The Customer Experience: More than Just a Journey, It’s a Path to Success!

Rose Report: Issue 39

Rose Report Customer ExperienceCustomer Experience (CX) is a hot button term making its way into every corner of the business world—from job titles to websites to corporate mission statements. But, what does it really mean? According to Definitions.net , customer experience is the sum of all experiences a customer has with a supplier of goods and/or services, over the duration of their relationship with that supplier. However, CX doesn’t stop there.

CX is a two-way street. Companies that have a great product or service will fall short if they do not provide a positive customer journey. The same is true of companies that offer great customer experiences but don’t have the product or solution that lives up to client expectations. For example, you go to the hottest restaurant in town—the food is amazing but the waiter brings it to you cold.

CX focuses on ensuring extraordinary experiences at all touchpoints your customers have with your brand, company, staff, and products or services. Ultimately, a successful CX involves getting to know your customers’ needs so well that you can develop tailored experiences that far exceeds their expectations.

At Rose Financial Solutions (RFS), we provide our clients with the combination of a highly-trained staff and customizable state-of-the-art technology solutions. We believe that one size doesn’t fit all and are dedicated to developing configured solutions that help our clients reach their business goals—all while ensuring that they have an exceptional journey throughout their engagement. That’s why we have onboarded two Client Growth Consultants, Frank Wu and Elizabeth McMillen.

Our Client Growth Consultants, Frank and Elizabeth, are working with our Partners to help RFS clients identify their victory condition.  What are the goals that our clients need to accomplish for them to declare victory at the end of this year and in the future?  Once goals are established, RFS’ Client Growth Consultants work with our Partners and staff to configure a solution that moves our clients towards their goals while exceeding expectations along the way.

At RFS, we believe that CX is more than just a journey, it’s the focused path to reaching your goals and declaring victory.  With RFS as your guide, you will Achieve More with Financial Confidence™. 

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Video: Empowering CFOs to Lead Strategically

By Ted Rose • September 19, 2025
Are you planning an accounting system implementation? Don’t let costly mistakes derail your project. In this video, Wallace Angel breaks down the biggest accounting implementation mistakes companies make—and shares proven strategies to avoid them. From poor planning and lack of stakeholder buy-in to data migration challenges and underestimating training needs, you’ll learn exactly what to watch out for. Plus, Wally provides actionable tips to ensure your implementation is smooth, efficient, and sets your organization up for long-term success. What you’ll learn in this video: The most common pitfalls in accounting system implementations How to avoid disruptions during the transition Best practices for planning, communication, and execution Strategies that drive adoption and measurable results Whether you’re a growing company, nonprofit, or government contractor, this video will help you approach your next implementation with confidence.

Video: The Biggest Accounting Implementation Mistakes & Proven Strategies to Avoid Them

By Ted Rose • September 17, 2025
Are you planning an accounting system implementation? Don’t let costly mistakes derail your project. In this video, Wallace Angel breaks down the biggest accounting implementation mistakes companies make—and shares proven strategies to avoid them. From poor planning and lack of stakeholder buy-in to data migration challenges and underestimating training needs, you’ll learn exactly what to watch out for. Plus, Wally provides actionable tips to ensure your implementation is smooth, efficient, and sets your organization up for long-term success. What you’ll learn in this video: The most common pitfalls in accounting system implementations How to avoid disruptions during the transition Best practices for planning, communication, and execution Strategies that drive adoption and measurable results Whether you’re a growing company, nonprofit, or government contractor, this video will help you approach your next implementation with confidence.

Rose Financial Solutions Empowers Fractional CFOs and CPA Firms to Support Clients with Scalable, AI-Enabled Financial Infrastructure

September 4, 2025
Rose Financial Solutions (“ROSE®”), a pioneer in Finance as a Service ( FaaS ), today announced new strategic partnerships designed to empower fractional CFOs and CPA firms to support clients with scalable financial infrastructure. Through alliances with Apex Finance Solutions, CFO Advisory DC, CTM Partners, and Rubino & Company , ROSE is expanding access to scalable, AI -enabled solutions that simplify financial operations and amplify the value advisors deliver to growing businesses. “Fractional CFOs and CPA firms are critical growth partners for businesses, but they shouldn’t have to build financial infrastructure on their own,” said Ted Rose, President, CEO, and Founder of ROSE . “With these partnerships, we’re giving them access to enterprise-grade tools that drive efficiency, scalability, and insight—so they can remain focused on their most important role: trusted advisors.” At the center of these partnerships is ROSE’s Finance as a Service ( FaaS ) model, which integrates People, Process, Technology, Organization, and Data . This framework simplifies back-office operations while empowering financial leaders with real-time insights, audit-readiness, and proactive decision-making . All four partners now gain access to Easby ® , ROSE’s AI-powered, enterprise-grade automation platform that seamlessly integrates with accounting systems to transform financial data into actionable intelligence. Meet the Partners Apex Finance Solutions : Guides high-performing entrepreneurs with executive-level financial leadership. With Easby®, Apex enhances its strategic advisory capabilities through real-time data insights. CFO Advisory DC : Brings a global perspective from private equity, impact investing, and strategy consulting. Easby strengthens its ability to deliver operational excellence and scalable growth strategies. CTM Partners : Specializes in driving scalable growth and operational efficiency through financial leadership. By leveraging ROSE’s FaaS model, CTM expands client visibility and decision-making agility. Rubino : A Maryland-based CPA firm delivering audit, tax, and CFO consulting expertise (through their CAS – Client Accounting Services). By integrating Easby, Rubino enhances compliance readiness while delivering deeper client insights. “This is just the beginning of our CFO and CPA partner network buildout,” added Rose. “Our goal is to ensure every growth focused organization in the nation has access to the same level of sophistication and scalability as enterprise finance teams—without the cost or complexity. Our nationwide network will reshape the way financial leaders deliver trusted, data-driven advisory services.” About Rose Financial Solutions ROSE is a leading provider of Finance as a Service (FaaS – next generation of finance and accounting outsourcing) , helping businesses simplify financial operations by aligning People, Process, Technology, Organization, and Data . Its enterprise-grade AI-enabled automation platform, Easby® , transforms financial data into actionable insights, enabling companies to scale with confidence and agility. With ROSE and Easby, organizations achieve audit readiness, operational efficiency, and data-driven decision-making—redefining the future of finance and accounting. To learn more about how ROSE and Easby® can transform your financial operations, visit www.rosefinancial.com and www.easby.ai . Ready to empower your firm with enterprise-grade financial infrastructure? Contact us today to explore partnership opportunities.
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