Business Details
32 Years
experience
Your Trusted Partner for Finance as a Service Solutions
Founded in 1994, Rose Financial has pioneered innovative finance and accounting solutions for over three decades. We introduced the concept of 'Accounting Outsourcing' and developed Easby, an AI-enabled enterprise-grade automation platform that transforms financial data into actionable insights. Our team of certified professionals delivers scalable Finance as a Service (FaaS) solutions, combining People, Process, Technology, Organization, and Data to enhance financial clarity and operational efficiency. Specializing in DCAA/GovCon compliance, nonprofit support, and technology sector accounting, we empower businesses to achieve sustainable growth.With strategic partnerships and a client-centric approach, we provide cost-effective services that save clients 20-50% compared to in-house operations. Our commitment to excellence is reflected in our 100% DCAA audit pass rate and a proven track record of helping organizations navigate complex financial landscapes. We prioritize transparency, compliance, and proactive financial management to ensure long-term client success.
Services
Outsourced CFO Services
Tax Planning
GovCon Compliance
Accounting Services
Finance as a Service
DCAA Compliance
Nonprofit Accounting
ERP System Integration
Audit Readiness
Payroll Administration
Details
- Year established: 1994
Highlights and features
- 30 years of experience pioneering Finance as a Service (FaaS) solutions
- Easby AI-enabled platform streamlines financial operations and compliance
- Saves clients 20-50% compared to in-house financial management
- 100% DCAA audit pass rate for government contractor clients
- Tailored solutions for GovCons, nonprofits, tech companies, and international firms
What people say
Expert financial guidance
DCAA compliance expertise
Cost-effective scalable solutions
30 years of experience
AI-enabled Easby platform
Services
Outsourced CFO Services
Our outsourced CFO services provide strategic financial leadership through experienced professionals who act as trusted advisors. We deliver budget management, cash flow forecasting, and growth strategy development tailored to your business needs. Our team supports mergers, acquisitions, and equity funding preparation while ensuring compliance with regulatory requirements. This service combines expert guidance with cost savings of 20-50% compared to hiring a full-time CFO.
GovCon Compliance
Specialized compliance solutions for government contractors ensure adherence to DCAA standards and FAR regulations. We implement audit-ready accounting systems, provide indirect rate support, and maintain 100% DCAA compliance. Our services include proposal development, contract close-outs, and CMMC-certified security protocols. This ensures contractors can focus on winning bids while maintaining regulatory compliance throughout their growth lifecycle.
Finance as a Service
Our Easby-powered FaaS platform integrates financial operations across people, processes, and technology. This enterprise-grade solution automates accounting functions, enhances data-driven decision-making, and scales with business growth. Services include real-time financial reporting, tax compliance, and AI-enabled analytics. The platform reduces operational costs while improving financial visibility and strategic planning capabilities for organizations of all sizes.
Tax Planning Services
Comprehensive tax solutions cover federal, state, and international jurisdictions with a focus on minimizing liabilities. Our CPAs specialize in entity choice analysis, transfer pricing, and R&D tax credits. We provide audit defense, ASC-740 preparation, and strategic planning for business owners. Services ensure compliance while optimizing tax positions for both domestic and multinational operations.
Accounting Services
End-to-end accounting services include monthly closing, management reporting, and controllership functions. We handle accounts payable/receivable, payroll processing, and project accounting for professional services firms. Our Easby integration ensures timely, accurate financial statements while supporting compliance with GAAP standards. This service scales from startup needs to enterprise-level operations across multiple industries.
People
Ted Rose
President, CEO and Founder
MBA and CPA with 30+ years of experience in finance and accounting outsourcing. Pioneered the concept of 'Accounting Outsourcing' in 1995 and developed the Easby AI platform. Leads Rose Financial's strategic vision for Finance as a Service solutions.
Timothy J. Fargo
Client CFO, Tax Partner
CPA with expertise in tax strategy and compliance for government contractors. Provides advisory services on federal tax regulations, DCAA compliance, and financial reporting. Supports clients in optimizing tax positions while maintaining regulatory adherence.
Wally Angel
VP, Finance and Accounting
CPA with extensive experience in financial management for growing businesses. Specializes in controllership functions, audit readiness, and implementing scalable financial infrastructure. Leads client engagements for mid-market companies transitioning to enterprise-level operations.
Kimberly Kuchman
VP, Transformations and Product
MBA and MST with focus on financial process optimization. Oversees product development for Easby platform and leads digital transformation initiatives. Specializes in integrating technology solutions with accounting operations for improved efficiency.
Elizabeth McMillan
Director of Operations
Manages day-to-day operations across accounting, payroll, and compliance functions. Ensures service delivery excellence through process standardization and quality control. Brings 15+ years of experience in operational leadership for financial service providers.
Questions
What is Finance as a Service (FaaS)?
FaaS combines People, Process, Technology, Organization, and Data to deliver scalable financial operations. It provides access to expert CFOs and AI-enabled systems like Easby, offering strategic insights while reducing costs compared to in-house teams.
How does ROSE support government contractors?
We provide DCAA-compliant accounting systems, audit readiness services, and indirect rate management. Our 100% audit pass rate and Easby platform ensure compliance while supporting contract growth and financial optimization for GovCons.
What tax services do you offer?
We provide federal/state tax compliance, entity choice analysis, R&D credits, and international tax planning. Our CPAs specialize in minimizing liabilities while ensuring regulatory compliance across multiple jurisdictions.
How can outsourced CFO services benefit my business?
Fractional CFOs offer strategic financial planning, cash flow management, and growth strategy support at a fraction of full-time costs. Our experts help businesses navigate complex financial challenges and prepare for major transitions.
What industries do you specialize in?
We focus on government contractors, nonprofits, technology/SaaS companies, professional services firms, and international subsidiaries. Each industry receives tailored financial solutions addressing their unique compliance and growth requirements.
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