Simply J

Ongoing Support

Financial Training

Empower Your Team with Expert Financial Training

If you’re not ready to let others handle your bookkeeping needs, our training services are an excellent solution. We provide hourly or training program-based pricing.

This is an excellent alternative if you already have a finance team in place but want to ensure that your records are correct and up to date. Our hands-on training sessions will guide and equip your team with the knowledge necessary to maintain your books accurate.

Whether it’s bookkeeping, accounting, controller, or CFO-level advice, we collaborate with your team to ensure your financial data is reliable and simple to understand.

Our training programs are tailored to your individual requirements, and continuous support is provided at flexible hourly rates.

  • We offer a fee based training program or hourly rate for support.

    Great option if you have a team in place for your finance department but they need coaching and guidance for complete and accurate financial records.

  • Training programs range from $1,000 to upwards of $10,000 in fees.

    The actual training program cost is determined by the number of team members, the complexity, and the length of the training.

  • Post Training hourly training ranges from $175-$450 per hour.

    Actual cost depends on type of support needed(i.e. bookkeeping, accounting, controller or CFO).

Cost Accounting

Know Your True Costs With Expert Cost Accounting Support

Our Cost Accounting services are designed to assist you keep track of your finances and understand the true cost of running your business.

Whether you’re a grower, manufacturer, service provider, or entrepreneur seeking greater financial clarity, we collaborate with your team to transform your existing data into useful information.

From estimating the true cost of each product or service, to tracking inventory and cost of goods sold, we make the financial side of your business easier to manage and understand.

Our project based pricing allows you to receive the exact level of support you require, when you need it.

  • Works with current data populations and client's team to compute cost per unit or cost per service based on various inputs.

  • Recognition of inventory on hand and cost of goods sold on periodic basis.

  • Hourly work ranges from $250/hour to $450 per hour.

  • Projects range from $5,000 or more flat fees.

  • For cultivators, manufactures, service providers.

1099 NEC and Miscellaneous Annual Filings

Empower Your Team with Expert Financial Training

Managing your annual 1099 forms does not have to be difficult. Simply J Financial Wellness prepares and files 1099-NEC and other miscellaneous forms every year, ensuring that all cash and check payments to vendors are correctly reported.

We assist you throughout the process, making sure your filings are accurate on time, and in accordance with IRS guidelines. Our services are charged at an established hourly rate that includes any processing fees, so you know precisely what to expect. 

 

  • Handles the filing of the annual 1099s.

    Annual fillings are due at end of each January communicating cash and check payments made to vendors who meet the requirements including landlords.

  • Hourly rates of $150 per hour including processing fees.

Join the Simply J Movement

Empowering Futures, Inspiring Success

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.
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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.