Events and Webinars

Resources

Audits & Due Diligence

Due Diligence Readiness: Navigating State and Local Tax Complexities in M&A Deals

Consero partners with Source Advisor to help sellers prepare for a future sale and minimize historical liabilities. We will also explain how companies currently in ...
Events and Webinars

Add-On Acquisition Readiness Part 2

With studies by Deloitte revealing that over 50 percent of acquisitions don’t achieve the expected ROI or value, businesses face a formidable challenge. How can ...
Events and Webinars

Rapid Growth: Lessons and Learnings with Keel Digital COO, Jay Fischbach

As the economy gains momentum post-downturn, business leaders and investors are refocusing on revenue growth. In this on-demand event, Keel Digital, COO, Jay Fischbach shares ...
Events and Webinars

Fueling Your Growth: The Power of Fractional CFO Services (Consero Webinar)

While the CFO role is experiencing a wave of high turnover and escalating salaries across various industries, the significance of the role has also surged. ...
Events and Webinars

Consero Client Discussion: Base10 Partners – First Black-Led VC Firm To Cross $1 Billion AUM

In this Consero client discussion with Jarred Morales-Mckinzie, Director of Finance at Base10 Partners, shares his experience in a venture capital firm with $1.8B in ...
Team meeting next to orange title Add-on Acquisition Readiness
Events and Webinars

Add-On Acquisition Readiness

Consero provides a comprehensive overview of add-on acquisitions, their benefits, challenges, and key considerations for a financially successful implementation.
Blue and yellow text with Consero logo and abstract blue design
Events and Webinars

How Outsourcing Helped Two CFOs Transform the Finance Function [Webinar]

Investor-backed CFOs share how Finance as a Service transformed their finance functions and delivered remarkable cost savings.
Title card for Economic Down Turn Trends webinar
Events and Webinars

Economic Downturns: The Role of Finance as a Service in Today’s Marketplace

Mike Dansby shares his unique perspective on the value of the FaaS for companies navigating economic downturns and uncertainty.
Events and Webinars

Ok2Charge Leverages Consero’s Finance as a Service

Knowledge Bites: Client discussion with Eric Broughton, CEO of OK2Charge During the discussion, Eric Broughton expressed why he chose to continue to use Finance as ...
Events and Webinars

C-Suite Roundtable with Consero: A Recession Playbook for Managing Finances & Operations

As the global economy faces uncertainty and the possibility of a recession, it’s essential for C-Suite executives to have a clear plan for managing finances ...
Events and Webinars

CFO Roundtable – Managing OpEx During Economic Downturn

Surviving and even thriving in times of economic uncertainty may seem like a lofty challenge. However, there are certain metrics and prompt actions executives can ...
Audits & Due Diligence

3 Tips To Be Audit And Due Diligence Ready, And Why It Matters with Mike Dansby

Lack of audit readiness can result in costly errors, delays in deals, or a reduction in company valuation during due diligence. Here's how to avoid ...

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