Insights & Successes

Events

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

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Events

Finance as a Service: Buy + Build Strategy – Creating Amazing Customer Experiences and Services

Bill Klein, President of Consero, is an entrepreneur with over 20 years of experience with technology and services organizations ranging from startups to large organizations. …

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Events

CFO Client Discussion with Wes Edwards, CFO of Multi-Location Healthcare MSO (backed by Sverica)

Consero’s Finance as a Service enabled the newly hired CFO to focus on being a strategic partner to the CEO with confidence that the basic …

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Events

An Interview with Bill Klein – Using technology to deliver amazing customer experiences – Season 1: Episode 1

In this episode, Bill Klein, the Co-founder and President of Consero, discusses the way they are changing the way business build and maintain the finance function with …

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Events

Cocktails and Consero: Client Discussion with CFO of Pelitas

CFO of PE-backed Pelitas shares his story of how he was able to stay focused on strategy and the 100-day plan vs. managing the finance function with Consero’s Finance as a Service.

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Events

Consero Roundtable: Security and Controls in the Finance Function

Listen to this Roundtable to learn about best practices in cyber security and hear from experts on what financial systems and internal controls you can impart to mitigate risk in the finance function and protect your business from losing cash.

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CEO / CFOEvents

Consero Roundtable: Add-on Acquisition Readiness – Is your finance team ready for that next acquisition?

Recently, Chris Hartenstein, Consero’s VP of Customer Success, hosted a conversation about the role the finance function can play in an add-on acquisition strategy and …

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Consero FaaS: Disrupting the Outdated Traditional F&A Model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