ROSE Report – Success through Process Transformation

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.