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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."

Robert Alvarez - CFO, BigCommerce
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Case Study

PE firm leverages FaaS to quickly build finance teams, get streamlined reporting and enable CFOs to focus on strategy

January 30, 2020
The Situation BV Investment Partners is a middle-market private equity firm that invests in tech-enabled and services companies. When they bring an investment into their ...
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Case Study

How Insurity Integrated 3 Rollups En Route to a Profitable Exit

December 10, 2019
Consero's FaaS solution saved Insurity 37% on the finance function, improving enterprise value upon successful exit.
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Consero helped PE-backed software firm get clean, accurate, audit-ready financials, and streamlined processes

December 10, 2019
Five Elms Capital’s portfolio company Flywheel was faced with accounting practices that didn’t keep up with the company’s growth, but took a chance on Consero ...
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Case Study

Private equity firms embrace Finance as a Service to ensure a swift and smooth due diligence

November 17, 2019
The Situation Read Full Case Study Sound financials are essential to exits, and with a $400 million transaction at stake, mobile banking company Hyperwallet needed ...
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Case Study

Setting up a successful rollup platform for $300M PE-backed software firm

August 30, 2019
How Consero helped large acquisition-driven business establish a rollup platform and accelerate acquisition returns. A large provider of systems and applications management software backed by ...
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The Keys to CFO success: Saving Time, Insightful Information, Transparency, and Scalability

February 22, 2019
Superstar CFO: Consero Helped Clear the Way By any measure, Robert Alvarez, CFO of BigCommerce.com, is a superstar. Robert and his team have helped BigCommerce.com ...
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Strangeworks – Simplified management, reliable support, scalable solutions

January 31, 2019
Entrepreneurs turn ideas that can change an industry, market or even the entire world into fully functional companies. But they don’t do it alone: these ...
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Case Study

Gimmal Scales Operations and Drops Costs by 25%

January 6, 2019
PE-backed software company meets complex reporting requirements and reduces spend with Consero's Finance as a Service.
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Leveraging the “As-A-Service” Model to Advance and Modernize the Finance Function

October 2, 2018
National not-for-profit gets experienced financial leadership and 80% reduction in debt with outsourcing THE SITUATION The Association of Latino Professionals For America (ALPFA) is a ...
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Case Study

How private equity-backed AppleCare leveraged Finance as a Service to accelerate growth

November 10, 2017
AppleCare’s finance team wasn’t just missing out on insights contained within accounting data. It also had patient billing information tied to electronic medical records that ...
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How CFO streamlined key finance and accounting procedures in an accelerated timeline

July 27, 2017
Every turnaround CFO has a story to tell. Many have walked into chaos and have taken years to establish order. As the newly installed CFO ...
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Case Study

CFO gains comfort to step out of accounting function and operate in a more strategic role

March 22, 2016
Before working with Consero, Phil Murray, VP of Finance & Administration, was challenged with high volume transactions and a limited team with processes and controls ...
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Case Study

Corporate franchise gets greater scalability and lower costs from outsourcing vs. in-house solution

February 22, 2016
Sunstone Yoga was faced with rapidly growing requirements for F&A services, both at the corporate level and for a diverse group of franchisee owners. While ...
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Testco new
Case Study

Overburdened CEO streamlines complex processes and upgrades accounting function through outsourcing

February 22, 2016
Consero helps TESTCo improve cash flow processes and focus on business growth The business situation TESTCo realized the need for a better finance and administration ...
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Case Study

CFO finds flexibility in the outsourcing model and keeps pace with business changes in a very seamless, cost-effective manner

February 19, 2016
Synergis Education Solves Unique Problems with Outsourcing Strategy Synergis Education (Mesa, AZ) is a tech education firm that has been expanding rapidly. With rapid growth, ...
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Consero Global LLC
1717 West 6th Street, Suite 410
Austin, TX 78703
866.588.0495

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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