Whitepapers

Consero’s FaaS solution is revolutionizing the way companies build and maintain their finance function. Read on to explore our impact and the value we bring businesses.

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Mergers 1
CFO Support

Exit Readiness Preparation: A Complete CFO Checklist

Investor-backed CFOs are expected to lead their businesses through successful exits. Tom Pierce and Steve Isom share how to prepare to maximize shareholder value.
Whitepaper
Whitepaper

Mergers and Acquisitions Rebound for Middle-Market Growth in 2024

The year 2024 marks a significant rebound in mergers and acquisitions (M&A) within the middle-market sector. This resurgence is driven by a confluence of strategic ...
How You can Benefit from Fractional CFO Services
CFO Support

How You Can Benefit from Fractional CFO Services

Fractional CFO services offer growth-stage businesses a flexible and cost effective alternative to hiring a full time CFO. Explore Consero's whitepaper to learn more if ...
How Consero Clients are Transforming the Finance Function with Finance as a Service
Finance as a Service

How Consero Clients are Transforming the Finance Function with Finance as a Service

Consero hosts Synacor and RecoveryOne how Finance as a Service successfully transformed their finance functions into agile, cost-effective powerhouses.
Beer with a CFO
Whitepaper

Beer with a CFO

Strategic CFOs Bubble up their Top Advice ADVICE 1 – Steve Isom, CFO Bloomerang 3 Tips for Your Recession Survival Guide ADVICE 2 – Chris ...
Thriving in Uncertain Times
Whitepaper

Thriving in Uncertain Times

Strategic CFOs offer advice for dealing with economic downturns “Uncertainty” might be an understatement when it comes to the current business and economic environment. With ...
A Recession Playbook for Managing Finances and Operations
Whitepaper

A Recession Playbook for Managing Finances and Operations

Today’s economic environment presents CFOs with more uncertainty than many have ever faced in their careers. This makes it critical to devise a playbook for ...
Economic Downturn Tech Trends
Whitepaper

Economic Downturn: Tech & Trends

The Critical Role of Finance as a Service (FaaS) in Today’s Finance and Accounting Marketplace New data underscores the critical role that outsourcing plays in ...
Whitepaper How Venture Backed Companies Can Remain Funding Ready
Whitepaper

How Venture-Backed Companies Can Remain Funding Ready

An e-book exploring the differences between private equity and venture capital along with steps VC-backed firms can take to be funding ready at all times. ...
Whitepaper Four Tenets of Finance as a Service FaaS A New Standard of Service
Whitepaper

Four Tenets of Finance as a Service (FaaS): A New Standard of Service

With the proliferation of companies selling “Finance as a Service” (FaaS) options, it may seem as if FaaS is merely a new marketing term for ...
consero imag two
Finance as a Service

5 Powerful Advantages of Finance as a Service (FaaS) for Investment Management Firms

Consero’s Finance as a Service (FaaS) is a fully-managed back office solution that blends leading financial technology and a skilled finance & accounting team designed ...
Guide whitepaper image
Whitepaper

Guide to Outsourced Finance & Accounting for Investment Management Firms: The Finance as a Service solution

Alternative Asset Managers face a pressing dilemma. Their focus is rightly on managing their investments and relationships with investors, but they still need to fulfill ...
consero_inhouse_vs_outsource_infographic
Industry - Marketplace/eCommerce

5 Common Mistakes PE-Backed Companies Make in Finance & Accounting [+ How to Fix]

Private Equity firms need the Finance & Accounting team to deliver clear insights quickly. But too often, they are re-creating the wheel—implementing software, hiring professionals ...
Cover image for Consero Rollup whitepaper
Investor - Initial Acquisition

How to Build a Scalable Finance & Accounting Platform for Successful Rollups

For those Private Equity (PE) firms employing a rollup strategy, it’s critically important to develop a systematic, repeatable process to onboard acquisitions quickly and get ...
consero_inhouse_vs_outsource_infographic
Artificial Intelligence

How CFOs Maximize the Value of Software and AI to Drive Better Business Decisions

CFOs today must leverage software and artificial intelligence (AI) to improve their organization’s financial performance, decision-making, and competitive edge. This e-book covers the pathways to ...

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