Issue 33 – Are You Ready for the Busy Season Ahead?

Are You Ready for Next Year's Proposal Season?

As summer winds down, the government proposal season heats up. With next year’s proposal season just around the corner, government contractors not only have to balance the hectic business of the final selling period of the year, but prepare for the year ahead, too.

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Nonprofits: Gear Up Now for the Busy Season Ahead

No matter who you are, you can’t deny you smile a bit more during the holiday season. Those weeks in between a Thanksgiving turkey dinner and a holiday ham have people cheering from the break they just had, and looking forward to the break that is soon to come.

Let Time Be on Your Side

Meetings. Strategic business plans. The everyday tasks of running a company. Sometimes it seems like there aren’t enough hours in the day. That’s why planning is undoubtedly the most important part of time management.

Providing Meals to Those in Need

What do 3,936 slices of ham + 2,040 slices of cheese + 196 loaves of bread + 4,000 water bottles + 5,940 accompaniments + dozens of Rose Financial Services’ employees and friends equal? The answer is 1,950—1,950 meals for the homeless, that is.

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ROSE Report: Smarter Growth with a Scalable Financial Infrastructure

By Ted Rose • June 27, 2025

Issue 94 - Smarter Growth with a Scalable Financial Infrastructure

Scaling Finance & Accounting Infrastructure for Business Growth | Expert Panel Discussion

By Ted Rose • June 26, 2025

How do successful businesses scale their finance and accounting operations as they grow? In this insightful panel hosted by Rose Financial Solutions , leading executives share real-world experiences and proven strategies for evolving finance infrastructure. Moderator: Timothy J. Fargo, CPA Client CFO, Tax Partner, ROSE CFO Rose Financial Solutions Featured Panelists: Jeffrey F. Brown – President & Founder, XCAL Shooting Sports and Fitness Wilson Geong – Vice President, Finance and Administration, Prison Fellowship International Topics Covered: How the use of data and KPIs evolves with business growth Changing tech stacks, systems, and technical expertise in scaling companies How industry dynamics impact financial system design The evolving role of the CFO in modern organizations Whether you're navigating rapid growth, modernizing your tech stack, or rethinking the CFO’s role, this discussion offers practical takeaways from leaders who’ve done it. Hear how they built finance and accounting systems that scale — and what they’d do differently knowing what they know now.

The Strategic CFO Playbook: Scaling Financial Leadership from Start-up to $100M+

By Ted Rose • June 19, 2025

Ted Rose , CEO of Rose Financial Solutions, shares how today’s CFOs can overcome financial bottlenecks and lead with confidence at every growth stage. Learn how Easby and Finance as a Service (FaaS) help automate up to 85% of finance tasks—unlocking real-time insights, compliance, and scalable operations from start-up to $100M+.