President

Bill Klein

Get to know our team

Bill is an entrepreneur with over 20 years of experience with technology and services organizations ranging from startups to large organizations. He is passionate about helping small and mid-size businesses reach their full potential and leverages a wide range of expertise in sales, product management and business operations to help Consero’s pursuit to drive more value for their customers. Bill is directly responsible for supporting all business development and marketing functions. In addition, he develops and drives innovative strategies for the integration of technology into Consero’s Finance as a Service offerings. Bill’s passion for those who struggle to get a fair start extends into his support of the Miracle Foundation which is an Austin-based non-profit that helps orphan children in third world countries. While he is out of the office, he also enjoys spending time with his beautiful wife and two sons and rooting for the Boston sports teams he grew up with in New England. Bill earned an MBA degree from the University of Texas at Austin and a Bachelor of Science degree in Engineering from Worcester Polytechnic Institute.

My mission is really to connect companies with an F&A solution that can provide them with the financial information they need to make more informed decisions. I’m passionate about the benefits, and the people at Consero that deliver incredible service."

Consero FaaS: Disrupting the Outdated Traditional F&A Model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