Testimonials

We’ve partnered with some of the best in the business. Here’s what a few have said about working with Consero.

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“Because Consero had my finance & accounting completely buttoned up, including all supporting documentation, we were able to complete our transaction with a very quick and easy diligence process and maximize the valuation of the business.” Eric Broughton - CEO, Esupply Systems
“We hired Consero for its outsourced finance-as-a-service solution, because they provided us leverage to immediately upgrade our finance function without hiring a large back-office team,” said Chris Steiner, Principal of Tritium Partners. “Consero’s capabilities allowed us to focus on the rest of our 100-day plan, with the confidence that our basic finance function would be handled properly.” Christian Fadel, CFO
“The quality of the underlying financials ensures a smooth due diligence process. With Consero, I could focus on the transaction and not worry about getting financials in order. Their professional finance team and processes inspire confidence for everyone involved in due diligence.” Steve Isom – VP of Finance, Flywheel
“With Consero, I was able to focus on the transaction and not worry about getting the financials in order. Their professional finance team and processes inspired confidence for everyone involved in the due diligence process.” Christian Fadel, CFO
Hear what our clients have to say

Video Testimonials

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Nonprofit

Why Girls Who Code Outsources F&A with BTQ Financial

Girls Who Code discusses the benefits and efficiencies gained by enlisting a true finance and accounting partner.
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Events and Webinars

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

Crestline Hotels and Resorts utilized Consero's enhanced staff augmentation to overcome hiring challenges, with remarkable results.
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Finance as a Service

How A Nonprofit CEO Leveraged Finance as a Service

Kelsey Louie, CEO of The Door, a youth services nonprofit, discusses how Finance as a Service (FaaS) transformed the organization's financial management, operational efficiency, and ...
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Events and Webinars

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

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.
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Video Testimonials

CFO of findhelp Delivers the Best Impact to Investors Using Finance as a Service

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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Client DD Findhelp Presentation 1
Events and Webinars

findhelp CFO Chad Denton: Delivering the best impact to your investor

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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Client Cocktails Base10
Events and Webinars

The $1,000,000 Blueprint: How Smart Partnerships Support Base10 Partners’ Meteoric Rise in VC

Base10 Partners shares how Consero’s strategic support helped the VC firm’s ascension from lean launch team to managing $1.8 billion AUM.
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Video Testimonials

Discussion with 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 and Webinars

Ok2Charge Leverages Consero’s Finance as a Service

During the discussion, Eric Broughton expressed why he chose to continue to use Finance as a Service as a repeat client. The discussion also expresses ...
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Video Testimonials

CFO of Roberson Stephens Gets Efficient Finance & Accounting Function From Scratch

David Westbrook, CFO of Robertson Stephens, shares his past experience joining the company under the sponsorship of Long Arc Capital and a brand new management ...
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Events and Webinars

Roberson Stephens CFO Gets Efficient Finance & Accounting Function From Scratch

David Westbrook, CFO of Robertson Stephens, shares his past experience joining the company under the sponsorship of Long Arc Capital and a brand new management ...
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Video Testimonials

Finance as a Service quickly builds a scalable finance function during a private equity carve out

Jared, CFO of Springbrook (acquired by Accel-KKR), shares his experience with an unsteady finance function, the challenging impact of a Carve-Out scenario on the finance ...
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Video Testimonials

Client Discussion with CFO of Pelitas

Cocktails & Client Discussion: Donald McClure is the CFO of Pelitas, a private-equity backed software business. During this event, Donald shares his story of how ...
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Video Testimonials

CFO of Broadway Technology discusses how CFOs can be a strategic partner to the CEO and investors

Longtime Consero client, Scott Sanders, CFO of Broadway Technology, a software and fintech company backed by Long Ridge Equity, BC Partners and HPS Investment Partners, ...
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Video Testimonials

VC-backed CEO discusses how Finance as a Service drives value in the finance function

Consero visits with longtime client, Corey Gross, CEO of Sensibill, a software and Fintech company. Corey has successfully raised Seed, Series A, and Series B ...
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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