Issue 48 – The Roadmap to Success in 2022
Issue 48 – The Roadmap to Success in 2022
Top Finance and Accounting Industry Trends for 2022
For the past two years, COVID-19 has presented many challenges to the business world, driving companies to implement transformative changes to the way they operate, including how they manage their finance and accounting functions.
2021 Year-End Tax Planning for Businesses
Tax planning should be addressed throughout the year and be an integral part of financial planning. As 2021 wraps up, we suggest year-end tax planning to take a close look at your current tax strategies to make sure they still meet your needs and take any last-minute steps that could save you money.
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Issue 94 - Smarter Growth with a Scalable Financial Infrastructure
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.
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+.