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
Effective CFO Investor Collaboration A Win Win Approach 1
Events and Webinars

Effective CFO Investor Collaboration: A Win-Win Approach

In this video, our panel of seasoned experts share their wealth of knowledge in navigating the complexities of CFO-investor relationships, offering practical tips and strategies ...
View Resource
How OK2Charge Scaled the Finance Function with Finance as a Service
Case Study

How OK2Charge Scaled the Finance Function with Finance as a Service

During a recent Client & Cocktails webinar, Consero’s Director of Private Equity & Venture Capital, Tony Esposito, spoke with serial entrepreneur Eric Broughton about his ...
View Resource
Client DD Findhelp Presentation 1 1
Video Testimonials

CFO of findhelp Delivers the Best Impact to Investors Using Finance as a Service

Watch the Client Dive-In & Dine discussion with Chad Denton, CFO of findhelp, as he shares how to deliver the best impact to investors. As ...
View Resource
Client DD Findhelp Presentation 1
Events and Webinars

Consero Client Dive-In and Dine with Chad Denton: Delivering the best impact to your investor

Watch the Client Dive-In & Dine discussion with Chad Denton, CFO of findhelp, as he shares how to deliver the best impact to investors. As ...
View Resource
How You can Benefit from Fractional CFO Services
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 ...
View Resource
SALT Due Diligence 2
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 ...
View Resource
Case Study Base10 1
Case Study

How Base10 Partners is Using Finance as a Service (FaaS) to Manage the Back Office of the ManCo

During a recent Client discussion, Consero Senior Vice President of Finance Aaron Odle spoke with Jarred Morales-Mckinzie, the Director of Finance, Operations and Tax for ...
View Resource
Webinar Add On Acquisition Readiness part 2 1024 x 574
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 ...
View Resource
Rapid Growth Lessons and Learnings with Keel Digital 1024 x 574
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 ...
View Resource
How Consero Clients are Transforming the Finance Function with Finance as a Service
Finance as a Service

How Consero Clients are Transforming the Finance Function with Finance as a Service

Consero hosts Synacor and RecoveryOne how Finance as a Service successfully transformed their finance functions into agile, cost-effective powerhouses.
View Resource
Fueling Your Growth The Power of Fractional CFO Services 4
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. ...
View Resource
Client Cocktails Base10
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 ...
View Resource
Beer with a CFO
Whitepaper

Beer with a CFO

Strategic CFOs Bubble up their Top Advice ADVICE 1 – Steve Isom, CFO Bloomerang 3 Tips for Your Recession Survival Guide ADVICE 2 – Chris ...
View Resource
Client Cocktails Base10 1
Video Testimonials

Discussion with 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 ...
View Resource
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.
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