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Cover & Rossiter Quarterly NewsletterJuly 2011
Cover & Rossiter - Wilmington, DE

Welcome to the inaugural issue of Tradition, Cover & Rossiter's quarterly newsletter, which is being sent to our many clients, friends and associates. We hope you will find the information helpful as you manage your finances and taxes throughout the year (not just at "tax time").  We will also feature some of the many "happenings" within the firm so you can get to know our talented team of associates, who are readily available to assist you.


QuickBooks™ Tips Series
Your Guide to a Happy and Healthy Relationship with QuickBooks.

To some, QuickBooks can be a very powerful tool. To others, it can be viewed as a feared enemy. That's why Sharon Gilkey developed a series of tips that will help get you through everything from the daily issues you may face to the more advanced issues that arise. You will be a QuickBooks expert in no time. Here are a few of the most popular tips we have available on our blog:

QuickBooks Tip #1 - Adjusting Invoices

Have you ever posted the wrong amount to a customer invoice?  Not to worry. QuickBooks allows you to change the invoice to which a credit was applied with a few simple steps. Let us walk you through.  

QuickBooks Tip #3 - Tracking Different Areas of Revenue

Did you know that QuickBooks allows you to track different areas of revenue and expense in your company by department (called "classes")? See how.   

QuickBooks Tip #6 - Handling Return Checks From Customers

Most companies will eventually deal with the customer who bounces a check. To make your reconciliation an easier task, we suggest the following procedure.

If you found these to be helpful, follow our blog each week as new tips are released.  

Within the Firm...     
Susan Marley promoted to Senior Staff Accountant.  

Susan Marley was promoted to Senior Staff Accountant. Mrs. Marley worked as an intern with the firm during college and started full time in October 2009. Susan graduated Magna Cum Laude with a BS in Accounting and Business Administration from the University of Delaware and has been a valuable addition to the firm's tax department. She has passed all of the CPA Exams and will be applying for her license later this year.  


Donna Bryant graduates Cum Laude.


Donna Bryant, Administrative Assistant, graduated Cum Laude with a Bachelor of Science in General studies at Wilmington University in May. She will begin her Master of Science in Information Systems Technology in the fall, while simultaneously completing her Associates Degree in Early Care and Education. Donna is one of 5 invaluable support staff members at Cover & Rossiter and has been with the firm since 2004.     

Luci Roseman receives Accounting Senior Excellence in Academics Award. 


Luci Roseman, one of Cover & Rossiter, P.A.'s newest staff accountants, was honored recently with the Bruce Evans Memorial Award.  Ms. Roseman graduated Summa Cum Laude from the University of Delaware, with her Bachelor of Science degree in Accounting.  She excelled in her studies, maintaining a 4.0 GPA in her business courses and an overall GPA of 3.977.  This work ethic and knowledge led her to win the Accounting Senior Excellence in Academics Award at the University of Delaware's Accounting and MIS Annual Award Banquet this year.


Mary Erickson was elected to the M O T Board of Directors. 


Mary Erickson was elected to the Board of Directors of the Middletown-Odessa-Townsend Jean Birch Senior Center at their last meeting. They also appointed her to the finance committee.


Charity Miller joins Cover & Rossiter.

Charity Miller has joined the Cover & Rossiter team as a Staff Accountant. Ms. Miller graduated from the University of Delaware with a B.A. in History and a minor in Black American Studies.  For the past year, she has worked as an Administrative Assistant for the Revenue Audit Unit for the City of Wilmington.  She will begin school in the fall to obtain her Associate Degree in Business Administration.  She is a welcome addition to the firm.

"It is important to us, as a firm, that our staff members are pursuing their interests, whether it's continuing their education, moving up in the company or pursuing their passions outside of the office.  We are thrilled these outstanding individuals are a part of our team and doing so well," said Geoff Langdon, Managing Director - Cover & Rossiter, P.A.   


We welcome your questions and comments about any of the topics in this newsletter. For more information about our firm and its services, or answers to your tax and financial planning questions, please contact Lindsay Wheeler, or (302) 656-6632.


Lindsay Wheeler
Cover & Rossiter
In This Issue
QuickBooks Tips Series
Within the Firm...
Filled Your Tank Lately?
Trauma Healing in Africa
High Gas Prices
Filled Your Gas Tank Lately?
Sticker shock at the gas pump is a big concern-especially for folks on fixed incomes. There ARE steps you can take to cut your fuel costs
Vickie Beam
Trauma Healing
in Africa
Vickie Young Beam, one of the managers at Cover & Rossiter, grew up in Burundi, a small country in central Africa about the size of Maryland.  The Great Lakes region of Africa has been plagued with civil war, tribal conflicts, genocide, refugee displacement, disease and extreme poverty since the middle of the 20th century.  The need for healing and reconciliation is great in the aftermath of prolonged violence and trauma across several generations. 

See more on her journey.