Resources

Events and Webinars

Secrets of Rockstar CFOs with Consero and Jack McCullough

In this video, Bridget Howard interviews Jack McCullough, 25x CFO and Founder of the CFO Leadership Council. Based upon conversations with elite CFOs, from Silicon ...
Events and Webinars

Finance as a Service quickly builds a scalable finance function during a private equity carve out

Jared, CFO of Springbrook (acquired by Accel-KKR), shares his experience with an unsteady finance function, the challenging impact of a Carve-Out scenario on the finance ...
Events and Webinars

VC-backed CEO discusses how Finance as a Service drives value in the finance function

Consero visits with longtime client, Corey Gross, CEO of Sensibill, a software and Fintech company. Corey has successfully raised Seed, Series A, and Series B ...
Events and Webinars

CFO of Broadway Technology discusses how CFOs can be a strategic partner to the CEO and investors

Longtime Consero client, Scott Sanders, CFO of Broadway Technology, a software and fintech company backed by Long Ridge Equity, BC Partners and HPS Investment Partners, ...
Events and Webinars

Finance as a Service: Buy + Build Strategy – Creating Amazing Customer Experiences and Services

Bill Klein, President of Consero, is an entrepreneur with over 20 years of experience with technology and services organizations ranging from startups to large organizations. ...
Events and Webinars

CFO Client Discussion with Wes Edwards, CFO of Multi-Location Healthcare MSO (backed by Sverica)

Consero’s Finance as a Service enabled the newly hired CFO to focus on being a strategic partner to the CEO with confidence that the basic ...
Events and Webinars

An Interview with Bill Klein – Using technology to deliver amazing customer experiences – Season 1: Episode 1

In this episode, Bill Klein, the Co-founder and President of Consero, discusses the way they are changing the way business build and maintain the finance function with ...
Events and Webinars

Cocktails and Consero: Client Discussion with CFO of Pelitas

CFO of PE-backed Pelitas shares his story of how he was able to stay focused on strategy and the 100-day plan vs. managing the finance ...
Controls, Governance, Compliance

Consero Roundtable: Security and Controls in the Finance Function

Learn best practices in cybersecurity and what financial systems and internal controls can mitigate risk in the finance function and protect your business.
Events and Webinars

Consero Roundtable: Security and Controls in the Finance Function

Listen to this Roundtable to learn about best practices in cyber security and hear from experts on what financial systems and internal controls you can ...
Events and Webinars

Consero Roundtable: Add-on Acquisition Readiness – Is your finance team ready for that next acquisition?

Recently, Chris Hartenstein, Consero’s VP of Customer Success, hosted a conversation about the role the finance function can play in an add-on acquisition strategy and ...
CEO / CFO

Investor Roundtable: Raising Capital Amidst COVID-19 – Investors Perspective

(filmed June 4, 2020) Consero’s Private Equity Roundtables enable Investors & Portfolio CEO’s/CFO’s the opportunity to gain valuable understanding and share actionable information for the middle-market tech ...

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