Resources

Video

Why Companies Are Hiring Over and Over Again for Finance & Administration

In a small business, capital often takes over, compromising the quality of in-house finance to fit budgetary restraints. We’ve all seen it … small- to ...
Case Study

CFO gains comfort to step out of accounting function and operate in a more strategic role

Before working with Consero, Phil Murray, VP of Finance & Administration, was challenged with high volume transactions and a limited team with processes and controls ...
Video Testimonials

KIMBIA

KIMBIA provides an online fundraising and crowdfunding platform, plus digital services that are built with one goal in mind: to help customers grow their …
Video Testimonials

Austin Technology Council

ATC is the voice of Central Texas’ diverse and thriving technology and life sciences industries. By convening Austin’s top technology executives, ATC is leading …
Case Study

Overburdened CEO streamlines complex processes and upgrades accounting function through outsourcing

Consero helps TESTCo improve cash flow processes and focus on business growth The business situation TESTCo realized the need for a better finance and administration ...
Case Study

Corporate franchise gets greater scalability and lower costs from outsourcing vs. in-house solution

Sunstone Yoga was faced with rapidly growing requirements for F&A services, both at the corporate level and for a diverse group of franchisee owners. While ...
Case Study

CFO finds flexibility in the outsourcing model and keeps pace with business changes in a very seamless, cost-effective manner

Synergis Education Solves Unique Problems with Outsourcing Strategy Synergis Education (Mesa, AZ) is a tech education firm that has been expanding rapidly. With rapid growth, ...
Bill Klein, former Consero President

Does Your Finance and Accounting Drive Growth and Profitability?

Most small businesses do not understand what finance should be giving them. It’s that lack of understanding that paints a negative image in their mind ...
CEO / CFO

Consero Exceeds Fundraising Goal to Educate Orphaned Children in India

The definition of “give” is to place a specified value on something. However, the value of education is priceless – especially when you live in ...
Video Testimonials

Sparksight

When finance & accounting is not your core competency: outsource. Kelly Shores, CEO of Sparksight, leverages Consero’s Finance as a Service model to offload critical ...
Industry - Professional Services

Collective Group

Learn how the Collective Group overcame turnover challenges with outsourcing.

Four Financial Pitfalls That Derail SMB Companies

Businesses may understand what their clients and customers need, but cannot sustain consistent growth without a complete, continuously updated financial picture. We’ve seen this happen ...

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