About Us

Who We Are

ROSE was founded in 1994 and coined the term "Accounting Outsourcing" in the Washington Business Journal in 1995. In 2005 ROSE pioneered the use of electronic workflow to streamline accounting processes. That original system, RFSWorkflow has evolved into Easby, a comprehensive system of engagement that manages all of the activities necessary to run an enterprise grade finance, accounting and tax back office. We've evolved into the leader in the Finance as a Service (FaaS) Industry. ROSE is continuing to lead in the disruption of the finance and accounting market, making the process more efficient and the work more meaningful for our staff and clients.

Why Rose Financial Solutions?

At Rose Financial, our name reflects our commitment to providing comprehensive finance and accounting solutions. We chose "Financial" instead of "Accounting" to emphasize our holistic approach; helping clients start with the end in mind and supporting both their finance and accounting needs.

Best Technology

Easby makes it easy.

Accurate Data

Aggregation of finance, accounting, tax and meta data necessary to make better decisions and succeed

Comprehensive Organization

Experts in all the disciplines needed to scale a back-office.

Best People

Highly qualified experts in all required finance, accounting, tax, and related technology domains.

Best Process

Access to best practices based on 30 years of experience.

Easby Makes It Easy

Our FaaS solution, Easby, combines people, processes, 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.

A Team of Industry Leaders

Our management team comprises experienced financial experts who lead with innovation and dedication. With diverse skills and unwavering commitment, we strive to always provide top-tier financial services. Meet our talented team!

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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.

Our Partners

Our partnerships ensure that we're always providing our clients with the financial clarity they need to achieve more with financial confidence.

  • ADP

    Payroll Processing and HR Automation

    ADP leads the market with the widest range of employer-related business process management services that require extensive processing, recordkeeping, technology, and best practices.

  • Deltek

    Business Application Software

    Deltek® is a leading provider of enterprise applications software designed specifically for project-focused businesses. For more than two decades, our software applications have enabled organizations to automate mission-critical business processes around the engagement, execution and delivery of projects. More than 12,000 customers worldwide rely on Deltek to measure business results, optimize performance, streamline operations and win new business.

  • Gusto

    ROSE brings the power of Gusto's platform to support your team in onboarding, paying, insuring, and ensuring compliance for your hardworking staff, enabling your business to thrive. Gusto offers seamless onboarding, streamlined payroll, automatic tax calculations, and unparalleled compliance assistance, making it the most dependable payroll solution for small businesses.

  • Intuit

    Accounting Software

    Intuit Inc. is a leading provider of business and financial management solutions for small and mid-sized businesses; financial institutions, including banks and credit unions; consumers and accounting professionals. Its flagship products and services, including QuickBooks® and QuickBooks Enterprise®, simplify small business management and payroll processing, personal finance, and tax preparation and filing.

  • Insperity

    With a track record of elevating the success of small and midsize businesses nationwide, Insperity's focus on fostering business prosperity directly impacts community growth. At Rose, we value Insperity's dedication to nurturing an organization's most valuable asset—its people—aligning perfectly with our shared goal of bolstering businesses for sustained success.

  • Microsoft

    Accounting and Productivity Software

    Founded in 1975, Microsoft is the worldwide leader in software, services and solutions that help people and businesses realize their full potential.

  • Payroll Network

    Through our partnership with Payroll Network, we extend access to integrated payroll services that cater to clients worldwide, leveraging a robust network of payroll processing systems spanning across 70 countries. This collaboration ensures seamless payroll support on a global scale, aligning perfectly with the needs of businesses operating in diverse locations and markets.

  • Procas

    We specialize in seamlessly transitioning companies to PROCAS or enhancing existing PROCAS setups for government contractors. PROCAS simplifies DCAA Compliance with a comprehensive suite encompassing Accounting, Timekeeping, Expense Reporting, Management Reporting, and Business Intelligence. Our efficient setup respects your time, ensuring a smooth transition, while flexible pricing based on company size makes PROCAS an affordable, growth-focused solution that mitigates GovCon/DCAA compliance risks.

  • Sage Intacct

    Sage Intacct enables efficient management of accounting, customer relations, inventory, procurement, supply chain, project management, business intelligence, and compliance, catering to the diverse needs of organizations. Complementing this, Sage offers innovative software solutions, scaling from startups to enterprises, empowering businesses to manage accounting, personnel, payroll, payments, and beyond. At Rose Financial Solutions, our partnership with Sage Intacct ensures our clients access cutting-edge ERP technology, combined with Sage's versatile suite, providing holistic and innovative solutions to drive efficiency and growth across various business aspects.

  • TriNet

    Through our partnership with TriNet, we equip small and medium-size businesses (SMBs) with tailored, full-service HR solutions that transcend industry-specific complexities. TriNet, a leading professional employer organization (PEO), liberates SMBs from HR intricacies by providing expertise in human capital management, comprehensive benefits, risk mitigation, compliance support, and cutting-edge payroll technology.

  • Unanet

    Unanet delivers real-time information and analytics, coupled with user-friendly interfaces and exceptional support. Their software empowers efficient management of people and projects across various sectors, including government contractors, consulting/services firms, internal IT, and high-technology product companies. With modules for resource management, opportunity/project management, timesheets, expense reports, and collaboration, Unanet's suite offers a robust platform to streamline operations. At Rose, our partnership with Unanet ensures our clients access cutting-edge tools to enhance project, human resource, opportunity, and customer management databases, bolstering organizational efficiency and success.

RFS Gives Back

We also want to support our employees with the charities that you are passionate about. All employees are welcome and encouraged to submit our “Charity Support” and “Donation Matching” forms. The RFS Gives Back Foundation supported many charities that our employees requested including; National Multiple Sclerosis Society – supported an employee to participate in a mud run for the National MS Society. Ektara – Supported an employee to help educate and share their culture. First Tee – supported a fundraiser to help youth through golf. Meals for the Homeless is the event that provided the inspiration for the RFS Gives Back Foundation. We started assembling 150 meals in 2008. This annual company-wide tradition has continued and this year ROSE employees raised the funds and worked together to assemble over 10,000 meals to feed individuals in need – what a great accomplishment! Thank you for supporting the RFS Gives Back Foundation and assisting to reach our mission of continually giving back to our community!

Giving back is something Rose Financial Solutions (RFS) is very passionate about. ROSE founded the RFS Gives Back Foundation to increase the level of charitable and educational activities within our community. THANK YOU to everyone who has participated or donated to the RFS Gives Back Foundation! On a daily basis, we help our clients meet their financial goals and succeed with their missions. The RFS Gives Back Foundation also supports the charities associated with clients. We have contributed in various ways to support Mercy Health Clinic, Hearts and Homes, and Nourish Now. We value the importance of education; to support local education we have awarded scholarships to deserving accounting students at UMUC annually.

ROSE Updates

ROSE Financial Solutions Launches Integrated GovCon Financial Advisory Solution

By Ted Rose • September 1, 2026
Single-source approach brings contract administration, project controls and billing, indirect rate management, and DCAA/GovCon audit readiness under one operating model NORTH BETHESDA, MD — September 1, 2026 — ROSE Financial Solutions (“ROSE”) today announced the launch of its GovCon Financial Advisory solution , an integrated offering designed to help government contractors manage critical financial and contract administration functions as they grow. The solution brings contract administration, project controls and billing, indirect rate management, and DCAA/GovCon audit readiness under one relationship, backed by 30 years of GovCon experience and supported by the company's Easby platform. ROSE will demonstrate how government contractors can evaluate their financial readiness during its September 18 webinar, “ Are You Ready for Your Next Government Contract? ” The session will feature Ted Rose, Kimberly Kuchman, and Wally Angel and will explore the financial and operational capabilities contractors should evaluate as they prepare for larger and more complex government contracts. In government contracting, compliance is not a business preference. It is a condition of holding the contract. Indirect rate management, DCAA-compliant timekeeping, incurred cost submissions, and audit readiness are the price of doing the work. Yet in most contractors, the functions that carry that compliance live in separate hands. Contract administration sits with one person, project controls and billing with another, the accounting system with a third. The cost of that fragmentation is rarely the software. It is the gaps between the pieces: the reconciliation work, the indirect rate surprises, the audit scramble when the pieces do not line up. ROSE now closes those gaps with one source. The GovCon Financial Advisory solution includes: Contract administration Project controls and billing Indirect rate management and modeling DCAA/GovCon audit readiness All of it is supported by Easby , ROSE's enterprise-grade, AI-enabled platform. Easby is an agentic AI control layer that sits above your accounting system and enforces the workflows that keep a GovCon compliant and scalable. It integrates with the accounting systems GovCon finance teams already run, including QuickBooks Online, PROCAS, Unanet, and Deltek Costpoint. Your accounting software remains your system of record. Easby has followed a 20-year path of proven automation: rules-based workflow since 2005, machine learning since 2014, generative AI in 2025, and agentic AI in 2026 , added to workflows that already work rather than built from scratch. The solution is designed to meet a contractor where it is, from a company's first federal contract through significant scale. It produces structured financial intelligence and improves financial infrastructure maturity as the business grows, at 30 to 60 percent less cost than building the same capability internally. "In government contracting, compliance is not a project you finish. It is a posture you operate in," said Ted Rose, Founder and CEO of ROSE Financial Solutions. "For 30 years our GovCon clients haven’t worried about failing an audit, and that record comes from infrastructure, not luck. What we are giving contractors now is a single source for work that used to be spread across separate people, separate tools, and separate budget line. That is how you scale a GovCon without your finance function becoming the constraint that slows you down." About ROSE Financial Solutions ROSE Financial Solutions is a Finance as a Service (FaaS) firm that builds and operates financial infrastructure for growing organizations, including founder-led companies, government contractors, nonprofits, and project-based professional services firms. ROSE's proprietary platform, Easby, is an agentic AI operating and intelligence layer built on Appian. Learn more at rosefinancial.com .

Rose Financial Solutions Activates Agentic AI, Accelerating Its Mission to Deliver Fortune 500-Level Financial Infrastructure to Every Growth Company

By Ted Rose • June 24, 2026
ROSE Marks a New Milestone in a 30-Year Journey of Building Financial Infrastructure for Growing Organizations NORTH BETHESDA, Md., June 24, 2026 /PRNewswire/ -- Rose Financial Solutions (ROSE) , a pioneer in Finance as a Service (FaaS), today announced the activation of agentic AI capabilities across its proprietary Easby platform after bringing more than 100 AI agents live across client and internal workflows in 2026. For ROSE, this is not a breakthrough moment. It is the latest milestone in a 30-year mission the firm has been on since it was founded in 1994: ensuring that every growth company has access to the same financial infrastructure confidence as a Fortune 500 enterprise. In 2005, when most organizations were still running finance on spreadsheets, ROSE built rules-based workflow automation into what would become Easby. Machine learning followed in 2014. Generative AI launched in 2025. Agentic AI is live today. Each step has been layered onto the one before it, compounding the value delivered to every ROSE client. This is not a pivot. It is a progression. "I founded this company because I believed growing organizations deserved the same financial infrastructure as the largest companies in the world. That belief has not changed. What has changed is how fast we can now deliver on it." -- Ted Rose, President, CEO, and Founder, Rose Financial Solutions The 2030 Destination: A Measurable Commitment With this announcement, ROSE is clarifying its 2030 destination. The measure of success is not a single automation metric. It is a complete financial infrastructure outcome: every growth-oriented ROSE client reaching an RFRI ( ROSE Financial Readiness Index ) score of 85 or higher, representing enterprise-grade readiness across all five dimensions of financial system health: Structural Foundation, Systems Architecture, Operational Discipline, Financial Intelligence, and Strategic Enablement. Automation is the primary engine that drives clients toward that destination. The 2026 agentic AI launch accelerates that engine. With more than 100 AI agents launched this year, ROSE clients are moving toward that destination faster than at any point in the firm's history. The infrastructure improvements of the last 30 years are compounding, and the pace is accelerating. For more information about this transformation, see Ted Rose's weekly newsletter, Decision Ready Finance . A Journey, Not a Product When a company partners with ROSE, it is not purchasing software. It is joining a continuously improving financial infrastructure that has been compounding for decades. Clients benefit from every advance in Easby's capabilities, every workflow refinement, and every AI agent activated, without managing the architecture decisions, the integration complexity, or the technology risk that come with building finance systems from scratch. The hard decisions about how to design, connect, and improve the system have already been made. The ongoing decisions to improve are being made again every year. Clients inherit the result. Client leaders stay focused on their mission. The financial infrastructure handles the rest. "Our clients are not in the business of building financial systems. They are in the business of growing their companies, delivering on their missions, and creating value. ROSE exists so our clients can do that with complete confidence in their financial infrastructure, without having to build it themselves." -- Ted Rose A Track Record That Separates ROSE From New Entrants ROSE's AI and automation advancements are backed by a documented operating history that distinguishes the firm from new entrants: Rules-based workflow automation: 2005 Machine learning: 2014 Generative AI: 2025 Agentic AI: 2026 ROSE clients pass through audits with confidence, including DCAA, financial, bank review, and compliance reviews while the firm's Finance as a Service model delivers 30 to 60 percent cost savings compared to building comparable internal capabilities. Easby is built on Appian , an enterprise-grade, hyper-automation platform trusted by some of the world's largest organizations. The 2026 agentic AI deployment is not built from scratch. AI agents are being layered into workflows that have already been running reliably for years, rules-based, consistent, and proven in production. That distinction is important. This is a new capability added to a proven foundation. About Rose Financial Solutions Rose Financial Solutions is a leading Finance as a Service (FaaS) firm that builds and operates financial infrastructure for growth companies, GovCon businesses, nonprofits, and project-based professional services organizations throughout their lifecycle from start-up to exit. Founded in 1994, ROSE delivers financial clarity through its proprietary platform, Easby, powered by AI-enabled workflows, diagnostic tools, and a team of experienced finance and accounting professionals. With ROSE, organizations achieve the financial infrastructure confidence to grow, comply, and compete at any level. Explore ROSE's approach to financial infrastructure at www.rosefinancial.com . For additional insights, follow ROSE on LinkedIn .

Conference Recap: Key Insights from the 2026 ROSE FaaS Conference

June 10, 2026
Explore key insights from the 2026 ROSE FaaS Conference on financial readiness, AI, M&A, compliance, and scalable finance infrastructure.

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