Issue 60 – Year-End Tax Planning

Issue 60 – Year-End Tax Planning

It's Not Too Late to Mitigate Your 2022 Tax Bill

Tax planning is often overlooked when small businesses rush to close out year end. However, year-end tax planning gives you the opportunity to take advantage of tax-cutting strategies before December 31 and get a head start on planning for 2023.


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Employee Retention Tax Credit, What You Need to Know

As a means of boosting the economy during the onset of COVID-19, the Coronavirus Aid, Relief, and Economic Security Act (CARES) was enacted into law in March 2020. 


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By Ted Rose November 25, 2025
Issue 103 - Free Your CFO to Focus on Growth, Not Spreadsheets
By Ted Rose November 24, 2025
By TED ROSE , ROSE FINANCIAL SOLUTIONS
By Ted Rose November 21, 2025
In this candid conversation, Ted Rose shares the pivotal moments that shaped ROSE’s evolution—from the “ your baby’s ugly ” wake-up call that inspired a complete redesign of RFSWorkflow, to the bold decision to replatform and build Easby on Appian’s world-class , AI-Enabled platform. Ted reflects on the leadership lessons behind innovation, how ROSE prepared for the remote-work shift before the pandemic, and why a clear North Star—85% automation by 2030—guides the firm’s strategic investments today. Watch the full video to hear how decades of workflow expertise, AI-driven financial management, and a commitment to user experience are transforming accounting and finance for ROSE clients. ROSE’s Easby platform gives CFOs and their teams real-time financials, advanced KPIs, and automated workflows; closing the gap between strategy and execution so finance teams can focus on analysis and value creation. 👉 Contact ROSE to find out how Easby can work to strengthen your finance and accounting operations.
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