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Insights & Successes

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
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Hear what our clients have to say

Video Testimonials

Events

Ok2Charge Leverages Consero’s Finance as a Service

March 29, 2023
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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Video Testimonials

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

October 7, 2022
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

May 13, 2022
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

Cocktails and Consero: Client Discussion with CFO of Pelitas

May 13, 2022
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 Client Discussion with Wes Edwards, CFO of Multi-Location Healthcare MSO (backed by Sverica)

May 13, 2022
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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Video Testimonials

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

May 13, 2022
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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Consero Global LLC
1717 West 6th Street, Suite 410
Austin, TX 78703
866.588.0495

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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