Stay Focused on Driving Value

CFO Advisory Services

Consero’s CFO Advisory Services meet your needs to help you reach your goals at every stage.

Our Clients

80% of Our Clients are Institutionally Backed

Supporting Growth

How Strategic CFO Advisory Services Help You Succeed

When you’re in need of project-related assistance, temporary financial guidance, or financial leadership, our CFO Advisory Services work in tandem with our other financial solutions to help you manage all aspects of your financial department. Our fully customized service ensures that whatever your needs, you get the financial leadership to achieve your goals.

Capital Raise

When it comes to raising capital, it’s best to have a whole team working for you, and with Consero, that’s what you get.

From locating funding options to creating investor targeted financial summaries and pitch decks, we provide you with all the tools for success.

We go even further by generating prospective investor introductions, supplying finance representation at investor meetings, and offering deal negotiation support to ensure that you reach your goals.

Capital Deployment

Effective Capital Deployment is key to the success of any businesses, and our Strategic CFO Support Services help you do just that.

We make sure you’re headed towards your goals with strategic planning support, detailed operational budget and forecast creation, and reporting and analysis of financial performance versus the plan.

We also define the right KPIs for measuring business performance and improve communication with investors, including board meeting representation.

M&A Transactions

When it comes to the complicated business of M&A Transactions, you can put our experienced team to work to secure the best outcome.

Whether you need buy-side or sell-side support, we’re in your corner. And once the deal is done, we make sure everything runs smoothly with post-transaction support. This could inlcude purchase accounting, new bank compliance reporting, coordination to obtain sales tax nexus study, revuew lender requirements and more.

Support Where You Need It

Powerful Finance

With Consero’s Strategic CFO Support Services, you pay for the time and resources you need, when you need them.

If you’re looking for assistance on a single project, long term support, or are not able to hire an in-house CFO, our services can meet your needs at any stage.

With Consero’s Strategic CFO Support Services, you’ll have an experienced team on your side. Our CFO team brings strategic thinking and experience from many companies covering multiple industries.

Why Do Clients Come to Consero for Advisory Services

  • Company Exit Process Preparedness
  • Transition of Accounting from Cash to Accrual
  • Intensive Strategic Scenario Analysis Needs
  • Equity Capital Raise 
  • Necessitiy To Migrate Off of QuickBooks
  • Slow Financial Close Process
  • Inegration Of a Strategic Acquisition
  • Audit Readiness
  • Company Receives Unsolicited Offer to Be Acquired
  • Liquidity Constraints and Cash Crunch
  • Loss of a Foundation Accounting/Finance Team Member
  • Restructuring of Balance Sheet of Debt Refinancing
  • Poor Visibility into Product Unit Level Economics and Customer/Product Profitability
  • Order to Cash Optimizations

CFO Advisory Services

  • Funding Readiness and Support
  • Debt Financing
  • Exit Process Preparation & Readiness
  • Treasury Support
  • Cash Management
  • Strategic planning
  • Operational & management reporting
  • Transaction support for mergers and acquisitions
  • Board reporting and representation
Related Insights & Successes

CFO Support in the Real World

Client Profile

Client Pain Points

Consero's Solution with CFO Advisory

Need Proof?

How Consero Helps with Due Diligence and Acquisitions

“Consero’s strategic CFO support has been really impactful. This is exactly the kind of information we need to manage our business better. It will simplify us operationally and be easy to explain at all levels of the organization.”

Need Something Else?

Discover The Rest Of Consero’s Financial Services

If you have questions or would like to request a demo.

Consero FaaS: Disrupting the Outdated Traditional F&A Model

  • Cash to GAAP conversion
  • Clean-up work
  • Interim oversight & support
  • Accounting software Implementation

Build it Yourself Solution

  • CFO / Interim CFO
  • Consultants / VARs

Consero FaaS Solution

  • CFO / Interim CFO
  • or Consero Interim CFO
  • Consero Setup/Transformation
Ongoing F&A
  • Monthly financials
  • Daily accounting support
  • Management reporting
  • Integrate add-on acquisitions

Build it Yourself Solution

  • CFO
  • Controllers & Accounting Team
  • Enterprise Accounting Applications

Consero FaaS Solution

  • CFO
  • or Consero Fractional CFO
  • Consero FaaS Enterprise F&A Software and Services

New PE Platform Investment F&A Challenges

Founder Owned Company Accounting:
  • Existing accounting done on a cash/hybrid basis
  • Run on SMB accounting software and other disparate applications
  • Inability to produce auditable financials
  • Lack of know-how to develop projections & KPIs
  • No consistency/structure to customer contracts
  • Underqualified staff
  • Non-scalable manual processes
Carve-Out Accounting:
  • Required to move off parent company accounting applications in a timely fashion
  • Have to build an entire F&A team
  • No documented operational policies and procedures
To Optimized Finance & Accounting:
  • Monthly financials available in 5-10 business days
  • Audit and diligence ready support details
  • Integrated enterprise grade accounting software
  • Budget and forecast reporting
  • Business KPIs
  • Efficient & scalable processes for rolling in add-ons