Resources

Mike Dionne, CFO of RightNetworks, in a blue shirt and gray background
CFO Support

CFO Transforms Role + Streamlines Acquisitions with Consero’s Fast, Flexible Solutions

Right Networks' CFO streamlined acquisitions, reduced time spent on routine tasks, and shifted focus to strategic growth with Consero.
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Video Testimonials

Private equity firm leverages Finance as a Service to quickly build strategic finance teams and get streamlined reporting

Investment Partners is a middle-market private equity firm that invests in tech-enabled and services companies. When they bring an investment into their portfolio…
Industry - Marketplace/eCommerce

BigCommerce

Robert Alvarez is a two-time winner of the Austin Business Journal’s “CFO of the Year”. Hear how he gained efficiency and control by eliminating manual ...
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CEO

PE-backed tech firm gets instant, one-click access to all financial data with Finance as a Service

Serial entrepreneur, William Hurley (Whurley), is the CEO of a quantum computing tech company in Austin, Texas. Whurley founded Chaotic Moon which exited to …
Video Testimonials

YouEarnedIt Client Testimonial

YouEarnedIt is a SaaS platform that drives employee recognition, engagement, and a connected culture. As a CEO, Autumn Manning wears many hats while she …
Video Testimonials

KIMBIA

KIMBIA provides an online fundraising and crowdfunding platform, plus digital services that are built with one goal in mind: to help customers grow their …
Video Testimonials

Austin Technology Council

ATC is the voice of Central Texas’ diverse and thriving technology and life sciences industries. By convening Austin’s top technology executives, ATC is leading …
Industry - Professional Services

Collective Group

Many smart executives have great intuition, but lack the financial information to confidently make decisions. It becomes harder to run a business on instinct when ...
Video Testimonials

Sparksight

When finance & accounting is not your core competency: outsource. Kelly Shores, CEO of Sparksight, leverages Consero’s Finance as a Service model to offload critical ...

Consero FaaS: Disrupting the Outdated Traditional F&A Model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