Issue 39 – The Journey to Business Success

Looking Back and Moving Forward

As RFS celebrates its 25th anniversary, we sat down with RFS founder and CEO Ted Rose for a trip down memory lane as well as a look at his vision for the future of the company.

Get to Know RFS' Tax Partner Peter Stratos

With more than 25 years of domestic and international tax experience, Peter knows first-hand the challenges individuals and corporations face across all sectors. His proactive tax planning and advice—along with his business acumen—consistently contribute to minimizing his clients’ overall tax burdens.

Advantages of Outsourcing Accounting Services

According to the 2018 Client Accounting Services Survey conducted by CPA.com, businesses that utilize accounting and finance outsourcing report both hard and soft ROI, see higher profits and revenues, are better armed to make business decisions, and enjoy an easier accounting experience.

to Success!

Customer Experience (CX) is a hot button term making its way into every corner of the business world—from job titles to websites to corporate mission statements. But, what does it really mean?

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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+.

Issue 39 – The Journey to Business Success