Linkedin Youtube Facebook X-twitter
Free Outsourcing ROI Calculator
Main Menu

Insights

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

business man explaining finances

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

View All CFO Support
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

View All Finance & Accounting
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

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

Search
  • All
  • Article
  • Case Study
  • CEO / CFO
  • Events and Webinars
  • Infographics
  • Private Equity
  • Video
  • Video Testimonials
  • Whitepaper
algo
Case Study

Algo leverages Consero’s Strategic CFO Services to get the finance function in order before they could pursue acquisitions

June 30, 2021
Client leverages Consero’s Strategic CFO Services to get the finance function in order before they could pursue acquisitions. Background: PE-backed enterprise software company was looking ...
medfirst
Case Study

Consero helps Managed Services Organization deliver “investment grade” financials

June 30, 2021
RMS Healthcare is the Managed Services Organization (MSO) that manages the Med First network of clinics. RMS knew its potential as a leading MSO but ...
Consero Roundtable Security and Controls in the Finance Function
Events and Webinars

Consero Roundtable: Security and Controls in the Finance Function

June 30, 2021
Listen to this Roundtable to learn about best practices in cyber security and hear from experts on what financial systems and internal controls you can ...
What Is Outsourcing With Finance as a Service
CEO / CFO

What Is Outsourcing With Finance as a Service?

June 29, 2021
In today’s highly disrupted and unpredictable business environment, operating a company, be it a startup or a multinational organization, will come with its series of ...
The Ultimate Guide to Finance as a Service
Article

The Ultimate Guide to Finance as a Service

June 23, 2021
Finance as a Service (FaaS) can provide organizations with enhanced reliability, timeliness, and quality insight into their financial performance. This solution empowers SMBs to focus ...
Michele Iovino
Video Testimonials

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

June 14, 2021
Michele Iovino, Senior Controller with RightNetworks, moves here role from transactional to strategic.
Mike Dionne, CFO of RightNetworks, in a blue shirt and gray background
CFO Support

CFO Transforms Role + Streamlines Acquisitions with Consero’s Fast, Flexible Solutions

June 14, 2021
Right Networks' CFO streamlined acquisitions, reduced time spent on routine tasks, and shifted focus to strategic growth with Consero.
How Do You Measure Your Customer Retention Rate

How Do You Measure Your Customer Retention Rate?

June 10, 2021
Many businesses focus their attention on getting as many new customers as possible to make sales. However, loyal customers are, in fact, the foundation of ...
What Are Some Proven Strategies to Increase Customer Retention
CEO / CFO

What Are Some Proven Strategies to Increase Customer Retention?

June 8, 2021
The main priority for salespeople, regardless of the type of business or industry, is to constantly find new and effective ways of increasing revenue. At ...
What Is Customer Retention, And Why Is It Important
CEO / CFO

What Is Customer Retention, And Why Is It Important?

June 8, 2021
As time goes on, customer retention seems to become increasingly complicated. With the proliferation of consumer options, companies need to constantly adapt and find innovative ...
The Guide to Customer Retention in 2021
CEO / CFO

The Guide to Customer Retention in 2022

June 8, 2021
With more options than ever before, companies need to constantly adapt and change their tactics to keep their clients close. Customer retention has become more ...
Accounts Receivable Turnover
Article

What is a Good Accounts Receivable Turnover? [+ How to Improve]

June 8, 2021
Higher AR turnover ratios indicate efficient payment collection, but more is needed to determine if your accounts receivable turnover is "good."
What is The Accounts Receivable Turnover Ratio
CEO / CFO

What is The Accounts Receivable Turnover Ratio?

June 8, 2021
How do companies measure their efficiency? How can they calculate whether the payments they’re collecting are enough to cover their expenses and finance their future ...
What is The Accounts Receivable Turnover Formula
CEO / CFO

What is The Accounts Receivable Turnover Formula?

June 8, 2021
A good finance & accounting operation is at the heart of every successful business. It would be best to hire a professional Finance as a ...
The Ultimate Guide to Accounts Receivable Turnover in 2021
CEO / CFO

Accounts Receivable Turnover: The Ultimate Guide [2025]

June 8, 2021
Accounting is essential for any business, no matter how big or small. Some company executives have in-house accountants to handle their finances, while others outsource ...
What's Included in FaaS
What's Included in Advisory Services
Industries We Serve
Contact Us

Consero Global LLC
1717 West 6th Street, Suite 410
Austin, TX 78703
866.588.0495

Privacy Policy  |  Cookie Policy  |  Terms of Use
SOC 2 Type II Certification in blue text and AICPA logo
Sage Partner in green and white letters

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