Empowering Businesses to Scale with Financial Clarity and Confidence

By TED ROSE, ROSE FINANCIAL SOLUTIONS

Welcome to the very first edition of ROSE Insights—a weekly newsletter where I share perspectives on the trends, tools, and strategies reshaping finance and accounting. My goal is simple: to equip CFOs and business leaders with the clarity and confidence they need to scale.

At ROSE, we know that scaling a company requires more than numbers—it takes a team with expertise across finance, accounting, tax, GovCon, and technology. Our approach is holistic: it starts with people, grows through process, is enabled by technology, and is connected through an enterprise-grade organization. Together, these elements generate the data leaders need to make informed decisions and remain compliant. We call this solution FaaS—Finance as a Service.



Our client base collectively generates $1–2 billion in annual revenue, and through this newsletter, I’ll be covering the challenges and opportunities that arise at every stage of growth—from start-up through exit. Expect practical insights on common issues finance teams face, along with proven strategies to overcome them.


One ongoing theme is automation and the future of finance. Offshoring once filled the gap in routine accounting work, but costs are shifting and technology is advancing. The real opportunity now is to build resilient, scalable financial infrastructure that delivers accuracy and insight—without relying solely on headcount.


In my video, Empowering CFOs to Scale Strategically, I share how CFOs can elevate their role as strategic advisors. By aligning People, Process, Technology, Organization, and Data, leaders can focus on growth, profitability, and execution—while ensuring the financial back office runs seamlessly.


As highlighted in our recent press release, ROSE is expanding our network of fractional CFOs and CPA firms, enabling leaders to gain both clarity about the past and confidence in the future. This is about more than numbers—it’s about building financial infrastructure that empowers companies to scale with precision.


This newsletter marks the beginning of an ongoing conversation. Each week, I’ll bring you actionable insights you can apply immediately to strengthen your role as a financial leader.


If you found this valuable, hit Subscribe to ROSE Insights and share it with your network. I’d also love to hear from you—what topics would you like me to cover in future editions?

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In 1994 Ted Rose founded Rose Financial Solutions (ROSE), the Premier U.S. Based Finance and Accounting Outsourcing Firm. In 2010, the Blackbook of Outsourcing named ROSE the #1 FAO firm in the world based on client satisfaction. As the president and CEO of ROSE, he provides executives with financial clarity. Ted has also acted as the CFO for a number of growth companies and assisted with various rounds of financing and M&A transactions.

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By Ted Rose September 3, 2026
Issue 136 - ROSE Insights: Building a More Resilient Finance Function
By Ted Rose September 2, 2026
By TED ROSE , ROSE FINANCIAL SOLUTIONS
By Ted Rose September 1, 2026
Single-source approach brings contract administration, project controls and billing, indirect rate management, and DCAA/GovCon audit readiness under one operating model NORTH BETHESDA, MD — September 1, 2026 — ROSE Financial Solutions (“ROSE”) today announced the launch of its GovCon Financial Advisory solution , an integrated offering designed to help government contractors manage critical financial and contract administration functions as they grow. The solution brings contract administration, project controls and billing, indirect rate management, and DCAA/GovCon audit readiness under one relationship, backed by 30 years of GovCon experience and supported by the company's Easby platform. ROSE will demonstrate how government contractors can evaluate their financial readiness during its September 18 webinar, “ Are You Ready for Your Next Government Contract? ” The session will feature Ted Rose, Kimberly Kuchman, and Wally Angel and will explore the financial and operational capabilities contractors should evaluate as they prepare for larger and more complex government contracts. In government contracting, compliance is not a business preference. It is a condition of holding the contract. Indirect rate management, DCAA-compliant timekeeping, incurred cost submissions, and audit readiness are the price of doing the work. Yet in most contractors, the functions that carry that compliance live in separate hands. Contract administration sits with one person, project controls and billing with another, the accounting system with a third. The cost of that fragmentation is rarely the software. It is the gaps between the pieces: the reconciliation work, the indirect rate surprises, the audit scramble when the pieces do not line up. ROSE now closes those gaps with one source. The GovCon Financial Advisory solution includes: Contract administration Project controls and billing Indirect rate management and modeling DCAA/GovCon audit readiness All of it is supported by Easby , ROSE's enterprise-grade, AI-enabled platform. Easby is an agentic AI control layer that sits above your accounting system and enforces the workflows that keep a GovCon compliant and scalable. It integrates with the accounting systems GovCon finance teams already run, including QuickBooks Online, PROCAS, Unanet, and Deltek Costpoint. Your accounting software remains your system of record. Easby has followed a 20-year path of proven automation: rules-based workflow since 2005, machine learning since 2014, generative AI in 2025, and agentic AI in 2026 , added to workflows that already work rather than built from scratch. The solution is designed to meet a contractor where it is, from a company's first federal contract through significant scale. It produces structured financial intelligence and improves financial infrastructure maturity as the business grows, at 30 to 60 percent less cost than building the same capability internally. "In government contracting, compliance is not a project you finish. It is a posture you operate in," said Ted Rose, Founder and CEO of ROSE Financial Solutions. "For 30 years our GovCon clients haven’t worried about failing an audit, and that record comes from infrastructure, not luck. What we are giving contractors now is a single source for work that used to be spread across separate people, separate tools, and separate budget line. That is how you scale a GovCon without your finance function becoming the constraint that slows you down." About ROSE Financial Solutions ROSE Financial Solutions is a Finance as a Service (FaaS) firm that builds and operates financial infrastructure for growing organizations, including founder-led companies, government contractors, nonprofits, and project-based professional services firms. ROSE's proprietary platform, Easby, is an agentic AI operating and intelligence layer built on Appian. Learn more at rosefinancial.com .
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