ROSE Report – Navigating Compliance & Finance Innovation

Issue 79 - Navigating Compliance & Finance Innovation

Beneficial Ownership Information (BOI) Reporting: What Every Business Needs to Know


Starting January 1, 2024, a pivotal new regulation has come into effect in the United States under the Corporate Transparency Act (CTA). This legislation mandates that most businesses report their Beneficial Ownership Information (BOI) to the Financial Crimes Enforcement Network (FinCEN), marking a significant shift in how business ownership is documented and tracked. This article will provide a detailed overview of the new BOI reporting requirements, their importance, and how businesses can stay compliant.
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What is Finance as a Service (FaaS)?


In today's dynamic business environment, the complexity of financial management continues to grow. Many organizations are struggling to keep up with evolving regulations, disparate systems, recruiting and retention issues, technological advancements, and the increasing need for financial transparency, timeliness, and accuracy. The result is the growth of the Finance as a Service (FaaS) industry. FaaS provides companies with a comprehensive solution that not only meets immediate financial needs but also positions organizations to scale its back-office operations during their full lifecycle.
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ROSE Report: Smarter Growth with a Scalable Financial Infrastructure

By Ted Rose • June 27, 2025
Issue 94 - Smarter Growth with a Scalable Financial Infrastructure

Scaling Finance & Accounting Infrastructure for Business Growth | Expert Panel Discussion

By Ted Rose • June 26, 2025
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.

The Strategic CFO Playbook: Scaling Financial Leadership from Start-up to $100M+

By Ted Rose • June 19, 2025
Ted Rose , CEO of Rose Financial Solutions, shares how today’s CFOs can overcome financial bottlenecks and lead with confidence at every growth stage. Learn how Easby and Finance as a Service (FaaS) help automate up to 85% of finance tasks—unlocking real-time insights, compliance, and scalable operations from start-up to $100M+.
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