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Beer with a CFO

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Updated: April 2, 2024

Strategic CFOs Bubble up their Top Advice

ADVICE 1 – Steve Isom, CFO Bloomerang 3 Tips for Your Recession Survival Guide

ADVICE 2 – Chris Capprio, CFO Focus Technology Becoming CFO of the Year – Tips to Guide Your Path

ADVICE 3 – Bolanle Williams-Olley, CFO Mancini Diffy How to Build Your Career Boldly

ADVICE 4 – Phil Murray, CFO Camp Gladiator Cost Management Tactics to Survive Economic Uncertainty

ADVICE 5 – Jen Ford, former CFO Turnkey Vacation (acquired by Vacasa) 3 Tips for New CFOs

ADVICE 6 – Dave Dolmanet, CFO Brycomm How to Avoid Pitfalls in Your First 100 Days as CFO

ADVICE 7 – Jessica Hamilton, CFO Active Prospect SaaS KPIs: Give Investors Meaningful Data

ADVICE 8 – Rey Madolora, CFO Tips on Driving Digital Transformation

 

To learn more about Consero and the benefits of using the Finance as a Service model, you can request an introduction here: https://conseroglobal.com/request-a-consultation/

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Finance as a Service

Cutting edge technology, processes, and people in a fully-managed solution to deliver precise financial visibility and improved operational scalability, plus a lower and more predictable cost structure. 

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Keep your existing technology and processes. We can manage the back-office F&A function from end-to-end process, including closing the books. When you need skilled talent, we can supplement your F&A team.

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• Technical Accounting & Clean-Up
• Business Process and Technology Transformation

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Consero FaaS: Disrupting the Outdated Traditional F&A Model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