Colson Strategies
Colson Strategies
At Colson Strategies, we specialize in delivering tailored bookkeeping, Controller, and CFO services that go beyond the numbers. Our team is known for our unwavering dedication to your success, providing you with the financial expertise and insights needed to drive growth and make informed decisions. We pride ourselves on being a responsive partner in the industry, ensuring that your needs are met promptly and with the utmost care. When you work with us, you’re not just getting a service provider—you’re gaining a trusted ally who’s invested in your business’s future. Our success is measured by your success, and we’re committed to helping you achieve it.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Services Offered
Client Type
Clients who would be a good fit
Our ideal customer is a small to medium-sized business owner who is growth-focused and values strategic financial management. They are seeking a trusted partner to handle their bookkeeping, Controller, and CFO needs, allowing them to concentrate on scaling their business. These business owners understand the importance of having accurate financial data and strategic insights but lack the time or expertise to manage it themselves.
They value a partner who is not only an expert in accounting but also highly responsive, reliable, and genuinely invested in their success. They may be experiencing growth or transitions in their business that require more sophisticated financial oversight, and they are looking for a team that can provide tailored solutions to support their unique needs.
Our ideal clients are proactive and engaged, appreciating a collaborative approach where their financial partner is an extension of their team, committed to driving their business forward. They are ready to invest in quality services that provide them with peace of mind and the strategic advantage they need to thrive.
They value a partner who is not only an expert in accounting but also highly responsive, reliable, and genuinely invested in their success. They may be experiencing growth or transitions in their business that require more sophisticated financial oversight, and they are looking for a team that can provide tailored solutions to support their unique needs.
Our ideal clients are proactive and engaged, appreciating a collaborative approach where their financial partner is an extension of their team, committed to driving their business forward. They are ready to invest in quality services that provide them with peace of mind and the strategic advantage they need to thrive.
Clients who wouldNOTbe a good fit
We do not provide tax services
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Works with clients across the US
6 Client Reviews
Requirements:
$250,000 Minimum Revenue
White-Glove CPA Services for Solopreneurs (Ad Agencies, Consultants, Attorneys, and More) with $250K–$2M in Revenue
Advisory Services
Bookkeeping
Fractional CFO Services
Payroll Services
Tax Preparation
Budgeting & Forecasting
Cash Flow Management
Individual Tax Preparation
Tax Planning & Strategy
Specialities
Solopreneurs
SMB Owners
$1,700-Monthly
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
