Personal Bookkeeping Services
Personal Bookkeeping Services
Our Story
Marshall & Shaw Financial Services
Marshall & Shaw was founded in 2017 by Katie Bee Marshall and Leila Shaw, building on a 40-year foundation of industry experience passed down from Leila's mother. Since then, we have grown to serve clients nationwide with a unique high-touch, relationship-centered model. Marshall & Shaw has broken the mold and changed the way that families interact with their personal bookkeepers.
It is a challenge to find a professional bookkeeper whose only focus is personal bookkeeping. The Marshall and Shaw model provides core booking services as the foundation for our high-touch, customized approach. Our services provide supervision of our client's finances on a day-to-day basis to ensure that their personal finances are properly handled and accounted for, complementing the efforts of the client's other advisors.
Gain detailed insight into transactions, spending, documents, tax preparation, philanthropy and more with our services. We will manage your financial affairs like a business … valuing speed, flexibility, efficiency and complete confidentiality.
Our services empower our clients with a complete and detailed financial picture of their everyday life.
Based in Birmingham, Marshall & Shaw is happy to call Alabama home!
Our Story
Marshall & Shaw Financial Services
Marshall & Shaw was founded in 2017 by Katie Bee Marshall and Leila Shaw, building on a 40-year foundation of industry experience passed down from Leila's mother. Since then, we have grown to serve clients nationwide with a unique high-touch, relationship-centered model. Marshall & Shaw has broken the mold and changed the way that families interact with their personal bookkeepers.
It is a challenge to find a professional bookkeeper whose only focus is personal bookkeeping. The Marshall and Shaw model provides core booking services as the foundation for our high-touch, customized approach. Our services provide supervision of our client's finances on a day-to-day basis to ensure that their personal finances are properly handled and accounted for, complementing the efforts of the client's other advisors.
Gain detailed insight into transactions, spending, documents, tax preparation, philanthropy and more with our services. We will manage your financial affairs like a business … valuing speed, flexibility, efficiency and complete confidentiality.
Our services empower our clients with a complete and detailed financial picture of their everyday life.
Based in Birmingham, Marshall & Shaw is happy to call Alabama home!
Katie Bee Marshall
Co-Founder
Lelia Shaw
Co-Founder
Founders, Leila Shaw & Katie Bee Marshall
Our Story
Katie Bee Marshall began her career in investment banking in New York, NY, at Deutsche Bank Securities. She moved to Charlottesville, VA, where she was a Senior Investment Analyst at Investure, an outsourced CIO for endowments and foundations. Most recently, Katie Bee was Managing Director of Anderson Growth Partners, a multi-family investment office in Birmingham, AL.
She received a BSE in Civil Engineering from Princeton University. Katie Bee currently serves on the Board of Trustees for the McWane Science Center and for Mountain Brook City Schools Foundation. She lives in Birmingham, AL with her husband and their three children.
Leila Shaw began her career at Mountain Financial Services in Greenwich, CT, a firm that specializes in personal bookkeeping services. After moving to Birmingham in 2003, Leila worked in public relations and advertising, and managed the homeowners association at Shoal Creek, where she was responsible for financial statements, payroll and weekly cash balances.
Leila is a cum laude graduate from Bowdoin College. She currently lives in Birmingham, AL with her husband and their two children.
Marshall & Shaw: Personal Bookkeeping Redefined
The Marshall and Shaw model focuses on a high-touch, customized approach to our clients' needs.
Our services are designed to free up quality time for our clients while giving them peace of mind. We focus on the day-to-day so our clients can focus on their other priorities.
Marshall & Shaw: Personal Bookkeeping Redefined
The Marshall and Shaw model focuses on a high-touch, customized approach to our clients' needs.
Our services are designed to free up quality time for our clients while giving them peace of mind. We focus on the day-to-day so our clients can focus on their other priorities.
CORE SERVICES
REVIEW AND PAYMENT OF BILLS
CUSTOMIZED AND COMPREHENSIVE REPORTING
ACCOUNT MAINTENANCE AND RECONCILIATION
HOUSEHOLD PAYROLL
DATA COLLECTION AND TRANSACTION OVERSIGHT
Who We Serve
Many circumstances produce a need for our financial services: managing multiple homes, frequent travel, constant business demands, and a need for privacy. Theses are all reasons why Marshall & Shaw clients may seek out our help. Most importantly, our services can be provided regardless of where an individual or family calls "home."
FREQUENT TRAVELER
ATHLETES AND ENTERTAINERS
RETIREES AND ELDERLY
FAMILY OFFICES
BUSY INDIVIDUALS AND FAMILIES
CORPORATE EXECUTIVES
Who We Serve
Many circumstances produce a need for our financial services: managing multiple homes, frequent travel, constant business demands, and a need for privacy. Theses are all reasons why Marshall & Shaw clients may seek out our help. Most importantly, our services can be provided regardless of where an individual or family calls "home."
FREQUENT TRAVELER
ATHLETES AND ENTERTAINERS
RETIREES & ELDERLY
FAMILY OFFICES
BUSY INDIVIDUALS & FAMILIES
CORPORATE EXECUTIVES
Benefits of Marshall & Shaw
All of Marshall & Shaw financial services are meant to free up quality time for our clients while giving them peace of mind.
We focus on the day-to-day to free up our clients' time for other activities.
CONTROL
COMPREHENSIVE
CONFIDENTIAL
CUSTOMIZATION
Benefits of Marshall & Shaw
All of Marshall & Shaw financial services are meant to free up quality time for our clients while giving them peace of mind.
We focus on the day-to-day to free up our clients' time for other activities.
790 Montclair Rd, Suite 220 Birmingham, Alabama 35213
P.O. Box 130458, Birmingham, Alabama 35213
