Unlock Your Financial Power with Simply J

Empowering Women,
Building Foundations,
Shaping Futures

Welcome to Simply J, where financial expertise meets empowerment. As a women-owned firm with over 25 years of experience, we go beyond numbers to inspire, educate, and elevate. Join us on a journey of financial empowerment, where we build strong foundations for success.


Empowering Your
Financial Journey

At Simply J, we believe in more than just numbers; we believe in the power of financial empowerment. As a women-owned financial data management, coaching, and advisory firm with over 25 years of experience, we are more than financial experts—we’re your partners in building strong foundations.

Founder Simply J


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Empowering Women
in Finance

As a women-owned firm, Simply J stands out with a dedicated focus on empowering and educating women in finance, fostering inclusivity and support.

Holistic Financial

Beyond numbers, Simply J's distinctive approach integrates financial success with overall well-being, emphasizing mental, physical health, and financial prosperity.

Innovative Business Perspective

Simply J goes beyond traditional accounting, reinventing business practices to offer clients a fresh perspective on success that aligns with evolving needs.

Meet Simply J

bookkeeping and accounting to the Next Level

Our story began after 25 years in public and private accounting and auditing, where we identified gaps in helping clients manage records and achieve financial success. Simply J was born from the need for personalized understanding, partnerships, and a commitment to our clients’ success.

Our objective is to educate the world on the importance of accurate and complete bookkeeping and accounting cycles. We refer to these services as financial data management. The term financial data management has been minimalized for too long by business owners and financial data management alike. It is the foundation of any strong business.  Our financial data management services are best practice.

Discover the strength in your financial journey with Simply J. Where expertise, empowerment, and education convert to build a future that’s financially robust and personally fulfilling. Welcome to a new era of financial empowerment!

We are a group of bookkeepers, accountants, controllers, CFOs, and CPAs focused on providing clear financial data for all (clients, tax, CFOs, valuations, mergers & acquisitions, etc.)


Building Foundations For Success

Our services are designed to transform your approach to finance, empower your journey, and propel you towards unparalleled success. Here’s how Simply J can make a difference for you


We don't just record numbers; we lay the groundwork for your success, providing clarity and precision in every financial transaction.

Strategy Building & Roadmap

Navigating the path to success requires a strategic roadmap. Simply J helps you chart that course.

Financial Coaching

We empower you with the knowledge and confidence to navigate the financial landscape successfully.

Martin Reese
Martin Reese

Thrive Wellness

Simply J transformed our financial outlook. Their personalized approach and strategic insights have been instrumental in our growth. They're not just advisors; they're partners in success.

Catrine Rafaela
Catrine Rafaela

Small Business Owner

Empowerment in every sense of the word. Simply J's commitment to women's financial success is evident in every interaction. They're not just rewriting the rules; they're setting new standards for ethical and empowering business practices.

Philip West
Philip West

Non-profit Leader

The financial coaching provided by Simply J was a game-changer for me. It wasn't just about numbers; it was about breaking down barriers and gaining the confidence to navigate the financial landscape. Simply J is a true ally in success

Paula Collin
Paula Collin

Law Office of Paula Collins, PLLC

Phenomenal breadth of knowledge. Excellent customer service.


Voices of Empowerment

At Simply J, our success is measured not just by numbers but by the transformative impact we have on the lives and businesses we touch. Hear from those who have experienced the Simply J difference firsthand:

Join the Simply J Movement

Empowering Futures, Inspiring Success

Embark on a transformative journey with Simply J, where our mission is to empower futures and transform lives. As a coalition of strong, supportive women, we are dedicated to inspiring and educating individuals, especially women, on the intrinsic value of money.

At Simply J, we’re not just a financial firm; we’re a movement, setting new standards for ethical business and leading the way towards a future where empowerment, humility, and inspiration prevail.

At the heart of our mission is the belief in the value of money. We are committed to educating individuals on how to harness the power of their finances, guiding them toward a future of financial freedom.

Unlock Your
Financial Potential Today!

Ready to embark on a journey of financial empowerment with Simply J? It’s time to take control of your financial future and build a strong foundation for success.

OUR blog

Tips, and Stories for Your Empowered Financial Journey

Discover the art of financial flourishing at Simply J’s blog. This space is your haven for insightful articles, practical tips, and inspiring stories crafted to nurture your empowered financial journey.