Linkedin Youtube Facebook
Free Outsourcing ROI Calculator
Main Menu

Cocktails and Consero: Client Discussion with CFO of Pelitas

CFO of PE-backed Pelitas shares his story of how he was able to stay focused on strategy and the 100-day plan vs. managing the finance function with Consero’s Finance as a Service.
Updated: May 20, 2025
YouTube player

Donald McClure is the CFO of Pelitas, a private-equity backed software business. During this event, Donald shares his story of how he was able to stay focused on strategy and the 100-day plan vs. managing the finance function. Donald shares his experience with Consero’s Finance as a Service (FaaS) model, and describes the value and impact it’s had on the business.

Related Resources

ArticleMetrics

The Guide to Key Metrics for SaaS and Recurring Revenue Models

June 12, 2020
Key Performance Indicators (KPIs) are the most important metrics you need to track to see how your business is doing. However, there are hundreds of ...
Laptop page showing charts and graphs
Accounting SoftwareAccounting Software

Are There Disadvantages of Using QuickBooks Online?

December 2, 2020
Some of the major disadvantages of QuickBooks Online include maintenance costs, the cost of additional features, and lack of control over your data.
Robot

The future of finance automation

November 21, 2017
Are robots swooping in to take our jobs? Not exactly, according to recent research on the subject, particularly as it relates to corporate finance and ...
Financials

What Your Financial Statements Aren’t Telling You

December 19, 2016
A key part of getting a startup off the ground is securing funding, and in many cases, this means wooing investors with an enticing pitch. ...
A circle divided in blue and orange colors
Accounting SoftwareAccounting Software

QuickBooks vs. ERP: Which Is Best for Scaling Businesses?

March 4, 2025
The right system largely depends on your stage of growth and business complexity.
47
Financial LeadershipVideo

Beer with a CFO – The top 3 things you need to do to defend a technology investment to your board

October 1, 2019
  On the recent episode of Beer with a CFO, our own Bridget Howard talked to Lynn Atchinson, former CFO of HomeAway and Spredfast, two ...

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

What's Included in FaaS
What's Included in Advisory Services
Industries We Serve
Contact Us

Consero Global LLC
1717 West 6th Street, Suite 100
Austin, TX 78703
866.588.0495

Privacy Policy  |  Cookie Policy  |  Terms of Use
SOC 2 Type II Certification in blue text and AICPA logo
Sage Partner in green and white letters

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