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Waltham, MA 02453

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The Latest Developments

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

How Do You Track Jobs in QuickBooks? Part 2

In this second of a two-part series, we'll explore how you use the job-related records you've created....

March 24, 2019 by The Rodman Team

Could Your Sales Invoices Be Better? How QuickBooks Online Can Help.

Every interaction with your customers can enhance your image. Here's how QuickBooks Online contributes to that....

March 24, 2019 by The Rodman Team