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Email: Info@Rodmancpa.com

Tel: (617) 965.5959

Fax: (617) 965.1792

Waltham Office

51 Sawyer Rd, Suite 610
Waltham, MA 02453

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The Latest Developments

4 Things You Should Know About Advanced Settings in QuickBooks Online

Do you know about all of QuickBooks Online's settings? What you're missing may be important....

June 30, 2019 by The Rodman Team

Do You Need to Bundle Products in QuickBooks? Create Assemblies

If you frequently sell multiple inventory items grouped together, you need to learn about QuickBooks' assemblies....

June 30, 2019 by The Rodman Team

Accountable for on-going training. Rodman CPAs participate in seminars.

Focused on preparing for future challenges, Rodman CPAs' senior tax team expanded their professional reach, engaged with trusted experts, and gained knowledge at a number of industry specific workshops at 2019 BDO Alliance USA Conference held in Las Vegas....

June 17, 2019 by The Rodman Team

Issuing Credit Memos and Refunds in QuickBooks

You're accustomed to money going in a certain direction, but sometimes you have to pay your customers. Here's how it's done....

June 17, 2019 by The Rodman Team

The Life of an Estimate in QuickBooks Online

Estimates—or quotes, or bids—are useful tools when you're pitching a sale of products or services. Here's how QuickBooks Online handles them....

June 17, 2019 by The Rodman Team

Avoiding Project Development Pitfalls, Part 3

Let's focus on interconnection. What are common pitfalls that you've seen renewable energy developers encounter in obtaining interconnection information and rights for their projects?...

May 29, 2019 by Rodman Green Team

How QuickBooks Protects Your Data, and How You Can Help

The data in your QuickBooks company file contains some of the most sensitive information on your computer. Make sure it's secure....

May 23, 2019 by The Rodman Team

How to Use Progress Invoicing in QuickBooks Online

Does your business do work for clients over weeks or months? Consider using QuickBooks Online's progress invoicing....

May 23, 2019 by The Rodman Team

Working with Contractors in QuickBooks Online

It's a gig economy. QuickBooks Online makes it easy to track and pay independent contractors....

April 23, 2019 by The Rodman Team

Receive Payments the Right Way in QuickBooks: Your Options

How you record a customer payment in QuickBooks depends on why and how you received it....

April 23, 2019 by The Rodman Team

Avoiding Project Development Pitfalls, Part 2

This month's Sustainable Bottom Line edition is the second in a Q&A series with guest expert Jonathan S. Klavens, Principal of Klavens Law Group, P.C., which has a unique clean energy practice that addresses the "A to Z" legal needs for renewable energy project development and finance. Jon is joined this month by KLG Senior Counsel Sarah Matthews, who handles commercial real estate matters....

April 11, 2019 by Rodman Green Team

Avoiding Project Development Pitfalls, Part 1

The first in a Q&A series with guest expert Jonathan S. Klavens, Principal of Klavens Law Group, P.C....

March 27, 2019 by Rodman Green Team

Rodman CPAs is now BerryDunn. We're thrilled to share our news!

As of July 1, 2019, Rodman CPAs has merged with BerryDunn to deliver more tax, assurance, and consulting services to businesses in New England. We are excited to partner with a firm that shares our commitment to attracting and retaining the highest quality people who will continue to offer you exceptional, personalized client attention.

To learn more about our services and the industries that we serve please visit berrydunn.com.

For current Rodman clients seeking to make a payment, please contact Kathy Bautze directly at 617.965.5959x225.

You may also continue to access your secure client portal at rodmancpa.com/portal.