In today’s fast-paced business, finance teams face many challenges that can hinder growth, introduce new risks or increase costs. In these scenarios, highly experienced external teams can provide support and ensure success during these critical moments.
Consero’s Advisory Services focus on helping executives, investors and finance teams meet evolving critical needs during every stage in your company’s growth. During this virtual event, Consero’s Advisory Services team discussed the benefits of bringing a dedicated team of financial experts to act as a trusted partner for projects including:
- CFO Advisory Services
- Financial Planning & Analysis and KPI Reporting
- Technical Accounting & Clean-Up Projects
Consero Global Overview
Consero has revolutionized how growing businesses build their finance and accounting functions. With a mission to provide a modern alternative to in-house finance teams, the company has grown to:
- Employ over 1,500 professionals worldwide
- Support more than 300 clients
- Work with over 115 different private equity firms
- Focus on key markets including software, professional services, and healthcare
Advisory Services: Flexible Expertise for Growing Businesses
Consero’s Advisory Services are designed to address critical financial challenges for businesses at various stages of growth. The key service areas include:
1. Financial Planning & Analysis (FP&A)
An introductory approach to strategic financial management that helps businesses gain deeper insights into their financial performance.
- Development of annual budgets and rolling forecasts
- Three-statement financial modeling
- Key Performance Indicator (KPI) development
- Variance analysis for various sectors including SaaS, healthcare, and non-profits
2. Accounting & Cleanup
A comprehensive cleanup and optimization service for financial operations.
- General ledger cleanup
- Audit readiness preparation
- Revenue recognition adjustments
- Cash to accrual conversion
- Technical accounting support
3. CFO Advisory Services
Providing high-level financial leadership and strategic guidance.
- Funding readiness support
- Debt financing and refinancing
- Exit process preparation
- Treasury and cash management
- Strategic planning
When Do Businesses Need Consero?
Businesses typically seek Consero’s services during critical financial moments, including:
- Company exit process preparation
- Liquidity constraints
- Cash flow management
- Equity capital raise
- Unsolicited acquisition offers
- Poor visibility into product or unit-level economics
Flexible Engagement Models
Consero prides itself on providing adaptable solutions tailored to unique business needs, including:
- Interim leadership
- Fractional services
- Fully outsourced solutions
- Project-based support
- Transaction support
Case Study: Transformative Financial Support
Middle Market Healthcare Success Story
A real-world example demonstrates Consero’s impact:
- A $20 million revenue healthcare company with minimal in-house finance staff
- Engaged Consero for fractional CFO services
- Achieved first comprehensive audit
- Secured material debt refinancing
- Developed investor-ready financial reporting
- Ultimately transitioned to full Finance as a Service solution
Why Choose Consero?
With Consero’s proven model, honed over nearly two decades, growing businesses have access to a single solution that will unlock:
- Expertise on demand
- Scalable solutions
- Deep bench of financial professionals
- Technology-enabled service delivery
- Focus on freeing executives to concentrate on strategic priorities
Consero’s AdvisorySservices offer a strategic partnership for businesses looking to optimize their financial operations, providing flexible, expert-driven solutions that adapt to evolving business needs. If you’re ready to take control of your company’s finances, get in touch to learn how we can help.
