre was with the tax and accounting firm Fougere & Associates, Inc. in Winchester for 21 years, spending the last 9 years as a Tax Partner. Fougere & Associates merged with the firm of O’Connor & Drew, P.C. in September 2012, and Ms. Latorre continued as a Principal in the firm of O’Connor & Drew, P.C.

Ms. Latorre holds a Bachelor of Art in Business from Northeastern University in Boston and a Master’s degree in Taxation from Bentley University – Elkin B. McCallum Graduate School of Business in Waltham. She is a member of the Massachusetts Society of Certified Public Accountants (MSCPA) and the American Institute of Certified Public Accountants (AICPA).

For the last decade, Ms. Latorre has been a regular participant in the Pan-Mass Challenge fundraiser for cancer research and treatment at Dana Farber Cancer Institute. She looks forward to getting involved with Rodman CPAs’ Volunteer Outreach Team and participating in firm-wide initiatives that give back to the community.

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

 

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Rodman CPAs Offers “Preparing for Year End” QuickBooks Seminar January 17th

Rodman CPAs, a full service tax and accounting firm serving small, mid-market, and multi-generational companies throughout the greater Boston area, is offering a “Preparing for Year End” QuickBooks seminar, on Tuesday, January 17, 2017 at their office at 51 Sawyer Road, Suite 610 in Waltham, MA 02453.

The seminar, which includes time for registration and a Q&A session, will be held from 7:30 a.m. to 9:30 a.m. in the firm’s classroom. Refreshments will be provided.

Rodman CPAs’ Advanced QuickBooks ProAdvisors will cover a number of topics including: Preparing for year-end; reconciling accounts; reviewing and adjusting accounts receivable and accounts payable; 1099s; sales and use tax; and backup procedures.

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 “Preparing for Year End” QuickBooks seminar is $45. To register, visit Rodman CPAs website, http://www.rodmancpa.com/quickbooks-seminar-series-preparing-for-year-end

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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Alianna Kendig Joins Rodman CPAs of Waltham

Alianna Kendig
Alianna Kendig

Rodman CPAs, a full service tax and accounting firm serving small, mid-market, and multi-generational companies throughout the greater Boston area, has appointed Alianna Kendig as Staff Accountant. Ms. Kendig is a native and resident of Medway, MA.

Ms. Kendig was an Intern at Rodman CPAs from January to April 2016, before joining the team full time. Her previous experience includes three years working at Lisa Miano, CPA LLC of Medfield assisting with tax return preparation, as well as six years working as a teller at Charles River Bank in Medway. Ms. Kendig recently graduated cum laude from Lasell College in Newton with a Bachelor of Science in Accounting and Finance.

She is a member of the Massachusetts Society of Certified Public Accountants (MSCPA).

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 Volunteer a Day of Service at Newton based nonprofit Hope and Comfort

Rodman CPAs team volunteers at Hope and Comfort
Rodman CPAs team volunteers at Hope and Comfort

Rodman CPAs, a full service tax and accounting firm in Waltham, MA recently volunteered a day of service at Hope and Comfort, a Newton, MA-based nonprofit that provides essential personal care products to adults and children in need within Greater Boston.

On Friday, October 21, 2016, Rodman CPAs’ team of 19 volunteered at Hope and Comfort, helping with their essential “Soap for Hope” program. The Rodman team packed 488 hygiene kits containing soap, shampoo, deodorant, toothpaste and a toothbrush, for distribution to students in Boston Public Schools (through Hope and Comfort’s partnership with their Health and Wellness Department), as well as to Boys and Girls Clubs of Boston, and the Waltham Boys and Girls Club.

Packing the kits was an involved process: the Rodman team sorted and counted the hundreds of hygiene items that their firm’s employees had collected for Soap for Hope over several weeks and made hundreds of cards to be included within the hygiene kits. They also wrapped and decorated four collection boxes to be used for product collection drives in the community, and completed a variety of other tasks to help prepare items for distribution.

One team member, Experienced Associate Justin Horr, also raised thousands of dollars for Hope and Comfort while competing in the World’s Toughest Mudder obstacle course challenge in Las Vegas this month.

“Hope and Comfort is very thankful to everyone from Rodman CPAs for all of their volunteer efforts to help us get essential hygiene products to people in need throughout Greater Boston. Not only did employees volunteer their time, they also collected hundreds of hygiene items and made a very generous financial donation. We could not help as many people as we do without great volunteers and donors like everyone at Rodman CPAs,” Jeff Feingold, Hope and Comfort President and Founder.

Since its founding in 2011, Hope and Comfort has distributed more than 230,000 items in total, and more than 113,000 of those items were distributed in 2016.

“Hope and Comfort supports and improves the health and self-esteem of thousands of children and adults in our community,” said Steve Rodman, president of Rodman CPAs. “We are pleased to have the opportunity to work with such a great organization and will continue to support their efforts.”

Community outreach is woven into Rodman CPAs’ company culture. The firm has a dedicated volunteer outreach team led by Senior Associates Kate Doherty and Elysha Sturm, and every staff member has an opportunity to volunteer. Over the years, Rodman CPAs has supported a number of organizations and causes in addition to Hope and Comfort, including Camp Clark in Plymouth, Rosie’s Place in Boston and The Massachusetts Adoption Resource Exchange (MARE).

About Hope and Comfort

Founded in 2011, Hope and Comfort is a 501c3 organization that works with distribution partners including food pantries and children’s organizations to distribute essential items including soap, toothpaste, and deodorant to children and adults in need throughout Greater Boston.

Hope and Comfort operates three key programs: Soap for Hope (their largest program) provides hygiene kits such as those packed by Rodman CPAs team to Boston Public Schools and area Boys and Girls Clubs; Stock the Shelves, which provides items to 13 partner food pantries each month; and Toiletries for US, which gives products to a variety of shelters and human services organizations throughout the area on an as-needed basis. The organization operates with an eight-member board, one employee and more than 550 volunteers (year-to-date). For more information, visit hopeandcomfort.org.

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 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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