Resources

Whitepaper

Mergers and Acquisitions Rebound for Middle-Market Growth in 2024

The year 2024 marks a significant rebound in mergers and acquisitions (M&A) within the middle-market sector. This resurgence is driven by a confluence of strategic ...
Article

12 Key Benefits of Hiring a Fractional CFO

A fractional CFO provides growing middle market companies access to an experienced and strategic finance professional's guidance as needed.
Business team in meeting with black text for Consero's Advisory Services
CFO Support

Elevate Your Strategy with Consero’s Advisory Services

Consero's Advisory Services are designed to address critical financial challenges for businesses at various stages of growth.
Case Study

Social Care Software Platform Uses Finance as a Service to Create a Scalable Finance Function

Findhelp accelerates their path to profitability by leveraging Consero's Finance as a Service model to create a cost-effective, scalable, data-driven finance function.
Article

Solving for the CFO: Staying Ahead of Growing Challenges and Demands with Consero’s Advisory Services

As the role of the CFO has evolved in recent years and become both strategic and more complex, the difficulty of sourcing CFO talent has ...
Events and Webinars

Mastering Metrics: Critical KPIs for Business Success

Consero's panel of experts discuss critical KPIs businesses need to focus on for sustainable success and growth.
Events and Webinars

Effective CFO Investor Collaboration: A Win-Win Approach

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 ...
Case Study

How OK2Charge Scaled the Finance Function with Finance as a Service

During a recent Client & Cocktails webinar, Consero’s Director of Private Equity & Venture Capital, Tony Esposito, spoke with serial entrepreneur Eric Broughton about his ...
Video Testimonials

CFO of findhelp Delivers the Best Impact to Investors Using Finance as a Service

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 ...
Events and Webinars

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

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 ...
CFO Support

How You Can Benefit from Fractional CFO Services

Fractional CFO services offer growth-stage businesses a flexible and cost effective alternative to hiring a full time CFO. Explore Consero's whitepaper to learn more if ...
Audits & Due Diligence

Due Diligence Readiness: Navigating State and Local Tax Complexities in M&A Deals

Consero partners with Source Advisor to help sellers prepare for a future sale and minimize historical liabilities. We will also explain how companies currently in ...

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