SaaS Accounting & Finance Services

Trusted by clients like you for 30 years.

Strategic SaaS Financial Management

As your SaaS business scales, achieving sustainable growth hinges on streamlining back-office processes. Establishing clear growth targets, metrics, fundraising strategies, and managing cash flow and different revenue models is vital for your company's longevity.


Rose Financial Solutions (ROSE) offers tailored financial management services designed to transform complexity into strategic advantage. We provide expert guidance in navigating the unique financial challenges of the tech sector, from handling intricate revenue recognition to optimizing tax strategies. Our goal is to support your business with agility and scalability. Our specialized finance, accounting, and tax services help your company achieve optimal control of your subscription billing, increase revenue streams, and engage your customers: all affordably and efficiently.

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Getting started with ROSE®

Experience the difference that our expert professionals and leading-technology can make.

Schedule a Call

A quick introductory call can give you the information you need to determine what's possible with FaaS.

Assess Your Needs

Assess your options and determine whether you require a comprehensive solution or simply need to fill in the gaps where your existing team and systems need support.

Implement Your Solution

Implement your solution with a seasoned team of experts who not only execute your solution but also provide ongoing support month in and month out.

How is Finance & Accounting for SaaS Companies Different?


As a SaaS (Software as a Service) company, your subscription models are key for revenue generation. You need to record your earnings accurately over the length of your contracts and credit your accounts appropriately. You also have maintenance fees, as well as upgrades and downgrades of subscriptions.


When it comes time to pay taxes, you also need to comply with local, state, regional, and often international tax regulatory compliance. Above all, you need more than traditional Generally Accepted Accounting Principles (GAAP) accounting reports, you also need to forecast metrics for your services. SaaS expert accountants can provide you with financial reports for current earnings, cash flow, your balance sheet, and your projected subscription growth as well as other important metrics like CAC (Customer Acquisition Cost), LTV (LifeTime Value), and more.

Our Accounting Software Partners for SaaS Companies

Intuit Quickbooks

Full or partial ROSE FaaS Solution Plus:

  • Conversion to or optimization of Quickbooks
  • Integration of Easby to support meaningful financial reporting that is timely and accurate
  • Cost-effective and scalable Quickbooks solutions
  • Minimize GovCon/DCAA compliance-related risks

Sage Intacct

Full or partial ROSE FaaS Solution Plus:

  • Conversion to Sage Intacct or Optimization of Current Sage Intacct
  • Integration of Easby to Support Meaningful Financial Reporting that is Timely and Accurate
  • Cost-effective and Scalable Sage Intacct Solutions
  • Minimize Compliance-related Risks

Schedule Your Call

Our cost-effective and scalable solutions deliver the meaningful, timely and accurate financial information and guidance you need to make better business decisions, minimize compliance-related risks and improve financial performance.

Our SaaS Accounting & Finance Services

Whether you are seeking full-service finance and accounting solutions or want to choose the solution that best fits your company’s needs, turn to ROSE for the financial clarity you need to make confident business decisions and achieve more—all at the fraction of the cost of managing these processes internally.

Outsourced CFO and Financial Management Solutions

Our fractional CFO and financial management services provide you with financial clarity to make confident business decisions.

Accounting & Functional Services

We’re leading the paradigm shift from traditional outsourced finance & accounting services to Finance as a Service (FaaS).

Tax & Compliance Services

We tailor our tax and compliance solutions to each client’s needs based on their current needs as well as their future plans. Regulation compliance include federal taxes, state and local jurisdictions, Federal Acquisition Regulations, DCAA, and more.

Best Practices for SaaS Accounting Services


There are several best practices for SaaS Accounting and Rose Financial Solutions (ROSE®) offers all of them. Whether your business should be compliant with ASC 606 or other standards, these practices may include:


Recognizing Revenue


The Accounting Standards Codification (ASC) 606 is a set of rules established by the Financial Accounting Standards Board (FASB) that provides guidance on recognizing revenue from contracts with customers. It outlines how businesses should account for revenue, ensuring that it's recognized in a way that accurately reflects the company's financial performance.

people at their computers talking about why accounting for tech companies is different

Tracking Metrics


Accurate forecasting of future growth and churn rates. Gain control of your Customer Acquisition Costs (CAC) when bringing in new clients and understand those clients’ LifeTime Value (LTV) throughout the duration of your relationship.


Using Specialized Software


The complexity of SaaS accounting requires advanced subscription tracking software that can automate your billing, metrics, and revenue reports.


Managing Seed Funding, Series A, and Other Investment


If you've received seed funding, or are on Series A or another series of private investment, ROSE can assist you to document your investor cap table, loan repayments, use of funds, and more.


Other SaaS accounting services include complying with regulatory and tax compliance across multiple jurisdictions.

Easby Makes It Easy

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

Best Practices for SaaS Financial Services


Gain control of your SaaS business by working with ROSE to configure a Finance as a Service (FaaS) solution to fit your company's needs. ROSE can assist you to:


  1. Create an effective pricing strategy
  2. Optimize cloud and other tech costs
  3. Invest in growth
  4. Understand your cost drivers
  5. Plan for risk scenarios
  6. Plan for and embrace change

Above all, you want to gain genuine insights into key metrics like your true CAC (customer acquisition cost) and LTV (lifetime customer value). These metrics and accurate planning, advising, and reporting, will help you to build your SaaS business to not only survive but thrive and grow in today's ever-changing markets.

The ROSE® Difference

Industry Pioneers.

Many finance and accounting outsourcing firms are years behind in providing the systems and best practices we’ve been developing and delivering to clients for over a decade. Today we’re leading the charge in Finance as a Service (FaaS).

Trusted Advisors.

Our part-time CFOs and finance managers provide superior financial guidance to our clients—and serve as their trusted advisors, providing key performance indicators and recommendations for financial performance improvements.

Cost Effective & Scalable.

Through our advanced technologies and cloud-based platform, we’ll ensure you have a cost-effective and scalable financial infrastructure, saving you approximately 20 to 50 percent of what it would cost to manage these processes internally.

Save Time & Money with Rose Financial Solutions


Rose Financial Solutions provides FaaS (Finance as a Service) and is expert in optimizing and offering SaaS financial services at an affordable cost. Through their experience and advanced models, you can experience a seamless accounting and financial reporting experience for significantly less than internal staffing. From fractional, outsourced CFOs to tax accounting and reporting, ROSE offers accounting for SaaS companies at all stages of development, from start-up to maturity and growth.

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In Our Client's Words

Read what our satisfied clients have to say about their experiences with us. Your success story could be next!

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

By Ted Rose • August 29, 2025
Issue 98 - Transforming Accounting into a Growth Engine

ROSE Insights

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