Outsourced CFO Services

Business Intelligence Starts Here.

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

The Benefits of Outsourced CFO Services and Financial Management

When a company is in need of high-level, CFO support, fractional financial management is often an excellent solution. Organizations looking to overcome specific financial challenges, create proactive strategies, manage sudden growth, or achieve goals with confidence can turn to the professional guidance provided with fractional outsourced CFO services.

Overcome Specific Financial Challenges

Cash flow issues, audit navigation, or low gross margins are common examples of financial challenges that require outsourced assistance.

Create a Proactive Strategy

Processional financial management focuses on the future of your organization, helping develop financial forecasts and prepare budgets.

Manage Growth

As organizations expand, financial management becomes more complex. A flourishing customer base, increased vendor relationships, and growing staff can contribute to financial complexities best navigated by experienced professionals.

Achieve Goals with Confidence

At ROSE, we are dedicated to providing you with the clarity to achieve goals with confidence. Our team often guides companies through sales, mergers, or raising equity funding.

Scalable Solutions that Meet your Current and Future Needs

ROSE's Part-Time CFO services provide ongoing, tailored financial guidance. Our team integrates seamlessly with your organization, delivering essential financial expertise for business advancement. Partner with ROSE to access a dedicated outsourced CFO who collaborates closely with your team, providing the insights needed for confident decision-making.

Part-Time CFO Solutions

Discover cost-effective financial leadership and flexibility through ROSE's Part-Time CFO services. Recognizing that not every organization needs a full-time CFO, ROSE provides tailored Part-Time CFO support. Our experienced financial professionals collaborate seamlessly with your team to fine-tune strategies while fostering business growth. With ROSE's Part-Time CFO services, you attain the financial clarity and confidence you require, all without the commitment of a full-time hire.

An Outsourced CFO Solution Fully Supported by Our Team of Experts

Your company needs a CFO but it also need finance professionals that can perform the reporting and analysis. ROSE Financial Management brings expert FP&A professionals that support your internal CFO or ROSE CFO to ensure you have a cost-effective and scalable solution

What's included in our Financial Management and Outsourced CFO Solutions:

Are you looking to grow your business through strategic financial management? Your business success starts here. Our outsourced CFO support services include:

  • Strategic & Financial Planning
  • Budget Management
  • Management Reporting and Analysis
  • Bank Relationship Management
  • Debt Management
  • Cash Management & Forecasting
  • Key Performance Indicators (KPI's) and Metrics
  • Capital and Enterprise Budgeting
  • Equity & Cap Table Management
  • Acquisition Strategy Analysis (buy/sell)
  • Due Diligence & Support
  • Risk Management
  • Audit Oversignt and Management
  • DCAA/GovCon Compliance
  • Board Compliance & Reporting


Schedule Your Call

With a commitment to excellence and a commitment to helping clients navigate a complex financial landscape, our experienced professionals bring unmatched expertise to every engagement.

Easby Makes It Easy

Our FaaS solution, Easby, combines people, process, technology, organization, and data. to simplify and automate accounting functions, ensure compliance, and deliver strategic guidance and financial analysis from a team of top finance and accounting professionals.

Learn more about how Easby can fit your needs.

The ROSE® Difference

Industry Pioneers.

Many finance and accounting outsourcing firms are years behind in providing the systems and best practices we’ve been developing and delivering to clients for over a decade. Today we’re leading the charge in Finance as a Service (FaaS).

Trusted Advisors.

Our part-time CFOs and finance managers provide superior financial guidance to our clients—and serve as their trusted advisors, providing key performance indicators and recommendations for financial performance improvements.

Cost Effective & Scalable.

Through our advanced technologies and cloud-based platform, we’ll ensure you have a cost-effective and scalable financial infrastructure, saving you approximately 20 to 50 percent of what it would cost to manage these processes internally.

When Should you use Fractional Financial Management and Outsourced CFO Services?

When is it time to look into outsourcing financial management services? A few characteristics often define organizations in need of professional financial assistance:

  • You need to increase profitability
  • You require in-depth financial reporting and analysis
  • Your financial processes are inefficient
  • You do not have the budget to hire a full-time CFO
  • You are preparing for a significant business change, such as a merger or acquisition
  • You have high transaction rates
  • You lack the expertise to navigate complex financial issues
  • You do not fully understand cash flow

Recognized for Our Award-Winning Solutions

Industries We Serve

Saving government contractors time and money while maintaining compliance.

Empowering nonprofit organizations to achieve more with less. Ensuring they have access to qualified staff at all levels.

Technology and SaaS companies have unique issues around cash, subscription, R&D and equity management. Proper accounting for R&D projects is required for R&D credits.

Helping companies set-up correctly from the start and avoid roadblocks during the critical early stages.

Accounting for projects is critical to properly manage profitability for service based organizations. Contract variations including fixed fee, T&M, and cost types create complexity for billing, revenue recognition, and profit management.

ROSE is committed to the international market and to helping the U.S. ventures of our international clients succeed.

In Our Client's Words

Read what our satisfied clients have to say about their experiences with us. Your success story could be next!

By Ted Rose November 19, 2024
Issue 81 - Master DCAA Compliance and Financial Growth
By Ted Rose November 18, 2024
DCAA (Defense Contract Audit Agency) compliance refers to the standards and requirements set by the U.S. government to ensure accurate accounting and financial practices for contractors working with the Department of Defense (DoD). These regulations help verify that costs charged to government contracts are allowable, allocable, and reasonable. Achieving DCAA compliance requires maintaining strict internal controls, accurate timekeeping, and comprehensive cost accounting systems. Non-compliance can lead to contract penalties, loss of funding, or disqualification from future government projects. For GovCons, adhering to DCAA standards is crucial for securing and maintaining government contracts.

ROSE Insights

Start your path to financial success and security now – take the first step by diving into our extensive collection of articles, tips, and expert advice. Don't miss out on the opportunity to bring clarity to your financial future!

How can we help you achieve financial clarity?

Ready to gain financial clarity and take control of your financial future? Reach out to us now by filling out this contact form. Our team is here to answer your questions and guide you toward a brighter financial horizon.


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