866.588.0495 Client Login INVESTORS A proven solution for the common obstacles faced when you acquire and prepare to grow your businesses. Our Partners HOW IT WORKS Finance as a Service Empowers Investors Common Challenges 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 See Diagram “A”. Investors experience this pain, and they know they want to get to an Optimized Finance & Accounting solution. View Diagram A Why Common Solutions Fail Typically, they will hire an Interim CFO or Consultant to come in and do all the clean-up transformation. This is a costly endeavor. Then, once the clean-up work is done, they hire a full-time team and implement new finance & accounting software to manage the ongoing finance & accounting functions. This is a long timeline with many steps in the process that expose them to errors. The diagram “B” below might help you visualize. View Diagram B The Consero Solution With Consero, we do ALL of the financial transformation and Ongoing Finance & Accounting Transformation Cash to GAAP conversion Clean-up work Interim oversight & support Accounting software Implementation Ongoing F&A Monthly financials Daily accounting support Management reporting Integrate add-on acquisitions THE VALUE OF CONSERO HAS BEEN PROVEN MANY TIMES OVER No matter where you find yourself in the investment lifecycle Very often, when you acquire a company there are obstacles in the finance & accounting function that need to be fixed. We quickly and effectively solve the most common portfolio company challenges. Consero’s Finance as a Service solution will save you months of time, management distraction and headaches. Our experienced finance professionals keep your valuable portco personnel focused on critical initiatives. Initial Acquisition Newly acquired companies often need to be professionalized. This transformation may include: cleaning up accounting records, upgrading from basic bookkeeping to an enterprise-grade finance and accounting function and implementing scalable processes. Finance as a Service is a superior alternative to the tedious task of building in-house. We provide the financial expertise along with an industry-leading software platform to rapidly optimize the reliability and scalability of your company’s financial operations and enable strategic decision making. The carve-out conundrum: Effective steps to fast track the finance & accounting function READ MORE » August 27, 2019 Setting up a successful rollup platform for $300M PE-backed software firm READ MORE » August 30, 2019 How to Build a Scalable Finance & Accounting Platform for Successful Rollups READ MORE » November 1, 2019 Growing in Lockstep Easily adjust to the complexities and changing reporting needs as the business grows. Onboard acquisitions with a fast, flexible solution and repeatable processes that deliver accurate and up-to-date reporting so your portcos can quickly review metrics and maintain a strategic focus. Corporate franchise gets greater scalability and lower costs from outsourcing vs. in-house solution READ MORE » February 22, 2016 PE-backed tech firm gets instant, one-click access to all financial data with Finance as a Service READ MORE » December 20, 2018 CFO finds fast and flexible solution with repeatable processes to easily handle acquisitions READ MORE » January 30, 2020 Positioning for Exit The fruits of your labor are ready for market. Thanks to Consero, the books of your portfolio companies are buttoned up, audit ready, and our due diligence support will contribute to an efficient exit. Private equity firms embrace Finance as a Service to ensure a swift and smooth due diligence READ MORE » November 17, 2019 Consero seamlessly integrates new acquisitions and supports due diligence for a profitable exit READ MORE » December 10, 2019 Consero helped PE-backed software firm get clean, accurate, audit-ready financials, and streamlined processes READ MORE » December 10, 2019 Comparative steps to set up an optimized finance & accounting function Optimized F&A Function Transactions processed quickly and accurately Books closed in 3 to 10 business days with audit and diligence ready financials Internal and external reporting needs met CFO time spent on strategic initiatives vs. operational accounting Future-proofed for growth NEED PROOF? What A Top CFO Says About Partnering With Consero See What Other Top CFOs Have To Say “You guys have been great. It is unfortunate that we had to fix what my old accounting team did prior to Consero. Their mistakes were painful, but you all have been phenomenal.” DAVID MOORE - CEO SMARTECH OUR SERVICES Consero’s Finance as a Service offering is a fully managed solution For over a decade, the expert team at Consero has refined processes and incorporated software to provide stakeholders with clear insight into company performance and guidance to identify opportunities that can improve performance. Through the combination of integrated industry-leading software and a dedicated team of experienced finance professionals, Consero delivers all of the services necessary to support your company’s daily operations. Strategic CFO Support (add-on) On-demand project-based strategic support to assist in driving the business ahead Financial Planning & Analysis (add-on) Analysis, planning & budgeting, forecasting, operational KPIs Controller-Level Compliance & Reporting Monthly financial statements, management reporting, month-end close, statutory reporting and audit support Transactional Accounting Accounts payable, accounts receivable, employee expenses, reconciliations and month-end close support Industry Leading Pre-Integrated Software Platform Enterprise-grade general ledger, digital accounts payable, time and expense, account reconciliation automation and more WHAT WE PROVIDE TO YOUR PORTFOLIO COMPANIES Accelerated Path To Finance & Accounting Optimization Consero’s FaaS Solution delivers substantial, and ongoing benefits for your company, starting with services that can be up and running in as little as 30 days with minimal impact on your day-to-day operations. However, compressing time to value is just one of the many reasons to partner with Consero. Connected Data More Time on Strategic Initiatives Audit & Due Diligence Ready Process & Controls Financial Visibility Poised for Growth WHAT'S INCLUDED IN FAAS Transactional Bookkeeping Controller Level Compliance & Reporting Financial Planning & Analysis (Add-On) Strategic CFO Support (Add-On) INDUSTRIES WE SERVE Software/SaaS Professional Services Marketplace eCommerce Health Tech/Services Investment Management Firms CONTACT US Consero Global LLC 1717 West 6th Street, Suite 410 Austin, TX 78703 866.588.0495 Contact Us | Privacy Policy | Cookie Policy | Terms of Use