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

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

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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Case Study

How CFO streamlined key finance and accounting procedures in an accelerated timeline

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

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

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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Case Study

Overburdened CEO streamlines complex processes and upgrades accounting function through outsourcing

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

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 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