Jodi James
Chief Resource Officer
Jodi James brings over 15 years of experience in small business operations and accounting. With more than a decade of contributions to the firm, Jodi continues to be an invaluable asset to both the team and clients. Her practical expertise and strategic insight help drive operational efficiency and financial clarity.
Experience/Education
- 15+ years accounting experience
- Bachelor of Science, University of Rhode Island (URI)
Certifications
- Intuit Certified QuickBooks Level 2 ProAdvisor
- Bill.com Certified
Areas of Focus
- Small business accounting
- Operational support
- Financial process improvement
- Client resource management
Our Latest Insight
Hiring First Steps means gaining a full financial ops team—not just reports, but systems, visibility, and strategy that grow with your business.
Understand the most common government audits, what triggers them, and how to prepare. Stay compliant and protect your business from penalties.
Discover why great leadership requires more than bold action—it demands thoughtful strategy. Learn to balance doing with thinking for lasting success.
