Insights

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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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.
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The Latest Resources

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Article

Signs Your Portco Isn’t Ready for an Exit (+ How to Prepare)

Identify and address these warning signs to maximize your valuation and ensure a successful exit.
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CFO Support

2024 Year in Review: CFO Survey Insights + Predictions for 2025

Key challenges facing investor-backed CFOs and predictions for the future of finance leadership.
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Finance as a Service

How A Nonprofit CEO Leveraged Finance as a Service

Kelsey Louie, CEO of The Door, a youth services nonprofit, discusses how Finance as a Service (FaaS) transformed the organization's financial management, operational efficiency, and ...
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CFO Support

Exit Readiness Preparation: A Complete CFO Checklist

Investor-backed CFOs are expected to lead their businesses through successful exits. Tom Pierce and Steve Isom share how to prepare to maximize shareholder value.
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Events and Webinars

Financial Transformation in 90 Days: How Neil Wainwright and Consero Revolutionized Cira Apps’ Operations

Neil Wainwright, CEO of Cira Apps, discusses how partnering with Consero helped establish an efficient and cost-effective finance function within his first 90 days in-seat.
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Article

CFO Value Creation in PE-Backed Exits

Consero's Tom Pierce and Jason Adams, BV Investment Partners, joined ACG's Middle Market Growth podcast to explain how PE-backed CFOs create value in successful exits.
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Accounting Software

Consero Offers Finance & Accounting Expertise for Every Stage of Your Company

Consero offers comprehensive and flexible solutions tailored to resolve your organization's unique finance and accounting challenges.
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Events and Webinars

C-Suite Planning for 2025: Five Reasons to Include Outsourcing

Learn how outsourcing can help early-growth and middle-market companies competitively scale, manage costs, and hedge against economic uncertainty.
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Headshot of Tom Pierce, managing director of CFO advisory services at Consero Global
Article

Exit Readiness: A CFO’s Perspective on Preparation

CFOs need to prepare in advance to ensure a successful exit. Tom Pierce, Managing Director of CFO Advisory Services, shares how to begin.
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Article

Unlocking Growth: How CFO Advisory Services Propel Companies Forward

CFO Advisory Services provide on-demand access to a team of experienced CFOs and financial solutions to help you manage all aspects of your financial department.
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Events and Webinars

Exit Readiness Checklist, a CFO Perspective

The deal floodgates will soon open. Here’s how financial leaders and investors can proactively ensure their companies or portco stand out in a crowded marketplace.
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CEO / CFO

The New Standard for Growth: FP&A and Reporting Practices

Middle-market and start-up companies need a Financial Planning and Analysis (FP&A) and Reporting practice. Outsourced solutions can help overcome internal personnel or budget limitations.
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Whitepaper
Whitepaper

Mergers and Acquisitions Rebound for Middle-Market Growth in 2024

The year 2024 marks a significant rebound in mergers and acquisitions (M&A) within the middle-market sector. This resurgence is driven by a confluence of strategic ...
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Article

12 Key Benefits of Hiring a Fractional CFO

A fractional CFO provides growing middle market companies access to an experienced and strategic finance professional's guidance as needed.
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CFO Support

Elevate Your Strategy with Consero’s Advisory Services

Consero's Advisory Services are designed to address critical financial challenges for businesses at various stages of growth.
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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