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.
High-reach consumer lifestyle or wellness video campaigns measured by impressions and broad demographic match.
Key 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.
Check first: Confirm recent performance, impressions, engagement, and audience data before contacting them.
Main ideas
Monthly bookkeeping prevents year-end scrambling · Year-end is a full business review, not just a tax chore · Client confidence and burden removal define success
Susie Newman is the founder and president of SJ Rose Bookkeeping.
Their posts offer practical small-business finance guidance built around recurring checkpoints: a 20-step year-end checklist covers financial reports, cash flow, payroll, taxes, inventory and backups, while a mid-year post prompts owners to review what is working and adjust.
Newman also describes bookkeeping as a way to give business clients accurate financials and greater confidence in their decisions.
Follow them for concrete, calendar-based prompts that make business finances easier to review throughout the year.
Newman connects detailed bookkeeping tasks to the decisions and pressures behind them.
Their year-end checklist moves from specific records and obligations to advice such as consulting an accountant before a major purchase; they explain how monthly bookkeeping can prevent a year-end scramble.
Their mid-year check-in follows the same practical rhythm on a smaller scale: celebrate what works, identify what does not, and make adjustments.
The posts show a service-oriented perspective—removing burdens and helping clients gain clarity—alongside calls to action for SJ Rose Bookkeeping and QuickBooks.
Susie Newman’s public posts return to a few practical priorities: make bookkeeping routine maintenance, not a year-end emergency; use year-end and mid-year to review the business; define success by client confidence and burden removal; and end advice with a clear next step.
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The LinkedIn posts are short, so these ideas come through as checklists and reminders rather than long-form essays.
Monthly bookkeeping prevents year-end scrambling
Newman argues that bookkeeping is ongoing upkeep.
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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.
The year-end post lists 20 tasks, then explains that monthly bookkeeping covers the same ground throughout the year. The July 2026 post marks the halfway point and asks business owners to review their finances, celebrate what is working, identify what is not, and adjust for a strong finish.
The mid-2026 post turns the year-end argument into a recurring calendar habit, showing a cadence rather than a single annual message.
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.
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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.
The post calls an income statement, or P&L, the best way to see where the business stands and what the next year may look like. It advises speaking with an accountant before making large purchases to understand cash on hand and depreciation rules.
Client confidence and burden removal define success
In Newman’s Modern Luxury feature, success is measured by more than revenue, growth, or client count.
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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.
Newman quotes the philosophy “The wins I’m proudest of are my clients’ wins” and credits the SJ Rose team, clients, referral partners, and the legacy of the people for whom the business was named.
Newman pairs educational content with a direct next step.
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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.
The July 2026 post says, “Sign up for QuickBooks today using my discount code and let SJ Rose manage your bookkeeping,” after prompting a mid-year finance review.
This is the most operational starting point for a newcomer asking what a small-business owner should actually do before year-end.
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It shows how Susie Newman turns bookkeeping into a practical, recurring checklist rather than a one-time tax-season task.
Susie Newman lays out a 20-step year-end checklist covering standard financial reports, cash flow analysis, vendor verification, accounts receivable, payroll, tax forms, inventory, marketing review and computer backups.
The post frames bookkeeping as ongoing monthly work to make year-end less of a scramble, and advises speaking with an accountant before big purchases.
It also includes a QuickBooks purchase link.
For brands planning a campaign
For an accounting software campaign, this supports a checklist-based content series organized around deadlines and owner decisions. It offers a founder-led expert frame for a year-end financial planning push, and the QuickBooks link shows a product tie-in format.
It explains why Susie Newman is a credible name to search: founder-led recognition, a clear client-service philosophy and the personal story behind SJ Rose Bookkeeping.
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A newcomer gets identity and values here before reading tactical finance posts.
Susie Newman announces being featured in Modern Luxury’s Dynamic Women 2026 as Founder and President of SJ Rose Bookkeeping.
The post describes success as removing burdens from clients’ plates, providing accurate financials and confidence to business clients, and bringing order and reassurance to individual and family clients during overwhelming transitions.
It includes the line “The wins I’m proudest of are my clients’ wins” and says the legacy of the people for whom the business was named is part of the feature.
For brands planning a campaign
Use this as a proof point in a founder-led campaign that needs third-party recognition and a human service story. It can support messaging around burden removal, financial clarity and client wins rather than generic bookkeeping claims.
It shows a repeatable calendar-driven content approach: use a seasonal moment to prompt a finance review, then connect that review to a bookkeeping service and a software offer.
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A newcomer can see how Susie Newman turns general advice into a timely call to action.
Susie Newman marks the halfway point of 2026 by asking business owners to check in on their finances.
The post recommends celebrating what is working, identifying what is not and making adjustments for a strong finish to the year.
It offers a QuickBooks discount code and says SJ Rose can manage bookkeeping.
For brands planning a campaign
For a year-end or mid-year financial planning campaign, this supports a recurring checkpoint format with an explicit software offer. The discount code offers a usable model for partner promotions.
Newman published a 20-step year-end checklist for small-business owners, covering standard financial reports and cash flow statements, vendor verification, accounts receivable reconciliation, payroll and benefits, tax forms and documents, tax-saving strategies, year-end incentives, staffing needs, inventory counts, website and marketing audits, and computer, contact, and file backups.
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The post explains why each step matters — for example, why an income statement reveals whether to invest or adjust heading into the new year — and advises speaking with an accountant before large purchases.
For brands planning a campaign
A ready-made structure for a year-end financial planning campaign: serialize the checklist into weekly tips, adapt it into a downloadable resource, or pair it with product reminders. Their closing note that monthly bookkeeping prevents scrambling at tax time gives an accounting-software partner a natural handoff from checklist to subscription.
A July post marking the halfway point of the year asks business owners to check in on their finances — celebrate what is working, identify what is not, and adjust for a strong finish.
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The short, seasonal post pairs the prompt with a QuickBooks sign-up link and a discount code for their bookkeeping services.
Calendar-driven prompts tied to the business year, with a direct service offer.
For brands planning a campaign
The annual cadence goes beyond isolated posts. Mid-year slots suit "reset your books" campaigns, mid-year tax questions, or software renewal offers, letting a brand plan placements across the business year instead of relying on a single sponsored post.
Founder-led practice serving businesses and families
A post announcing Susie Newman's inclusion in Modern Luxury's Dynamic Women 2026 describes SJ Rose Bookkeeping's purpose as taking burdens off clients' plates: providing accurate financials and confidence to make decisions for business clients, and order and reassurance for individual and family clients during overwhelming transitions.
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They frame the practice around client outcomes — "The wins I'm proudest of are my clients' wins" — and credit the team, clients, and referral partners.
For brands planning a campaign
The post gives a partner human, trust-building material beyond process content: client outcomes, referral relationships, and a practice spanning business and personal finances. It suits a campaign seeking an expert voice with an emotional frame or a founder story to anchor testimonials and case-study-style content.
Approach: routine maintenance instead of deadline scrambling
Susie Newman returns to one argument: recurring, monthly bookkeeping keeps small businesses from panicking at tax time and year-end.
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Their instructional, service-oriented content targets small-business owners and individual or family clients. Each post ends with a route into their own services or a QuickBooks sign-up link, once with a discount code.
Educational checklists and seasonal reminders, closed with a service call to action and an affiliate link.
The only commercial link shown in Susie Newman's posts is a QuickBooks affiliate or referral code. Ask what sponsorship formats and deliverables they offer.
For brands planning a campaign
A brand can evaluate Newman on practical finance education delivered in list and reminder formats, alongside their willingness to promote a third-party accounting product.
Susie Newman's posts identify SJ Rose Bookkeeping as a business they own and run, with Newman named founder and president.
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Two posts feature QuickBooks: one includes a purchase link, the other a personal discount code.
Ask whether either reflects a referral, affiliate or sponsorship deal.
A Modern Luxury feature is editorial recognition, not a commercial relationship stated in the posts.
SJ Rose Bookkeeping
Owned business · 2026-09-10
A Modern Luxury feature identifies Susie Newman as founder and president of SJ Rose Bookkeeping, describes the firm's business, individual and family clients, and credits a team, clients and referral partners for its growth.
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A July 2026 post invites readers to sign up for QuickBooks and says SJ Rose will manage their bookkeeping.
Two posts promote QuickBooks: a year-end checklist includes a “Buy QuickBooks here” link, and a July 2026 post offers a personal discount code and asks readers to sign up so SJ Rose can manage their bookkeeping.
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Ask whether either post reflects a referral, affiliate or sponsorship deal.
Original disclosure
Buy QuickBooks here: https://lnkd.in/gJqghDE4 — Sign up for QuickBooks today using my discount code and let SJ Rose manage your bookkeeping.
Modern Luxury included Susie Newman in its Dynamic Women 2026 feature.
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In a post announcing it, they identify as founder and president of SJ Rose Bookkeeping. The post describes recognition in a publication, not a commercial relationship.
Follow Susie Newman for practical, routine-first bookkeeping advice rather than tax-season panic content.
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Start with the 20-step year-end checklist, which doubles as a small-business owner's to-do list and shows how they frame finances as ongoing upkeep.
The July 2026 mid-year check-in applies the same argument to the other half of the business year, while the Modern Luxury feature adds the founder story behind SJ Rose Bookkeeping, including service to individual and family clients.
Each post ends with a concrete step: a QuickBooks sign-up link, a discount code, or an offer to manage bookkeeping.
For more small-business finance writing, see Ann Hooper on choosing and evaluating an accountant, Tyese Kimble on trust and structure in finance partnerships, and Christine Irizarry-Amoruso on construction and forensic accounting.
Small-business bookkeepingYear-end financial planningAccounting softwareOutsourced bookkeepingEducational checklistSmall-business ownersIndividuals and families
Ann Hooper
Hooper writes numbered, diagnostic posts about small-business finances, including five red flags that an accountant is not supporting growth and a debunking of fast five-figure-month claims.
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Like Newman, Hooper pairs practical lessons with an explicit next step. Both treat bookkeeping and financial literacy as growth infrastructure rather than paperwork.
Hooper's posts focus on judging and replacing an accountant, resisting overhyped business promises, and specializing in online and e-commerce businesses. Newman's posts cover monthly bookkeeping routines and using calendar moments to review the whole business, framed around a founder-led service practice.
Kimble writes about the human side of finance work: trust as a barrier to getting help, avoidance as an expensive habit, and the difference between paying for guidance and paying for mistakes.
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That overlaps with Newman's emphasis on client confidence and removing burdens rather than just producing statements.
Kimble frames the work through a personal career narrative, faith, and themes of leadership and resilience, positioning the advisor as a partner across accounting, strategy, and operations. Newman focuses on bookkeeping routines, seasonal check-ins, and a service offer for small-business and family clients.
Irizarry-Amoruso explains accounting distinctions and tool tradeoffs in plain language, including why a construction-focused job-costing tool can outperform a general ledger and why an accountant is not the same as a CPA.
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Both creators help owners judge what their numbers and advisors can actually do for them.
Irizarry-Amoruso specializes in construction, forensic accounting, job costing, and fraud examination, and directly compares software capabilities. Newman covers general small-business bookkeeping, year-end preparation, and broader business housekeeping for owners and families.
For a year-end bookkeeping or accounting-software campaign, Susie Newman's posts suit an expert-led content placement rather than a reach buy.
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The only measured audience figure available is roughly 750 LinkedIn followers, seen 9 October 2026.
The posts target small-business owners working through year-end financial tasks such as reports, cash flow, payroll, and tax filing, plus individuals and families navigating financial transitions.
A September 2026 post about a Modern Luxury Dynamic Women 2026 feature suggests the name reaches a regional lifestyle readership beyond LinkedIn, but no circulation or readership figures are published.
Ask Susie Newman for recent performance on comparable year-end and checklist posts — impressions, engagement, and any platform demographics or audience survey covering location, job role, and business size — before deciding whether the placement delivers measured reach and composition as well as content fit.
LinkedIn followers
about 750
LinkedIn profile, Susie Newman (SJ Rose Bookkeeping) · 2026-10-09
Susie Newman's posts contain no published sponsorship policy, media kit, rate card, or partnership inquiry route.
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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.
QuickBooks referral link with a client discount code
Buyer requirement
Newman's posts direct readers to QuickBooks through their own discount link and pair it with an offer to manage their bookkeeping, making this an established software alignment rather than a one-off mention.
A QuickBooks competitor should expect that alignment to be visible in any joint work and ask whether exclusivity applies.
A QuickBooks-adjacent brand should ask for pricing, deliverables, and disclosure terms; the posts do not state them.
Strong fit, within limits. This works as expert-led content rather than a paid-reach buy: the measured audience is small and unverified.
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Brief
A small-business accounting software company is planning a year-end financial planning campaign and wants a bookkeeping expert to front a checklist-based content series, with founder-led credibility carrying the trust message.
Reasons
The 20-step year-end checklist in the October 2024 post is directly usable campaign material. It covers financial reports, cash flow, vendor verification, accounts receivable, payroll, tax forms, inventory and backups, and explains why each step matters—including the advice to speak with an accountant before large purchases. A software brand can serialize it, adapt it into a downloadable resource or pair individual steps with product reminders.
The July 2026 mid-year check-in shows a repeatable annual cadence, not a one-off post. It marks a seasonal moment, asks owners to review what is and is not working, and closes with a service offer and a software sign-up link. That pattern supports a recurring checkpoint series across the business year.
The September 2026 recognition post provides founder-led trust material: Susie Newman describes building SJ Rose Bookkeeping, frames success around removing burdens from clients, and says the wins they are proudest of are clients' wins. A campaign that needs an expert voice with a human frame can use this as the anchor, with the checklist as the practical payload.
A QuickBooks referral link and a discount code already appear in the posts, so ask directly about exclusivity and confirm pricing, deliverables and disclosure terms in writing. The link shows a format model, not a paid relationship.
Constraints
Roughly 750 LinkedIn followers, seen 9 October 2026. No impressions, engagement rate, platform demographics or audience survey are published in the posts here. Before scaling, request recent performance on comparable checklist and year-end posts.
The content is aimed at small-business owners and individual or family clients working through financial transitions. If the software brand sells to finance teams inside larger companies, ask for audience data to confirm the match.
When to choose a specialist
Poor fit. The format, reach and audience match are all unverified.
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Brief
A national consumer lifestyle or wellness brand wants a high-reach awareness push built on short-form video and broad consumer appeal, measured by impressions and demographic match.
Reasons
No video, transcript or visual work was provided. Only three LinkedIn text posts were available for full review, so there is no evidence of short-form video ability, on-camera delivery or production quality to support a video-led brief.
The only measured audience figure is about 750 LinkedIn followers, seen 9 October 2026. Without impressions, engagement rate or a demographic breakdown, reach and composition cannot be confirmed.
The posts are instructional small-business finance content: a year-end checklist, a mid-year finance prompt and a founder recognition post about SJ Rose Bookkeeping. They speak to owners, finance tasks and client relationships, not a broad consumer lifestyle audience.
No media kit, rate card, sponsorship policy or partnership inquiry route appears in the posts. Ask directly about available placements and terms before budgeting; any campaign would require proposing a format from scratch.
The audience's location, age, gender, employer, role and seniority are unknown. Request this data before planning a campaign that depends on demographic targeting.
A worked campaign example
Angle
Lead with the recurring-maintenance argument Susie Newman already makes: routine monthly bookkeeping keeps small businesses from scrambling at tax time and year-end. Translate that argument into a deadline-ordered checklist, using them as the founder-led expert voice and pairing each installment with a practical decision point and a natural product handoff.
Brief
Year-end financial planning campaign for a small-business accounting software company, built around a checklist-style content series.
Commercial model
The posts show a QuickBooks referral link, once paired with a client discount code and an offer to manage bookkeeping. A partner software brand can propose a similar referral or discount handoff, but should not treat it as a confirmed paid placement. Because of the existing QuickBooks alignment, a competing software brand should ask directly whether exclusivity applies. Any partner should confirm pricing, deliverables and disclosure terms in writing.
Founder frame
Open the series with the founder story from the September 2026 post: a bookkeeping practice built around taking burdens off clients' plates and measuring wins by clients' wins. Use that frame for the trust-building introduction, then move into the checklist.
Next steps
Request recent performance data on comparable year-end and checklist posts: impressions, engagement, and platform demographics covering location, job role and business size.
Confirm availability, formats, pricing, disclosure terms and any category exclusivity in writing.
Pilot one installment and review reader response before committing to the full series.
Keep the missing audience and format information visible in planning: the posts here include no video or transcript, and no audience survey or publisher circulation figures were published alongside the Modern Luxury recognition.
Recurrence
Repeat the format at mid-year, following the July check-in pattern: celebrate what is working, identify what is not, and adjust for a strong finish. Quarterly checkpoints can carry the same checklist structure across the business year.
Series outline
Adapts
Standard financial reports, cash flow statements
Handoff
Accounting software reporting feature.
Installment
1. Close the books and read the numbers
Task
Generate the income statement, balance sheet and cash flow statement. Use the results to guide decisions: lower profit may call for changes, while higher profit could support larger investments. Consult an accountant before major purchases.
Adapts
Vendor information, accounts receivable reconciliation, payroll and benefits
Handoff
Reconciliation and payroll workflow.
Installment
2. Clean up the ledgers
Task
Verify vendor details, reconcile receivables, and double-check payroll and benefits before assembling tax documents.
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.
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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.
The tradeoff is structure and scope.
These posts make arguments, not offer checklists, so a serialized year-end series would need to be written from scratch rather than adapted from existing steps.
Their online and e-commerce focus narrows the fit for a brand selling to local service businesses.
Neither post shows a seasonal or year-end cadence.
Ask whether they can deliver recurring, deadline-driven content, and what partnership format and inquiry route they offer.
Tyese Kimble fits when the campaign sells the cost of waiting rather than the steps to take.
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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.
The tradeoff is that the posts offer no checklist material.
Both are personal-narrative essays—one built around resilience, faith and being “repositioned” after a run of rejections—so the tone is further from a practical year-end plan and would need balancing with the brand’s instructional voice.
Ask for a proposed step-by-step or seasonal format, along with audience figures, examples of video work and commercial terms, before scoping a partnership.
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.
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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.
The tradeoff is breadth and positioning.
The niche is construction contractors, so a brand selling to general small businesses would lose much of its intended audience.
Both posts explicitly advocate for software by comparison—one answering a rival’s characterization of JobTread, the other pushing back on CPA-firm sales messages.
That creates friction if the campaign is for a different accounting platform and leaves fewer task-level steps to reuse in a broad checklist series.
Ask for audience data, examples of video work and commercial terms before scoping a partnership.
Based on three LinkedIn posts from 2024 to 2026: a year-end small-business checklist, a mid-year finance check-in, and a post about SJ Rose Bookkeeping and a Modern Luxury feature.
The material reviewed is short-form posting; it does not establish the full scope of Newman's career or work.
