Conference Recap: Key Insights from the ROSE FaaS Conference

Rose Financial Solutions (“ROSE®”), a pioneer in Finance as a Service (FaaS), today announced new strategic partnerships designed to empower fractional CFOs and CPA firms with enterprise-grade financial infrastructure. Through alliances with Apex Finance Solutions, CFO Advisory DC, CTM Partners, and Rubino & Company, ROSE is expanding access to scalable, tech-enabled solutions that simplify financial operations and amplify the value advisors deliver to growing businesses. “Fractional CFOs and CPA firms are critical growth partners for businesses, but they shouldn’t have to build financial infrastructure on their own,” said Ted Rose, President, CEO, and Founder of ROSE. “With these partnerships, we’re giving them access to enterprise-grade tools that drive efficiency, scalability, and insight—so they can remain focused on their most important role: trusted advisors.” At the center of these partnerships is ROSE’s Finance as a Service (FaaS) model, which integrates People, Process, Technology, Organization, and Data. This framework simplifies back-office operations while empowering financial leaders with real-time insights, audit-readiness, and proactive decision-making. All four partners now gain access to Easby®, ROSE’s AI-powered, enterprise-grade automation platform that seamlessly integrates with accounting systems to transform financial data into actionable intelligence. Meet the Partners Apex Finance Solutions (Ben Pawson): Guides high-performing entrepreneurs with executivelevel financial leadership. With Easby®, Apex enhances its strategic advisory capabilities through real-time data insights. CFO Advisory DC (Peter Tynan): Brings global perspective from private equity, impact investing, and strategy consulting. Easby strengthens its ability to deliver operations and transaction workflows and quick access to financial data . CTM Partners (Tim McGarrity): Specializes in driving scalable growth and operational efficiency through financial leadership. By leveraging ROSE’s FaaS model, CTM expands client visibility and decision-making agility. Rubino (Patrick Curtis, CPA, CGMA): A Maryland-based CPA firm delivering audit, tax, and CFO consulting expertise. By integrating Easby, Rubino enhances compliance readiness while delivering deeper client insights. “This is just the beginning of our CFO and CPA partner network buildout,” added Rose. “Our goal is to give every growth focused organization access to the same level of sophistication as enterprise finance teams—without the cost or complexity. Together, we’re reshaping the way financial leaders deliver trusted, data-driven advisory services.” About Rose Financial Solutions ROSE is a leading provider of Finance as a Service (FaaS), helping businesses simplify financial operations by aligning People, Process, Technology, Organization, and Data. Its enterprise-grade AI platform, Easby®, transforms financial data into actionable insights, enabling companies to scale with confidence and agility. With ROSE and Easby, organizations achieve audit readiness, operational efficiency, and data-driven decision-making—redefining the future of finance and accounting.