Meet a Bookkeeper

Susie Newman • May 1, 2026

Jordyn Levitt

My name is Jordyn Levitt, and I’m a native of the northern Chicago suburbs. I attended Lake Forest College for my undergraduate studies and National Louis University for my graduate degree. Financial management and organization runs in my family. I grew up surrounded by accountants, and my grandmother was an esteemed bookkeeper. I’ve truly been inspired by and learned from the best!

I absolutely love working with SJ Rose clients to build trusting relationships, solve problems, and develop confidence in managing household affairs and finances. There’s no better feeling than empowering a client to accomplish a goal, tackle a project, or work through a challenging situation. I genuinely care for my clients and strive to provide compassionate and supportive service.

In my free time, I enjoy spending time with my husband, traveling to warm and sunny places, running marathons and exercising, experimenting in the kitchen, and spending time with our family. 

By Susie Newman July 17, 2026
July is here, which means summer is in full swing and the year is already more than halfway over. For small business owners, this is actually one of the most important moments on the financial calendar. The decisions you make right now about how you manage your money can make or break your Q3 and Q4. Here's how QuickBooks can help you finish the year strong. 1. Get a real-time snapshot of where you stand Before you can plan ahead, you need to know where you are. QuickBooks' built-in reporting lets you pull a mid-year profit & loss report in seconds — no accountant needed. See exactly what came in, what went out, and where there's room to tighten up before the back half of the year kicks off. 2. Stop chasing invoices during your busiest season Summer is the peak season for a lot of small businesses — more projects, more clients, more moving parts. QuickBooks lets you send professional invoices, set up automatic payment reminders, and track outstanding balances all in one place. So you get paid on time, even when things get hectic. 3. Keep your books clean now, so tax time isn't a nightmare later Here's the thing nobody talks about in July: the habits you build right now will determine how stressful tax season is. QuickBooks automatically categorizes transactions, syncs with your bank accounts, and keeps a running record of your income and expenses. A little organization now saves a lot of headaches in April. The second half of 2026 is yours. Start it with a clear picture of your finances. 👉 Get started with QuickBooks here: https://quickbooks.partnerlinks.io/zoj4p4colsp3
By Susie Newman June 17, 2026
3 Ways QuickBooks Helps Small Businesses Stay Organized This Summer Summer brings long days, busier schedules, and — if you're a small business owner — a critical window to get ahead before Q3 closes out. Whether you're a solo freelancer or managing a small team, keeping your finances clean during the summer can set you up for a strong year-end. Here's how QuickBooks makes it easier. 1. Track Everything in One Place Instead of juggling multiple spreadsheets, bank logins, and invoicing tools, QuickBooks Online connects your income, expenses, and bank accounts in one clean dashboard. Let QuickBooks categorize them seamlessly. 2. Stay on Top of Invoices and Cash Flow Summer is peak project season for many businesses. QuickBooks lets you send professional invoices, set up automatic payment reminders, and track who owes you — so you're never chasing down payments when you should be focused on the work. 3. Get Ready for Q3 and Beyond With QuickBooks' built-in reporting, you can run a mid-year profit & loss report in seconds. See exactly where your money is going and make smarter decisions before the back half of the year kicks off. Ready to simplify your finances? Get started with QuickBooks using my exclusive link: https://quickbooks.partnerlinks.io/zoj4p4colsp3