Financial Planning & Analysis

Shape Tomorrow’s Success Today

Consero’s FP&A services deliver the essential financial oversight, guidance, and insights CFOs need to confidently achieve core company objectives.

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Trusted By Innovators Who Don’t Settle

Developing a Strategy

Think Ahead for Growth That Lasts

While you focus on running your business, we help build the roadmap to achieve your financial growth goals.

Our experts work by your side to uncover what drives financial performance, understand what’s ahead, and help you act on it. With the right insights, you can make smarter moves faster and confidently scale your business.

Get a Customized Plan

FP&A Support

So Many Options

With Consero’s FP&A services, you get more than a plan—you gain a growth strategy built around your business, backed by an experienced team and proven data.

SIMPL^®—our proprietary cloud software—gives you full visibility into performance, and our team dives deep into every part of your business to surface strengths, spot opportunities, and guide smarter decisions.

Leverage our complete Finance as a Service (FaaS) model, including:

Financial leadership and strategic guidance
Financial data analysis and KPI reporting (with FP&A add-on)
Management, board, bank, and investor reporting
Planning, budgeting, and forecasting (FP&A add-on)
Audit and acquisition integration support

Get FP&A Support

Automate. Scale. Innovate. On One Platform.

From cloud accounting and customer invoicing to employee expense approvals, vendor billing, and detailed financial reporting—SIMPL^® is the fully integrated platform that streamlines your entire finance operation.

Task management, workflows, and real-time KPIs offer deeper insights and better control. Plus, with its new AI-driven capabilities, SIMPL^® not only simplifies your processes but also empowers smarter, faster decision-making for your business.

Make Finance SIMPL

How We Approach FP&A

Planning That Makes Sense

Our FP&A team helps you make confident decisions about the future of your business. We dive deep into your financial position—cash flow, ROI, market trends, and overall health—to show how you got here and where you’re headed.

From there, we work with your team to build a practical plan, budget, and forecast, then stick around to make sure it all stays on track. With Consero, you don’t just get a plan on paper—you get a partner in execution.

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One Smart Plan

Get Enterprise-Level Finance and Scalability By Next Quarter

01.
Assess Needs
Every business is unique. Our first step is understanding exactly what yours needs. By asking the right questions and gathering key information, our team quickly and cost-effectively solves your toughest finance and accounting challenges.
02.
Customize a Solution
We’ll build a tailored solution to meet both immediate and long-term needs uncovered in your assessment. With proven software, streamlined processes, and an experienced team, you can stay focused on your business—not the back office.
03.
Implement It
We speed time to value by rapidly configuring enterprise-grade software and deploying your service team. Our experts integrate with your team and build a growth plan aligned to your goals.
04.
Optimize Results
Our goal is simple: provide clear, actionable financial insight without the burden of running a finance department. With Consero, you gain a scalable plan that helps you grow and make confident decisions today and tomorrow.