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

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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.
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Investor - Initial Acquisition

How to Build a Scalable Finance & Accounting Platform for Successful Rollups

November 1, 2019
For those Private Equity (PE) firms employing a rollup strategy, it’s critically important to develop a systematic, repeatable process to onboard acquisitions quickly and get ...
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Article

Graceful exits: Why Private Equity firms embrace Finance as a Service to ensure a swift and smooth due diligence

October 31, 2019
Private equity firms shouldn’t discount the role that sound financial operations and processes can play in selling a portfolio company, says Chris Hartenstein of Consero ...
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47
Article

Valuation How the finance & accounting function has hidden risks for investors

October 29, 2019
Investors rely on valuation, i.e., several metrics and numbers that tell them an investment is worthwhile. These numbers and metrics must paint a good picture. ...
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47
Article

How the CFO role is evolving with the corporate controllers becoming more crucial

October 21, 2019
Finance and accounting teams in high-growth companies cannot operate without high-level strategic guidance from a finance executive, like a CFO. In recent times, this is ...
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47
Article

Why mergers and acquisition deals often fail

October 14, 2019
Mergers and acquisitions (M&A) deals tend to fail. We all know that to be the case. Research supports this knowledge as well, as the rate ...
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47
Article

3 ways private equity firms get post-acquisition value creation

October 11, 2019
Private equity firms experience many problems in the post-acquisition period. The portfolio company is acquired, but now what? How do you turn the company into ...
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47
Financial Leadership

Beer with a CFO – The top 3 things you need to do to defend a technology investment to your board

October 1, 2019
  On the recent episode of Beer with a CFO, our own Bridget Howard talked to Lynn Atchinson, former CFO of HomeAway and Spredfast, two ...
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Back Office Holding Back 3
Video

How do private equity firms add value to their porfolio’s finance & accounting function?

October 1, 2019
Why start from scratch each time you need to establish a finance and accounting function? Plug into a pre-built finance factory. Consero’s Finance as a ...
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47
Article

The best type of CFO for a private equity-backed company

September 16, 2019
When private equity firms invest in a company, it is inevitable that changes will be made. There are several key factors that they look for ...
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47
Article

Strategic controller vs. operational controller

September 9, 2019
A day in the life of a Controller can be diverse. The basic function of the controller position is to be responsible for the accounting ...
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Tom Kieley SourceDay What KPIs do you investors want to see thumb
Metrics

Beer with a CFO: Which KPIs your investors want to see

September 4, 2019
Tom Kieley, CEO and Co-Founder of SourceDay, sits down with Consero to discuss the most important KPIs private equity-backed companies with recurring revenue models need ...
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Approved 2. The future of finance 6 ways that Artificial Intelligence will change the finance department
Article

The future of finance 6 ways that artificial intelligence will change the finance department

September 3, 2019
The finance department has been undergoing a lot of change in the past two decades. The modern technology of the 21st century has had a ...
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Case Study

Setting up a successful rollup platform for $300M PE-backed software firm

August 30, 2019
How Consero helped large acquisition-driven business establish a rollup platform and accelerate acquisition returns. A large provider of systems and applications management software backed by ...
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Article

The carve-out conundrum: Effective steps to fast track the finance & accounting function

August 27, 2019
When a private equity firm carves out a business unit from its parent company, they’re left having to build a new infrastructure for that stand-alone ...
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Article

Optimizing the finance function as part of your 100-day plan

August 12, 2019
Every private equity firm needs to have the finance function of their portco optimized through a 100-day plan. In most cases, the job is placed ...
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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