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Colson Strategies

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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.

Supported client types

Business

Specialties

E-commerce Business Owner
Franchise Owner
High Net Worth Individual
Non-Profit Organization
Qualified Small Business Stock Holder
SMB Owner
Ultra High Net Worth Individual
VC Funded

Services

About Colson Strategies

Employees
Founding year
2020
Rate range
Hourly: $95 - $250
Location
Remote
Support
Staff serving across a portfolio of client accounts
Software
Google Drive, Gusto, QuickBooks Online, Slack
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Clients who would be a good fit

Annual income
-
Annual revenue
$1,000,000 - $5,000,000 $5,000,000 - $10,000,000
$10,000,000+
Industry
Advertising & Marketing Consulting & Professional Services
Finance & Legal
Manufacturing & Hardware
Real Estate & Construction
Technology & Software
Retail & Ecommerce
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.

Clients who would NOT be a good fit

Annual income
-
Annual revenue
Pre-revenue Less than $100,000
$100,000 - $500,000
Industry
Energy & Sustainability
We do not provide tax services

Endorsements

No endorsement
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