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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 PixelMEDIA Integrated Two Acquisitions in One Year with Consero
March 27, 2025
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

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

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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

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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

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Business

You have a Growth Strategy – How do You Execute It?

January 10, 2017
We all know the famous admonishment regarding the tendency of our “best-laid plans” to be led astray, no matter if its designer is a mouse or ...
Financials

What Your Financial Statements Aren’t Telling You

December 19, 2016
A key part of getting a startup off the ground is securing funding, and in many cases, this means wooing investors with an enticing pitch. ...
Back Office Holding Back 3
CEO / CFO

Is finance adding value or just consuming time?

December 13, 2016
There’s no debating that every business needs to set aside some time (read: money) for basic finance operations. Whether it’s filing taxes, generating legally mandated ...
Back Office Holding Back 3
CEO / CFO

Do You Need to Audit Your Time To See How Much You Are Wasting?

December 12, 2016
This blog post was originally posted on Austin Technology Council’s weekend update on December 10, 2016. While there are many factors that determine a company’s ...
Jason Pulsifer

Four Ways Finance & Administration Can Increase Your Company’s Valuation

December 12, 2016
You’ve launched your venture, survived due diligence and raised initial start-up funding. Congratulations! Now what? In the short-term, you should follow this checklist from Nextview’s ...
klein screenshot1
Video

Two Common Business Fears When Choosing to Outsource Finance

December 8, 2016
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 ...
Back Office Holding Back 3
Article

Poor Finance Puts Your Valuation At Risk

November 14, 2016
One of ways that poor finance & accounting can really hurt your business is when a transaction is taking place. Many things determine the value ...
klein avoid risking eval
Video

How To Avoid Risking Your Valuation

November 3, 2016
One of ways that poor finance & accounting can really hurt your business is when a transaction is taking place. Many things determine the value ...
Screenshot 2016 03 21 17.02.02
Video

Tactical Solutions Can’t Fix Strategic Problems

November 3, 2016
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 ...
klein smbs video
Video

SMBs Get Connected with Enterprise-Level Accounting Solutions

October 6, 2016
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 ...
Fanned out hundred dollar bills
Article

4 Ways Finance & Accounting Can Increase Your Company’s Valuation

September 12, 2016
You’ve launched your venture, survived due diligence and raised initial start-up funding. Congratulations! Now what? A longer-term view would entail building out the infrastructure of ...
Consero Global logo followed by tagline
Article

Do You Have Financial Visibility on the Direction of Your Company?

September 8, 2016
As the leader of your company, it is your job to make sure everyone is moving in the right direction but if you don’t have ...
Back Office Holding Back 3
Article

How Do You Keep Your Financial Team Aligned With Your Company’s Needs?

August 29, 2016
It’s a paradox. One moment you have your finance team aligned with your company’s needs and then you decide to make an acquisition that will ...
Austin Technology Council 1

Four Challenges Companies Face With Their Finance Teams

August 19, 2016
This blog post was originally posted on Austin Technology Council’s weekend update on August 19, 2016.Every executive knows that a well-running finance team or finance ...
manning video 512
Video Testimonials

YouEarnedIt Client Testimonial

July 18, 2016
YouEarnedIt is a SaaS platform that drives employee recognition, engagement, and a connected culture. As a CEO, Autumn Manning wears many hats while she …
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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