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Rodman CPAs

Rodman CPAs to Hold QuickBooks Online Webinar on November 14th

Rodman CPAs' Advanced QuickBooks ProAdvisors team
Rodman CPAs’ Advanced QuickBooks ProAdvisors team

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 “Tips & Tricks for Experienced Users” QuickBooks Online Webinar on Monday, November 14, 2016 from 12 p.m. to 1:00 p.m.

For those looking to enhance their QuickBooks Online skills but who are unable to travel to the firm’s Waltham classroom, the Rodman CPAs team of ProAdvisors is offering a free online webinar. The team will discuss new features of QuickBooks Online and share efficiency tips and tricks.

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.

To learn more about this free webinar and register, visit www.rodmancpa.com/free-webinar-

Registrants will receive a confirmation email containing information about joining the webinar, and a Mac, PC or a mobile device may be used to attend the session.

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 Promotes Elysha Sturm to Senior Accountant

Elysha Sturm
Elysha Sturm

Rodman CPAs, a full service tax and accounting firm serving small, mid-market, and multi-generational companies throughout the greater Boston area, has promoted Elysha Sturm to Senior Accountant.

Ms. Sturm joined the firm in 2013 as a Staff Accountant. In her new role as Senior Accountant, she will provide tax planning and preparation for a variety of high net worth individuals, fiduciaries, and entities. Ms. Sturm is a also member of Rodman CPAs’ specialty practice known as the “Green Team”, and will continue to provide accounting and tax service to renewable energy and cleantech companies across the U.S. She often joins Kathy Parker, CPA, MST, a partner of the firm, in representing Rodman CPAs at renewable energy conferences and expos. Last year, Ms. Sturm represented Massachusetts with Ms. Parker at the American Biogas Council’s (ABC) DC Fly-In held in Washington D.C.

As co-chair of the firm’s Volunteer Outreach Team, Ms. Sturm spearheads firm-wide initiatives that give back to the community. She also leads Rodman CPAs’ internship program and assists with staff recruiting, hiring, and training.

Ms. Sturm holds a Bachelor of Science in Accounting from Suffolk University. She is in the process of pursuing a Master’s degree in Taxation and CPA certification and is a member of the Massachusetts Society of Certified Public Accountants (MSCPA).

Ms. Sturm is a resident of Foxboro, 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 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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Kayla Luther Returns to Rodman CPAs as Experienced Associate

Kayla Luther
Kayla Luther

Rodman CPAs, a full service tax and accounting firm serving small, mid-market, and multi-generational companies throughout the greater Boston area, has appointed Kayla Luther as an Experienced Associate. Ms. Luther is a resident of Boxborough, MA.

Ms. Luther had been a Staff Accountant on the Rodman team five years ago, before relocating to Virginia with her husband James, who is in the U.S. Air Force. In her role of Experienced Associate at Rodman, Ms. Luther will be responsible for financial statement reviews as well as individual, partnership and corporate tax preparation.

While in Virginia, Ms. Luther was employed for two years as the Accounting Director, overseeing accounting, recruiting and human resources, at Liberty Baptist Church in Hampton Roads. For two years prior to that, Ms. Luther was a Staff Accountant at Dixon Hughes Goodman, a mid-sized accounting firm in Newport News, VA.

Ms. Luther holds a Bachelor of Science in Accounting from Appalachian State University in North Carolina and a Master’s degree in Accounting from Liberty University in Virginia. She is currently studying for the CPA exam. She is a member of the Massachusetts Society of Certified Public Accountants (MSCPA).

“Rodman CPAs is a great firm to work for, and after relocating to Virginia, I kept in touch with many of my former colleagues. In June, my husband and I returned to Massachusetts, and I was very happy to rejoin the Rodman team,” said Ms. Luther.

About Rodman CPAs

Rodman CPAs provides tax advisory, accounting, and business strategy to small and mid-sized emerging and established businesses. Named one of Accounting Today’s Best Accounting Firms to Work for, and one of the largest accounting firms in Massachusetts by the Boston Business Journal, Rodman CPAs offers an innovative and strategic approach with the personal touch of a smaller regional CPA firm. For more than 50 years, Rodman CPAs has been specializing in customized accounting and tax solutions that improve business performance, processes, financial operations, and information technology.

The firm serves as a true business partner, helping clients perform and succeed during each stage of the business lifecycle. As domain experts in alternative energy, the “Green Team” at Rodman CPAs works with renewable energy producers and businesses throughout the U.S. offering tax advisory, financial, accounting services, and Investment Tax Credit (ITC) studies.

Rodman CPAs is an independent member firm of BDO Alliance USA, which enables them to expand services to clients by accessing the resources of BDO USA, LLP and other Alliance members, ensuring greater flexibility, efficiency, and cost-effectiveness.

For more information, email info@rodmancpa.com, visit their website at http://www.rodmancpa.com or contact (617) 965-5959.

 

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Rodman CPAs’ Kathy Parker to Speak at National Biogas Conference in Orlando

Kathy Parker
Kathy Parker

Kathy Parker, CPA, MST, a recognized expert in renewable energy accounting and a partner at Rodman CPAs, a full service tax and accounting firm in Waltham, will be a speaker at the 16th Annual BioCycle REFOR16 conference in Orlando, Florida, October 17-20, 2016.

An active leader of Rodman CPAs’ Renewable Energy and Cleantech specialty practice known as the “Green Team”, Ms. Parker will speak on the topic of “What’s New in Tax Laws for Biogas Industry?” in the Track 1 – Business of Biogas session on Wednesday, October 19, 2016 from 8:30 to 10:15 a.m.

Ms. Parker will expound on green energy federal incentives and credits for business, including Investment Tax Credit (ITC), Business Energy Investment Tax Credit – Safe Harbor, Passive Activity Loss, depreciation and tax equity.

Ms. Parker has been a guest speaker and panelist at a number of renewable energy conferences and financial forums throughout the U.S., including the National Conferences in California and the American Biogas Conference in Ohio. She speaks to alternative energy producers, businesses and other audiences that pursue energy efficiency initiatives.

The Rodman team will also exhibit at the conference and will be available to answer questions at booth #307.

BioCycle REFOR16 is the official conference of The American Biogas Council. For more information, visit http://biocyclerefor.com.

Green Energy Experts

Rodman CPAs’ Green Team is comprised of 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. The firm is a charter member of the Mass Solar Coalition, as well as a member of Northeast Sustainable Energy Association (NESEA), New England 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 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 Offers QuickBooks Seminar on September 28th

quickbooks team copy
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 “QuickBooks: Beyond the Basics” seminar, on Wednesday, September 28, 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. Registration begins at 8:45 a.m. A light breakfast and lunch will be provided.

Advanced QuickBooks ProAdvisors Kathy Parker CPA, Leah Shanahan CPA, and Christine McGoldrick will lead the seminar. Participants will learn how to take their record keeping skills to the next level with advanced applications for maximizing QuickBooks. Topics to be covered include: customizing QuickBooks; items; budgeting; classes and jobs; time and billing; and reporting. Rodman’s ProAdvisors will also share tips and shortcuts for working faster and more efficiently in all business transactions.

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 “QuickBooks: Beyond the Basics” seminar is $149. Registration is now open. 

Sign up at Rodman CPAs’ Eventbrite page at https://www.eventbrite.com/e/quickbooks-beyond-the-basics-tickets-27094714019.

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 Promotes Kate Doherty to Senior Accountant

Kate Doherty
Kate Doherty

Rodman CPAs, a full service tax and accounting firm serving small, mid-market, and multi-generational companies throughout the greater Boston area, has promoted Kate Doherty to Senior Accountant. Ms. Doherty is a resident of Bridgewater, MA.

Ms. Doherty joined Rodman CPAs in 2013 as a Staff Accountant. In her new role as Senior Accountant, she will work with small business clients across a range of industries. In addition to her work on audits, reviews and compilations, Ms. Doherty will provide controller services, and QuickBooks consulting, support, and training.

An active team leader, Ms. Doherty will continue to coordinate and oversee new employee training as well as co-chair the firm’s Volunteer Outreach Team, spearheading firm-wide initiatives that give back to the community.

Ms. Doherty holds a Bachelor of Science in Accounting and a Master of Business Administration (MBA) from Salve Regina University in Newport, RI. She is a member of the Massachusetts Society of Certified Public Accountants (MSCPA) and American Institute of Certified Public Accountants (AICPA).

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 Unveil New Website

Rodman-Logo-DigitalRodman CPAs, a full service tax and accounting firm serving small, mid–market, and multi-generational sized companies throughout the greater Boston area, has recently rebranded and launched a new generation of their website, www.rodmancpa.com.

Rodman CPAs, formerly known as Rodman & Rodman P.C., rebranded to better reflect the firm’s growth, expertise, and comprehensive accounting and tax solutions for clients in a range of industries, including alternative energy. The firm engaged Hailer Marketing Associates to lead the rebranding process and Paris Design to assist with the rebrand design.

The responsive site was developed using the latest web technique, a parallax design, and contains 90 percent new content and photography. The well-thought out modern design is user-friendly, enabling visitors to access content quickly.

“Many CPA websites come across as highly templated and not all that unique. We emphasized the need for a web design that stood apart, was intuitive to the visitor, and one that would accurately reflect the firm. The parallax design was ideal,” noted Elizabeth Hailer of Hailer Marketing Associates.

New and improved components of  Rodmancpa.com include a client portal, an interactive career page, BDO Alliance page, services page, news and resources page, testimonials, videos and blogs. Additionally, the site was reorganized to better focus on the types of clients the firm serves and solutions they offer.

“We are very pleased with our new website’s innovative, elegant design, and simple navigation. It effectively expresses who we are, what we do, and the value that we bring to clients,” explained Steve Rodman.

About Rodman CPAs

Rodman CPAs provides tax advisory, accounting, and business strategy to small and mid-sized emerging and established businesses. Named one of Accounting Today’s Best Accounting Firms to Work for, and one of the largest accounting firms in Massachusetts by the Boston Business Journal, Rodman CPAs offers an innovative and strategic approach with the personal touch of a smaller regional CPA firm. For more than 50 years, Rodman CPAs has been specializing in customized accounting and tax solutions that improve business performance, processes, financial operations, and information technology.

The firm serves as a true business partner, helping clients perform and succeed during each stage of the business lifecycle. As domain experts in alternative energy, the “Green Team” at Rodman CPAs works with renewable energy producers and businesses throughout the U.S. offering tax advisory, financial, accounting services, and Investment Tax Credit (ITC) studies.

Rodman CPAs is an independent member firm of BDO Alliance USA, which enables them to expand services to clients by accessing the resources of BDO USA, LLP and other Alliance members, ensuring greater flexibility, efficiency, and cost-effectiveness. For more information, email info@rodmancpa.com, visit their website at http://www.rodmancpa.com or contact (617) 965-5959.

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Rodman CPAs Volunteer a Day of Service at Camp Clark in Plymouth

Rodman CPAs Camp Clark outreach IMG_6956 2

Rodman CPAs, a full service tax and accounting firm serving small, mid-market, and multi-generational companies throughout the greater Boston area, recently volunteered a day of service to “sprucing up” the grounds of Camp Clark, an Old Colony YMCA sponsored recreation camp for children in Plymouth.

A long-time supporter of Camp Clark, Rodman CPAs’ team of 17 spent six hours landscaping Camp Clark in preparation for the 1,000+ youth campers who will attend camp from the end of June to the end of August. The team, which included the firm’s president Steve Rodman and partner Tom Astore, spread 40 yards of mulch, 20 yards of sand and also painted Four Square in the playground area. The Rodman team even wore their specially designed volunteer T-shirts while working on the project.

“The Y was founded on volunteerism, and employers like Rodman CPAs who encourage volunteering is why the Y can continue to serve so many families,” said Derek Paiva, Executive Director of Old Colony YMCA.

The Rodman team spent more than 100 hours in readying Camp Clark, which according to Paiva would have taken weeks and a number of Y staff members to complete.

Paiva continued, “The Rodman team really does care and they do a great job. Having them working with us is just phenomenal.”

Community outreach is woven into Rodman CPAs’ company culture. The firm has a dedicated volunteer outreach team led by staff accountants 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 Camp Clark, including Rosie’s Place in Boston and The Massachusetts Adoption Resource Exchange (MARE).

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

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Waltham Based CPA Firm Rebrands and Announces New Name and Logo

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

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

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

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

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

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

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

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

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

About Rodman CPAs

Rodman CPAs provides tax advisory, accounting, and business strategy to small and mid-sized emerging and established businesses. Named one of Accounting Today’s Best Accounting Firms to Work for, and one of the largest accounting firms in Massachusetts by the Boston Business Journal, Rodman CPAs offers an innovative and strategic approach with the personal touch of a smaller regional CPA firm. For more than 50 years, Rodman CPAs has been specializing in customized accounting and tax solutions that improve business performance, processes, financial operations, and information technology.

The firm serves as a true business partner, helping clients perform and succeed during each stage of the business lifecycle. As domain experts in alternative energy, the “Green Team” at Rodman CPAs works with renewable energy producers and businesses throughout the U.S. offering tax advisory, financial, accounting services, and Investment Tax Credit (ITC) studies.

Rodman CPAs is an independent member firm of BDO Alliance USA, which enables them to expand services to clients by accessing the resources of BDO USA, LLP and other Alliance members, ensuring greater flexibility, efficiency, and cost-effectiveness.

For more information, email info@rodmancpa.com, visit their website at http://www.rodmancpa.com or contact (617) 965-5959.

Waltham Based CPA Firm Rebrands and Announces New Name and LogoRead More