Financial Services for High-Growth Companies

OUR SERVICES

Fractional CFO

and/or finance team

Can’t afford a full-time CFO and/or accounting staff? Only need part-time finance support?

Our team is your partner, your trusted advisor to help guide your growth. We offer ongoing financial services from CFO to bookkeeper, functioning as your full finance and accounting team, or supplementing your existing team.

Interim CFO

and/or finance team

Have a short-term gap on your team? Looking to recruit a full-time employee and expect it to take a while?

Our team can fill the gap while you search for the perfect long-term replacement. We’ll even help with your recruiting process.

M&A Support

Facing an exciting acquisition opportunity? Don’t have the high-level finance role or strategic know-how on your team that you need to execute the deal?

We offer financial support through the deal process, providing the guidance and strategy you need to maximize your return.

Working through the diligence process can be a full-time job, on top of running your company. Our team ensures you have the support you need for the deal to run smoothly while continuing to grow the company. We’ve closed more than $165MM in deals and counting!

Financial Modeling

Need a financial model or cash flow forecast to help you guide your business?

A financial model is a great way to guide your vision, test out new product lines, and keep yourself accountable to your business goals. We’ve built models for high-growth companies, as well as pre-revenue companies that are going through the fundraising process, helping them identify the best value to raise and financial metrics to include in their pitch deck.

Cash flow can make or break a company. Our team prepares custom models based on your business needs to project what your future cash flow will look like and help you prepare for surplus or shortages in your near future. From there, we can help you manage your cash flow via financing options or strategic alternatives.

Finance/Accounting Audit

Not ready to bring on finance help or not sure what you need?

Hire us to conduct a finance/accounting audit. We dive into your current systems and structure and report on strengths and weaknesses. We’ll provide you a detailed report with action items, templates for financial reporting and analysis, month-end close checklists, forecast templates, account reconciliations, internal control outlines, SOPs, and anything else that’s helpful for you.

Recruiting Assistance

Hiring finance/accounting talent and need an expert in the field to help you recruit and interview?

Our team is well versed in finding top talent in our field. We have experience managing large teams and recruiting for roles from VP of Finance to Staff Accountant. Leaning on our expertise will help you identify top applicants and reduce the time you spend interviewing and vetting.

Have Something Else in Mind?


WHAT OUR CLIENTS SAY

Lauren was an incredibly valuable contributor as we built our finance team. She joined during a period of incredibly rapid growth in our early days and helped us to establish a very solid foundation, then she scaled with us as we grew the team and professionalized our processes. No challenge was ever too big for her to take on or too small for her to care about – she's a consummate professional and terrific teammate.

Phil McKeating
COO at Cirkul

Working with Lauren and the team at Colson Strategies has transformed the way we operate as entrepreneurs. As first-time founders, hiring Lauren as a fractional CFO was one of the best decisions we made. Her guidance and expertise were instrumental in the development of our financial modeling. Her team has also helped us implement financial best practices to streamline our invoicing and bookkeeping. We know we are in good hands with Colson Strategies!

Megan Henken
Co-Founder at myUTI

Lauren is, without question, a world-class CFO. I had the opportunity to work with her on a daily (sometimes hourly) basis on a successful sell-side process and she never, ever, put a foot wrong. Lauren is a smart, strategic thinker with strong problem-solving, financial management and business operations skills. She has a powerful combination of CFO & COO operating experience that was very much appreciated during our time working together. I highly recommend Lauren and hope to have the opportunity to work with her again in the future.

James Barbour
Investment Banker at JEGI Clarity


the team

Lauren Colson

Founder, CFO

Rachel Dutcher

Operations Manager

Stephanie Brock

CFO Consultant

Jim Doucher

CFO Consultant

Lauren Adalfio

Controller

Jessica Hernandez

Bookkeeper

Katrina Hamilton

Bookkeeper

Courtney Wagoner

Bookkeeper


SOME OF OUR CLIENTS


Contact us

Reach out to info@colsonstrategies.com
or send us an email right from this form


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