I LOVE providing quality service and
making a difference in peoples’ lives!

These are real statements from my clients.


 Jodi’s input, guidance and support have been instrumental in creating the necessary order and functionality our business was demanding. Having better and clearer structure in place, as well as the ability to train additional staff as our growth continues, is vital to our success. The outside perspective Jodi provided was invaluable. She has the ability to ask the key questions and zero in on the biggest impact opportunitiesWith sustainable processes and procedures in place, we feel confident, optimistic and in control of our future!

Lundy Smith, Owner
Pangea-CDS and CopyPage Document Services, LLC


 I would like to recommend Jodi McDaniel to anyone…she can do it all. I found her to be very proficient in figuring out ways to increase my time, better systemize my organization, and set up systems for my QuickBooks.”

James Price, Owner/Consultant
Polaris Coaching LLC


 “Jodi is one of the most highly organized business people I know. She is able to quickly assess a company’s functional needs, and assist to help internal systems and processes run more efficiently and effectively.

Betsy Patterson, Owner/Consultant
Betsy Patterson Consulting LLC 


 “Jodi accomplished significant objectives in helping us to adopt more streamlined policies and procedures. She has a keen eye for improving and making a more efficient process in the office setting.”

Nancy J. Corrigan, CPA
Partner Jeffery, Corrigan & Shaw LLP


 “Having Jodi work with me to setup personalized systems is probably the best investment I have made yet in my business. I have never come across anyone who can accomplish more in such a short period of time with such clarity and ease.”

Ilona Glinarsky, Owner/Interior Designer
Lifespace Design Group, Inc.


“The systems Jodi implemented help me handle the tedious details of managing my business more efficiently and effectively, and trust that things aren’t falling through the cracks. Feeling more on top of things allows me to relax and focus on my creative work.”

Peter Martineau, Owner/Graphic Designer
ImagineTree


“Jodi can help you with a very wide variety of needs ranging from creating organizational systems to setting up financial tracking procedures.  Being the (recovering) perfectionist that I am, I rarely remember being this happy with anyone’s services!”

Julia Padawer, Business Owner/Consultant
Dharma Coaching


 As a result of the quality and completeness of Jodi’s work, I am able to more efficiently and effectively focus my services on key issues and overall tax and financial position of our mutual client. Jodi is knowledgeable, diligent, assertive and timely, asking questions to make sure all parties are in agreement on procedures and making new suggestions that will benefit our client. Jodi’s high level of professionalism and communication make her both effective and easy to work withHer management of the delicate relationship of bookkeeper, CPA, and owner helps ensure that our client receives the best services at a reasonable cost. I have referred Jodi to clients and non-clients alike and look forward to working together with her in the future.

Patrick W Medlock, CPA


 “I hired Jodi to help me over a month’s time and experienced a huge reduction in clutter and an increase in personal productivity and satisfaction.”

Kevin Finn, Saleswriter’s Agent