Scaling Finance & Accounting Infrastructure for Business Growth | Expert Panel Discussion

How do successful businesses scale their finance and accounting operations as they grow? In this insightful panel hosted by Rose Financial Solutions, leading executives share real-world experiences and proven strategies for evolving finance infrastructure.


Moderator:
Timothy J. Fargo, CPA
Client CFO, Tax Partner, ROSE CFO
Rose Financial Solutions


Featured Panelists:

  • Jeffrey F. Brown – President & Founder, XCAL Shooting Sports and Fitness
  • Wilson Geong – Vice President, Finance and Administration, Prison Fellowship International


Topics Covered:

  • How the use of data and KPIs evolves with business growth
  • Changing tech stacks, systems, and technical expertise in scaling companies
  • How industry dynamics impact financial system design
  • The evolving role of the CFO in modern organizations


Whether you're navigating rapid growth, modernizing your tech stack, or rethinking the CFO’s role, this discussion offers practical takeaways from leaders who’ve done it. Hear how they built finance and accounting systems that scale — and what they’d do differently knowing what they know now.


Topics Covered:

  • How the use of data and KPIs evolves with business growth
  • Changing tech stacks, systems, and technical expertise in scaling companies
  • How industry dynamics impact financial system design
  • The evolving role of the CFO in modern organizations


Whether you're navigating rapid growth, modernizing your tech stack, or rethinking the CFO’s role, this discussion offers practical takeaways from leaders who’ve done it. Hear how they built finance and accounting systems that scale — and what they’d do differently knowing what they know now.


Share this article:

Visit Us On:

By Ted Rose June 27, 2025
Issue 94 - Smarter Growth with a Scalable Financial Infrastructure
By Ted Rose June 19, 2025
Ted Rose , CEO of Rose Financial Solutions, shares how today’s CFOs can overcome financial bottlenecks and lead with confidence at every growth stage. Learn how Easby and Finance as a Service (FaaS) help automate up to 85% of finance tasks—unlocking real-time insights, compliance, and scalable operations from start-up to $100M+.
By Ted Rose June 12, 2025
Issue 93 - Navigating the Supreme Court’s New Fraud Standard
More Posts