ROSE Updates

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.

By TED ROSE , ROSE FINANCIAL SOLUTIONS

We’re excited to introduce the new Easby App—exclusively available to ROSE clients. Easby provides real-time financial visibility, giving you detailed insights into cash flow, profitability, and growth trends, all in one platform.

2024 Easby Finance-as-a-Service Conference will cover the deployment of up to 15 native AI skills in Easby during 2024, including generative AI. NORTH BETHESDA, Md., May 15, 2024 /PRNewswire/ -- Rose Financial Solutions ("ROSE"), a Finance-as-a-Service (FaaS) leader, is the host sponsor of the annual Easby Finance-as-a-Service Conference on June 4, 2024. The theme of the one-day event is Data-Driven Decision Making and AI Enablement and is expected to draw 200+ business leaders, finance professionals, and experts from a wide range of industries. "ROSE and our ten partner firms are bringing together a wide range of thought leadership, best practices, and new capabilities at the event," said Ted Rose, Founder, President, and CEO of ROSE. "Companies are all looking for ways to leverage AI, automation and data into a competitive advantage. Our expert speakers will pull together a clearer view of the future of finance, while providing practical guidance that can be implemented now." See 2024 Easby FaaS Conference Details "We are excited to demonstrate how companies can leverage up to 15 AI skills in practical, secure, and meaningful ways this year. We're on a path to automate 85% of finance and accounting activities by 2030 and the AI journey starts now," said Rose. "Easby is built on top of Appian, a market leading, enterprise-grade, AI-enabled, hyper-automation platform. We believe that Easby is positioned to help our clients benefit from the massive investment that continues to be made in Appian's platform." ROSE recently launched the Easby website where the Easby platform is described as 'Your CFO Co-Pilot'. Easby is a System of Engagement that connects to a company's current accounting software which remains the System of Record. Visit Easby Website About ROSE® ROSE is a Finance-as-a-Service (FaaS) leader, supporting a company's back office by harmonizing People, Processes, Technology, Organization, and Data to empower its clients to succeed. ROSE finance, accounting, and tax professionals provide clients with financial clarity while reducing financial complexity with Easby®. Easby is a system of engagement built on a market-leading, enterprise-grade, AI-enabled, hyper-automation platform that manages finance, accounting, and tax activities while securely converting data into insightful information and reducing financial complexity. Easby enhances a company's success by improving financial clarity while minimizing compliance related risks, including tax, DCAA/GovCon, Grant, SALT, and other regulatory compliance requirements. Find out why the Future of FaaS is Easby at: www.rosefinancial.com . Schedule an Introductory Call

Join us at the 3rd Annual Easby FaaS Conference in 2024, sponsored by ROSE, where innovation in Finance as a Service takes center stage. Explore AI-powered solutions, back office fortification, hyper-automation, and more.

NORTH BETHESDA, Md., June 21, 2023 – Rose Financial Solutions (ROSE), a Finance as a Service (FaaS) leader, is proud to announce the launch of its next-generation financial services and technology solution at its 2nd Annual FaaS Conference in June 2023. The cutting-edge solution marks a significant milestone in the FaaS industry by enabling organizations to […]

Rose Financial Solutions (ROSE), a Finance as a Service (FaaS) leader, is proud to announce the launch of its next-generation financial services and technology solution at its 2nd Annual FaaS Conference in June 2023. The cutting-edge solution marks a significant milestone in the FaaS industry by enabling organizations to future-proof their back offices throughout their lifecycles from start-up to exit. “We are excited to demonstrate how our technology platform, Easby, can future-proof an organization’s back office. A comprehensive system of engagement built on enterprise-grade, hyper-automation technology, Easby is designed to automate the vast majority of finance and accounting-related activities over the coming years,” said Ted Rose, Founder, President, and CEO of ROSE. “By reducing complexity, Easby improves financial clarity and significantly reduces the disruptions clients experience due to their growth and the evolving technology landscape.” In addition to unveiling Easby, ROSE redefined the FaaS industry to include five pillars of finance transformation: people, process, technology, organization, and data. Digitization disruptions often hamper growth as a business or organization hits its complexity ceiling. Managing these disruptions requires that financial systems maintain harmony between people, processes, technology, organization, and data. To preserve unity, companies need to control the vast volume of activities through a comprehensive engagement system that integrates with its system of record. “We are excited to introduce our game-changing solution that revolutionizes FaaS,” said Rose. “We have combined our deep understanding of the industry with cutting-edge technology to develop a solution that empowers our customers to overcome challenges, achieve their goals, and be prepared for the future.” About ROSE® ROSE is a Finance as a Service (FaaS) leader, supporting a company’s back office by harmonizing People, Processes, Technology, Organization, and Data to empower our clients to become accomplished leaders. We achieve this by providing financial clarity and eliminating complexity through Easby®, a system of engagement built on enterprise-grade, hyper-automation technology that manages finance, accounting, and tax activities, converts data into information, and supports a team of experienced professionals to enhance a company’s success by improving financial performance. Find out why the Future of FaaS is Easby at: www.rosefinancial.com.

As we close out 2021, companies are busy forecasting and setting budgets for 2022. While these business operation functions are a yearly tradition, they have taken on a more urgent role as we head out of the healthcare crisis. Why? Last year’s sudden onset of the pandemic caught many businesses off guard.

Rose Financial Solutions (RFS) congratulates its client PowerTrain, a provider of cloud-based IT learning management systems, learning and development products, and talent management solutions, on being named to the Washington Business Journal’s 2021 list of the 75 Fastest Growing Companies in Greater Washington, DC. The rapidly growing company, led by CEO Lisa Cox, provides training […]