ROSE Report: Increased SBA Oversight Is Changing the Rules—Here’s How to Prepare
Issue 104 - Increased SBA Oversight Is Changing the Rules—Here’s How to Prepare
SBA Orders All 8(a) Participants to Provide Financial Records — A Turning Point for the Program
On December 5, 2025, U.S. Small Business Administration (SBA) issued letters to all ~4,300 firms in the 8(a) Business Development Program, directing them to submit three years of detailed financial records; including bank statements, general ledgers, payroll registers, subcontract agreements, and more...
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When Is the Right Time to Change Your Accounting Software?
As companies grow, leaders eventually ask a familiar question: “Do we need a new ERP?”
It’s a reasonable question. Growth creates complexity. Complexity exposes limits. And modern systems promise control, insight, and scale...
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Issue 117 - ROSE Insights: A New Tech Alliance is Reshaping Federal Procurement
New federal contract clauses make supply chain compliance material under the False Claims Act, exposing primes to treble damages, penalties, and audit risk.
Most growing organizations don't discover gaps in their financial systems until something forces the issue; an audit, a capital raise, a key person leaving, or a contract they're not equipped to manage. The Financial System Readiness Review exists to surface those gaps before they become expensive. In this video, Ted Rose walks through what the FSRR actually evaluates, why looking at your accounting software alone isn't enough, and how the three-step process produces a roadmap that tells you exactly what to fix, in what order, and why it matters for where your organization is headed.
