Outsourced Financial Management Services

people talking about starting with Rose financial outsourced financial management services

Empowering Growth, Simplifying Success

Utilizing outsourced financial management services could help you grow your business faster. Strategic financial management can provide the foundation for your company’s long-term growth and ability to compete in even the most challenging of marketplaces. Rose Financial Solutions makes it easy for companies to get the financial management solutions they need.

Scalable Solutions that Meet Your Companies Needs

At Rose Financial Solutions, we offer a wide range of financial management services designed to fit your business where it is right now. Tap into any of these services and let us help you grow while meeting your financial service needs as we do.



We offer the oversight you need, including due diligence services and support, risk management guidance, and audit oversight and management. Moreover, our outsourced CFO services take your company one step further in reaching its goals at all levels of operation.

  • Strategic & Financial Planning
  • Budget Management
  • Management Reporting and Analysis
  • Bank Relationship Management
  • Debt Management
  • Cash Management & Forecasting
  • Key Performance Indicators (KPI's) and Metrics
  • Capital and Enterprise Budgeting
  • Equity & Cap Table Management
  • Acquisition Strategy Analysis (buy/sell)
  • Due Diligence & Support
  • Risk Management
  • Audit Oversignt and Management
  • DCAA/GovCon Compliance
  • Board Compliance & Reporting

Our Approach to Outsourced Financial Management

The benefit of outsourced financial management is clear: you get a team that does what you need, how you need it, and at the point that you need it. From financial planning to reporting, ROSE provides comprehensive and tailored solutions. Integrated seamlessly within your organization, we ensure the best possible level of hands-on support the way you need it.


Our financial management solutions help to complete the picture, offering carefully selected resources that meet your goals and help you achieve your expected results. Whether accounting and transaction support or the need for tax and regulatory compliance, we do it all with confidence and expertise.

two employees at ROSE talking about their approach to financial management with a client
picture of ROSE financials team outside of their office

How Do You Choose an Outsourced Financial Team?

Choose an outsourced financial team that’s dedicated to meeting your company’s needs and goals. Ensure you choose:


  • Industry pioneers positioned to lead the way
  • Cost-effective and scalable solutions that address the services your company needs now and over time as you grow
  • Trusted advisors who are providing you with exceptional support



At Rose Financial Solutions, our financial management solutions are available to you today. Let our professionals go to work for you now. Sign up for an intro call and appointment to discuss your company’s needs today.

Schedule Your Call

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.

Easby Makes It Easy

Our financial management solutions, anchored by our FaaS platform Easby, offer clients unparalleled access to critical information for informed decision-making. Easby seamlessly integrates people, processes, technology, organization, and data to simplify and automate accounting functions and compliance requirements. This comprehensive approach streamlines operations, enhancing efficiency while ensuring adherence to regulatory standards. As your company grows, Easby not only facilitates seamless financial management but also provides strategic guidance. Experience the synergy of technology and expertise with Easby, propelling your financial management into the future.

Learn more about how Easby can fit your needs.

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.

Recognized for Our Award-Winning Solutions

Industries We Serve

Saving government contractors time and money while maintaining compliance.

Empowering nonprofit organizations to achieve more with less. Ensuring they have access to qualified staff at all levels.

Technology and SaaS companies have unique issues around cash, subscription, R&D and equity management. Proper accounting for R&D projects is required for R&D credits.

Helping companies set-up correctly from the start and avoid roadblocks during the critical early stages.

Accounting for projects is critical to properly manage profitability for service based organizations. Contract variations including fixed fee, T&M, and cost types create complexity for billing, revenue recognition, and profit management.

ROSE is committed to the international market and to helping the U.S. ventures of our international clients succeed.

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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