Insights & Successes

Events

Gain insight by watching our webinars and staying up-to-date on our company events. 

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Upcoming Events

Oct 12

Webinar: Fueling Your Growth - The Power of Fractional CFO Services

Oct 17-18

PEI Operating Partners Forum - New York

Events

Add-On Acquisition Readiness

Rollups have emerged as a dynamic and increasingly popular approach to consolidating multiple businesses under a single entity. In this discussion, Consero’s VP of Client
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Events

CFO Success Stories : Gain efficiency and reduce costs in the finance function

In today’s uncertain economy, finance leaders are constantly seeking innovative ways to drive operational efficiency, streamline processes and minimize costs. In this conversational webinar, Consero’s
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Events

Economic Downturn Tech & Trends: The role of Finance as a Service in today’s marketplace

New data underscores the critical role that outsourcing plays in the overall finance and accounting market today. Finance is now the 2nd most outsourced function
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EventsVideo Testimonials

Ok2Charge Leverages Consero’s Finance as a Service

Knowledge Bites: Client discussion with Eric Broughton, CEO of OK2Charge During the discussion, Eric Broughton expressed why he chose to continue to use Finance as
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Events

C-Suite Roundtable with Consero: A Recession Playbook for Managing Finances & Operations

As the global economy faces uncertainty and the possibility of a recession, it’s essential for C-Suite executives to have a clear plan for managing finances
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Events

CFO Roundtable – Managing OpEx During Economic Downturn

Surviving and even thriving in times of economic uncertainty may seem like a lofty challenge. However, there are certain metrics and prompt actions executives can
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Consero FaaS: Disrupting the Outdated Traditional F&A Model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