Meet the People Behind the Automation.

We blend deep accounting expertise with hands-on automation skills—
giving clients the clarity, control, and confidence they need to scale.

A man with dark hair and a beard smiles, wearing a light gray suit jacket and a pink shirt, standing against a plain background.
Meet the Founder and CEO

Steven Rose, CPA

Steven Rose is a CPA with broad experience in financial advisory, controllership, and process automation. He has led initiatives that modernized back-office functions, improved reporting clarity, and automated high-impact workflows. Through Rose Automate, he helps mid-market companies streamline operations using practical, cost-effective automation—no ERP required.

"Too many companies spend six figures on ERPs when lean accounting automations would've solved the problem. That's what Rose Automate delivers.

  • Automated manual work, saving money and refocusing teams on high-value tasks
  • Led accounting teams through financial reporting, close, and system overhauls
  • Restructured finance and accounting teams to improve reporting speed and long-term stability
Our Approach

Principles We Live By

Clarity Over Complexity

We prioritize elegant, straightforward automation solutions that can be implemented quickly, ensuring efficiency without sacrificing quality.

Value-Driven Focus

Each strategy is crafted to enhance return on investment by streamlining manual processes and boosting operational effectiveness.

Collaborative Solutions

We collaborate directly with finance teams to design CPA-led automations tailored to your workflows.

Insight-Led Automation

Our services are guided by meaningful insights, ensuring every process is refined for clarity, adaptability, and impact.

Modern Accounting Automation—No ERP Required

We help companies under $2B revenue eliminate manual accounting work, boost clarity, and automate smarter—without ERP overhead.

Get a Free Automation Review Explore Use Cases

Our Core Services

Strategic, lean automation solutions for mid-sized businesses looking to streamline their accounting processes.

Automation Consulting Icon

Automation Consulting

Streamline manual work using the tools you already use—no new systems needed.

  • Eliminate low-value tasks and manual bottlenecks
  • Launch targeted automations in weeks, not months
  • Deliver $100K+ in annual savings for typical clients
Schedule a Free Review
CFO Advisory Icon

CFO-Level Advisory

Strategic financial leadership from experienced advisors without the Big 4 overhead.

  • Fractional CFO support and board reporting
  • Budgeting, forecasting, and scenario modeling
  • Internal control and close process optimization
Schedule a Free Review
GAAP Compliance Icon

GAAP Compliance Support

Ensure compliance while scaling automation.

  • ASC documentation and memo prep (e.g. 606, 842)
  • Process walkthroughs for audits/lenders
  • Control logic and documentation for automated workflows
Schedule a Free Review

$100K+ in Annual Savings

Proven cost reduction through strategic automation

Audit-Ready from Day One

Comprehensive compliance and documentation

Live in Weeks, Not Months

Rapid implementation with minimal disruption

We serve clients across industries, typically $25M–$2B in revenue, who want to eliminate manual work and avoid bloated ERP systems.

Typical clients have lean finance teams, outgrown their current processes, and want expert-led transformation—without expensive system overhauls.