Insights & Successes

Videos

Sit back while we show you how Finance as a Service is revolutionizing the finance function.

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Mergers Acquisitions pic
Video

Lack of scalability will hinder your business growth

You have survived and thrived as a startup. You have customers and a healthy balance sheet. Does your business have the potential to multiply revenue ...
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Mergers Acquisitions pic
Video

Poor financial visibility hinders strategic operational decision making

In today’s competitive economy businesses are required to make decisions faster than ever. Businesses need direct insight into the status of their processes and financial ...
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Video

Two Common Business Fears When Choosing to Outsource Finance

Bill Klein, President of Consero Global, explains two fears that companies face when choosing to go with a BPO or a managed financial solution. Executives ...
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Video

Tactical Solutions Can’t Fix Strategic Problems

Bill Klein, President of Consero Global explains that many companies realize they have a broken financial process and usually try to fix it by doing ...
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Video

How To Avoid Risking Your Valuation

One of ways that poor finance & accounting can really hurt your business is when a transaction is taking place. Many things determine the value ...
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Video

SMBs Get Connected with Enterprise-Level Accounting Solutions

Consero is a Latin word that means “To Join” or “Connect”. In this video, Bill Klein, President of Consero Global, outlines why he and Scott ...
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Consero FaaS: Disrupting the Outdated Traditional F&A Model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