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

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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Case Study

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

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
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Case Study

Consero helps Managed Services Organization deliver “investment grade” financials

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

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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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