photo of Katie Swanson, CPA, CVA

Katie Swanson, CPA, CVA

Founder, Change Collaborative



Katie Swanson is the founder of Change Collaborative. She believes start-ups and small business owners should have the data necessary to drive growth and make future plans that maximizes the value of their business upon exit. Her CPA firm specializes in startups and high-growth soon to exit small businesses with actual or projected revenue ranging from $2 million to $20 million. She collaborates with high-growth complex businesses around business strategy, financial and scenario planning and modeling, digitalization, and exit planning. Companies come to her to understand cash runway, monitor cost control, develop and implement financial strategy and metrics tied to that strategy, oversee production of managerial and financial reports, and to collaborate with an advisory team for business transition.

Mentor Statement: I am a business nerd. I love all things business and am so energized by watching and helping others succeed. Being a mentor is a way I can give to the entrepreneur ecosystem.