Resources

Case Study

Social Care Software Platform Uses Finance as a Service to Create a Scalable Finance Function

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.
Case Study

How OK2Charge Scaled the Finance Function with Finance as a Service

Serial Entrepreneur Hails the Benefits of Finance as a Service (FaaS) During a recent Client & Cocktails webinar, Consero’s Director of Private Equity & Venture ...
Case Study

How Base10 Partners is Using Finance as a Service (FaaS) to Manage the Back Office of the ManCo

During a recent Client discussion, Consero Senior Vice President of Finance Aaron Odle spoke with Jarred Morales-Mckinzie, the Director of Finance, Operations and Tax for ...
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Case Study

Multi-location Healthcare Company Streamlines Roll-up Integration and Financial Integrity for Exit Readiness

Consero is an ideal partner to realize your roll-up and exit strategy.
Case Study

How Consero gave Robertson Stephens a reliable finance & accounting function so they could focus on their next era of growth

ROBERTSON STEPHENS® With the sponsorship of Long Arc Capital, Robertson Stephens Wealth Management (“Robertson Stephens”) declared a new era for the firm, assembling an accomplished ...
Case Study

How Client-centric Tech Revolutionizes The Finance Function

The Challenge: Build What Your Customer Needs Consero Global partnered with Thinkbridge to create an elegant tech offering for their Finance as a Service solution, ...
Case Study

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

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 ...
Case Study

Consero helps Managed Services Organization deliver “investment grade” financials

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 ...
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Case Study

How Consero helped BigCommerce grow from start-up to one of the year’s hottest IPOs

For the past nine years, BigCommerce relied on Consero’s Finance as a Service [FaaS] model and found that the tech-enabled service provider scaled up well ...
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Case Study

Tritium Partners taps Consero before hiring a full-time portfolio company CFO

The private equity firm Tritium Partners tapped Consero Global before hiring a full-time portfolio company CFO, so when the ideal candidate came along, he could ...
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Case Study

PE-Backed SaaS Company Finds Fast, Flexible, Scalable Solution to Easily Handle Acquisitions

Consero helps PE-backed SaaS company resolve post-acquisition challenges and seamlessly integrate future acquisitions.
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Case Study

Controller moves her role from transactional to strategic and carves a path for professional growth

The Situation PE-backed SaaS company with $48M in revenue was experiencing rapid growth. Future acquisitions were part of their growth strategy and they knew it ...

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