Investors

A proven solution for the common obstacles faced when you acquire and prepare to grow your businesses.
Our Partners
How It Works

Finance as a Service Empowers Investors

Common Challenges

  • 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
See Diagram “A”.  Investors experience this pain, and they know they want to get to an Optimized Finance & Accounting solution.

Why Common Solutions Fail

Typically, they will hire an Interim CFO or Consultant to come in and do all the clean-up transformation. This is a costly endeavor. Then, once the clean-up work is done, they hire a full-time team and implement new finance & accounting software to manage the ongoing finance & accounting functions. This is a long timeline with many steps in the process that expose them to errors. The diagram “B” below might help you visualize.

The Consero Solution

With Consero, we do ALL of the financial transformation and Ongoing Finance & Accounting

Transformation
  • Cash to GAAP conversion
  • Clean-up work
  • Interim oversight & support
  • Accounting software Implementation
Ongoing F&A
  • Monthly financials
  • Daily accounting support
  • Management reporting
  • Integrate add-on acquisitions
The Value of Consero has Been Proven Many Times Over

No matter where you find yourself in the investment lifecycle

Very often, when you acquire a company there are obstacles in the finance & accounting function that need to be fixed. We quickly and effectively solve the most common portfolio company challenges. Consero’s Finance as a Service solution will save you months of time, management distraction and headaches. Our experienced finance professionals keep your valuable portco personnel focused on critical initiatives.

Initial Acquisition

Newly acquired companies often need to be professionalized. This transformation may include: cleaning up accounting records, upgrading from basic bookkeeping to an enterprise-grade finance and accounting function and implementing scalable processes.

Finance as a Service is a superior alternative to the tedious task of building in-house. We provide the financial expertise along with an industry-leading software platform to rapidly optimize the reliability and scalability of your company’s financial operations and enable strategic decision making.

Growing in Lockstep

Easily adjust to the complexities and changing reporting needs as the business grows. Onboard acquisitions with a fast, flexible solution and repeatable processes that deliver accurate and up-to-date reporting so your portcos can quickly review metrics and maintain a strategic focus.

Positioning for Exit

The fruits of your labor are ready for market. Thanks to Consero, the books of your portfolio companies are buttoned up, audit ready, and our due diligence support will contribute to an efficient exit.

Comparative steps to set up an optimized finance & accounting function

Optimized F&A Function

  • Transactions processed quickly and accurately
  • Books closed in 3 to 10 business days with audit and diligence ready financials
  • Internal and external reporting needs met
  • CFO time spent on strategic initiatives vs. operational accounting
    Future-proofed for growth
Need Proof?

What A Top CFO Says About Partnering With Consero

“You guys have been great. It is unfortunate that we had to fix what my old accounting team did prior to Consero. Their mistakes were painful, but you all have been phenomenal.”

David Moore - CEO Smartech
Our Services

Consero’s Finance as a Service offering is a fully managed solution

For over a decade, the expert team at Consero has refined processes and incorporated software to provide stakeholders with clear insight into company performance and guidance to identify opportunities that can improve performance.

Through the combination of integrated industry-leading software and a dedicated team of experienced finance professionals, Consero delivers all of the services necessary to support your company’s daily operations.

On-demand project-based strategic support to assist in driving the business ahead

Analysis, planning & budgeting, forecasting, operational KPIs

Monthly financial statements, management reporting, month-end close, statutory reporting and audit support

Accounts payable, accounts receivable, employee expenses, reconciliations and month-end close support

Enterprise-grade general ledger, digital accounts payable, time and expense, account reconciliation automation and more

What we provide to your portfolio companies

Accelerated Path To Finance & Accounting Optimization

Consero’s FaaS Solution delivers substantial, and ongoing benefits for your company, starting with services that can be up and running in as little as 30 days with minimal impact on your day-to-day operations.

However, compressing time to value is just one of the many reasons to partner with Consero.

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

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