Helping You Understand Today to Win Tomorrow

Smarter Financial Planning with Consero

Developing a Strategy

Proper Planning = Stable Growth

Unfortunately, most companies lack the time, expertise, and resources to gather, analyze, understand, and craft a realistic and useful growth plan.

This is where Consero’s Finance Services come in. Our experienced financial leaders work alongside your team to offer clarity on what drives the financial performance of your business and help you understand what’s going to happen and determine what you can do to most benefit from those results.

Consero Can Help

What We Provide

With Consero’s Financial Planning & Analysis services, our experienced FP&A team works with you to develop a customized, robust growth plan. And with our SIMPL software, you gain a completely transparent view into how your business is performing compared to the plan.

By partnering with Consero, you gain a team of financial experts who will walk through each element of your business and find the strengths, weaknesses, and opportunities locked within.

To ensure your goals are met, our team of financial experts will support your team in every way. Our Finance as a Service model includes:

  • Financial Leadership
  • Company Financial Data Analysis
  • Management Reporting and Narrative
  • Board & Bank Reporting
  • Investor Reporting
  • Audit Support
  • Acquisition Integration Support
  • Planning, Budgeting, and Forecasting (FP&A Add-on)
  • Company Financial Data Analysis (FP&A Add-on)
  • KPI Package (FP&A Add-on)
Budgeting & Forecasting, Financial Modeling, External Reporting

What is Financial Planning?

The ultimate goal of our FP&A team is to help you make informed corporate and financial decisions regarding the future growth and security of your company.

To do that, Consero’s expert team conducts do in-depth analysis and evaluation of your company’s financial position to help you better understand how you got to where you are and determine where you want to be going.

To answer these questions, we work with your internal teams to analyze all available data, past and present, as well as market trends, your company’s cash flow and ROI, overall financial health, and more.

After analyzing your position, we work with your team to develop a plan and budget along with a projected forecast of how these are expected to play out.

Of course, all of this amounts to nothing without proper execution. With Consero’s FP&A, not only will we develop a stable financial growth plan, but follow-through, working with your company to make sure you stay on track by course correcting as needed, and ensuring your plan is executed successfully to achieve your goals.

Be up and running in as little as 30 days.

Get Enterprise-Level Finance and Scalability By Next Quarter

Our Technology

Transparent Results

When you choose Consero’s Consero’s Finance as a Service model you gain access to SIMPL.

SIMPL is our powerful proprietary cloud based platform that unites all of your financial operations in one intuitive interface that’s accessible 24/7.

By providing you with easy-to-access real-time information using best in class enterprise level software, everything you need to know about your business financials is right at your fingertips.

With our Financial Services you’ll know your finances are in good hands, with SIMPL you can see it.

Insights & Successes

See Consero at Work

Consero Services Suite

Discover what's included in Consero's Finance as a Service

See How Consero’s Financial Planning Can Keep You On The Right Course

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