Elevate Your Finances With Next Level Bookkeeping & Accounting
Smart, reliable, simple financial solutions designed to help your business scale with confidence.
Bookkeeping | Accounting | Solo Entrepreneur Toolkit
Simply J Bookkeeping & Consulting is a U.S. based virtual bookkeeping and accounting firm. Since 2018, we've helped businesses manage their finances with confidence, backed by more than 25 years of bookkeeping and accounting experience.
We are a women-owned and women-led full-service bookkeeping and accounting firm that supports clients rooted in purpose, connection, and meaningful contributions. We are a support system, providing financial clarity, operational efficiencies, best practices, and a commitment to understanding our clients’ business needs.
Our
Expertise
Includes
- Bookkeeping
- Accounting
- Prior period clean-up
- Reconciliation
- Monthly accounting
- Internal financial statements
- Personalized service with a dedicated team member
- Support backed by a team with diverse knowledge and skill sets
- May include a team player or team lead, or both, depending on needs
- Oversight and guidance provided by a manager and executive leadership
- Cannabis operators
- Wellness organizations and practitioners
- Real estate
- Retail
- Manufacturing
- Musicians
- Artists
"We pride ourselves on unmatched collaboration and communication because your peace of mind is part of our purpose"
At Simply J Bookkeeping & Consulting, we blend logic with intuition to read between the lines of financial data. Systems and reports matter, but so does recognizing patterns, inconsistencies, and operational context that numbers alone may not explain.
And yes… we genuinely care about your financial data. Probably more than you expect.
One of our favorite moments is showing clients the before-and-after, the shift from disorganized records to structured clarity that actually supports decision-making.
We also believe in educating our clients and teams about what happens behind the scenes because understanding creates value and fosters stronger collaboration.
Financial clarity is both structure and insight.
We're A Little Unconvential. And That's Intentional...
How Simply J Differs
We are not just bookkeepers and accountants, we are partners in your business growth.
People sometimes assume bookkeepers or accountants simply “handle everything” behind the scenes. The reality is more collaborative than that.
Yes, we organize the data, maintain structure, and work our financial data fairy magic. But strong financial reporting also depends on timely communication, operational context, and key information from your team.
At Simply J Bookkeeping & Consulting, accountability works both ways. We hold ourselves accountable for the systems and reporting, while also helping clients stay accountable to the processes that keep financial data accurate and meaningful.
Simply J Bookkeeping & Consulting was founded in 2018 after more than 25 years in public and private accounting, with one clear goal to give businesses the personalized financial support they deserve.
We saw firsthand that many business owners needed more than basic bookkeeping; they needed a true partner invested in their success.
Accurate financial records are the foundation of every strong business. That’s why we focus on delivering clear, reliable financial data that helps you make confident decisions and plan for the future.
Professional Services We Focus On
Bookkeeping & Accounting Services Designed to Fit Your Needs
Maybe you’re just getting started and trying to figure out what actually matters. Maybe you’ve got a stack of overdue filings that’s been hanging over your head for months.
Or maybe you’re at the point where you’re thinking, I don’t want to touch this anymore. I just want someone to handle it.
That’s where we come in!
Sometimes it’s a quick one-on-one session to untangle a problem and get you back on track. Other times it’s full-charge bookkeeping where we’re in it with you every month, keeping things clean and organized.
And for businesses that are growing and need bigger-picture guidance, we can help you too.
We’ve been doing this for more than 25 years. We’ve seen messy books. We’ve seen businesses scale fast. We’ve helped people clean things up and move forward.
Wherever you are right now, that’s okay. We’ll meet you there. We’ll simplify what feels complicated. And we’ll help you move forward without that constant financial stress sitting in the background.
Our Main Focus
Bookkeeping
Our bookkeeping is all about making sense of everything coming in. We take all the numbers from every corner, bank accounts, invoices, receipts and sort them out so it actually tells the story of your business. The goal is simple: you get a clear picture of where things stand, without having to dig through a mess of spreadsheets.
Accounting
We provide both cash basis and accrual basis accounting and reporting, ensuring your records are complete, organized, and reliable. By reconciling your financial data with third-party sources and reviewing reports regularly, we help provide a clear and accurate picture of your business finances so you can make informed decisions with confidence.
Solo Entrepreneur Toolkit
Starting a business on your own means wearing a lot of hats. One day you're the CEO, the next you're handling finances, marketing, sales, operations, and customer service. It can feel overwhelming, especially in the early stages. The Solo Entrepreneur Toolkit is designed to help simplify the journey.
Mindset Course
This one-on-one mindset course helps individuals move beyond limitations, gain clarity, and create meaningful change in their lives. Through guided meetings with Jillian, you will learn to develop greater self-awareness, build confidence and overcome obstacles.
We Get Your Business Because We’ve Lived It Too
We work with all kinds of businesses across the United States, from small startups just getting off the ground to large corporations with years of history. That includes manufacturers, retail, real estate, solo entrepreneurs, wellness practitioners, cannabis businesses, musicians, artists and pretty much any organization in between.
No matter the size or industry, we’ve seen it all, and we understand the unique challenges each business faces. We don’t just crunch numbers; we help you navigate growth, make sense of the financial side of things, and plan for the future in a way that actually works for your world.
Doing Your Own Books? Start Here.
If you're managing your own bookkeeping, this one's for you. Our FREE Bookkeeping Checklist is a simple, step-by-step guide to help you stay organized and feel confident in your numbers without the guesswork.
Subscribe to our newsletter to get the checklist delivered straight to your inbox, and get monthly practical tips, expert insights, and exclusive offers for business owners like you.
Greener Leaf Cannabis Dispensary
We’ve had an incredible experience working with Jillian and the team from Simply J Bookkeeping & Consulting. They have been an absolute lifesaver when it comes to handling our accounting needs — thorough, professional, and always responsive. Jillian and her team take the time to truly understand our business and offer thoughtful guidance that keeps us organized and confident in our financial decisions. Their attention to detail and proactive approach have brought us so much peace of mind. If you’re looking for someone reliable, knowledgeable, and easy to work with, we highly recommend Jillian and her team at Simply J. They SIMPLY are the best!
