For growing mid-sized companies, the finance team often finds itself trapped in a painful cycle. High transaction volumes meet limited resources, forcing CFOs and finance leaders to operate at the tactical level rather than driving strategic initiatives. KIMBIA, an online fundraising and crowdfunding platform, faced this exact challenge before partnering with Consero.
Consero helped KIMBIA’s finance team break free from operational burdens and transform into a strategic powerhouse—all within just 6-8 weeks.
The Breaking Point: When Volume Overwhelms Capacity
Phil Murray, KIMBIA’s VP of Finance & Administration, faced a critical challenge that plagues many growing businesses: transaction volume had outpaced their team’s capacity and internal controls.
Without the proper systems and expertise in place, the finance leader found himself pulled into day-to-day operations rather than strategic planning.
“We had a high volume of financial transactions that we had to manage with a limited team and without all the internal controls that I really needed in place.
It became very painful and I ended up spending way more time monitoring those processes, working kind of even at the transaction level sometimes.”
The symptoms were clear:
- Finance leadership spending excessive time on transaction-level work
- Inadequate internal controls creating risk and inefficiency
- Limited expertise preventing process optimization
- Strategic initiatives taking a backseat to daily operations
This scenario is all too familiar for growing companies. As transaction volume increases, the finance function can become a bottleneck rather than a growth enabler.
The Implementation: Rapid Transformation Without Perfection
One of KIMBIA’s key concerns was whether they needed to have everything perfect before transitioning to Consero. The answer? Absolutely not.
Consero’s approach was pragmatic and results-oriented:
- Started with existing processes and systems
- Adapted standard procedures to KimBia’s specific needs
- Optimized continuously throughout implementation
- Delivered a streamlined accounting function by completion
Within 6-8 weeks, KIMBIA achieved what had eluded them for months of internal effort. The implementation period itself became a catalyst for improvement rather than a barrier to getting started.
Breaking Through Reporting Limitations
Before Consero, KIMBIA’s reporting capabilities were severely constrained. Their existing systems couldn’t deliver the cross-functional insights needed for strategic decision-making.
“The systems we had in place previously really limited our ability to build a matrix of reporting across customer segments and expense types and department types.”
The transformation in reporting capabilities was dramatic:
- Multi-dimensional reporting across customer segments
- Expense analysis by department and type
- Scalable systems designed for future growth
- Progress in 6-8 weeks that exceeded 6-8 months of prior efforts
This didn’t just provide better data, it fundamentally changed how leadership could understand and guide the business.
The Strategic Shift: From Operational to Visionary
The ultimate measure of success wasn’t just improved processes or better reporting. It was the fundamental shift in how Murray could spend his time and energy.
“When I show up in the morning I can think about the major initiatives of the business, the ways I can help to push those initiatives forward, working with my peers, rather than spending time on reporting or checking in on the daily operations in my group.”
The partnership with Consero delivered concrete strategic benefits:
- Stronger controls and processes reducing operational risk
- Finance leadership freed for strategic decision-making
- Scalable systems supporting future growth ambitions
- Executive confidence in the accounting function
This transformation represents the true value of strategic finance operations: leadership freed to focus on growth, innovation, and competitive advantage rather than transaction management.
Ready to Transform Your Finance Function?
KIMBIA’s story demonstrates what’s possible when you partner with experts who understand both the technical and strategic dimensions of finance operations. In just 6-8 weeks, they achieved a transformation that positioned their finance function as a true strategic asset.
If your finance team is spending too much time on operational tasks and not enough on strategic initiatives, it’s time for a conversation.
Consero specializes in helping mid-sized and growing businesses build scalable, strategic finance functions. Whether you’re struggling with transaction volume, reporting limitations, or simply need to free your finance leaders for higher-value work, we can help.
Request a consultation with Consero today to discover how we can transform your finance function and unlock your team’s strategic potential.
Don’t spend another six months trying to solve these challenges alone—let’s accomplish in weeks what might otherwise take months or years.
