Resources

Title card for 2024 CFO Survey Webinar year in review
CFO Support

2024 Year in Review: CFO Survey Insights + Predictions for 2025

Key challenges facing investor-backed CFOs and predictions for the future of finance leadership.
CFO Support

Exit Readiness Preparation: A Complete CFO Checklist

Investor-backed CFOs are expected to lead their businesses through successful exits. Tom Pierce and Steve Isom share how to prepare to maximize shareholder value.
Article

CFO Value Creation in PE-Backed Exits

Consero's Tom Pierce and Jason Adams, BV Investment Partners, joined ACG's Middle Market Growth podcast to explain how PE-backed CFOs create value in successful exits.
Article

Unlocking Growth: How CFO Advisory Services Propel Companies Forward

CFO Advisory Services provide on-demand access to a team of experienced CFOs and financial solutions to help you manage all aspects of your financial department.
Article

12 Key Benefits of Hiring a Fractional CFO

A fractional CFO provides growing middle market companies access to an experienced and strategic finance professional's guidance as needed.
Business team in meeting with black text for Consero's Advisory Services
CFO Support

Elevate Your Strategy with Consero’s Advisory Services

Consero's Advisory Services are designed to address critical financial challenges for businesses at various stages of growth.
Article

Solving for the CFO: Staying Ahead of Growing Challenges and Demands with Consero’s Advisory Services

As the role of the CFO has evolved in recent years and become both strategic and more complex, the difficulty of sourcing CFO talent has ...
CFO Support

How You Can Benefit from Fractional CFO Services

Fractional CFO services offer growth-stage businesses a flexible and cost effective alternative to hiring a full time CFO. Explore Consero's whitepaper to learn more if ...
Blue background with quote in white letters
Case Study

Multi-location Healthcare Company Streamlines Roll-up Integration and Financial Integrity for Exit Readiness

Consero is an ideal partner to realize your roll-up and exit strategy.
The Ultimate Guide to Finance as a Service
Article

The Ultimate Guide to Finance as a Service

Finance as a Service (FaaS) can provide organizations with enhanced reliability, timeliness, and quality insight into their financial performance. This solution empowers SMBs to focus ...
Mike Dionne, CFO of RightNetworks, in a blue shirt and gray background
CFO Support

CFO Transforms Role + Streamlines Acquisitions with Consero’s Fast, Flexible Solutions

Right Networks' CFO streamlined acquisitions, reduced time spent on routine tasks, and shifted focus to strategic growth with Consero.
Article

How Can CFOs Navigate Their Business During COVID-19?

The entire world is facing a humanitarian and economic crisis unlike any we have seen in recent years. The spread of the COVID-19 pandemic has drastically changed ...

Consero FaaS: Disrupting the Outdated Traditional F&A Model

Transformation
  • 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