ROSE Report: Smarter Finance, Sharper Strategy: Easby and AI for Growth

Issue 92 - Smarter Finance, Sharper Strategy: Easby and AI for Growth

Easby: Your CFO Copilot for a More Agile, Proactive Finance Function


As finance leaders face mounting complexity and shifting expectations, a critical question arises: How can we stay proactive and agile in a fast-moving environment?


At ROSE, client feedback has made it clear—finance teams don’t just need accounting software (the "System of Record"). They need a partner. That’s why Easby has evolved into a true "System of Engagement": a CFO Copilot that streamlines financial operations, enhances visibility, and empowers faster, smarter decision-making.


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Government Contracting in a Tariff Era: How AI, Automation, and Operational Data Give US-Based Firms the Edge


Markets responded dramatically after President Trump partially reversed course and paused many of the newly imposed tariffs for 90 days. The S&P 500 surged 9.5% on the 9th —one of its biggest single-day gains since World War II—after the administration confirmed that most tariffs outside of China would be temporarily suspended. Treasury Secretary Scott Bessent clarified that while the 10% baseline tariff on global goods would remain, elevated rates on countries like the EU and Japan were being paused. However, tariffs on Chinese imports increased to 145%, signaling continued volatility.

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By Ted Rose July 31, 2025
Issue 96 - Financial Clarity and Compliance, Guaranteed
By Ted Rose July 31, 2025
If your organization is grappling with financial complexity, delayed reports, or mounting compliance pressures, you're not alone. Whether you’re a government contractor preparing for a DCAA audit, a nonprofit managing grants and restricted funds, or a rapidly scaling business struggling to track profitability and cash flow, one thing is clear: You cannot grow with confidence unless your financials are clear and dependable. That is why Rose Financial Solutions created the ROSE Financial Clarity Guarantee, a commitment to delivering financial systems, insights, and support that equip you to lead with control and clarity. What Is the ROSE Financial Clarity Guarantee? It is a promise that your business will receive: On-Time Monthly Financial and KPI Reporting Guaranteed Pass on Your Audits and Reviews Improvement in Your Financial Results Our Finance as a Service (FaaS) model brings together experienced professionals, proven processes, and advanced technology to reduce complexity, provide you with the data you need to make better decisions, and unlock your full potential. Government Contractors For government contractors, financial clarity is not optional. A misstep in cost allocation or rate calculation can delay payments or trigger an audit failure. With shifting regulations and heightened oversight, the margin for error is reducing. ROSE helps government contractors: • Build and maintain DCAA-compliant accounting systems • Track indirect rates and cost pools with precision • Prepare audit documentation with confidence The result is reduced compliance risk, improved cash flow, and stronger competitive positioning on future contracts. Nonprofits Nonprofit organizations operate under intense scrutiny. Donors, board members, and grant-makers expect timely, transparent financial reporting, and internal teams are often stretched too thin to keep up. ROSE supports nonprofits by: • Delivering accurate, board-ready financials • Automating fund tracking and reporting • Ensuring audit readiness and compliance for grant and restricted funds With ROSE, nonprofits regain the operational clarity needed to grow impact, steward resources, and build donor trust. Growth-Focused Businesses For high-growth companies, finance is often a bottleneck. Rapid expansion brings increasing financial complexity, and internal teams frequently lack the bandwidth or expertise to keep up. ROSE empowers growing businesses by: • Providing near real-time financial dashboards and forecasts • Managing back-office operations with scalable systems • Offering financial insights without the overhead of a full-time hire The outcome is clear financial visibility, improved strategic decision-making, and readiness for investment, acquisition, exit, or expansion. Get a Cost Estimate for Your Business The ROSE Financial Clarity Guarantee is a results-driven approach grounded in decades of experience helping organizations scale with confidence. We’ve helped our clients grow from start-up/early stage to $100+ million in revenue with countless successful exits. If you are struggling with compliance, delayed reporting, inconsistent cash flow, or limited financial visibility, the first step to solving these challenges is understanding what a modern finance solution looks like for your unique needs. Fill out our pricing form to get a personalized cost estimate and discover how ROSE can help you gain financial clarity and scale with confidence.
By Ted Rose July 30, 2025
Wondering how the One Big Beautiful Bill Act will affect your taxes and bottom line? In this video, we break down the key changes to R&D tax credits and bonus depreciation—and what they mean for small and mid-sized businesses, especially government contractors. Speaker: Timothy J. Fargo, CPA Client CFO, Tax Partner, ROSE CFO Rose Financial Solutions
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