PROFESSIONAL BACKGROUND

Jodi is a Shareholder and Firm Administrator at ECS Financial Services, Inc. with 30 years of professional experience. She holds a Bachelor of Business in Accounting and has earned the CPA and CLFP designations. Her current responsibilities include CPA firm administration, human resources, talent development, implementing firm-wide policies, optimizing workflows, and compliance.

AWARDS & RECOGNITION

• 2025 Monitor Top 50 Women In Finance

PROFESSIONAL ASSOCIATIONS

• American Institute of Certified Public Accountants (AICPA)

AREAS OF EXPERTISE

• CPA firm administration

• Human resources

• Talent development

• Firm-wide policy implementation

• Workflow optimization

• Compliance

• Sales tax

• Financial statements

• Income tax

• Lease accounting