About Us

Who We Are

ROSE was founded in 1994 and coined the term "Accounting Outsourcing" in the Washington Business Journal in 1995. In 2005 ROSE pioneered the use of electronic workflow to streamline accounting processes. That original system, RFSWorkflow has evolved into Easby, a comprehensive system of engagement that manages all of the activities necessary to run an enterprise grade finance, accounting and tax back office. We've evolved into the leader in the Finance as a Service (FaaS) Industry. ROSE is continuing to lead in the disruption of the finance and accounting market, making the process more efficient and the work more meaningful for our staff and clients.

Why ROSE® Financial Solutions?

Best Technology

Easby makes it easy.

Big Data

Aggregation of finance, accounting, tax and meta data necessary to make better decisions and succeed

Comprehensive Organization

Experts in all the disciplines needed to scale a back-office.

Best People

Highly qualified experts in all required finance, accounting, tax, and related technology domains.

Best Process

Access to best practices based on 30 years of experience.

Easby Makes It Easy

Our FaaS solution, Easby, combines people, processes, technology, organization and data to simplify and automate accounting functions, ensure compliance, and deliver strategic guidance and financial analysis from a team of top finance and accounting professionals. Learn more about how Easby can fit your needs.

A Team of Industry Leaders

Our management team comprises experienced financial experts who lead with innovation and dedication. With diverse skills and unwavering commitment, we strive to always provide top-tier financial services. Meet our talented team!

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With a commitment to excellence and a commitment to helping clients navigate a complex financial landscape, our experienced professionals bring unmatched expertise to every engagement.

Our Partners

Our partnerships ensure that we're always providing our clients with the financial clarity they need to achieve more with financial confidence.

ADP

Payroll Processing and HR Automation
ADP leads the market with the widest range of employer-related business process management services that require extensive processing, recordkeeping, technology, and best practices.
Deltek

Business Application Software
Deltek® is a leading provider of enterprise applications software designed specifically for project-focused businesses. For more than two decades, our software applications have enabled organizations to automate mission-critical business processes around the engagement, execution and delivery of projects. More than 12,000 customers worldwide rely on Deltek to measure business results, optimize performance, streamline operations and win new business.
Gusto

ROSE brings the power of Gusto's platform to support your team in onboarding, paying, insuring, and ensuring compliance for your hardworking staff, enabling your business to thrive. Gusto offers seamless onboarding, streamlined payroll, automatic tax calculations, and unparalleled compliance assistance, making it the most dependable payroll solution for small businesses.
Intuit

Accounting Software
Intuit Inc. is a leading provider of business and financial management solutions for small and mid-sized businesses; financial institutions, including banks and credit unions; consumers and accounting professionals. Its flagship products and services, including QuickBooks® and QuickBooks Enterprise®, simplify small business management and payroll processing, personal finance, and tax preparation and filing.
Insperity

With a track record of elevating the success of small and midsize businesses nationwide, Insperity's focus on fostering business prosperity directly impacts community growth. At Rose, we value Insperity's dedication to nurturing an organization's most valuable asset—its people—aligning perfectly with our shared goal of bolstering businesses for sustained success.
Microsoft

Accounting and Productivity Software
Founded in 1975, Microsoft is the worldwide leader in software, services and solutions that help people and businesses realize their full potential.

Payroll Network

Through our partnership with Payroll Network, we extend access to integrated payroll services that cater to clients worldwide, leveraging a robust network of payroll processing systems spanning across 70 countries. This collaboration ensures seamless payroll support on a global scale, aligning perfectly with the needs of businesses operating in diverse locations and markets.
Procas

We specialize in seamlessly transitioning companies to PROCAS or enhancing existing PROCAS setups for government contractors. PROCAS simplifies DCAA Compliance with a comprehensive suite encompassing Accounting, Timekeeping, Expense Reporting, Management Reporting, and Business Intelligence. Our efficient setup respects your time, ensuring a smooth transition, while flexible pricing based on company size makes PROCAS an affordable, growth-focused solution that mitigates GovCon/DCAA compliance risks.
Sage Intacct

Sage Intacct enables efficient management of accounting, customer relations, inventory, procurement, supply chain, project management, business intelligence, and compliance, catering to the diverse needs of organizations. Complementing this, Sage offers innovative software solutions, scaling from startups to enterprises, empowering businesses to manage accounting, personnel, payroll, payments, and beyond. At Rose Financial Solutions, our partnership with Sage Intacct ensures our clients access cutting-edge ERP technology, combined with Sage's versatile suite, providing holistic and innovative solutions to drive efficiency and growth across various business aspects.
TriNet

Through our partnership with TriNet, we equip small and medium-size businesses (SMBs) with tailored, full-service HR solutions that transcend industry-specific complexities. TriNet, a leading professional employer organization (PEO), liberates SMBs from HR intricacies by providing expertise in human capital management, comprehensive benefits, risk mitigation, compliance support, and cutting-edge payroll technology.
Unanet

Unanet delivers real-time information and analytics, coupled with user-friendly interfaces and exceptional support. Their software empowers efficient management of people and projects across various sectors, including government contractors, consulting/services firms, internal IT, and high-technology product companies. With modules for resource management, opportunity/project management, timesheets, expense reports, and collaboration, Unanet's suite offers a robust platform to streamline operations. At Rose, our partnership with Unanet ensures our clients access cutting-edge tools to enhance project, human resource, opportunity, and customer management databases, bolstering organizational efficiency and success.

RFS Gives Back

We also want to support our employees with the charities that you are passionate about. All employees are welcome and encouraged to submit our “Charity Support” and “Donation Matching” forms. The RFS Gives Back Foundation supported many charities that our employees requested including; National Multiple Sclerosis Society – supported an employee to participate in a mud run for the National MS Society. Ektara – Supported an employee to help educate and share their culture. First Tee – supported a fundraiser to help youth through golf. Meals for the Homeless is the event that provided the inspiration for the RFS Gives Back Foundation. We started assembling 150 meals in 2008. This annual company-wide tradition has continued and this year ROSE employees raised the funds and worked together to assemble over 10,000 meals to feed individuals in need – what a great accomplishment! Thank you for supporting the RFS Gives Back Foundation and assisting to reach our mission of continually giving back to our community!

Giving back is something Rose Financial Solutions (RFS) is very passionate about. ROSE founded the RFS Gives Back Foundation to increase the level of charitable and educational activities within our community. THANK YOU to everyone who has participated or donated to the RFS Gives Back Foundation! On a daily basis, we help our clients meet their financial goals and succeed with their missions. The RFS Gives Back Foundation also supports the charities associated with clients. We have contributed in various ways to support Mercy Health Clinic, Hearts and Homes, and Nourish Now. We value the importance of education; to support local education we have awarded scholarships to deserving accounting students at UMUC annually.

ROSE Updates

Easby Goes Mobile!

October 18, 2024

We’re excited to introduce the new Easby App—exclusively available to ROSE clients. Easby provides real-time financial visibility, giving you detailed insights into cash flow, profitability, and growth trends, all in one platform.

Rose Financial Solutions Sets Goal to Automate 85% of Finance and Accounting Activities by 2030

May 15, 2024

2024 Easby Finance-as-a-Service Conference will cover the deployment of up to 15 native AI skills in Easby during 2024, including generative AI. NORTH BETHESDA, Md., May 15, 2024 /PRNewswire/ -- Rose Financial Solutions ("ROSE"), a Finance-as-a-Service (FaaS) leader, is the host sponsor of the annual Easby Finance-as-a-Service Conference on June 4, 2024. The theme of the one-day event is Data-Driven Decision Making and AI Enablement and is expected to draw 200+ business leaders, finance professionals, and experts from a wide range of industries. "ROSE and our ten partner firms are bringing together a wide range of thought leadership, best practices, and new capabilities at the event," said Ted Rose, Founder, President, and CEO of ROSE. "Companies are all looking for ways to leverage AI, automation and data into a competitive advantage. Our expert speakers will pull together a clearer view of the future of finance, while providing practical guidance that can be implemented now." See 2024 Easby FaaS Conference Details "We are excited to demonstrate how companies can leverage up to 15 AI skills in practical, secure, and meaningful ways this year. We're on a path to automate 85% of finance and accounting activities by 2030 and the AI journey starts now," said Rose. "Easby is built on top of Appian, a market leading, enterprise-grade, AI-enabled, hyper-automation platform. We believe that Easby is positioned to help our clients benefit from the massive investment that continues to be made in Appian's platform." ROSE recently launched the Easby website where the Easby platform is described as 'Your CFO Co-Pilot'. Easby is a System of Engagement that connects to a company's current accounting software which remains the System of Record. Visit Easby Website About ROSE® ROSE is a Finance-as-a-Service (FaaS) leader, supporting a company's back office by harmonizing People, Processes, Technology, Organization, and Data to empower its clients to succeed. ROSE finance, accounting, and tax professionals provide clients with financial clarity while reducing financial complexity with Easby®. Easby is a system of engagement built on a market-leading, enterprise-grade, AI-enabled, hyper-automation platform that manages finance, accounting, and tax activities while securely converting data into insightful information and reducing financial complexity. Easby enhances a company's success by improving financial clarity while minimizing compliance related risks, including tax, DCAA/GovCon, Grant, SALT, and other regulatory compliance requirements. Find out why the Future of FaaS is Easby at: www.rosefinancial.com . Schedule an Introductory Call

2024 Easby FaaS Conference

September 27, 2023

Join us at the 3rd Annual Easby FaaS Conference in 2024, sponsored by ROSE, where innovation in Finance as a Service takes center stage. Explore AI-powered solutions, back office fortification, hyper-automation, and more.

How can we help you achieve financial clarity?

Ready to gain financial clarity and take control of your financial future? Reach out to us now by filling out this contact form. Our team is here to answer your questions and guide you toward a brighter financial horizon.

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