Insights & Successes


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

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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Video Testimonials

Controller moves her role from transactional to strategic with Consero’s Finance as a Service

Michele Iovino, Senior Controller with RightNetworks, moves here role from transactional to strategic.

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Video Testimonials

CFO finds fast and flexible solution with repeatable processes to easily handle acquisitions

Mike Dionne is the CFO of a private equity-backed SaaS company with 350 employees. Their private equity sponsor was regularly evaluating acquisition targets. Mike needed …

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Video Testimonials

Private equity firm leverages Finance as a Service to quickly build strategic finance teams and get streamlined reporting

Investment Partners is a middle-market private equity firm that invests in tech-enabled and services companies. When they bring an investment into their portfolio…

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Industry - Marketplace/eCommerce


Robert Alvarez is a two-time winner of the Austin Business Journal’s “CFO of the Year”. Hear how he gained efficiency and control by eliminating manual …

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PE-backed tech firm gets instant, one-click access to all financial data with Finance as a Service

Serial entrepreneur, William Hurley (Whurley), is the CEO of a quantum computing tech company in Austin, Texas. Whurley founded Chaotic Moon which exited to …

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Consero FaaS: Disrupting the Outdated Traditional F&A Model

  • 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