# Susie Newman

Susie Newman is the founder and president of SJ Rose Bookkeeping. She shares practical small-business bookkeeping guidance, including year-end financial checklists and mid-year finance check-ins.

- Profile: https://b2binfluencer.marketing/creators/susie-newman/
- LinkedIn: https://www.linkedin.com/in/susanenewman
- LinkedIn followers: 750
- Based on 9 dated posts, latest 2026-09-10

## Summary

Most useful for expert-led, checklist-based small-business bookkeeping content, especially year-end and mid-year finance guidance.

- Best for: Small-business accounting software brands running year-end or checklist campaigns needing founder-led bookkeeping credibility.
- Not for: High-reach consumer lifestyle or wellness video campaigns measured by impressions and broad demographic match.
- Check first: Confirm recent performance, impressions, engagement, and audience data before contacting them.

### Takeaways

- A 20-step year-end checklist covers financial reports, cash flow, payroll, taxes, inventory and backups.
- Monthly bookkeeping can prevent a year-end scramble, according to Newman's posts.
- A mid-year check-in asks owners to review what works and make adjustments.

## Main ideas

- **Monthly bookkeeping prevents year-end scrambling**: Newman argues that bookkeeping is ongoing upkeep. Waiting until December or tax time creates avoidable stress; monthly work spreads the same tasks across the year. The year-end checklist says Newman handles each item every month, avoiding a scramble at tax time or year-end. The July post applies the same logic to a mid-year checkpoint.
- **Year-end is a full business review, not just a tax chore**: Newman’s year-end checklist treats the close of the year as a chance to review finances, operations, staffing, marketing, and digital housekeeping. Financial reports show whether to invest or adjust; the wider list covers vendor information, accounts receivable, payroll and benefits, tax forms, incentives, goals, website review, inventory, and backups.
- **Client confidence and burden removal define success**: In Newman’s Modern Luxury feature, success is measured by more than revenue, growth, or client count. SJ Rose Bookkeeping aims to take burdens off clients’ plates: accurate financials and confidence to make better decisions for business clients, and order and reassurance for individual and family clients during overwhelming transitions.
- **Advice should lead to a concrete next step**: Newman pairs educational content with a direct next step. The year-end checklist includes a QuickBooks purchase link, and the July post offers a QuickBooks discount code and says SJ Rose can manage bookkeeping. The pattern: a checklist or reminder followed by a service or software offer.

## Work to read

- [Year-end checklist for small businesses: 20 steps to prepare for the new year](https://www.linkedin.com/posts/susanenewman_year-end-checklist-for-small-businesses-activity-7254955861284904960-WUsc)
- [Modern Luxury Dynamic Women 2026 feature on SJ Rose Bookkeeping](https://www.linkedin.com/posts/susanenewman_womeninbusiness-entrepreneurship-smallbusiness-activity-7503639687564070913-HFd8)
- [Happy July mid-year business finance check-in](https://www.linkedin.com/posts/susanenewman_happy-july-can-you-believe-were-already-activity-7478914327929094144-O-PK)

## Brand relationships

- **SJ Rose Bookkeeping** (owned_business)
- **QuickBooks** (disclosed_partnership)
- **Modern Luxury** (mention)

## Partnerships

Susie Newman's posts contain no published sponsorship policy, media kit, rate card, or partnership inquiry route. They repeatedly point small-business clients to QuickBooks through a personal discount link, while their firm, SJ Rose Bookkeeping, handles their bookkeeping. Brands evaluating Newman should plan around advisory and referral messaging, not a documented sponsored-content package. Ask directly about availability, formats, pricing, and disclosure terms before budgeting a campaign.

## Alternatives

- Ann Hooper: Ann Hooper is the stronger pick when the campaign’s hook is diagnosis rather than paperwork: helping a small-business owner work out whether their current accountant is holding the business back. The December 2023 post sets out five concrete red flags: a practitioner who files the past but does not help plan, a data-entry-only bookkeeper, jargon that blocks decisions, a generalist treating every business the same, and financials that look wrong on inspection. The June 2023 post argues against fast-growth claims and tells owners to keep books current, learn to read their own financials, and use those numbers to drive decisions. Hooper also speaks specifically to online and e-commerce businesses. If the year-end message is “the way you handle this now is the problem,” that argument lands more directly than a task list.
- Tyese Kimble: Tyese Kimble fits when the campaign sells the cost of waiting rather than the steps to take. The April 2026 posts put a number on it: a business three years behind, whose bookkeeping would have run $1,000 a month, is looking at roughly a $36,000 problem, not a quick cleanup. The same material names what stops owners—reluctance to open the books, avoidance, sticker shock and the uncomfortable conversations that follow—and frames the work as partnership and accountability rather than filing. If the year-end campaign opens with “handle this before it compounds” and wants a founder-led voice describing a practice built across accounting, strategy and operations, these posts supply the hook in the creator’s own words.
- Christine Irizarry-Amoruso, CFE: Christine Irizarry-Amoruso is the right alternative when the software brand sells to construction or trades contractors, or wants a forensic and job-costing angle. The August 2026 post argues that contractors need job costing QuickBooks alone was never built to provide, cites about 30 integrations completed, and lists what better project-level visibility changes for contractors. The follow-up separates forensic and outsourced job-cost accounting from tax preparation and audits, and explains what clean, reconciled, defensible financials hand off to a CPA. For a year-end series aimed at contractors weighing job-cost reporting against general bookkeeping, that framing sits closer to the buyer’s decision than a general small-business checklist.

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AI-assisted summary of public posts. Audience demographics are not available. Engagement appears only where we checked recent posts. Method: https://b2binfluencer.marketing/methodology/