Resources

Title card for 2024 CFO Survey Webinar year in review
CFO Support

2024 Year in Review: CFO Survey Insights + Predictions for 2025

Key challenges facing investor-backed CFOs and predictions for the future of finance leadership.
Events and Webinars

Financial Transformation in 90 Days: How Neil Wainwright and Consero Revolutionized Cira Apps’ Operations

Neil Wainwright, CEO of Cira Apps, discusses how partnering with Consero helped establish an efficient and cost-effective finance function within his first 90 days in-seat.
Events and Webinars

C-Suite Planning for 2025: Five Reasons to Include Outsourcing

Learn how outsourcing can help early-growth and middle-market companies competitively scale, manage costs, and hedge against economic uncertainty.
Events and Webinars

Exit Readiness Checklist, a CFO Perspective

The deal floodgates will soon open. Here’s how financial leaders and investors can proactively ensure their companies or portco stand out in a crowded marketplace.
Business team in meeting with black text for Consero's Advisory Services
CFO Support

Elevate Your Strategy with Consero’s Advisory Services

Consero's Advisory Services are designed to address critical financial challenges for businesses at various stages of growth.
Events and Webinars

Mastering Metrics: Critical KPIs for Business Success

Consero's panel of experts discuss critical KPIs businesses need to focus on for sustainable success and growth.
Events and Webinars

Effective CFO Investor Collaboration: A Win-Win Approach

In this video, our panel of seasoned experts share their wealth of knowledge in navigating the complexities of CFO-investor relationships, offering practical tips and strategies ...
Events and Webinars

Consero Client Dive-In and Dine with Chad Denton: Delivering the best impact to your investor

Watch the Client Dive-In & Dine discussion with Chad Denton, CFO of findhelp, as he shares how to deliver the best impact to investors. As ...
Audits & Due Diligence

Due Diligence Readiness: Navigating State and Local Tax Complexities in M&A Deals

Consero partners with Source Advisor to help sellers prepare for a future sale and minimize historical liabilities. We will also explain how companies currently in ...
Events and Webinars

Add-On Acquisition Readiness Part 2

With studies by Deloitte revealing that over 50 percent of acquisitions don’t achieve the expected ROI or value, businesses face a formidable challenge. How can ...
Events and Webinars

Rapid Growth: Lessons and Learnings with Keel Digital COO, Jay Fischbach

As the economy gains momentum post-downturn, business leaders and investors are refocusing on revenue growth. In this on-demand event, Keel Digital, COO, Jay Fischbach shares ...
Events and Webinars

Fueling Your Growth: The Power of Fractional CFO Services (Consero Webinar)

While the CFO role is experiencing a wave of high turnover and escalating salaries across various industries, the significance of the role has also surged. ...

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