Read what our clients have to say about working with SJ Rose

Real stories of support & SuccesS

From overwhelmed to empowered, our clients share their journeys of financial transformation. Whether overcoming money-related anxieties, finding order in financial chaos, or building confidence in managing daily finances, these testimonials reflect genuine experiences of people who've found clarity and control through our personalized bookkeeping services. Each story represents a unique path from financial stress to peace of mind, taken one step at a time.

A person is holding a red heart in their hands
An image that says client testimonial on it after using SJ Rose Bookkeeping

Non-Judgmental & Empowering

"You have provided the exact type of non-judgmental support I needed! I feel much more in control of my budgeting, spending, and bill-paying habits. You are kind, genuine, and relatable, so looking forward to our appointments has offset my trepidation around money-related tasks.


For anyone considering this service but wondering how in the world they would find all the passwords, worrying about letting someone into their physical and virtual mess, and anxious about judgment — just make the call or send the email to inquire about getting started. The rest will follow at a pace you can handle."


-SJ Rose Family Client



Supportive & Liberating

"After my initial phone conversation with Susie, President and Founder of SJ Rose, I met with my bookkeeper, just to share my situation and anxieties. Her active listening and natural curiosity facilitated a very trusting relationship, but I still couldn't imagine how we'd work together in my physical space or virtually over Zoom. Now both are easy realities. My mind's insurmountable obstacles did not faze her at all; she helped me navigate one tiny step at a time. We are steadily bringing order to this area of my life that had overwhelmed me for years — so liberating (and applicable to other areas of life too)! Thank you for providing this empowering, approachable, and valuable service!"


-SJ Rose Business Client

Empowering & Organized

"Thank you so much for everything! This has made my life so much easier. You are wonderful! Looking forward to doing more work together."


-SJ Rose Individual Client


Validating & Detail-Oriented

"I just want to be sure you know what an amazing set of skills my bookkeeper brings to her work on my behalf. She saved me so much stress and frustration when struggling with astronomical bills from a medical provider. I felt so validated and empowered while navigating my son's medical claims.

Thank you for the support!"


-SJ Rose Family Client

Validating & Detail-Oriented

"I can't thank you enough for hiring and connecting me with my bookkeeper, Stacia. Not only is she amazing financially, she is sweet, funny, and never puts me down for my financial stupidity."


-SJ Rose Family Client