Testimonials

What Our Clients Say

We’ve partnered with some of the best in the business. Here’s what a few have said about working with Consero.

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“BridgeView CFO Solutions has been a valuable member of our management team, saving us time, money and most importantly providing peace of mind. We recognize they have our best interests in mind in a way rarely seen in an outsourced solution, and have no doubt they’re working hard for us every day. We appreciate knowing there is always an expert available to discuss a wide range of questions and provide actionable guidance on matters of importance at every level to our firm.”

Brad Greiwe - Managing Director, Fifth Wall Ventures Management, LLC

“We have been a day one client of BridgeView CFO Solutions since 2006 and view them as a critical part of our daily operations. Their team members are knowledgeable, intelligent, and act as true partners to Whale Rock. BridgeView has saved us time and money by providing industry level expertise and controls around cash movements which, had we attempted to replicate in house, would have necessitated the hiring of additional operations staff. I truly feel that having a Management Company service provider will become industry best practice in the coming years and I fully expect BridgeView CFO Solutions to be an industry leader in this space.”

Brian Falahee - CPA, CFA, Chief Financial Officer, Whale Rock Capital, LLC

“Working with BridgeViewCFO created tremendous improvements in our business. The kind and helpful team upgraded and improved our accounting systems, researched employee benefit plans, and streamlined our banking and cash management. The team works directly with my staff and our vendors and in doing so have been able to take many distractions off of my plate. And without my asking, Shannon renegotiated better pricing for us with one of our vendors and also reduced our banking fees by analyzing and eliminating unnecessary services. Dominic has been fast, accurate, and responsive with our accounting needs and has created special reports that assist me in meeting our regulators data requests. When I need to talk through a high level accounting or HR idea, Diana has been a great sounding board. I recommend BridgeView CFO to friends in the business regularly and without hesitation.”

Sonya Dreizler Schinske - CFP, President & CEO, Protected Investors of America, Inc.

“BridgeView provides Sunrise Capital with an outstanding, fully-integrated, highly transparent, and full-service CFO solution that allows us to focus on our core competency of investing and client service. Best of all, this solution is a small fraction of the cost of an on-staff CFO and thereby allows us to invest more into other critical aspects of our business. Partnering with BridgeView several years ago continues to prove itself as one of the best business decisions we’ve made in our nearly four decade history and we recommend their services to any financial services business that is looking to run its business more efficiently and cost-effectively.”

Jason S. Gerlach - 
CEO and Managing Partner, Sunrise Capital Partners, LLC

“With Diana & team, it’s just that – ‘& team’. When you work with BridgeView you get the benefit of working with an entire team to handle all of your business needs, a team that is deep, knowledgeable, constantly learning and flexible enough to remain timely and responsive. With BridgeView a deliverable is accompanied with a clear expectation along with a date that is unwavering, a concern is always met with a thoughtful response seasoned with experience and finished products are always accepted with trust and confidence.”

John Attwell - COO, Altx, Inc.

“ParkLexington helps set-up and optimize investment managers including all of the business functions as well as the front, middle and back-office. Whenever we set up an investment manager, we highly recommend BridgeView CFO Solutions to manage the corporate finance and accounting of the firm. BridgeView not only manages the books, payroll and treasury but is also an extremely valued advisor to the partners of the new Investment Manager. BridgeView’s staff is second to none and enables the portfolio team to focus on driving excess returns for their clients rather than the administration of managing the corporate finance function. We are always delighted to work with BridgeView and highly recommend them to all small to mid-sized asset managers.”

John Detweiler - Managing Partner, ParkLexington Advisors

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