Don’t Let Your Accounting System Give You Growing Pains

Rose Report: Issue 34

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As companies grow, so do the demands on the accounting department. From additional employee payrolls to process, to manually paying bills, to tracking down approvals, companies without a solid accounting system in place will feel growing pains. Manual tasks will become more tedious and less cost-effective, and the financial clarity that you need to continue to grow your company will simply be harder to find. That’s why growing companies need an accounting system that not only fits their current needs, but one that will grow with them.

As your business grows, so does your need to replace tedious manual procedures with centralized, automated and standardized accounting and finance processes. However, that doesn’t mean you need to abandon your current accounting software and invest in an Enterprise Resource Planning (ERP) solution. At Rose Financial Services (RFS), we developed RFSWorkflow™to deliver much of the value of an ERP without the costly investment in software and customization.

How it Works
RFSWorkflow™is our platform that serves as the secure web-based conduit between your users and your accounting software, whatever that may be. Designed by accountants, for accountants, RFSWorkflow™uses an intuitive interface that enhances your current accounting software and allows authorized account owners to easily review, approve and execute paperless transactions.

RFSWorkflow™seamlessly integrates with your existing accounting software and gives you visibility into your accounting processes, while allowing for the centralized storage of indexed supporting documentation, change logs, review notes and audit trails. RFSWorkflow™standardizes and automates processes, allowing technology to manage tedious processes so RFS can focus on providing you with more high-value support, including financial management and strategic guidance. Our solution is a one-of-a-kind technology and services solution that brings ERP capabilities to small to mid-sized companies, while saving approximately 30 to 50 percent of what it would cost to manage these processes internally.

RFSWorkflow™Advantages
RFSWorkflow™removes paper from the accounting process, structures finance, accounting and meta data, improves efficiency, limits risk, reduces human error and is configured to maintain best practices.

Our clients see the benefits through financial clarity. RFSWorkflow™provides a dashboard that includes key reports and metrics on all your financial information. With RFSWorkflow™, not only can data be viewed and accessed from anywhere, tasks can also be performed from anywhere with reduced effort. For example, through RFSClarity™, our mobile application, or any browser, a CEO/manager can approve a bill, authorize and issue a payment batch, approve payroll and billing, receive notifications of the daily deposit, review the audit trail of any transaction including supporting documents or view monthly financial packages for current and past periods. In many cases, RFSWorkflow™extends the life of your accounting software as a company grows.

Don’t let your accounting software give you growing pains. RFSWorkflow™is a cost-effective solution that grows with your company and provides the advantage of ERPs without having to abandon your current accounting and finance system. Learn more about RFSWorkflow™on our website at: www.rosefinancial.com.

 

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September 4, 2025
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 to support clients with scalable financial infrastructure. Through alliances with Apex Finance Solutions, CFO Advisory DC, CTM Partners, and Rubino & Company , ROSE is expanding access to scalable, AI -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 : Guides high-performing entrepreneurs with executive-level financial leadership. With Easby®, Apex enhances its strategic advisory capabilities through real-time data insights. CFO Advisory DC : Brings a global perspective from private equity, impact investing, and strategy consulting. Easby strengthens its ability to deliver operational excellence and scalable growth strategies. CTM Partners : 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 : A Maryland-based CPA firm delivering audit, tax, and CFO consulting expertise (through their CAS – Client Accounting Services). 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 ensure every growth focused organization in the nation has access to the same level of sophistication and scalability as enterprise finance teams—without the cost or complexity. Our nationwide network will reshape 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 – next generation of finance and accounting outsourcing) , helping businesses simplify financial operations by aligning People, Process, Technology, Organization, and Data . Its enterprise-grade AI-enabled automation 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. To learn more about how ROSE and Easby® can transform your financial operations, visit www.rosefinancial.com and www.easby.ai . Ready to empower your firm with enterprise-grade financial infrastructure? Contact us today to explore partnership opportunities.
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