Show Notes
Is your company’s financial function holding back growth?
This week on Jet Setting Wealth Advisory, David T. Yu speaks with Ted Rose, MBA, CPA, and CEO of Rose Financial Solutions. Ted shares his journey from Pricewaterhouse to founding a pioneering finance-as-a-service firm, transforming traditional accounting into a strategic growth engine. Learn how his AI-enabled platform, Easby, helps CEOs and CFOs make faster, more informed decisions while maintaining compliance and operational efficiency.
Key Takeaways:
→ Understanding finance as a service and how it differs from traditional outsourcing
→ Avoiding common financial pitfalls that derail growth during funding rounds, acquisitions, and scaling
→ Leveraging AI and workflow automation to make financial processes more transparent and actionable
→ The importance of financial clarity across the organization to empower leadership and teams
→ How strategic financial planning and technology integration can save time, reduce costs, and enhance decision-making
More from Ted Rose and Rose Financial:
Website: rosefinancial.com
LinkedIn: linkedin.com/in/rosefinancial
Facebook: facebook.com/RoseFinancial
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