How AppleCare Added 5 New Clinics in 1 Year with Consero

AppleCare Doctors, a leading provider of urgent care in South Georgia, faced a common but critical bottleneck: their leadership was drowning in manual finance tasks. CEO Chase Finley found himself acting as a de facto CFO, struggling to find high-caliber accounting talent in a rural market while managing a growing network of 13 clinics.

To break free from the “daily grind” of transactional work, AppleCare partnered with Consero to implement a comprehensive Finance as a Service (FaaS) model. By automating back-office functions and migrating to a more robust software platform, Consero provided the financial transparency needed to satisfy their private equity backers at Greenridge Investment Partners and fuel an aggressive expansion strategy.

“Without Consero, we would’ve been in a significant bind. In many aspects, there’s been a night-and-day difference.” — Chase Finley, CEO, AppleCare Doctors

Company Profile

• Industry: Healthcare (multi-clinic medical provider)
• Consero solution: Finance as a Service (FaaS)
• Company size: ~170 employees; ~150,000 patients/year; ~$17M annual revenue
• Private equity sponsor: Greenridge Investment Partners

Partnership Highlights

• Reclaimed Leadership Time: Freed the CEO from spending 25% of his work week on transactional accounting and manual reporting.
• Accelerated Software Migration: Completed a seamless transition from QuickBooks to Sage Intacct in just 60 days — a full month ahead of the projected 90-day timeline.
• Enabled Rapid Expansion: Accelerated deal closure timeline for strategic partnerships by 18-24 months; opening 5 new clinics in a single year.
• Investment Readiness: Delivered high-confidence financial reporting and clean data, allowing their private equity partners to focus on strategy rather than verifying general ledger accuracy.

The Consero Solution: From Transactional to Strategic

The partnership centered on moving AppleCare away from a “backward focus” on historical data and toward a “forward focus” on growth, achieved through:

Streamlined day-to-day finance operations

• Offloaded/automated transactional accounting work that was consuming leadership bandwidth.
• Reduced time spent in the GL validating historical numbers, shifting focus to forward planning.

Integrated reporting for AppleCare and Greenridge

• Connected back-office accounting data to consistent reporting packages.
• Delivered a reliable financial baseline to support projections and capital allocation decisions.

Operational KPI reporting

• Enabled rapid calculation of performance metrics (e.g., cost per visit, procedure breakdowns) using existing billing and EMR-adjacent data.

Modernized the accounting platform

• Replaced QuickBooks with Sage Intacct and completed integration/data transfer ahead of schedule.
• Supported scalability needs as clinics were added, consolidated, or acquired.

Support for complex growth initiatives

• Helped free internal bandwidth for higher-value finance work tied to growth events, including:
  • Reconfiguring the bank line of credit to free cash for acquisitions
  • Routing accounts receivable payments to new entities
  • Creating/tweaking forecasting models

“The main benefit of Consero came from lightening the load off our day-to-day operational functions… Taking that off the plate of folks locally allows us to focus on fine-tuning new financial models as we grow and develop.” — Chase Finley, CEO, AppleCare Doctors

Accelerate Your Growth Potential

If your leadership team is stuck in transactional work, instead of focusing on the big picture, it’s time to modernize your finance function. Don’t let back-office bottlenecks stall your expansion plans or frustrate your investors.

Are you ready to gain the financial clarity and efficiency your business deserves?

Consero can help you modernize your finance function without slowing down growth. Request a consultation to free your leadership team, strengthen decision-making, and build the financial clarity needed to scale confidently.