JR

Jackie Rockwell

Co-founder at Brass Jacks
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Jackie has been a contract bookkeeper in Oregon since 2014. In 2021 she joined forces with her mentor/friend/colleague, Jackie Shaw, and they started a bookkeeping academy to teach others how to do bookkeeping. As Chief Executive Officer, Jackie is in charge of leading the company towards success and making sure everything is running smoothly.

Employment
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  • Fraud Prevention: Red Flags and Controls for Bookkeepers
    Jackie highlights red flags like bookkeepers withholding financial reports. She suggests controls such as separating duties and reviewing statements. Jackie emphasizes, "Educating clients about why they shouldn't blindly trust anyone who handles their money is vital." She offers resources like a YouTube video and a course, "Accounting Controls 101," to help businesses safeguard their finances.
  • Unlocking Cash Flow: A Guide for Small Businesses
    Jackie explains, “Cash flow statements reveal actual cash changes, unlike income statements.” She highlights their importance for small businesses using credit or delayed payments. The main challenge is understanding them, but accounting software can simplify the process. Ensure all accounts are reconciled for accuracy.
  • Accounting Talent Shortage: Cultural Shift Needed, Says Expert
    Jackie highlights the retirement of baby boomers and a slow influx of younger generations as key factors. She urges a cultural shift, advocating for "better compensation for women" and improved work-life balance. Jackie believes technology won't solve the shortage, emphasizing the need for industry adaptation to attract millennials.
Recent Quotes
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  • I don’t love Dave Ramsey or agree with all of his methods, but this book is what launched my passion for helping women budget. I took the methods he taught in the book and gave them a softer approach that felt better to me.

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