Resources

Events and Webinars

2022 CFO Survey with Consero and Jack McCullough

We invite you to review the full results of the survey by clicking here:https://conseroglobal.com/2022-cfo-su… In this video, we explore what CFOs of institutionally backed companies ...
Title card for Consero interview with Jack McCullough
Events and Webinars

Secrets of Rockstar CFOs with Jack McCullough

The CFO position has evolved considerably in recent years, from what was sometimes derisively called a “bean counter” in the past to more of a ...
Article

Why Emerging Hedge Fund Managers Are Turning to Outsourcing

As the hedge fund industry grows and evolves, the fortunes of emerging managers are coming into sharper focus. While many larger funds have weathered the ...
CEO / CFO

Driving Change Through Finance & Accounting What Issues Are CFOs Grappling with Today?

A company’s need for an optimized and rigorous finance and accounting (F&A) function becomes critical after it closes an investment from private equity and venture ...
Funding Events

How to Get Venture Capital Funding at Every Stage [8 Proven Steps]

Take these steps now to simplify future fundraising.
CEO / CFO

How CFOs Can Better Manage Key Relationships

Consero’s COO and CFO Mike Dansby recently served as the moderator for a panel hosted by The CFO Leadership Council’s Austin Chapter. Members of the ...
Business meeting in a professional setting
CEO / CFO

Planning a Successful Exit: 8 Steps to Remain Funding Ready (Part II)

Venture capital companies have an insatiable appetite for cash. It takes capital to invest in the technology, R&D, new product development and staff needed to ...
CEO / CFO

Planning a Successful Exit: Understanding the Various Stages of Venture Capital Financing (Part I)

Like kindling to a campfire, most startup businesses need capital in order to grow. This capital comes in two main forms: debt and equity. Debt ...
Title card for Consero and Springbrook webinar
Mergers & Acquisitions

How Springbrook Software Navigates Private Equity Carve-Outs with FaaS

“Because we close the books in five days, I get to spend three weeks every month focused on the CEO's initiatives."
CEO / CFO

Understanding the Various Stages of Venture Capital Financing

Like kindling to a campfire, most startup businesses need capital in order to grow. This capital comes in two main forms: debt and equity. Debt ...
CEO / CFO

2022 CFO Outlook Survey: CFOs Are Optimistic, Despite Ongoing Growth Obstacles

A recent survey of middle market CFOs contains both good and bad news for business leaders. First, the good news: More than a third (66%) ...
CEO

Talent Migration: Attract and Retain Skilled Finance & Accounting Talent

Attracting and retaining talent remains a huge challenge for businesses as the nation begins to emerge from the upheaval of the pandemic. According to the ...
Events and Webinars

How to Raise VC Funding: Founder Shares Playbook from Seed to Series B

A founder shares advice on fundraising, due-diligence prep, and the value of bringing in seasoned finance partners.
CEO

Why Focusing Early on Due Diligence and Audit Preparedness is Critical to a Successful Exit

Owners and CEOs often don’t think about due diligence and audit preparedness during the early stages of the business startup. But maybe they should. Research ...
CEO

How to Manage Your Board Relations More Effectively

As a CFO, your corporate board of directors is one of your most important constituencies. Therefore, it’s critical to manage board relations carefully and strategically ...

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