Resources

Events and Webinars

CFO & Investor Roundtable: Building a Financial Survival Kit for Portfolio Companies

Most CFOs and private equity firms didn’t build COVID-19 into any of their investment cases, but that doesn’t mean they’re powerless to respond. The pandemic ...
Article

The CFO’s Guide to Crisis Management and Business Continuity Planning

As the world finds itself in the grip of a worldwide viral outbreak, an overwhelming sense of uncertainty is felt everywhere. The nature of the ...
Back Office Holding Back 3
CEO / CFO

How Outsourcing Your Finance and Accounting Will Save You Time And Money

Sound financial management and accurate financial reporting are essential for any growing business. A skilled finance department requires full-time employees that may or may not meet ...
Back Office Holding Back 3
Article

How Better Accounting and Finance Can Help Control Costs

Introducing a cost control program and eliminating waste is critical in reducing costs and saving money in your accounting and finance department. Depending on your ...
Two pairs of hands, one pointing to charts and one using a black calculator
Article

What Is The Best Way To Get More Accurate Financial Data About My Company?

Maintaining accurate financial information is a top priority for companies across all industries. However, many private companies struggle to obtain timely and accurate financial data ...
Back Office Holding Back 3
CEO / CFO

How Do I Better Understand The Financial Position Of My Company?

The financial position of your company is the primary concern of every investor. Your financial strength is a clear indicator of your overall progress. Understanding ...
Article

The Guide To Gaining Better Visibility Into Your Company’s Financial Performance

Improved visibility of your company’s financial performance is essential for its growth and longevity. When your accounting systems and reporting tools don’t give you valuable insight into ...
Two people with pens pointing to bar graph and pie chart
Article

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

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, ...
Article

The 5 Laws of Cash Management in a Crisis

Everyone understands that cash management is a top priority when trouble hits, but the scale and intensity of the fallout from COVID-19 leaves little room ...
Man holding a dollar sign with other blue icons and private equity in white text
Article

How Does BPO Financial Accounting Work For Private Equity Firms

Business process outsourcing (BPO) has seen a considerable increase in market demand during the last few years. According to research, the BPO industry is expected ...
Article

How Private Equity Firms Maximize Portfolio Value by Outsourcing Finance & Accounting

To strengthen and continuously improve their private equity portfolio, private equity firms need to go beyond the traditional role of being a mere provider of ...
Article

How Could Outsourcing Finance & Accounting Help Your Private Equity Firm?

To achieve the level of productivity and efficiency that allows a private equity firm to maintain financial stability and ability to scale, many PE firms ...
Article

The Guide To Outsourcing Finance & Accounting For Investor-Backed Businesses

If you want to grow your business as a private equity firm, lowering operational costs and maximizing ROI across all portfolio companies should be your ...
Article

Fail-safe finance for roll-ups

Private equity firms embarking on buy and build strategies should have a plan to effectively scale the finance function, says Consero Global’s President, Bill Klein. ...
Four men in business suits shaking hands
Article

What are the services provided by an outsourced finance & accounting firm?

When the CFO and finance department spend all their time trying to keep their financial statements and records straight, there is little time left to ...

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