For businesses & nonprofits
Clean, current books, all year.
Monthly bookkeeping, cleanups, QuickBooks and payroll support, so you can run your business and hand your accountant everything at tax time.
See business services →
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What we do
Everything your books need for your business and your home.
Whether it’s your company’s books or your family’s bills, our experienced team handles the details with care.
Monthly bookkeeping
Reconciliations, categorizing and clean monthly reports you can actually read.
See what's included →Catch-up & cleanup
Behind by months? We get you current before tax time.
How it works →QuickBooks setup
Set up right the first time, or fixed if it wasn't.
Learn more →Payroll & 1099 support
Payroll through QuickBooks, Gusto, ADP and more, plus 1099 prep and filing.
Ask about payroll →
For your home & family
Everyday finances, handled with care.
Household bookkeeping and daily money management for busy families, older adults and the adult children who support them.
See home & family services →Household bookkeeping
Bills, budgets and paperwork, handled every month so nothing slips.
Learn more →Daily money management
Bill pay, account monitoring and scam protection for older adults and their families.
What is it? →Getting organized
Overdue bills, piles of paperwork, or a loved one's affairs after a loss. We help you sort it out.
Learn more →How it works
1Book a free call
Tell us about your business or home in a relaxed 30-minute conversation.
2Get a clear plan
We outline what needs doing, how often, and what it will cost.
3Hand off the books
We take over the work and keep you informed, so you can get back to what you love.
Building & maintaining your trust is my highest priority.
The team behind your books
Susie Newman
Founder
Lisa Bailey
Erika Burkemper
Christie Koch
Jordyn Levitt
Stephanie Linn
Kasia Machnicki
Questions people ask
SJ Rose provides bookkeeping and financial organization services for small businesses, individuals and families. We help our clients understand their finances, stay organized and feel confident that the details are being handled.
For businesses, that may include categorizing transactions, reconciling accounts, reviewing financial statements, cleaning up QuickBooks, payroll support and other ongoing bookkeeping needs.
For individuals and families, we can help organize household finances, track income and expenses, manage bills, gather information for tax preparation and create systems that make day-to-day financial life easier.
Both.
SJ Rose was built around the idea that financial organization isn't just a business need. We work with individuals and families who want help managing the financial details of everyday life.
Our clients may be busy professionals, families juggling multiple accounts and expenses, older adults who would like assistance staying organized, or adult children helping manage a parent's finances.
Every engagement is tailored to the individual or family's needs.
Absolutely not. That's often why people call us!
We've worked with clients who are several months—or even longer—behind, have unreconciled accounts, mixed business and personal expenses, duplicate transactions or simply aren't sure whether their books are accurate.
We'll start by figuring out where things stand and create a plan to move forward.
Not at all.
People fall behind on their finances for all kinds of reasons—running a business, raising a family, caring for a loved one, managing an illness, dealing with a major life transition or simply not having enough hours in the day.
You don't need to have everything organized before you call us. Helping you get organized is our job.
Start by reaching out through our Contact Us page and telling us a little about what you're looking for.
We'll schedule an introductory conversation to learn more about your needs, determine whether SJ Rose is the right fit and discuss the next steps.
You take care of each other. We'll take care of the finances.