Beer with a CFO

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/

Related Resources

CEO / CFO

CFOs can’t do it alone – finance solutions for a new era

The title of chief financial officer is certainly a coveted one, but it is arguably the most challenging of any of the C-suite positions. This ...
Case Study

Overburdened CEO streamlines complex processes and upgrades accounting function through outsourcing

Consero helps TESTCo improve cash flow processes and focus on business growth The business situation TESTCo realized the need for a better finance and administration ...
Finance & Accounting

Professionalizing the Finance Function in Your Company

Hiring a CFO might seem redundant when your business is still in its infancy. But if your company has successfully navigated the start-up stage, is ...
What is The Accounts Receivable Turnover Formula
CEO / CFO

What is The Accounts Receivable Turnover Formula?

A good finance & accounting operation is at the heart of every successful business. It would be best to hire a professional Finance as a ...
CEO / CFO

Rollup: How finance can prepare to execute a rollup

  Today’s corporate leaders are increasingly finding their traditional financial playbooks to be outdated to the point of obsolescence. Sales can be volatile, while low ...
Business people looking at tablet with charts
ArticleReporting

Why PE portfolio companies struggle to generate timely & accurate financials

The private equity firms of the world deal with a lot of money – the whole market is worth around 3 trillion dollars according to ...

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. 

Flex Finance

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.

Advisory Services

Expert advice and strategies to help you grow.

• CFO Advisory Services
• FP&A and Reporting
• Technical Accounting & Clean-Up
• Business Process and Technology Transformation

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