CFO Consulting Services provides project related services on a fully customized basis — ensuring our clients can meet their current high-priority organizational needs from strategic fund raising to strategic planning to process development and optimization.

Companies often require specialized help in finance as they go through different stages of growth. Bringing the right skillset for the problem and leveraging a standard allows Consero to consistently help our clients evolve and optimize their financial operations in the face of changing needs as they grow.

The team’s expert CFO consultant service handles a diverse range of industries and works with businesses in all stages. From raising capital at startup to M&A transactions for growing organizations, we help owners make the best decisions possible.

The business stages where Consero help ensure you maximize your business value creation include:


  • 3 year business model
  • Capital requirements analysis
  • Pricing strategy and analysis
  • Accounting & reporting structure optimization
  • Baseline performance

Capital Raise

  • Funding options and business objectives alignment
  • Investor targeted financial summary
  • Creation of investor pitch deck
  • Prospective investor introductions
  • Finance representation at investor meetings
  • Deal negotiation support

Capital Deployment

  • Strategic planning support
  • Detailed operational budget & forecast
  • Reporting and analysis of financial performance vs. plan
  • Establish deeper KPIs for measuring operational performance
  • Investor communication
  • Board meeting representation

M&A Transactions

  • Buy-side support
  • Sell-side support
  • Post-transaction integration support

·        “Consero provides the financial backbone that grows and changes alongside high-growth organizations, all the while offering critical financial planning and analysis support.”

William Hurley (Whurley)CEO, Strangeworks

“Because Consero had my finance & accounting completely buttoned up, including all supporting documentation, we were able to complete our transaction with a very quick and easy diligence process and maximize the valuation of the business.”

Eric BroughtonCEO, Esupply Systems

·        “It’s a one-stop shop and is incredibly beneficial to us. It’s why we’ve been able to improve the financial condition of the organization over the last three years.”

Gabe RodriguezTreasurer, Association of Latino Professionals for America

“My Consero team continues to look ahead. They not only handle their day to day tasks, but continuously work on improving process. Reporting is always accurate and on time.”

Randy PrintzCFO, ClearCube