Rose Financial Solutions

12/26/2025

Growth changes what your accounting system needs to support.

In this reel, Wally Angel explains why changing accounting software is about more than replacing a system. It’s about designing your financial structure to support where your organization is going. As companies scale, reporting needs evolve: leadership needs clearer visibility, projects become more complex, and financial data must support faster, more informed decisions.

That’s why reviewing your chart of accounts, project structure, and reporting framework is critical during a system change. The right setup ensures your accounting system can support growth; not slow it down.

👉 Learn how to recognize when growth has outpaced your current system in “When Is the Right Time to Change Your Accounting Software?” by Ted Rose:
🔗 https://hubs.li/Q03YZycS0…

12/23/2025

As the year comes to a close, we wish our community a happy holiday season and thank our clients and partners for their continued collaboration with Rose Financial Solutions. We look forward to continuing our work together in the year ahead.

12/20/2025

Growth adds complexity to the CFO role, often faster than teams can scale.

Ted Rose highlights a challenge many growing organizations face: as systems, data, compliance, accounting, and tax responsibilities expand, it becomes harder for one CFO to coordinate everything without sacrificing strategic focus.

While most organizations plan to build a full finance team over time, the real question is whether leadership can get there without forcing the CFO into day-to-day back-office management.

Finance as a service helps fill operational and technology gaps so CFOs can remain in the strategic seat; supporting the CEO, guiding leadership decisions, and ensuring compliance as the organization grows.

👉 Read more in “CFOs Shouldn’t Be Running Your Back Office: Why Strategic CFO Leadership Requires Modern Financial Operations” by Ted Rose:
🔗 https://hubs.li/Q03YPkh00…

12/19/2025

Cash flow improves when your back office keeps pace with growth.

In this reel, Wally Angel shares how automating invoice generation, including subcontractor activity, helped a growing organization dramatically reduce the time it took to bill customers. Getting invoices out by the 5th or 10th of the month isn’t just an operational win; it directly impacts cash flow and gives leadership more flexibility to fund growth.

This is a clear example of how modernizing back-office processes creates room for innovation, not bottlenecks.

👉 For a deeper perspective, read “Reinventing the Back Office to Fund Innovation” by Ted Rose, which explores how lean, scalable finance operations support growth-focused organizations:

🔗 https://hubs.li/Q03YMqK30…

12/18/2025

Finance vs. Accounting: What’s the Difference?

Finance looks forward, helping you forecast revenue, plan costs, and improve profitability. Accounting looks backward, capturing what’s already happened, reporting performance, and ensuring the books tell the true story.

In this video, Ted Rose explains how CFOs coordinate these functions and why many growing companies are turning to Finance as a Service (FaaS) to support a more strategic approach.

🔗 https://hubs.li/Q03YG6nb0

12/17/2025

Most organizations don’t realize how much efficiency, accuracy, and strategic value they leave on the table by trying to run their back office the old way.

At ROSE, we’ve already made the investment in AI, automation, and modern financial technologies so companies don’t have to build everything themselves.

And that’s the power of Finance-as-a-Service (FaaS).

When you shift from an internal department to a purpose-built financial operations engine, you don’t just get efficiency, you get transformation.

A stronger financial operations foundation puts your entire organization in a better position to implement cost-saving measures, leverage AI, and operate with clarity.

🔗 Read this article to understand the deeper story behind how ROSE built this capability

https://hubs.li/Q03Yqy6h0

12/16/2025

The SBA is now requiring all 8(a) firms to submit three years of detailed financial records. This request signals a broader change in how the program is being overseen and what firms should expect going forward.
We break down what this means, why it matters, and how 8(a) businesses can prepare in our latest article: “SBA Orders All 8(a) Participants to Provide Financial Records — A Turning Point for the Program”

The takeaway? Stronger documentation, tighter deadlines, and increased scrutiny are becoming the norm. Firms that stay organized and proactive will be better positioned to remain compliant and focused on growth.
If you’re navigating this request now (or want to understand what may come next), the article offers practical context to help you plan ahead.

https://hubs.li/Q03YnCCz0

On December 5, 2025, U.S. Small Business Administration (SBA) issued letters to all ~4,300 firms in the 8(a) Business Development Program, directing them to submit three years of detailed financial records; including bank statements, general ledgers, payroll registers, subcontract agreements, and mo...

12/12/2025

Most CEOs want a strategic CFO, yet they’re still asking them to run the back office.
But here’s the reality:

👉 CFOs weren’t hired to manage invoicing, payroll, reconciliations, and close cycles.
They were hired to drive strategy, growth, and financial insight.

Companies that separate financial operations from financial leadership see stronger margins, faster decisions, and a CFO with the bandwidth to lead.

If your CFO is still buried in transactions, you’re not just slowing them down, you’re slowing down the business.

📘 Read Ted Rose's full article to see why CFOs shouldn’t be running your back office and what CEOs must do next: https://hubs.li/Q03Y3F4G0

Why CEOs must separate financial operations from financial leadership Last week, we introduced a core decision facing every CEO today: Do you want a CFO who operates… or a CFO who leads? In a market defined by rapid policy shifts, rising audit scrutiny, talent shortages, and accelerating automatio...

12/11/2025

For companies that want to stay competitive in 2026 and beyond, the time to act is now. Cost compression is accelerating, and AI is no longer optional. It’s becoming the foundation of modern financial operations.
AI strategy touches every part of the business, but for CFOs, the transformation starts internally.
To lead effectively in an AI-driven environment, CFOs must evaluate their financial operations and ask:

➡️ How will we reduce 30–40% of our back-office costs over the next 3–5 years?
➡️ Which workflows are ready for automation or AI-enabled decision support?
➡️ Do we have the financial infrastructure needed to scale?

The organizations that address these questions today are the ones that will set the competitive standard for the next decade.

Want to go deeper? Learn from Ted Rose why CFOs shouldn’t be running your back office and how modern financial operations free them to lead strategically:
https://hubs.li/Q03XV2G70

12/10/2025

If you want your organization to stay competitive in 2030, you have to start tackling cost compression now.

McKinsey shows nearly every P&L category will face 20–50% cost reductions in the next few years, except AI and infrastructure, which will increase 10–20%.

That’s why CFOs need to begin with their own back office:
✔ Cut 30–40% of internal costs
✔ Implement AI effectively
✔ Build a financial ops foundation that can scale

Finance-as-a-Service (FaaS) makes this possible by delivering:
➡ 40–50% cost savings
➡ Cleaner, more timely data
➡ Automated, efficient financial operations

Your organization shouldn’t reinvent the wheel. It should upgrade it. Watch Ted Rose's latest video to learn why FaaS is becoming essential for the 2030-ready business.

Ready to modernize your financial operations? Schedule a conversation with our team at https://hubs.li/Q03XJ97d0

12/05/2025

If you haven’t checked out this piece yet, now’s a great time.
With the U.S. Department of Education considering whether accounting should remain a “professional degree program,” Ted Rose breaks down why this moment matters... and what to do next.

https://hubs.li/Q03Wyk6X0

I started my career in public accounting in 1989 and became a CPA in 1990. After founding ROSE in 1994, I also became a CGMA.

12/03/2025

Ever had someone tell you “your baby’s ugly”? 😅

In this reel, Ted Rose shares a candid moment from early product development; when a client’s blunt feedback revealed that our interface still wasn’t intuitive or modern enough, even if it looked like a step forward.

That moment pushed us to rethink everything. When redesigning the RFS Workflow system and building the new Easby platform, we made user experience and user interface design central to every decision.

👉 For the full story behind this transformation, read the article: https://hubs.li/Q03Wykt70