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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.
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.
Finance Function Risks When Scaling eCommerce Businesses
Article

Finance Function Risks When Scaling eCommerce Businesses

December 23, 2021
Many business owners are looking to scale their eCommerce businesses but don’t have the finance function in place to do so. This is a risky ...
What is The Importance of Accurate and Timely Financial Reporting for Saas Companies?
Article

Why is Accurate and Timely Financial Reporting Important for SaaS Companies?

September 7, 2021
Financial analysis and reporting provide valuable insight, enabling companies to stay compliant while making more efficient decisions about their income or expenditure-focused initiatives. Evidence-based reporting ...
Article

Why Customer Retention Is So Important For A Recurring Revenue Business

June 19, 2020
Customer retention is defined as the act of keeping existing customers that your company has already spent money to acquire. Attracting and acquiring new customers ...
Article

The Guide to Key Metrics for SaaS and Recurring Revenue Models

June 12, 2020
Key Performance Indicators (KPIs) are the most important metrics you need to track to see how your business is doing. However, there are hundreds of ...
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Article

What Is The Best Way To Get More Accurate Financial Data About My Company?

May 18, 2020
Maintaining accurate financial information is a top priority for companies across all industries. However, many private companies struggle to obtain timely and accurate financial data ...
Article

The Guide To Gaining Better Visibility Into Your Company’s Financial Performance

May 14, 2020
Improved visibility of your company’s financial performance is essential for its growth and longevity. When your accounting systems and reporting tools don’t give you valuable insight into ...
Metrics

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

September 4, 2019
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

Bad Books Can Cost You With Private Equity Investors

May 20, 2019
Your books can make or break your next transaction.
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Article

Why PE portfolio companies struggle to generate timely & accurate financials

February 25, 2019
The private equity firms of the world deal with a lot of money – the whole market is worth around 3 trillion dollars according to ...
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Article

What challenges are faced after private equity funding?

September 27, 2018
Have you ever approached an investor for funding? If you did, then you know how challenging it can be to provide the relevant, insightful, and ...
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1717 West 6th Street, Suite 410
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