Rose Financial Solutions Announces Two New Partners

ROCKVILLE, Md., July 9, 2020—Rose Financial Solutions (RFS), a pioneer in finance and accounting outsourcing, is pleased to announce that two senior members of its firm, Wallace Angel and Abhinav Chopra, have been promoted to Partner – Client CFO.

“Abhinav and Wallace have played an instrumental role in RFS’ success and we are excited to call them partners in our firm,” said Ted Rose, President, CEO and Founder of RFS. “Their expertise and dedication will play a vital role in continuing to advance our growth plans.”

Abhinav “Abhi” Chopra has over 14 years of experience in providing accounting and finance services for government contractors, not-for-profit, and for-profit clients. He began his career with RFS in 2015 as an Assistant Controller and Team Coordinator. His outstanding performance led his career path to his current position as Partner – Client CFO and leading the expansion of RFS’ services to the Raleigh-Durham, North Carolina area. His expertise includes analysis and reporting, strategic planning, complex billing and implementation of policies and procedures. In his current position, Chopra serves as a trusted advisor to C-suite team members looking for ways to improve their performance through strategic financial management.

Chopra graduated from Old Dominion University with a B.S. B.A. in Accounting. Additionally, he served as a Member of Board of Directors for the National Alliance on Mental Illness (NAMI) Northern Virginia from September 2014 through March 2016.

Wallace “Wally” Angel is a strategic CPA with more than 20 years of experience in the government contracting and consulting environments with companies ranging from start-ups to $800M. His government contracting expertise includes FAR and DCAA compliance, indirect rate calculation, forward pricing, proposal writing, pricing, and cradle to grave contracts management and system design and implementation. In his position as Partner – Client CFO, Mr. Angel serves as a trusted advisor to the C-suite in controllership and cash management, revenue recognition, system design and implementation, and full financial planning and analysis.

Mr. Angel holds a B.S. in Accounting from George Mason University, where he graduated with honors, and is a Certified Public Accountant who passed the exam in the state of Maryland on the first sitting. Mr. Angel also completed his Costpoint Master Certification exam administered by Deltek.

< Older Post

Newer Post >

Share this article:

Visit Us On:

Video: Empowering CFOs to Lead Strategically

By Ted Rose • September 19, 2025

Are you planning an accounting system implementation? Don’t let costly mistakes derail your project. In this video, Wallace Angel breaks down the biggest accounting implementation mistakes companies make—and shares proven strategies to avoid them. From poor planning and lack of stakeholder buy-in to data migration challenges and underestimating training needs, you’ll learn exactly what to watch out for. Plus, Wally provides actionable tips to ensure your implementation is smooth, efficient, and sets your organization up for long-term success. What you’ll learn in this video: The most common pitfalls in accounting system implementations How to avoid disruptions during the transition Best practices for planning, communication, and execution Strategies that drive adoption and measurable results Whether you’re a growing company, nonprofit, or government contractor, this video will help you approach your next implementation with confidence.

Video: The Biggest Accounting Implementation Mistakes & Proven Strategies to Avoid Them

By Ted Rose • September 17, 2025

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.