ROSE FINANCIAL INSIGHTS, LLC
Financial Consulting for YOUR business Accurate. Insightful. Results.
Unique, curated approach.
Services
INSIGHTFUL Accounting & Financial Reporting
- Financial Reporting
- Accounting
- Accounting Technology Support
- Board Reporting
- Bank Covenant Reporting
INSIGHTFUL Financial Analysis & Forecasting
- Cash Forecasting
- Budgeting
- Forecasting
INSIGHTFUL CFO Services
- Fractional/Interim
- Leadership & Consulting
- Strategic Planning
- Treasury Support
- Board Support
About
Your Success & Goals
I am an experienced financial executive who is passionate about helping businesses achieve SUCCESS and reach their goals. I understand that each business has unique needs, so I use a curated approach to understand and serve those needs.
I start by understanding what SUCCESS looks like to you and your business, and partner with you in defining goals and an execution plan. My services will provide the INSIGHTFUL financial results you need to understand your business. This will allow you to make critical decisions to reach your goals and achieve SUCCESS!
About Me
After becoming a CPA, I worked in both public accounting and private industry to gain my strong financial foundation. Since then, I have passionately served entrepreneurs, start-ups, and small-to-large size businesses in helping them to understand and scale their businesses. When I'm not working, I enjoy the beach, my dog, and spending time with my amazing family and friends.