Bookkeeping Buzz

Financial Advice for Senior Citizens

susanellennewman@gmail.com (Susie Newman) — Wed, 30 Apr 2025 22:49:27 GMT

INstagram interview with freedom home care

Recently, we had the opportunity to sit down with Susie from @sjrosellc . She shared some simple but important tips for seniors when it comes to managing their finances: keep everything organized (whether that’s in a calendar or another system that works for you), set up autopay when possible, and go paperless to help avoid scams. These easy steps can make a big difference. Share this with someone you love! #SeniorCare #FinancialTips #Bookkeeping #SeniorSupport #FreedomHomeCare #NorthShoreCommunity #SeniorWellness #SupportSeniors

Taxes?!?!

Tue, 22 Apr 2025 22:56:11 GMT

How is april going?

Tax prep didn’t go as planned? Let’s fix that for next year. Our clients were ready for taxes since January. Working with SJ Rose and QuickBooks Online help you stay organized all year long, so filing feels less stressful—and a lot more manageable.

Last Minute Tax Prep

susanellennewman@gmail.com (Susie Newman) — Wed, 26 Mar 2025 16:18:48 GMT

Tax season sneaking up on you?

Tax season has a way of sneaking up on us, and if you're scrambling to get your financials in order, you're not alone. Whether you're a small business owner, freelancer, or managing multiple income streams, last-minute tax prep can be stressful. But with QuickBooks, you an quicky get your expenses, income and documents organized--making tax filing much smoother, even under a tight deadline.

Enjoy the following benefits:

Automatic expense tracking for maximum deductions.
Streamline income tracking.
Run quick reports for faster tax filing.
Seamless integration with tax software.
Help from a QuickBooks Pro Advisor (like SJ Rose!)

Even with powerful tools, tax prep can feel overwhelming. That's where we come in! At SJ Rose, we help businesses and professionals clean up their books, identify deductions, and get tax-ready.

Don't panic--Get organized with QuickBooks! Use our link for a special discount:

QuickBooks Online for Partners

Susie Newman on House Stuff Podcast

Mon, 13 Jan 2025 20:40:04 GMT

I was interviewed on Local real estate guru, jason merel's, podcast called house stuff

Beneficial Ownership Information (BOI)

Fri, 15 Nov 2024 22:49:02 GMT

Beneficial Owner Information report (BOIR)

Corporate Transparency Act (CTA). The CTA requires certain types of U.S. and foreign entities to report beneficial ownership information to the Financial Crimes Enforcement Network (FinCEN), a bureau of the U.S. Department of the Treasury.

The CTA requires any entity that has been formed pursuant to registration with a state, tribal or foreign agency that is not otherwise exempt (a “Reporting Company”) to report to the US Treasury Financial Crimes Enforcement Network (“FinCEN”) certain information regarding its ultimate “Beneficial Owners” (which include persons who directly or indirectly control or own at least 25% of the entity as well as persons who exercise substantial control over the entity), through a Beneficial Ownership Information Report (a “BOIR ”). The failure to file or providing false or fraudulent information in a BOIR may result in substantial civil or criminal penalties.

Companies formed prior to January 1, 2024, must complete and file a BOIR by January 1, 2025. I am sharing this with you because you may be required to file a BOIR by this deadline.

It is our firm’s policy to not handle these types of filings. However, we have prepared a series of resources to help you understand:
The available exemptions from the requirement to file a BOIR;

How to determine what persons would be Beneficial Owners and the information needed to be obtained from them in order to file the BOIR; and

Filing Options: The BOIR can be filed at BOI E-FILING (fincen.gov) at no cost.

I've included a Quick Reference Guide that you can download below, that I downloaded from the BOI E-Filing Website.

You can also reach out to another service provider for assistance with the filing, such as https://www.tax1099.com/

Please let me know if you have any questions.

-Susie Newman

President, SJ Rose Bookkeeping

Meet a Mom: Meet Your Next Bookkeeper, Susie Newman

Mon, 20 Nov 2023 22:49:02 GMT

Our spotlights of grit and perseverance are often derived from that woman’s triumphant tale of adversity.

In November 2023 , I had the honor of being featured on Chicago North Shore Moms' Meet a Mom. Learn about my journey and how SJ Rose is helping local families and businesses find financial clarity and peace of mind through my companies bookkeeping services.

As seen on Chicago North Shore Moms:

"Our spotlights of grit and perseverance are often derived from that woman’s triumphant tale of adversity. This story is just that. Susie Newman is the founder and president of SJ Rose, LLC, a bookkeeping company for individuals and small businesses. Her journey to this path was not linear nor was it pretty. After losing both parents at the young age of 36 (her mother very suddenly), she was left to pick up the financial pieces, closing out her mother’s business, selling properties and getting other financials in order. SJ Rose, whose name is a tribute to her mother, father and beloved Nana, was born out of both grief and a burning desire to help others left in the same situation. Today, Susie and her team of four financial advocates expertly manage the finances of small businesses, young adults, and retirees, and serve as trusted partners for adult children with aging parents.

Get to know Susie, her side gig as a fitness instructor, favorite restaurants, advice to entrepreneurs and more about SJ Rose LLC!"

Read the full profile: Meet a Mom: Meet your Next Bookkeeper, Susie Newman!