Linkedin Youtube Facebook
Free Outsourcing ROI Calculator
Main Menu

Consero Roundtable: Security and Controls in the Finance Function

Learn best practices in cybersecurity and what financial systems and internal controls can mitigate risk in the finance function and protect your business.
Updated: May 20, 2025
YouTube player

Panel:
Vinay Pai, SVP of Engineering – Bill.com
Brian Koref, Sr. Director of Information Security – Sage Intacct
Jeanine Nosker, VP of Delivery Transformation – Consero

Host:
Bill Klein, President – Consero

Listen to this Roundtable to learn about best practices in cyber security and hear from experts on what financial systems and internal controls you can impart to mitigate risk in the finance function and protect your business from losing cash.

Related Resources

ArticlePrivate Equity Solutions

Why private equity firms get meaningful partnerships by outsourcing

April 22, 2019
Choosing to outsource accounting and the administration role is a huge decision for every private equity fund manager. With that in mind, we are here ...
Two people with pens pointing to bar graph and pie chart
ArticlePrivate Equity Solutions

How Private Equity Firms Help Their Clients By Outsourcing Finance & Accounting?

April 7, 2020
We can all agree that efficient communication is the most critical bridge between private equity firms and their clients. Since regulatory requirements are constantly changing, ...
CEO / CFO

The finance solution set is broken. How do we fix it?

July 3, 2017
  The modern CFO faces some of the same challenges that have puzzled business leaders for a long time. According to a survey of CFOs ...
ArticleCFO Support

12 Key Benefits of Hiring a Fractional CFO

June 19, 2024
A fractional CFO provides growing middle market companies access to an experienced and strategic finance professional's guidance as needed.
consero_inhouse_vs_outsource_infographic
Case Study

Leveraging the “As-A-Service” Model to Advance and Modernize the Finance Function

October 2, 2018
National not-for-profit gets experienced financial leadership and 80% reduction in debt with outsourcing THE SITUATION The Association of Latino Professionals For America (ALPFA) is a ...
Mike Dionne, CFO of RightNetworks, in a blue shirt and gray background
CFO SupportMergers and Acquisitions

CFO Transforms Role + Streamlines Acquisitions with Consero’s Fast, Flexible Solutions

June 14, 2021
Right Networks' CFO streamlined acquisitions, reduced time spent on routine tasks, and shifted focus to strategic growth with Consero.

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 410
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