Great Teams Aren’t Just Built, They’re Appreciated

Rose Report: Issue 34

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Great companies are made of great people. At Rose Financial Services (RFS), we recognize that our success is due to the hard work and dedication of our team. That’s why we devote an entire week to honoring our employees. While most companies celebrate Employee Appreciation Day in March, at RFS, we celebrate during October. Why? Because as an accounting firm, March is a very busy month for us and we want to make sure all employees can partake in the fun activities.

At RFS, we depend on each other, operate as a team and grow together as a group. So what better way to celebrate Employee Appreciation Week than with a little friendly competition? Hence, this year’s theme was Office Olympics. The festivities kicked off on Monday, October 9 with a Breakfast of Champions. At RFS, we know the way to our employees’ hearts is through food, so we started the week off with a delicious assortment of waffles, French toast, and eggs. On Tuesday, the competition began with outdoor Olympic activities including dodge ball, pool noodle javelin, and corn hole games. On Wednesday, we took the competition indoors with foosball, rubber band archery, flag decorating and more! The competition really heated up on Thursday with an Olympic cook off. Staff was divided into teams and received a box filled with ingredients. They then had 10 minutes to create a tasty dish out of their ingredients. The highlight of this competition was seeing the partners taste each item and judge the winning dish.

We concluded our Employee Appreciation Week on Friday, October 13 with a Greek-themed happy hour that included a ceremony to recognize our Olympic champions and announce the annual superlative award winners.

“It’s important to have people you can count on,” said Ted Rose, RFS’ president and CEO. “Employee Appreciation Week is just one way we show our team how thankful we are for their dedication.”

As a four-time finalist and winner of the Helios HR Apollo Awards—the leading awards program for recognizing employers in the Washington region that invest in employee development—RFS makes celebrating the contributions of staff members a priority. In addition to giveaways, team building competitions and happy hours, the celebration allows for members of the RFS team to interact with each other in fun and relaxed environments. This gives team members the chance to learn more about each other, which increases employee engagement and collaboration. We’re proud to continue to organize Employee Appreciation Week every year to celebrate and recognize the people who help lead us to success.

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Rose Financial Solutions Empowers Fractional CFOs and CPA Firms to Support Clients with Scalable, AI-Enabled Financial Infrastructure

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.

ROSE Report: Transforming Accounting into a Growth Engine

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By Ted Rose • August 29, 2025

For growing government contractors, an outdated accounting system isn’t just inefficient—it can be a threat to your business. Whether you're using QuickBooks or a legacy ERP, failing to adapt your systems as you scale can lead to compliance failures, cash flow issues, and missed growth opportunities.