- admin@RoseGroup.cpa
- 919-913-8081
At Rose Group CPAs, we do more than record and reconcile numbers—we bring clarity and insight to your business. Our interpretation of the language of business provides knowledge to move your business forward. You are busy running your business or organization. You did not start your profit motivated or nonprofit to perform accounting, but we did. It’s what we love, and it’s what we do best. While you focus on your mission, we’ll handle the numbers—and help you understand what they mean. Our accountants are prepared and accounting services are designed for business owners and nonprofit leaders who want more than just reports—they want meaningful guidance, smarter decisions, and a team that grows with them.
Accurate accounting is more than good housekeeping—it’s the foundation of every sound business decision. Without clear, timely data, it’s hard to know whether to hire, raise prices, invest in growth, or even stay the course. We’ve seen clients struggle with cash flow, tax penalties, or missed opportunities simply because their books weren’t up to date or structured in a way they could understand.
At Rose Group CPAs, we believe your accounting should help you run your business—not just satisfy your tax preparer. Our work gives you the clarity to plan ahead, the documentation to meet financial obligations, and the tools to grow on your own terms.
We provide full-service monthly and quarterly accounting, including:
Every engagement is tailored to your business size, complexity, and internal staffing. Whether you need basic monthly reconciliations or more advanced support, we scale with your needs.
One of our long-time clients is a growing sports club that came to us with $1.1 million in revenue and a big vision. Their accounting had been handled by a third-party CPA, but the financial reports they received were difficult to interpret and lacked meaningful categorization. They couldn’t clearly see how different programs or activities were performing—and it was holding them back from making confident business decisions.
We began with a deep-dive discovery meeting to understand their operations, history, and plans for expansion. From there, we restructured their chart of accounts and implemented tracking by revenue stream, allowing us to categorize both income and expenses in a way that matched how they actually run their business.
Today, with over $1.5 million in revenue, the club’s leadership can quickly identify which activities are most profitable and use clear, custom reports to support budgeting and strategic planning. As their needs have evolved, they’ve entrusted us with even more—outsourcing their back-office tasks, membership invoicing, and communication systems to our team.
“When we started with Rose Group we were excited to finally discuss our club and explain our history and plans to expand. Eventually, we decided to move all of our back office activities to Rose Group including our customer database for membership management, invoicing, and communications. When I started my next business, I told my partner about Rose Group and without hesitation reached out to them to handle the accounting functions. As we grow, the services Rose Group provides grows with us. We are so happy to have met them.”
Many business owners aren’t sure what level of financial support they need—just that things aren’t working. Here’s how to think about it:
✅ Great for: Very early-stage startups with low transaction volume
🚩 Risk: Errors, missed opportunities, and reactive decisions
✅ Great for: Growing businesses that want clean books and basic financial insight
🚩 Not designed for cash flow modeling or complex forecasting
✅ Great for: Businesses scaling rapidly, preparing for investment, or needing high-level strategy
We work best with business owners and nonprofit leaders who value accuracy, clarity, and partnership. Our ideal clients are growth-minded—ready to move past reactive bookkeeping and toward a proactive, insight-driven approach. Whether you’re a professional services firm, a mission-driven nonprofit, a healthcare clinic, or a trades business, we help translate your numbers into knowledge you can act on.
We keep our work focused on what we do best:
Our goal is to do a few things extremely well—with a high level of attention, accuracy, and responsiveness.
Our accounting clients benefit from a deeper bench of knowledge. As your business grows and needs higher level accounting services we move with you into higher tier controller and CFO services.
When your business needs strategic financial guidance, we can seamlessly connect you to our CFO advisory services through Sage CFO Group, our affiliated virtual CFO division.
This means you can grow with us. Start with monthly accounting support, and when you’re ready for forecasting, cash flow modeling, easily add service. For strategic help such as assistance with pricing, hiring, or funding decisions, you already have a trusted partner ready to step in with Sage CFO group.
We support small and mid-sized businesses, nonprofits, and founders who want their financials to be clean, timely, and useful. A few of the sectors we specialize in:
We’re also a great fit for businesses that have outgrown DIY accounting or inherited a messy set of books and need a fresh start.
If any of these sound familiar, we should talk:
We start every engagement with a discovery call to understand your current setup and goals. From there:
You’ll always know where your business stands—and what to do next.
Bookkeepers enter data and keep records. Accountants analyze, report, and advise. We offer both functions with CPA-level oversight.
It depends on your business. We can help you decide, but monthly is often best for decision-making and catching issues early.
Yes. We specialize in bringing disorganized records current and building a system you can maintain moving forward.
Primarily QuickBooks Online; plus Gusto, Carolina Pay Pros and other third-party payroll providers; in house cloud based payroll; Bill.com (payables), Ramp (cards), and other apps depending on your organizations subscriptions.
Sometimes yes, sometimes no. We can fully replace or support your existing team. We’re flexible based on what makes sense for your operations.
Yes, through our higher level CFO service offering. We’ll let you know when it’s time to graduate to CFO-level strategic insight via our affiliated partner Sage CFO Group. Our team is dedicated to helping you scale your business effectively while providing tailored financial advice. As you progress, our fractional CFO services in Chapel Hill will ensure you have access to the expertise needed for more complex financial strategies. This partnership will empower your organization to make informed decisions and drive sustainable growth.
Yes. Our services are built to keep you current and supported all year long—not just at tax time.
We work with nonprofits, professional services, health clinics, trade businesses, and sports and entertainment organizations. Our diverse clientele allows us to tailor our services to meet a wide range of needs. Additionally, we provide valuable resources, including home design ideas and tips, to help organizations create inviting and functional spaces. By collaborating closely with our partners, we ensure that every project reflects their unique vision and mission.
Packages typically include reconciliations, monthly financial statements, communication and check-ins, and basic KPI reporting. We tailor each engagement to your needs and goals.
Yes, we can help organize your records and ensure your books are audit-ready—even if we’re not the ones conducting the audit.
Our monthly accounting services start at $850 and scale depending on complexity, frequency, and any additional advisory needs. We’ll provide a clear proposal based on your situation.
If you’re looking for an accounting partner who listens, communicates, and helps you understand your financial picture, we’d love to meet you. Whether you’re just getting started or scaling fast, Rose Group CPAs can help you build a smarter financial future—one clear report at a time.
Contact Us Today to schedule a call and see how our team can support you.
120 Mosaic Boulevard,
Suite 200
Pittsboro, NC 27312
ERO@RoseGroup.cpa
919-913-8081
101 Cosgrove Ave,
Suite 260
Chapel Hill, NC 27514
Admin@RoseGroup.cpa
919-913-8081
3119-A Crawfordville Highway,
Crawfordville, FL 32327
Info@RoseGroup.cpa
850-759-5080
