About SJ ROSE
Personal and professional financial advocates managing the financial details of your home or business.
Meet Our Founder
A Visionary in Bookkeeping
SJ Rose LLC was born from personal experience and a deep understanding of life's unexpected financial challenges. After losing both parents at the young age of 36, including her mother's sudden passing, Susie Newman found herself navigating the complex process of closing her mother's business, selling properties, and managing intricate financial details during a time of grief.
This profound experience led her to establish SJ Rose LLC in 2018 — naming the company as a heartfelt tribute to her mother, father, and beloved Nana. What began as a solo practice focusing primarily on supporting female senior citizens through financial transitions has evolved into a comprehensive financial advocacy company. Today, Susie leads a dedicated team of four financial advocates who serve clients from all walks of life: entrepreneurs, young professionals, retirees, and adult children supporting aging parents.
Susie and her team believe in spending quality time with each client, developing personalized solutions that reduce costs, eliminate waste, and empower clients to gain greater financial comprehension and control. Every client has a unique story, and SJ Rose LLC is committed to being part of their journey toward financial confidence and peace of mind.
The company's evolution reflects Susie's vision of transforming personal tragedy into purposeful service, helping others navigate their own financial challenges with dignity, understanding, and expert support. At SJ Rose LLC, we're proud to be a women-owned and operated company. Our team of compassionate financial advocates is committed to creating an empowering environment for both our staff and clients. We believe in building strong relationships based on understanding, support, and expertise.
To learn more about Susie check out her feature 'Meet a Mom' article on Chicago North Shore Moms.
Why us
Our administrative and organizational skills, combined with a highly collaborative interpersonal style and deep network of resources, make us extremely effective, trusted, and valued by small businesses entrepreneurs, retirees, adult children with aging parents, and others. We spend quality time with our clients and advocate for them so that they
have greater financial comprehension and control over their personal finances. Other services include organizing, filing, bill paying (online or manual), protection against scams, and reconciling bank statements.
OUR SERVICES
Under Susie's leadership, SJ Rose LLC has grown beyond traditional bookkeeping to become a trusted partner in managing life's financial details, both personal and professional. Her team expertly handles:
- Household affairs management
- Daily money management
- Personal and business bookkeeping
- Financial advocacy and organization
- Family office support
- Small business financial management
Work with Us
Open positions
Client Advocate
Download Full Job DescriptionFinancial Advocate Position at SJ Rose LLC - Chicagoland-Remote
Join our team as a Financial Advocate, managing comprehensive bookkeeping and financial organization for businesses and individuals. This role combines QuickBooks expertise with client relationship management, handling accounts payable/receivable, bank reconciliations, payroll processing, and financial document organization.
Key Responsibilities:
- Manage QuickBooks operations for multiple clients
- Process accounts payable and receivable
- Handle payroll and 1099 contractor payments
- Reconcile bank and credit card statements
- Organize financial documents and assist with tax preparation
- Serve as dedicated client advocate and relationship manager
- Maintain accurate time tracking and billing
The ideal candidate combines strong bookkeeping skills with excellent communication abilities and a detail-oriented approach. Remote position.
Serving Chicago's North Shore and nationwide clients.
Email Resume to: Susanellennewman@gmail.com
