Insights & Successes

Events

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

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Upcoming Events

Aug

Webinar

Benchmark the cost of F&A as a % of revenue
Contact bridget@conseroglobal.com to get more detail

Sep

Webinar

How to Know You are Outgrowing QuickBooks Contact bridget@conseroglobal.com to get more detail

Oct
19

Event

PEI Operating Partners Forum
Register and view agenda here

CEO / CFOEvents

CFO & Investor Roundtable: Building a Financial Survival Kit for Portfolio Companies

May 27, 2020

Most CFOs and private equity firms didn’t build COVID-19 into any of their investment cases, but that doesn’t mean they’re powerless to respond. The pandemic …

View Resource

Consero FaaS: Disrupting the Outdated Traditional F&A Model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