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Stay informed and find the solution to your finance and accounting challenges with Consero's research, events and webinars, case studies, and more.

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Featured Resources

Accounting SoftwareArticle
9 Best QuickBooks Alternatives for Scaling Businesses [2025]
ArticleReporting
Why is Accurate and Timely Financial Reporting Important for SaaS Companies?
ArticleFinance as a Service
What is Finance as a Service? How it Works + Benefits of Outsourced Finance and Accounting

CFO Support

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CFO Support
2024 Year in Review: CFO Survey Insights + Predictions for 2025
December 18, 2024
CFO Support
Exit Readiness Preparation: A Complete CFO Checklist
December 5, 2024
Article
CFO Value Creation in PE-Backed Exits
November 15, 2024

Finance & Accounting

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Accounting Software
Consero Offers Finance & Accounting Expertise for Every Stage of Your Company
November 15, 2024
CFO Support
Elevate Your Strategy with Consero’s Advisory Services
May 27, 2024
Article
The Future of The Professional Service Sector
October 12, 2021

Finance as a Service

View All Finance as a Service
Finance as a Service
How A Nonprofit CEO Leveraged Finance as a Service
December 12, 2024
Events and Webinars
Financial Transformation in 90 Days: How Neil Wainwright and Consero Revolutionized Cira Apps’ Operations
November 18, 2024
Accounting Software
Consero Offers Finance & Accounting Expertise for Every Stage of Your Company
November 15, 2024

Metrics

View All Metrics
Events and Webinars
Mastering Metrics: Critical KPIs for Business Success
April 29, 2024
Article
7 Ways to Improve Your Cash Flow Right Now
May 2, 2023
Article
Finance Function Risks When Scaling eCommerce Businesses
December 23, 2021

Outsourcing

View All Outsourcing
Article
Signs Your Portco Isn’t Ready for an Exit (+ How to Prepare)
December 19, 2024
CFO Support
2024 Year in Review: CFO Survey Insights + Predictions for 2025
December 18, 2024
CEO / CFO
The New Standard for Growth: FP&A and Reporting Practices
August 2, 2024

Accounting Software

View All Accounting Software
Accounting Software
9 Best QuickBooks Alternatives for Scaling Businesses [2025]
March 10, 2025
Accounting Software
QuickBooks vs. ERP: Which Is Best for Scaling Businesses?
March 4, 2025
Accounting Software
Signs Your Organization Has Outgrown its Finance & Accounting Software
October 7, 2022

Artificial Intelligence

View All Artificial Intelligence
Article
What is digital transformation and why is it important?
February 10, 2020
Article
How is machine learning used in finance?
February 10, 2020
Article
What is the future of finance and accounting?
February 3, 2020

Reporting

View All Reporting
CEO / CFO
The New Standard for Growth: FP&A and Reporting Practices
August 2, 2024
Case Study
Social Care Software Platform Uses Finance as a Service to Create a Scalable Finance Function
May 22, 2024
Article
Finance Function Risks When Scaling eCommerce Businesses
December 23, 2021

All Resources

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Events and Webinars

Exit Readiness Checklist, a CFO Perspective

September 17, 2024
The deal floodgates will soon open. Here’s how financial leaders and investors can proactively ensure their companies or portco stand out in a crowded marketplace.
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CEO / CFO

The New Standard for Growth: FP&A and Reporting Practices

August 2, 2024
Middle-market and start-up companies need a Financial Planning and Analysis (FP&A) and Reporting practice. Outsourced solutions can help overcome internal personnel or budget limitations.
Whitepaper
Whitepaper

Mergers and Acquisitions Rebound for Middle-Market Growth in 2024

July 23, 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 ...
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Article

12 Key Benefits of Hiring a Fractional CFO

June 19, 2024
A fractional CFO provides growing middle market companies access to an experienced and strategic finance professional's guidance as needed.
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CFO Support

Elevate Your Strategy with Consero’s Advisory Services

May 27, 2024
Consero's Advisory Services are designed to address critical financial challenges for businesses at various stages of growth.
CASE STUDY
Case Study

Social Care Software Platform Uses Finance as a Service to Create a Scalable Finance Function

May 22, 2024
Findhelp accelerates their path to profitability by leveraging Consero's Finance as a Service model to create a cost-effective, scalable, data-driven finance function.
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Article

Solving for the CFO: Staying Ahead of Growing Challenges and Demands with Consero’s Advisory Services

May 16, 2024
As the role of the CFO has evolved in recent years and become both strategic and more complex, the difficulty of sourcing CFO talent has ...
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Events and Webinars

Mastering Metrics: Critical KPIs for Business Success

April 29, 2024
Consero's panel of experts discuss critical KPIs businesses need to focus on for sustainable success and growth.
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Events and Webinars

Effective CFO Investor Collaboration: A Win-Win Approach

April 14, 2024
In this video, our panel of seasoned experts share their wealth of knowledge in navigating the complexities of CFO-investor relationships, offering practical tips and strategies ...
How OK2Charge Scaled the Finance Function with Finance as a Service
Case Study

How OK2Charge Scaled the Finance Function with Finance as a Service

March 4, 2024
During a recent Client & Cocktails webinar, Consero’s Director of Private Equity & Venture Capital, Tony Esposito, spoke with serial entrepreneur Eric Broughton about his ...
Client DD Findhelp Presentation 1 1
Video Testimonials

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

February 15, 2024
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 ...
Client DD Findhelp Presentation 1
Events and Webinars

Consero Client Dive-In and Dine with Chad Denton: Delivering the best impact to your investor

February 13, 2024
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 ...
How You can Benefit from Fractional CFO Services
CFO Support

How You Can Benefit from Fractional CFO Services

February 5, 2024
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 ...
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Audits & Due Diligence

Due Diligence Readiness: Navigating State and Local Tax Complexities in M&A Deals

January 23, 2024
Consero partners with Source Advisor to help sellers prepare for a future sale and minimize historical liabilities. We will also explain how companies currently in ...
Case Study Base10 1
Case Study

How Base10 Partners is Using Finance as a Service (FaaS) to Manage the Back Office of the ManCo

January 17, 2024
During a recent Client discussion, Consero Senior Vice President of Finance Aaron Odle spoke with Jarred Morales-Mckinzie, the Director of Finance, Operations and Tax for ...
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What's Included in Advisory Services
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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