ROSE Report: Smarter Systems. Higher Standards.

Issue 111 - ROSE Report: Smarter Systems. Higher Standards.

154 Firms Just Lost Their 8(a) Status. Here's What That Means for Your Business

The SBA just sent termination letters to 154 firms in the 8(a) program after an eligibility review found they exceeded statutory limits for economic disadvantage. One firm had $35 million in total assets — five times the cap. Another reported a net worth north of $24 million...

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The AI Stack: From Rules-Based Automation to Intelligent Finance Agents


How Workflow, Machine Learning, and Generative AI Are Eliminating Busy Work — Without Losing Control. For years, finance automation meant one thing: workflow. Tasks moved from one person to another. Rules were applied. Approvals were logged. Reports were generated. It helped — but it didn’t fundamentally change how finance teams work...
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By Ted Rose April 2, 2026
Issue 117 - ROSE Insights: A New Tech Alliance is Reshaping Federal Procurement
April 1, 2026
New federal contract clauses make supply chain compliance material under the False Claims Act, exposing primes to treble damages, penalties, and audit risk.
By Ted Rose April 1, 2026
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.
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