Insights & Successes

Events

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

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Upcoming Events

Events

Add-On Acquisition Readiness Part 2

With studies by Deloitte revealing that over 50 percent of acquisitions don’t achieve the expected ROI or value, businesses face a formidable challenge. How can ...
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Events

Rapid Growth: Lessons and Learnings with Keel Digital COO, Jay Fischbach

As the economy gains momentum post-downturn, business leaders and investors are refocusing on revenue growth. In this on-demand event, Keel Digital, COO, Jay Fischbach shares ...
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Events

Fueling Your Growth: The Power of Fractional CFO Services (Consero Webinar)

While the CFO role is experiencing a wave of high turnover and escalating salaries across various industries, the significance of the role has also surged. ...
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Events

Consero Client Discussion: Base10 Partners – First Black-Led VC Firm To Cross $1 Billion AUM

In this Consero client discussion with Jarred Morales-Mckinzie, Director of Finance at Base10 Partners, shares his experience in a venture capital firm with $1.8B in ...
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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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Consero FaaS: Disrupting the Outdated Traditional F&A Model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