Executive experience. Small business heart.
Jodi Shaw founded The Bookkeeping Partner with a simple belief: small business owners deserve the same quality of financial insight that larger companies take for granted.
With more than 26 years in small business operations and finance, Jodi Shaw has served as a VP of Finance, Operations and Product Development and as a Business Manager. Her background spans finance, operations, product development, and software engineering, which allows her to see both the numbers and the systems that produce them.
Since 2021, Jodi Shaw has worked independently with small businesses across cleaning services, property management, hospitality, entertainment, and professional services. Her approach is grounded in partnership and education. Clients do not simply receive completed reconciliations. They learn what their numbers mean and how to use them.
My goal is for every client to feel confident reading their own financial statements.
Jodi Shaw
Client stories
★★★★★
“Jodi is just amazing. After being severely burned by 2 other bookkeepers, Jodi held my hand through the whole migration and clean up process. She genuinely wanted me to learn my books, not just rely on her reports. I’ve never met someone who cares as much as her. She is fair and straight to the point while always looking out for you.”
Jen Rodgers, Just Peachy Clean
Expertise
- Bookkeeping, cleanup, and month-end close in QuickBooks Online
- Fractional CFO leadership, budgeting, and forecasting
- Pricing, margin, and cash flow analysis
- Business systems and technology, including SharePoint, Microsoft Teams, and ServiceNow
Teaching and community
Jodi Shaw is an emerging voice in small business financial education. She teaches owners to read their profit and loss statement like a CFO through workshops and speaking engagements, and shares regular teaching moments through The Bookkeeping Partner’s social media.
In the community, she serves as Kids Club Director for Jeep Beach and as Treasurer for The Oopsie Project.
Certifications
Let’s work together.
A discovery call is the first step toward clearer numbers and more confident decisions.