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Events and Webinars

2025 Nonprofit Leader Report [Webinar]

April 14, 2025
Nonprofit leaders share their top challenges today. Learn how BTQ Financial works with nonprofits to turn challenges into opportunities.
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Events and Webinars

Delta Global Management: A Hedge Fund’s Financial Efficiency Journey with Consero [Webinar]

April 3, 2025
Learn how Consero helped Delta Global establish best practices and scalable F&A infrastructure from day one of the hedge fund's launch.
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Events and Webinars

How Crestline Built a Powerful Finance Function with Consero’s Flex Resources

February 28, 2025
Crestline Hotels and Resorts utilized Consero's enhanced staff augmentation to overcome hiring challenges, with remarkable results.
White text for Strategic Finance webinar with Ashley Honeyman
Events and Webinars

Strategic Finance: How do CFOs transform the finance function + prepare for acquisitions?

February 6, 2025
Ashley Honeyman, CFO of Consero, discusses the keys to success for modern CFOs at PE-backed companies.
Title card for 2024 CFO Survey Webinar year in review
CFO Support

2024 Year in Review: CFO Survey Insights + Predictions for 2025

December 18, 2024
Key challenges facing investor-backed CFOs and predictions for the future of finance leadership.
Events and Webinars

Financial Transformation in 90 Days: How Neil Wainwright and Consero Revolutionized Cira Apps’ Operations

November 18, 2024
Neil Wainwright, CEO of Cira Apps, discusses how partnering with Consero helped establish an efficient and cost-effective finance function within his first 90 days in-seat.
Events and Webinars

C-Suite Planning for 2025: Five Reasons to Include Outsourcing

October 16, 2024
Learn how outsourcing can help early-growth and middle-market companies competitively scale, manage costs, and hedge against economic uncertainty.
Events and Webinars

Exit Readiness Checklist, a CFO Perspective

September 17, 2024
The deal floodgates will soon open. Here’s how financial leaders and investors can proactively ensure their companies or portco stand out in a crowded marketplace.
Business team in meeting with black text for Consero's Advisory Services
CFO Support

Elevate Your Strategy with Consero’s Advisory Services

May 27, 2024
Consero's Advisory Services are designed to address critical financial challenges for businesses at various stages of growth.
Events and Webinars

Mastering Metrics: Critical KPIs for Business Success

April 29, 2024
Consero's panel of experts discuss critical KPIs businesses need to focus on for sustainable success and growth.
Events and Webinars

Effective CFO Investor Collaboration: A Win-Win Approach

April 14, 2024
In this video, our panel of seasoned experts share their wealth of knowledge in navigating the complexities of CFO-investor relationships, offering practical tips and strategies ...
Events and Webinars

Consero Client Dive-In and Dine with Chad Denton: Delivering the best impact to your investor

February 13, 2024
Watch the Client Dive-In & Dine discussion with Chad Denton, CFO of findhelp, as he shares how to deliver the best impact to investors. As ...
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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