ACCOUNTING AND TRANSACTION SUPPORT AND TECHNOLOGY

RFS FAAS SOLUTION = TECHNOLOGY + SERVICES

Do you want to take your business to new heights?

Our Finance as a Service solutions will help you get there.

At Rose Financial Solutions (RFS), we’re leading the paradigm shift from traditional outsourced finance and accounting services to Finance as a Service (FaaS).

Going beyond traditional finance and accounting outsourcing, our FaaS solutions combine the best of both worlds— our cutting-edge technology platform, RFSWorkflow™, and our team of experienced finance, accounting, tax and HR professionals. With the best people, systems and practices in place, we position our clients for business success.

At RFS, we realize that one size doesn’t fit all. Whether you are looking for a fully staffed solution or just need support in specific areas of your accounting and finance department, we customize your solution to fit your needs.  Our fully staffed solutions include our full technology platform and our people. Or, you can make your accounting and finance staff more effective using RFSWorkflow with your existing accounting software.

Our cost-effective and scalable solutions deliver the meaningful, timely and accurate financial information and guidance you need to make better business decisions, minimize compliance-related risks and improve financial performance.

“For the most part, great leaders don’t need to be deeply engaged with technology; they just need to appreciate its value. But there is a small subset of firms whose success is predicated on deploying and even developing the right tools, and Ted Rose’s is one of those. A long-time pioneer of accounting outsourcing, Rose has led his firm in continuous innovation and improvement, including building an entire suite of custom software that aims to give his clients powerful tools for automating finance and accounting functions with digital workflows, and even developing a mobile app to give them near-real-time access to critical financial information.”

–Accounting Today
MP Elite List 2017

OUR ACCOUNTING AND TRANSACTION SUPPORT

At RFS, our services are provided by experienced finance and accounting professionals.

All RFS professional staff are CPAs, CPA candidates or otherwise credentialed in their areas of expertise.

Gain access to an entire finance and accounting department from accounts payable staff to Controller to CFO.

Pay for only the types of services you need, performed by an appropriate level of staff.

Cost-effective and scalable financial infrastructure through our shared service center.

Reap the rewards of our investment in our shared service center, which provides a platform for standardized and repeatable accounting and financial management processes.

Functional Services Support Includes

PURCHASING TO PAYABLES

Accounts Payables and Bill Payment

CONTRACTS TO CASH

Contract Management

Billing

Cash Receipts

TIME TO PAYROLL

Time System Administration

Expense System Administration

Payroll Administration and Processing

CONTROLLERSHIP

Monthly Closing

Financial Reporting

Management Reporting

OUR TECHNOLOGY

Does your financial platform provide a complete picture of your company’s performance while allowing you to drill into the details?

It should.

From financial clarity to business intelligence, RFSWorkflow™ helps you achieve more with financial confidence. 

We’re leading the evolution of finance and accounting technology with our Finance as a Service (FaaS) solution, RFSWorkflow. An invaluable business, finance and accounting intelligence tool, RFSWorkflow streamlines processes, integrates financial systems and ties your financial and non-financial information together to deliver an unprecedented view of your company’s performance.

RFSWorkflow isn’t another system to learn: it’s the only system you need to access your financial dashboard, your financial and management reports, your transactional details and to process and approve accounting transactions. Its intuitive user interface expands your current accounting software with functionality traditionally only available in an Enterprise Resource Planning (ERP) system.

A financial system that you can convert into action

Through RFSWorkflow you can easily access all your financial information and perform tasks in one location, anytime, anywhere—giving you the financial clarity you need to make sound business decisions.

  • View your Dashboard to monitor and compare key performance indicators (KPIs) against your goals and prior periods
  • Access financial, management and functional reporting
  • View monthly financial packages and historical transactions
  • Approve bills, payroll and billing
  • Authorize and issue payments and more

RFSDashboard

RFS-Dashboard

RFSWorkflow advantages:

  • Delivers a high-level dashboard of your KPIs numerically and graphically including predictive capabilities
  • Cost-effective — saving approximately 30 to 60 percent of what it would cost to manage these processes internally
  • Process accounting transactions electronically or manually
  • Provides transactional details for payables, payments, payroll, billing, cash receipts including full audit trails and supporting documentation
  • 24/7 access to near real-time financial information
  • Minimizes compliance-related risks
  • Increases efficiency

How do you get started?

Gain the financial confidence you need to achieve more in four easy steps.

1. ASSESSMENT

First, we meet with you to review your current systems and design your solution

2. CONFIGURATION

Next, we configure RFSWorkflow to standardize and automate your finance and accounting processes

3. INTEGRATION

Then, we seamlessly integrate your current accounting software with RFSWorkflow

(RFS supports most well-known accounting software)

4. ONGOING SUPPORT

Finally, you have access to your financial information through RFSWorkflow and are supported by RFS’ Finance, Accounting and Tax Staff

RFSWorkflow

RFSWorkflow Suite includes:

RFSDashboard

High level view of your KPIs numerically and graphically.

Comparison to Plan, Prior Year and Prior Period

RFSReporting

View routine financial, management, and functional reporting.

Transactions

View Status of your Transactional Details including Audit Trails, Coding, Approvals, and Supporting Documents

Tasks

Work the transactional tasks assigned to you

RFSClosing

Your monthly close and financials are reviewed and approved by your Controller and CFO.

Purchasing to Payables (P2P)

  • RFSPayables
  • RFSPayments
  • RFSPurchasing

Contracts to Cash (C2C)

  • RFSContracts *
  • RFSBilling
  • RFSCashreceipts

* Under development

Time to Payroll (T2P)

  • RFSPayroll
  • RFSEmployee

Introducing RFSClarity

A powerful and free RFSClarity-Appfinance, accounting,tax app developed to give you access to key finance, accounting, tax and GovCon/DCAA

LEARN MORE

Click Here to Get Started Today!