Financial Management

Outsourced CFO Services:

Part Time CFO and Fractional CFO Support

Business Intelligence Starts Here.

Rose Financial Solutions (RFS), our CFO and financial management services provide you with the financial clarity you need to make confident business decisions and achieve more.

Imagine what you will achieve with financial confidence when you have online access to routinely updated financial and non-financial KPI’s for your company. Through RFSDashboards, this became a reality, supported by RFS’ shared services center, we provide you with the best of both worlds—our integrated workflow technology, Easby™ powered by RFSWorkflow™, and a highly trained and motivated finance, accounting, tax, HR and related technology staff—all at the fraction of the cost of managing these processes internally.

Having coined the term “Accounting Outsourcing” in 1995, RFS was—and continues to be—a pioneer in finance and accounting outsourcing. Through our commitment to continuous improvement, we provide the most up-to-date solutions, informed by shifts in the industry and in technology.

We believe the only way to fully serve you is to configure you solution to address your unique needs. With the best people, best practices and best processes in place, we ensure you have a cost-effective and scalable financial infrastructure that provides meaningful financial information and guidance that is timely and accurate—while minimizing compliance related risks. Through our CFO and financial management services, you will gain the business intelligence you need to make confident decisions that lead to better financial performance and greater achievements.

We’re more than finance and accounting professionals we’re trusted advisors.

At RFS, we focus on being your trusted advisor and helping you succeed in your own mission through strategic financial management. That’s why our finance professionals stay connected with you through routine online financial management meetings where your monthly, quarterly and annual financial results are reviewed and discussed. From there, our financial managers drill down into your unique operating metrics to identify ways to improve your financial performance.

Are you looking to grow your business through strategic financial management? If so, business success and greater achievement starts here.

Our Part Time CFO and Fractional CFO Support services include:
  • RFSDashboards
  • Cash Management and Forecasting
  • Debt Management
  • Management Reporting and Analysis
  • Contract Management
  • Budget Management
    • Profit and Loss Forecasting
    • Balance Sheet Management
    • Capital Expenditures Plans
  • Key Performance Indicators (KPI’s) and Metrics
    • Financial
    • Operational
    • Strategic Measures
    • RFSBenchmarking
  • Identifying and Managing Budget Variances
  • Financial Systems and Processes
    • Implement Financial Process Improvements
    • Internal Control Management
  • Strategic Plan and Financial Plan
    • Revenue Forecasting
    • Financial Growth Planning
    • Technology Selection and Implementation
  • Equity and Cap Table Management
  • Acquisition (Buy/Sell) Strategy, Analysis, Due Diligence and Support
  • Risk Management
    • Planning
    • HR
    • Insurance
  • Organizational Structure
  • Reserves and Investment Policy Management

Reach Your Financial and

Strategic Goals

Are you looking to grow your business through strategic financial management? If so, business success starts here. View video for more information on our CFO and financial management services.