Resources

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Article

How to Keep Track of Your Company’s Financial Health

Keeping track of your company’s financial health is crucial because it’s the only way to measure how your business is doing financially. Doing that can ...
Metrics

Beer with a CFO: Which KPIs your investors want to see

Tom Kieley, CEO and Co-Founder of SourceDay, sits down with Consero to discuss the most important KPIs private equity-backed companies with recurring revenue models need ...
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Article

The Most Important KPIs You Need For Better Decision Making Are Data-Driven

Tracking and monitoring key data-driven KPIs will help make more consistently sound business decisions to propel your company's growth forward.
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Article

5 Most Important SaaS Metrics Investors Need to See

These are the five most important metrics at each stage of your journey to reach $100 million with your SaaS company.
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Article

5 Metrics Private Equity Investors Want to See

During the due diligence process, PE investors look at key metrics to feel confident in your company's financial health and growth prospects before investing.
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Article

KPIs that every SaaS company should be measuring

Enabled by the ubiquity of the internet and adopted by businesses and consumers everywhere, the software-as-a-service model has proven itself a winner incredibly quickly. But ...
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Article

4 Metrics to Benchmark Your Finance Function Performance

Measure the ROI and efficiency of your F&A teams using these metrics.
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Article

Markup vs. Margin: What is the Difference? [+ Calculator]

Markup is the percentage difference between cost of goods sold and the selling price, gross margin is the percentage difference between the selling price and ...
Article

How To Create a Cash Flow Forecast

Predicting future cash flow plays a critical role in maintaining the company’s health, and yet many small businesses have no satisfactory forecasting mechanism in place. ...
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Article

Accounts Receivable Turnover Ratio: Use, Formula + Calculator

Calculate the accounts receivable turnover ratio by dividing net credit sales by average accounts receivable to measure how quickly a business collects revenue from customers.

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