Financial Guidance Built Around People
More Than Bookkeeping And Accounting. A True Partnership Helping Businesses Grow With Confidence For Over 25 Years.
Twenty-Five Years of Empowering Businesses and Changing Lives
After more than 25 years working in both public and private accounting, we kept seeing the same thing over and over again... businesses were missing the support they truly needed. So many people were trying to manage financial records, grow their companies, and build long-term success without having someone really guide them through it.
That’s why Simply J Bookkeeping & Consulting was created in 2018.
We wanted to build something more personal. Something more than spreadsheets and reports.
We have time to understand our clients, what makes them tick, and where they want to go. Because when our clients succeed, we succeed too.
And honestly, we love what we do. We believe financial guidance should not be cold or intimidating.
We bring energy, real conversations, and a hands-on approach to every partnership we build. We are not your typical bookkeeping and accounting firm, and we never wanted to be.
We are creating a different kind of experience. One built on relationships, education, trust, and helping people move forward with confidence.
Built on Trust, Backed by Real Support
Helping Businesses and Teams Grow Stronger.
At Simply J Bookkeeping & Consulting, we go the extra mile to ensure that our partnerships are built on trust, communication, and shared success. By keeping a close eye on financial data, we provide our clients with the insights they need to make informed decisions at every step.
And when we say we care about our team, we mean it, offering full-time roles with great benefits like medical, dental, vision, and 401k. Let us show you how we can elevate your business and team!
Our coalition of empowered women fosters strong relationships with clients, continuously learning, growing, and elevating each other. Through regular virtual meetings and annual in-person gatherings, we stay connected and unified.
We’re not just a team; we’re a tribe that supports one another in every aspect of life.
Here are Simply J's "Why"
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Our "why" is to create a safe and thriving space for our employees to collaborate, communicate, and elevate.
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Our coalition of empowered women support our amazing clients. They continuously learn, educate, and build strong bonds amonst themselves and our clients.
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We meet virtually at least weekly and physically each year. We are a tribe supporting each other in all facets of life, not just professionally.
Here are Simply J's How"
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Our "how" is providing superior partnerships and support with our clients.
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Through collaboration and communication, we are monitoring client's financial data daily, weekly, monthly, and annually.
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They realize our value and allow us to support our team by providing full-time positions with medical, vision and 401k benefits.
Mission, Vision & Values
Mission: Empowering Futures, Transforming Lives
At the heart of our mission is the belief in the value of visibility. We are committed to educating individuals on how to harness the power of their finances, guiding them toward a future of financial freedom.
Vision: Setting The Standard For Ethical Business
We envision a future where Simply J is synonymous with empowerment, humility, inspiration, and a solid foundation. We aspire to be trendsetters, leading the way in how business is conducted. As leaders in empowering and educating all walks of life, particularly women, we are committed to being the best version of ourselves individually and collectively.
Values: Empowerment, Humility, Inspiration
At Simply J, our values are the cornerstone of everything we do. Empowerment is at the heart of our mission, as we strive to empower individuals and organizations to reach new heights of financial success. Humility grounds us, fostering genuine connections and partnerships that lead to shared success. Inspiration is our driving force, motivating us to reinvent how business is conducted and continuously seek innovative solutions. These values define the essence of Simply J, guiding us in every interaction and decision we make.
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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!
