Associate
CurrentSJ Rose LLC provides household affairs management, daily money management, and bookkeeping services for those who are aging, in transition, unable or disinclined to do it themselves. We understand that the right support can truly make a difference, especially during difficult and often complicated times. We provide personal and professional bookkeeping services for small business owners and individuals in the comfort of their own home or office. Our administrative and organizational skills, combined with a highly collaborative interpersonal style and deep network of resources, make us extremely effective, trusted, and valued by small businesses entrepreneurs, retirees, adult children with aging parents, and others. We spend quality time with our clients and advocate for them so that they have greater financial comprehension and control over their personal finances. Other services include organizing, filing, bill paying (online or manual), protection against scams, and reconciling bank statements.PRIVATE CLIENT SERVICES• BOOKKEEPING• HOUSEHOLD BUDGETING• BANK AND OTHER ACCOUNT RECONCILIATIONS• BILL REVIEW AND PAYMENT (ONLINE OR MANUAL)• INSURANCE CLAIM MANAGEMENT• MAIL REVIEW• ONLINE ACCOUNT SET-UP AND MANAGEMENT• TAX RECORD MAINTENANCE• FILING• ORGANIZING• QUICKEN®SMALL BUSINESS SERVICES• EVERYTHING LISTED ABOVE • INSURANCE AUDITS• PAYROLL SERVICES AND TAXES• BOOKKEEPING (QUICKBOOKS®, ETC)• FINANCIAL STATEMENTS