Rachel Polson is a partner with Baker Tilly’s commercial services practice and the leader of the firm’s software and technology practice. She works with a variety of clients from the development stage to public reporting (SEC) companies. Her industry focus areas are software and technology, private equity funds and professional services. In 2009 and 2014, Rachel was recognized as one of the “Top Women in Finance” by Finance and Commerce. In 2011, Rachel was recognized as one of the “Women to Watch” for Women in Business by Minneapolis-St. Paul Business Journal.
- Serves software and technology companies at all stages, from launch through exit
- Serves as partner-in-charge on numerous SEC reporting clients and privately held companies
- Possesses in depth knowledge of SEC reporting requirements and compliance
- Experience with equity transactions including proper accounting treatment of stock options, stock warrants and equity financing
- Provides merger and acquisition support through due diligence work
- Prepares forecasting models for internal client use and use in financing transactions
- American Institute of Certified Public Accountants, AICPA Council member for five years
- Minnesota Society of Certified Public Accountants, previous chair of the board, treasurer and chair-elect
- Minnesota High Tech Association Foundation, treasurer and board member
- Public Company Accounting Oversight Board, previously on the Standing Advisory Committee
- St. Cloud State University, Advisory Board for Herberger School of Business
- TeamWomenMN, treasurer and board member, previous chair of the board and vice chair of the board
- Church finance committee
Location
Minneapolis, MN
Education
Bachelor of Science in accounting
St. Cloud State University
