ROSE Report: Increased SBA Oversight Is Changing the Rules—Here’s How to Prepare
Issue 104 - Increased SBA Oversight Is Changing the Rules—Here’s How to Prepare
SBA Orders All 8(a) Participants to Provide Financial Records — A Turning Point for the Program
On December 5, 2025, U.S. Small Business Administration (SBA) issued letters to all ~4,300 firms in the 8(a) Business Development Program, directing them to submit three years of detailed financial records; including bank statements, general ledgers, payroll registers, subcontract agreements, and more...
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When Is the Right Time to Change Your Accounting Software?
As companies grow, leaders eventually ask a familiar question: “Do we need a new ERP?”
It’s a reasonable question. Growth creates complexity. Complexity exposes limits. And modern systems promise control, insight, and scale...
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By TED ROSE , ROSE FINANCIAL SOLUTIONS
By WALLY ANGEL , ROSE FINANCIAL SOLUTIONS
In today’s increasingly complex business landscape, the Chief Financial Officer plays a more strategic role than ever before. While many organizations view the CFO strictly through the lens of financial reporting, the modern CFO is better described as the conductor of the organization’s financial orchestra —bringing together finance, accounting, tax, compliance, and technology into a cohesive performance that drives growth. In this video, Ted Rose breaks down how CFOs orchestrate each function and why many growing companies now leverage Finance as a Service models to support this work.
