Linkedin Youtube Facebook X-twitter
Free Outsourcing ROI Calculator
Main Menu

Effective CFO Investor Collaboration: A Win-Win Approach

Updated: April 29, 2024

In this video, our panel of seasoned experts share their wealth of knowledge in navigating the complexities of CFO-investor relationships, offering practical tips and strategies that you can implement in your own endeavors.

– David Acharya, Managing Director of Acharya Capital Partners

– Jennifer Mabe, CFO and Board Director

– Leon Chen, Managing Partner, Kayne Anderson Capital Advisors

– Tony Esposito, Managing Director, Consero

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

 

Related Resources

CEO / CFOOutsourcing

The New Standard for Growth: FP&A and Reporting Practices

August 2, 2024
Middle-market and start-up companies need a Financial Planning and Analysis (FP&A) and Reporting practice. Outsourced solutions can help overcome internal personnel or budget limitations.
ArticleFinancial Leadership

Top 6 traits of strategic CFOs

July 22, 2019
The role of the CFO is an ever-changing one. In the last decade or so, with the emergence of new technologies and new ways of ...
Events and Webinars

Finance as a Service: Buy + Build Strategy – Creating Amazing Customer Experiences and Services

November 4, 2021
Bill Klein, President of Consero, is an entrepreneur with over 20 years of experience with technology and services organizations ranging from startups to large organizations. ...
Events and Webinars

Fueling Your Growth: The Power of Fractional CFO Services (Consero Webinar)

November 10, 2023
While the CFO role is experiencing a wave of high turnover and escalating salaries across various industries, the significance of the role has also surged. ...
CEO / CFO

Will Your Back Office Stunt Your Company Growth?

September 14, 2012
Your objective is growth: steady, sustainable and accelerating. Can your back office financial operations support this growth without falling apart and adding non-scalable costs? Consider ...
Dollar signs with green, black, blue arrows representing cycle
ArticleMetrics

Accounts Receivable Turnover Ratio: Use, Formula + Calculator

March 29, 2010
Calculate the accounts receivable turnover ratio by dividing net credit sales by average accounts receivable to measure how quickly a business collects revenue from customers.

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