Consero Client Dive-In and Dine with Chad Denton: Delivering the best impact to your investor

Updated: November 7, 2024

Watch the Client Dive-In & Dine discussion with Chad Denton, CFO of findhelp, as he shares how to deliver the best impact to investors. As an investor-backed CFO of a healthcare software company, Chad created a cost-effective, scalable, data-driven finance function by partnering with Consero and leveraging the Finance as a Service model.

Learn why findhelp chose Finance as a Service (FaaS) and how Consero provided:

– A standard set of financials via SIMPL® with additional custom reports as needed

– A solution and pricing structure that scales with the business with additional support as needed via Consero’s Advisory and Staff Augmentation Services

– An experienced finance & accounting team to act as a trusted advisor and close books by business day 10

– Freed executives from spending time on F&A so they could focus on strategy and developing internal team

To learn more, visit us our website:  https://conseroglobal.com/request-a-c…

YouTube player

Related Resources

Video Testimonials

Cocktails and Consero: Client Discussion with CFO of Pelitas

Cocktails & Client Discussion: Donald McClure is the CFO of Pelitas, a private-equity backed software business. During this event, Donald shares his story of how ...
CEO / CFO

3 tips for improving relations between CFO and CEO

CEOs and CFOs have more skills and responsibilities in common than ever before. They also rely on each other to operate effectively in what could ...
ArticleMetrics

2020 Finance Analytics

Thanks to today’s digital technologies, the finance sector is doing things that were previously unimaginable. Tools such as end-to-end multi-dimensional data access, for example, make ...
ArticleFinance & Accounting

How To Create a Cash Flow Forecast

Predicting future cash flow plays a critical role in maintaining the company’s health, and yet many small businesses have no satisfactory forecasting mechanism in place. ...

Why not all corporate value is created equal

  Understanding and reporting on the financial value of any company is no easy task, but it’s arguably even more difficult for startups and early-stage ...
ArticleCFO Support

CFO Value Creation in PE-Backed Exits

Consero's Tom Pierce and Jason Adams, BV Investment Partners, joined ACG's Middle Market Growth podcast to explain how PE-backed CFOs create value in successful exits.

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

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