Tax Planning for Growing Businesses | Expert CFO Tips Entrepreneurs Need to Know to Stay Compliant

Are you a growing business or entrepreneur trying to stay ahead of tax deadlines and avoid costly mistakes? In this video, Ted Rose, CEO and Founder of Rose Financial Solutions, hosts an engaging conversation with Tim Fargo, CPA—a tax expert and Client CFO with over 30 years of experience helping businesses stay compliant and plan ahead.

Tim Fargo shares practical, easy-to-follow tax planning tips to help your business:

  • Avoid common tax pitfalls
  • Stay compliant with IRS rules
  • Prepare for audits with confidence
  • Plan ahead for growth and tax efficiency

With decades of experience in finance, nonprofits, and the construction industry, Tim breaks down what business owners need to know to make smarter financial decisions and reduce tax season stress.

Whether you’re scaling fast or just starting out, this video gives you the expert CFO advice you need to manage your taxes the right way.

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Timothy J. Fargo, CPA

Client CFO, Tax Partner, ROSE CFO

Tim Fargo is a CPA with over 30 years of accounting and business management experience. He has 9 years of direct non-profit experience in the design and construction industry. Tim’s expertise includes the management of staff, strategic planning, budget preparation, financial statement presentation, and audit and tax preparation work.

Tim's Bio

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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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