At Rose Group CPAs, we often hear from business owners who are struggling to extract meaningful insights from their data. They know they need more than just bookkeeping and compliance work—they need someone who can help them chart a path forward. Our CFO service is ideal for growing businesses that need meaningful financial insight and support, but aren’t quite ready for full-blown strategic CFO advisory offered by Sage CFO Group our affiliated partner. Rose Group CPAs bridge the gap between traditional accounting support and strategic financial leadership of Sage CFO Group. We call this our working CFO model—a service that meets you where you are and grows with your needs.
Working CFO services through Rose Group CPAs provide clarity, structure, and accountability. We provide an experienced financial leader who works with your business on a part-time basis to provide high-level financial strategy, oversight, and planning. Unlike a traditional CFO, we aren’t on staff full time. We embed into your business rhythmically—meeting regularly, joining strategic discussions, and providing analysis and insight when it matters most. We view CFO support as a continuation of our trusted advisor relationship.
CFO services are most valuable when your business is:
Our CFO service is not focused on raising capital, building complex financial models, or providing investor-facing financial leadership. That type of strategic CFO work—typically for businesses with venture backing, aggressive growth plans, or M&A activity—falls under the umbrella of Sage CFO Group, our affiliated firm that specializes in high-level, forward-looking CFO services.
Think of it this way:
Your Path to Strategic Financial Support
We don’t blur the line—so you always get the right level of support for where you are now, and a clear path forward as your needs evolve. Our sweet spot is supporting business owners who want financial clarity, not financial chaos. We believe that financial clarity goes hand in hand with creative freedom, allowing you to explore home design ideas for your space without the stress of financial uncertainty. By providing targeted guidance and resources, we empower you to make informed decisions that align with your vision for growth and innovation. As your business evolves, so do our strategies, ensuring you stay ahead in an ever-changing landscape.
We’re not just reporting on the past—we’re helping you plan for what’s next, using language you can understand and tools that make sense for your business
We know that outsourcing a leadership function requires trust. What sets us apart is how we serve. Our clients value:
We return calls and emails quickly— because your questions shouldn’t sit in an inbox
We translate accounting into everyday language, so you feel confident: you understand the numbers behind your decisions
Flexible engagement models—we look out for you and your business with regular meetings and reliable follow-through
We also understand that financial clarity is about more than numbers. It’s about confidence, control, and making better decisions faster. Our working CFO services are designed to give you that clarity. We’re not just your accountants. We’re part of your team.
We work especially well with:
Rose Group CPAs gives you access to seasoned financial leadership without the full-time hire cost. For many businesses, it’s the perfect bridge between bookkeeping and a full C-suite team.
With Rose Group CPAs as your partner, you gain more than a CFO—you gain a strategic ally who understands your business and is invested in your success. Let’s talk about how Rose Group CPAs can support your business goals through better accounting, smarter planning, and a team that provides insight, clarity, and confidence.
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