What our clients say

Lisa has been incredible and so timely, it has been so easy working with her. I’m so thankful to you for catching me up in 2024 after my bookkeeping debacle in 2023.

Jordyn is my life saver. She went above and beyond when she was here yesterday! And she did not have to. Please keep up the wonderful ‘work’.

It’s been working out great with Kasia thus far! We have lots of bills this time of the year that need to be manually entered into QB before making payment and Kasia and I have worked out a system for her to do this.

He is very positive about his experience and starting to understand the budgeting concept—acknowledging it’s still a work in progress. He’s very motivated.

I’ve worked with Susie and the SJ Rose team for over two years, and I can’t imagine running my business without them. As a small business owner, I know I have a trusted guide keeping my books clean and organized, so when tax time comes, everything is ready for my accountant. No scrambling, no stress.

What I love most? Susie is a true cheerleader for me and my business. She’s not just my bookkeeper; she’s in my corner. If you’re on the North Shore and need a financial advocate who actually cares, call Susie.

You’ve clearly created something really special, and I’m glad to be one of the many people who gets to benefit from what you’ve built. I know firsthand how much you care about your clients and their success, so the recognition is very fitting.

Your services have given me such peace of mind during the last year of my husband’s life and now that he’s gone. It’s made my transition so much easier. I can sleep at night knowing that Erika is tracking my monthly finances.

Stephanie has been a huge help and such a blessing to my mom. It is a huge relief to have her accounts looked after.

I always know that whatever gets thrown at me will be handled in a calm, thoughtful and intelligent way. Having SJ Rose as my bookkeeper gives me the confidence that things will be taken care of.

Your approach to bookkeeping is exactly what we need. That peace of mind you provide—knowing ‘you’ve got this part’—is invaluable, especially as we’re growing. We’re grateful to be one of your clients!

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!

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

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

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.