What Simply J Bookkeeping & Consulting does

Simply J Bookkeeping & Consulting is a U.S.-based virtual bookkeeping and accounting firm founded in 2018 by Jillian Johnson, who brings more than 25 years of public and private accounting experience. The company delivers full-cycle financial data management, prior period clean-up, reconciliation, and monthly accounting with internal financial statements to solo entrepreneurs, small businesses, and enterprises across regulated and non-regulated verticals including cannabis operators, wellness practitioners, real estate, manufacturing, retail, and creative industries. Services are priced across three subscription tiers (Simple J Scope $100-$250/month for solo entrepreneurs, Limited Scope $1,000+/month, and Whiteglove Service $1,500-$10,000+/month) and supplemented by usage-based offerings such as financial training ($175-$450/hour), cost accounting projects ($250-$450/hour or $5,000+ flat), 1099-NEC filing ($150/hour), a one-time Solo Entrepreneur Toolkit at $888, and a Mindset Course with the founder.

The firm operates from a virtual office in South Dartmouth, Massachusetts, with a staff of approximately six employees and a women-owned, women-led operating culture described as a "coalition of empowered women" supported by weekly virtual meetings and an annual in-person gathering. Customer acquisition is sales-led and consultative, driven by the simplyj.net website, an email newsletter, organic social on Facebook and Instagram, and a free 30-minute consultation booked through Microsoft Bookings. There is no proprietary technology platform; all bookkeeping and accounting work is executed on standard third-party software (QuickBooks Online and Desktop, NetSuite, Xero, FreshBooks, Wave). The firm is privately held, founder-owned, has no disclosed outside investors, and reports no partnerships, acquisitions, certifications, or regulatory actions in the available data.

Name

Simply J Bookkeeping & Consulting

Legal name

Simply J Bookkeeping & Consulting

Website

https://simplyj.rocks

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Simply J Bookkeeping & Consulting is a U.S.-based virtual bookkeeping and accounting firm founded in 2018, serving solo entrepreneurs, small businesses, and enterprises across cannabis, wellness, real estate, manufacturing, retail, and creative verticals through tiered subscription and hourly services.

Ownership category

akta.pro rank

Product category

Bookkeeping & Accounting Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Accounting & Bookkeeping Services (BPAHABAC)

Keywords

• Bookkeeping services
• Accounting services
• Financial consulting
• Cost accounting support
• Solo entrepreneur tools

Headquarters

HQ city

South Dartmouth

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Bookkeeping & Accounting Services: Full-service bookkeeping and accounting including financial data management, prior period clean-up, reconciliation, and full-cycle monthly accounting with internal financial statements. Revenue is generated through ongoing monthly retainers and hourly billing depending on service scope.
2. Financial Training Services: Hourly or training program-based pricing for teams needing coaching and guidance. Training programs range from $1,000 to $10,000+ based on number of team members, complexity, and length. Post-training hourly support ranges from $175-$450/hour.
3. Cost Accounting Services: Project-based pricing for cost accounting support including cost per unit/service computation and inventory tracking. Hourly rates $250-$450/hour or flat fee projects starting at $5,000+.
4. 1099 NEC and Annual Filings: Annual 1099-NEC and miscellaneous form preparation and filing at $150/hour including processing fees.
5. Ongoing Maintenance Services: Continuous financial data maintenance with tiered pricing: Full scope 'Whiteglove Service' ($1,500-$10,000+/month), Limited scope support ($1,000+/month), and Simple J Scope for solo entrepreneurs ($100-$250/month).
6. Solo Entrepreneur Toolkit: One-time enrollment fee of $888 for a toolkit designed to help solo entrepreneurs build financial clarity, including business planning, bookkeeping setup, and financial guidance.
7. Mindset Course: Personalized one-on-one mindset and personal growth course with Jillian Johnson including guided meetings, journaling exercises, self-discovery tools, mindfulness practices, and accountability.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Simply J Bookkeeping & Consulting is a virtual bookkeeping and accounting firm that provides financial data management, prior period clean-up, reconciliation, and full-cycle monthly accounting with internal financial statements. The firm layers on training programs, cost accounting, 1099 NEC filing, and a Solo Entrepreneur Toolkit to serve both established businesses and individual founders.

Product overview

Simply J Bookkeeping & Consulting offers a suite of financial services centered around bookkeeping and accounting, with an ecosystem of complementary offerings. The core Bookkeeping & Accounting Services provides financial data management, prior period clean-up, and full-cycle monthly accounting. The Solo Entrepreneur Toolkit ($888 one-time fee) helps startups build financial foundations. The Mindset Course offers personal development guidance. Ongoing Support encompasses training programs, cost accounting, and annual filing services. Services are priced across multiple tiers to serve solo entrepreneurs through established businesses.

Differentiator

Problem solved

Functional benefit

Brands

• Solo Entrepreneur Toolkit: A toolkit designed to help solo entrepreneurs build financial clarity, including business plan development, bookkeeping setup, and financial guidance.
• Mindset Course

Products and services

• Bookkeeping & Accounting Services Core full-service offering delivering financial data management, bookkeeping, prior period clean-up, reconciliation, and full-cycle monthly accounting with internal financial statements, priced from $100–$250/month for simple scope to $1,500–$10,000+/month for whiteglove engagements, and built for SMBs through established enterprises.
• Ongoing Support Continuous financial support services including financial training programs ($1,000–$10,000+, or $175–$450/hour post-training), cost accounting support ($250–$450/hour or $5,000+ flat-fee projects), and 1099 NEC and annual filing services at $150/hour.
• Solo Entrepreneur Toolkit A step-by-step business startup toolkit providing guidance on business planning, financial setup, bookkeeping systems, and compliance, sold as a one-time enrollment at $888, designed for solo entrepreneurs, musicians, and artists building a strong financial foundation.
• Mindset Course One-on-one personalized guidance with Founder & CEO Jillian Johnson focusing on personal growth, overcoming limitations, self-awareness, confidence building, and accountability through guided meetings, journaling exercises, self-discovery tools, and mindfulness practices.

Named customers1 record

Segments7 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• Xendoo: Cloud-based bookkeeping and accounting firm offering monthly subscriptions for SMBs with similar tiered pricing structure and virtual delivery model.
• Bench: AI-powered virtual bookkeeping service for small businesses combining software with dedicated bookkeepers; directly comparable subscription model, SMB target market, and nationwide virtual delivery.
• Pilot: Tech-enabled virtual bookkeeping and accounting firm serving US startups and SMBs with monthly close, controller services, and CFO advisory — same product category, similar target customer, but operating at significantly larger scale and with proprietary software.
• Ignite Spot Accounting Services: Virtual bookkeeping, accounting, and CFO services firm serving SMBs nationwide; directly comparable service mix and customer profile to Simply J's core offerings.
• Botkeeper: Automated bookkeeping platform paired with human accountants serving SMBs and accounting firms; competes in the same virtual bookkeeping category with a stronger automation/AI emphasis.
• 1-800Accountant: Virtual accounting and bookkeeping firm serving US small businesses and entrepreneurs with ongoing support, tax, and advisory — same customer base and similar service breadth.

Emerging players

• Finch (accounting): Tech-enabled bookkeeping and accounting platform for small businesses with subscription pricing; comparable in product category and target customer with a more software-led approach.
• GreenGrowth CPAs: Cannabis-specialized accounting and bookkeeping firm; directly comparable to Simply J's cannabis operator vertical expertise, with a narrower but deeper industry focus.

Broad incumbents

• QuickBooks Live (Intuit): Intuit's own virtual bookkeeping service that pairs customers with human bookkeepers inside the QuickBooks ecosystem — a broad incumbent leveraging proprietary software Simply J also relies on, creating both partner and competitor dynamics.
• KPMG Spark: Big-4-affiliated virtual bookkeeping and tax service targeting small businesses — broader brand and resources, comparable product offering for the same SMB segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/Simply.Jillian.Johnson
• Instagraminstagram.com/simplyjrocks
• LinkedInlinkedin.com/company/simply-j-bookkeeping-&-consulting

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Simply J Bookkeeping & Consulting