COLSON STRATEGIES SERVICES

Grow with Confidence.

COLSON STRATEGIES

Grow with Confidence.

bookkeeping.

SCOPE

Financial record-keeping and transaction management.

FOCUS

Day-to-day financial transactions and accurate record-keeping for smooth operations.

RESPONSIBILITIES

  • Recording transactions (sales, expenses, payroll)

  • Reconciling accounts

  • Managing invoicing and bill payments

  • Generating basic financial reports (P&L, balance sheet)

  • Processing payroll

WHO NEEDS IT

Every business. Bookkeeping is the foundation of financial management—without accurate financials, strategic growth isn’t possible.

controller.

SCOPE

Financial oversight and operational finance management.

FOCUS

Builds on a strong bookkeeping foundation by providing financial oversight, deeper analysis, and forward-looking insights to support business growth.

RESPONSIBILITIES

  • Financial Oversight & Leadership

  • Review of Monthly Financials

  • Financial Planning & Analysis

  • Cash Flow Management

  • KPI Tracking & Reporting

  • Process & System Optimization

WHO NEEDS IT

Businesses that require deeper financial insights, cash flow management, and advanced reporting to support growth.

cfo support.

SCOPE

High-level financial strategy and leadership.

FOCUS

Drives business growth, financial planning, and risk management.

RESPONSIBILITIES

  • Long-term financial strategy and planning

  • Financial forecasting and scenario modeling

  • Fundraising, investor relations, and capital structuring

  • Mergers & acquisitions guidance

  • Strategic decision-making (pricing, profitability analysis)

  • Advising the CEO and board on financial health

WHO NEEDS IT

Growing businesses that require financial leadership and strategic direction for growth, scaling, or investment planning.

Not sure which service is the best fit for you?

Take this quick quiz to find out.

Managing your business’s finances can be overwhelming, and knowing whether you need a bookkeeper, controller, or fractional CFO isn’t always clear. 

This quick 7-question quiz will help you assess where you might need extra financial support.

At the end, you’ll receive a personalized score along with insights on how to strengthen your financial operations—plus an option to book a free consultation with Colson Strategies.

which services are right for you?

Find Your Fit

Let’s take the guesswork out. Together, we’ll determine the services you need to accomplish your business goals.

Get Back to Building Your Business.

  • excited to have them in my corner.

    “As a female business owner, I especially love working with other smart women, so I’ve really loved working with the Colson Strategies team. They’ve helped me with bookkeeping, financial projections and models, and given me confidence in knowing the numbers in my business. Each member of the team I’ve worked with has been kind, knowledgeable, empathetic, and enthusiastic to help, which are all things I really value. I’m excited to have them in my corner as I navigate new stages of my growth in business.”

    Jessica Bishop, CEO of The Budget Savvy Bride

  • peace of mind.

    “It gives me so much peace of mind to know I hired an entire team with varying expertise and skillsets, which helps us solve problems faster and gives me solutions that work for my specific business in a timely manner.”

    Drew Sementa, CEO of Tidal Commerce

  • transformed the way we operate.

    “Working with Lauren and the team at Colson Strategies has transformed the way we operate as entrepreneurs. We know we are in good hands with Colson Strategies.”

    Megan Henken, Co-Founder of myUTI

  • CFO + COO operating experience.

    “Lauren is a smart, strategic thinker with strong problem-solving, financial management, and business operations skills. She has a powerful combination of CFO and COO operating experience that was very much appreciated during our time working together.”

    James Barbour, Investment Banker at JEGI Clarity

  • incredibly valuable.

    “Lauren was an incredibly valuable contributor as we built our finance team. No challenge was ever too big for her to take on or to small for her to care about - she’s a consummate professional and terrific teammate.”

    Phil McKeating, COO at Cirkul

OUR CLIENTS

We love working with clients fro all industries - professional services, e-commerce, media, marketing, SAAS, and more! Here are just some of our valued patterns.