Business Details
32 Years
experience
Your Trusted Partner for Finance as a Service (FaaS) Solutions
Founded in 1994, Rose Financial has pioneered transformative advancements in finance and accounting outsourcing. As the originator of 'Accounting Outsourcing' and a leader in Finance as a Service (FaaS), we have dedicated three decades to refining systems and best practices that redefine financial operations. Our proprietary AI-driven platform, Easby, integrates People, Process, Technology, Organization, and Data to deliver scalable, cost-effective solutions that enhance financial clarity and compliance. With expertise in serving government contractors, nonprofits, technology firms, and international entities, our team of certified professionals provides strategic guidance tailored to each client's unique needs.We maintain a 100% DCAA audit pass rate for GovCon clients and offer tailored tax planning, payroll administration, and ERP integration services. Our commitment to innovation and client success positions us as trusted advisors who combine deep industry experience with cutting-edge technology to drive sustainable growth.
Services
Outsourced CFO Services
Tax Planning
DCAA Compliance
Accounting Outsourcing
Financial Management
Audit Readiness
Payroll Administration
Financial Reporting
Strategic Planning
ERP Integration
Details
- Year established: 1994
Highlights and features
- We have over 30 years of experience pioneering finance and accounting outsourcing solutions
- Our AI-driven Easby platform enhances financial clarity and reduces operational disruptions
- We guarantee 20-50% cost savings compared to in-house financial management
- Our team serves as trusted advisors with specialized expertise in GovCon/DCAA compliance
- We maintain a 100% DCAA audit pass rate for government contractor clients
Services
Outsourced CFO Services
Our outsourced CFO services provide strategic financial leadership through experienced professionals who act as trusted advisors. We deliver budget management, cash flow forecasting, and merger/acquisition analysis while integrating with your team to improve financial decision-making. Our AI-enhanced platform ensures real-time financial visibility for data-driven growth strategies.
DCAA Compliance
Specialized DCAA compliance solutions ensure government contractors maintain audit-ready accounting systems. We implement proper internal controls, prepare incurred cost submissions, and provide audit support while maintaining a 100% DCAA audit pass rate. Our expertise covers FAR/DFARS requirements and indirect rate management for contract success.
Tax Planning
Comprehensive tax planning services optimize tax positions while ensuring compliance across federal, state, and international jurisdictions. Our CPAs specialize in R&D tax credits, entity structuring, and cross-border tax planning. We provide audit defense and strategic tax strategies aligned with business growth objectives.
Accounting Outsourcing
Full-service accounting outsourcing covers accounts payable/receivable, payroll processing, and month-end closing. Our Easby platform automates financial workflows while our experts provide management reporting and KPI analysis. Solutions scale from startup to $200M+ enterprises with seamless integration to existing accounting software.
ERP Integration
We implement and optimize ERP systems for government contractors using platforms like QuickBooks, Deltek, and Unanet. Our services include system conversion, workflow automation, and Easby integration to enhance financial reporting accuracy while maintaining compliance with regulatory requirements.
Questions
What is Finance as a Service (FaaS)?
FaaS is a model combining people, process, technology, and data to deliver scalable financial infrastructure. Our Easby platform automates accounting functions while providing strategic advisory services.
How does ROSE support government contractors?
We provide DCAA-compliant accounting systems, audit readiness support, and indirect rate management with a 100% audit pass rate for GovCon clients.
What technology platforms do you integrate with?
Our Easby platform integrates with QuickBooks, Deltek, Unanet, and other accounting systems while providing real-time financial visibility and AI-driven insights.
How do you ensure data security?
We maintain strict CMMC compliance standards and implement robust security protocols to protect financial data for government contractors and other clients.
What industries do you specialize in?
We specialize in government contracting, nonprofit organizations, technology/SaaS companies, and international firms with complex financial requirements.
How do you price your services?
Our solutions save clients 20-50% compared to in-house management through scalable pricing models tailored to specific business needs and growth stages.
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Reviews (2)
Frank Wu
Feb 27, 2020
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I have been a full time employee for 9 months and thoroughly enjoy working at RFS. Ted, the founder and CEO, has a great vision for the organization and the management skills to push this company forward. There is a lot of training and mentorship here to help you succeed!
Peter K.
Dec 03, 2019
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We have used the tax preparer for Rose Financial for the last 5 years or so, and have been quite disappointed. For the $5000 a year our small business pays, we expect a level of proactive advice and attention (e.g. advice on tax law changes that directly affect us; proper advice on how to structure our health insurance payments, etc). We incorporated based on the advice of the accountant, but he has repeatedly failed to help us make use of the tax advantages.
The service in the last year has been shockingly inattentive. We submitted our tax documents in March, and had to really push the firm to provide returns for review by late August. We have taken our business to another firm where we are now getting the kind of advice we had hoped to get from Rose.
The service in the last year has been shockingly inattentive. We submitted our tax documents in March, and had to really push the firm to provide returns for review by late August. We have taken our business to another firm where we are now getting the kind of advice we had hoped to get from Rose.
