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Case Study

How PixelMEDIA Integrated Two Acquisitions in One Year with Consero

March 27, 2025
Consero helped PixelMEDIA's new CFO complete an ERP transition in 90 days, plus two acquisition integrations and three cash-to-accrual transitions within one year.
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Case Study

Nonprofit Finance: How the FaaS Model Transformed NYCSBUS in Just 30 Days

February 28, 2025
NYCSBUS leverages Consero's Finance as a Service model, tailormade for nonprofits, to achieve remarkable financial transformation in 30 days.
Case Study

Social Care Software Platform Uses Finance as a Service to Create a Scalable Finance Function

May 22, 2024
Findhelp accelerates their path to profitability by leveraging Consero's Finance as a Service model to create a cost-effective, scalable, data-driven finance function.
Case Study

How OK2Charge Scaled the Finance Function with Finance as a Service

March 4, 2024
During a recent Client & Cocktails webinar, Consero’s Director of Private Equity & Venture Capital, Tony Esposito, spoke with serial entrepreneur Eric Broughton about his ...
Case Study

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

January 17, 2024
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 ...
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Case Study

Multi-location Healthcare Company Streamlines Roll-up Integration and Financial Integrity for Exit Readiness

March 29, 2023
Consero is an ideal partner to realize your roll-up and exit strategy.
Case Study

How Consero gave Robertson Stephens a reliable finance & accounting function so they could focus on their next era of growth

August 5, 2022
With the sponsorship of Long Arc Capital, Robertson Stephens Wealth Management (“Robertson Stephens”) declared a new era for the firm, assembling an accomplished management team, ...
Case Study

How Client-centric Tech Revolutionizes The Finance Function

October 7, 2021
Consero Global partnered with thinkbridge to create an elegant tech offering for their Finance as a Service solution, built around what their clients actually need ...
Case Study

Algo leverages Consero’s Strategic CFO Services to get the finance function in order before they could pursue acquisitions

June 30, 2021
Client leverages Consero’s Strategic CFO Services to get the finance function in order before they could pursue acquisitions. Background: PE-backed enterprise software company was looking ...
Case Study

Consero helps Managed Services Organization deliver “investment grade” financials

June 30, 2021
RMS Healthcare is the Managed Services Organization (MSO) that manages the Med First network of clinics. RMS knew its potential as a leading MSO but ...
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Case Study

How Consero helped BigCommerce grow from start-up to one of the year’s hottest IPOs

January 12, 2021
For the past nine years, BigCommerce relied on Consero’s Finance as a Service [FaaS] model and found that the tech-enabled service provider scaled up well ...
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Case Study

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

May 28, 2020
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 ...
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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