Insights

Stay informed and find the solution to your finance and accounting challenges with Consero's research, events and webinars, case studies, and more.

business man explaining finances

Featured Resource

the roi of outsourced finance

The ROI of Outsourced Finance & Accounting

The Finance as a Service solution offers growing organizations greater flexibility, efficiency, scalability, and cost savings than traditional F&A department building.
View Resource

The Latest Resources

Search
  • All
  • Article
  • Case Study
  • CEO / CFO
  • Events and Webinars
  • Infographics
  • Private Equity
  • Video
  • Video Testimonials
  • Whitepaper
Man with coffee looking at stock chart on tablet
Article

How Important Is Monthly Recurring Revenue For Investors?

Businesses with recurring revenue models command higher multiples from investors because they offer a greater degree of certainty.
View Resource
PE Roundtable June 4 2020 LinkedIn image
CEO / CFO

Investor Roundtable: Raising Capital Amidst COVID-19 – Investors Perspective

(filmed June 4, 2020) Consero’s Private Equity Roundtables enable Investors & Portfolio CEO’s/CFO’s the opportunity to gain valuable understanding and share actionable information for the middle-market tech ...
View Resource
How Does the Lifetime Value of a Customer Affect Recurring Revenue Businesses
CEO / CFO

How Does the Lifetime Value of a Customer Affect Recurring Revenue Businesses?

When developing and implementing a customer experience program, customer satisfaction and Net Promoter Scores are two important KPIs to track because they help your company ...
View Resource
Why Customer Retention Is So Important For A Recurring Revenue Business
Article

Why Customer Retention Is So Important For A Recurring Revenue Business

Customer retention is defined as the act of keeping existing customers that your company has already spent money to acquire. Attracting and acquiring new customers ...
View Resource
The Guide to Key Metrics for SaaS and Recurring Revenue Models
Article

The Guide to Key Metrics for SaaS and Recurring Revenue Models

Key Performance Indicators (KPIs) are the most important metrics you need to track to see how your business is doing. However, there are hundreds of ...
View Resource
Business people in a glass office with white chairs
Article

How Outsourcing Helps Private Equity Firms Manage Costs During Economic Disruption

Leveraging outsourcing is one of the best ways for PE firms to gain a competitive advantage, particularly when managing costs is critical.
View Resource
consero_inhouse_vs_outsource_infographic
Case Study

Tritium Partners taps Consero before hiring a full-time portfolio company CFO

The private equity firm Tritium Partners tapped Consero Global before hiring a full-time portfolio company CFO, so when the ideal candidate came along, he could ...
View Resource
Social Media Post April 30 2020 PE CFO Roundtable
Events and Webinars

CFO & Investor Roundtable: Building a Financial Survival Kit for Portfolio Companies

Most CFOs and private equity firms didn’t build COVID-19 into any of their investment cases, but that doesn’t mean they’re powerless to respond. The pandemic ...
View Resource
How Can CFOs Navigate Their Business During COVID 19
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 ...
View Resource
The CFOs Guide to Crisis Management and Business Continuity Planning
Article

The CFO’s Guide to Crisis Management and Business Continuity Planning

As the world finds itself in the grip of a worldwide viral outbreak, an overwhelming sense of uncertainty is felt everywhere. The nature of the ...
View Resource
Back Office Holding Back 3
CEO / CFO

How Outsourcing Your Finance and Accounting Will Save You Time And Money

Sound financial management and accurate financial reporting are essential for any growing business. A skilled finance department requires full-time employees that may or may not meet ...
View Resource
Back Office Holding Back 3
Article

How Better Accounting and Finance Can Help Control Costs

Introducing a cost control program and eliminating waste is critical in reducing costs and saving money in your accounting and finance department. Depending on your ...
View Resource
Two pairs of hands, one pointing to charts and one using a black calculator
Article

What Is The Best Way To Get More Accurate Financial Data About My Company?

Maintaining accurate financial information is a top priority for companies across all industries. However, many private companies struggle to obtain timely and accurate financial data ...
View Resource
Back Office Holding Back 3
CEO / CFO

How Do I Better Understand The Financial Position Of My Company?

The financial position of your company is the primary concern of every investor. Your financial strength is a clear indicator of your overall progress. Understanding ...
View Resource
The Guide To Gaining Better Visibility Into Your Companys Financial Performance
Article

The Guide To Gaining Better Visibility Into Your Company’s Financial Performance

Improved visibility of your company’s financial performance is essential for its growth and longevity. When your accounting systems and reporting tools don’t give you valuable insight into ...
View Resource

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