Rose Financial Solutions Acquires Stratos & Associates to Enhance Team and Service Offering

ROCKVILLE, MD, February 20, 2019 – Rose Financial Solutions (RFS), the Premier U.S. Based Finance and Accounting Outsourcing Firm, announced today that it has acquired Stratos & Associates, PLLC, a Northern Virginia international and domestic tax and business advisory services firm.

The acquisition unites the leading finance and accounting outsourcing firm headquartered in the Washington, DC area with an established tax firm with a strong focus on international tax compliance. Founded in 1994, RFS is a pioneer in the finance and accounting industry. Focused on providing clients with financial clarity that allows them to make sound business decisions, RFS leverages the latest technology to convert accounting information into business intelligence.

“We’d like to extend our warmest welcome to the Stratos team and its managing member, Peter Stratos, CPA,” said Ted Rose, president, CEO and founder of RFS. “With a shared strategic vision and increased capabilities, the acquisition enables RFS to strengthen and expand our international and domestic tax service offerings while bringing our shared service center capabilities to dozens of Stratos’ international clients doing business in the U.S.”

Founded in 2010, Stratos & Associates provides individuals, international companies and domestic businesses with proactive tax planning and advice in order to minimize their overall tax burden, whether international or domestic. The firm also provides a wide range of compliance services for those operating in foreign jurisdictions and for foreign businesses operating in the U.S.

As part of the acquisition, Stratos & Associates’ managing member, Peter Stratos, will head up RFS’ tax division.

“We are all excited to join the innovative and talented team at Rose Financial Solutions,” said Stratos. “We look forward to expanding our capabilities and service offerings to our clients by joining the leader in finance and accounting outsourcing.”

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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

By Ted Rose • August 29, 2025

Issue 98 - Transforming Accounting into a Growth Engine

7 Red Flags It’s Time to Upgrade Your GovCon Accounting Software

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.