Insights & Successes

Case Studies

Take an in-depth look at a few of the many people and companies we’ve propelled forward with our FaaS Solution.

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"Why build everything from scratch when there’s someone with a checklist, and the experience to build something that can grow with you? That’s why Consero has been part of my play book and why I’m so proud of everyone on the Consero team who has leaned in so much to help get us to this point."

Case Study

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

During a recent Dive-In & Dine webinar, Consero Global Vice President of Marketing Bridget Howard spoke with Chad Denton, the CFO of Findhelp, about how ...
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Case Study

How OK2Charge Scaled the Finance Function with Finance as a Service

Serial Entrepreneur Hails the Benefits of Finance as a Service (FaaS) During a recent Client & Cocktails webinar, Consero’s Director of Private Equity & Venture ...
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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 ...
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Case Study

Multi-location healthcare company needed an efficient way to integrate roll-ups and integrity in the financials to prepare for exit

Client Background: Executive team at a multi-location healthcare company was looking for a more efficient way to manage the finance function. The existing small finance ...
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Case Study

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

ROBERTSON STEPHENS® With the sponsorship of Long Arc Capital, Robertson Stephens Wealth Management (“Robertson Stephens”) declared a new era for the firm, assembling an accomplished ...
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Case Study

How Client-centric Tech Revolutionizes The Finance Function

The Challenge: Build What Your Customer Needs Consero Global partnered with Thinkbridge to create an elegant tech offering for their Finance as a Service solution, ...
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Consero FaaS: Disrupting the Outdated Traditional F&A Model

  • 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