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:

Top 2025 Tax Changes for Businesses Under the One Big Beautiful Bill Act

By Ted Rose • August 8, 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 business taxes —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

ROSE Report: Building Systems that Scale

By Ted Rose • August 6, 2025
Issue 97 - Building Systems that Scale

Implementing Accounting Software? Here's How to Avoid Common Pitfalls and Build a System That Works

By Ted Rose • August 6, 2025
Implementing or upgrading accounting software should bring greater accuracy, visibility, and control to your organization. But for many government contractors, nonprofits, and growing businesses, the process becomes unexpectedly difficult. The issue is rarely the software itself. It is what happens around the software; unclean data, poor planning, disconnected systems, and unclear responsibilities that derail progress.
More Posts