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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.
What’s the Best Way for Early-Stage Private Equity Firms to Handle Finance and Operations?
Private Equity

What’s the Best Way for Early-Stage Private Equity Firms to Handle Finance and Operations?

July 11, 2023
The rapid growth of the private equity industry over the past decade is breeding a new set of PE fund managers and firm founders. A ...
CEO / CFO

What are the Secrets of Rock Star CFOs?

July 11, 2023
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 ...
CEO / CFO

How CFOs Can Better Manage Key Relationships

May 31, 2022
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)

May 31, 2022
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)

May 17, 2022
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

Understanding the Various Stages of Venture Capital Financing

May 4, 2022
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

How to Realize Value from Cloud Computing

March 30, 2022
Cloud computing has come a long way in recent years as business leaders have overcome initial concerns about the security of storing and transmitting sensitive ...
CEO

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

March 10, 2022
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 / CFO

How the Finance Function Creates Value for Private Equity Portfolio Companies

January 27, 2021
When we look at the typical finance and accounting function within a company, we’ll find a range of accounting activities – payroll administration, customer invoicing, ...
Private Equity

Achieving a Higher Standard for the Finance Function Amid COVID-19

August 3, 2020
The standards still apply COVID-19 might feel like a reason to suspend the usual priorities, but now more than ever, the finance function at portfolio ...
CEO / CFO

FaaS Resiliency: Why Some Finance as a Service Providers Are Built to Last

July 17, 2020
The economic fallout from COVID-19 has already prompted the closure of one notable FinTech provider, leading some to wonder about the health of the rest of ...
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Consero Global LLC
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