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Ettore
lota Finance
Igor from lota Finance is the accountant that all modern accountants should strive to be. He has a deep understanding of accounting and business, making him a great match for entrepreneurs looking to level up their tax and bookkeeping. He is always on the cutting edge of accounting tech, making the process smoother for his clients and partners.
Jordan Smith
Nimbl
My company started using Nimbl after parting with our controller. I discovered he had not reconciled our books for nearly the entire year! I felt very hopeless and overwhelmed and reached out to Nimbl for help. They got our books in order and even helped us establish a new payroll system and process. The professionals at Nimbl have been fantastic to work with and the ROI was immediately obvious.
Robert Prentice
Graphite
Graphite has been our accounting firm since very early on and never once have we second guessed our bookkeeping, financial modeling or taxes. Everyone we have worked with there has always been punctual, communicative and a true partner. They are fantastic at what they do!
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ExploreAccountants for Bookkeeping
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
5+ more
Specialities
Solopreneurs
SMB Owners
$1,700-Monthly
Works with clients around the world
3 Client Reviews
Requirements:
No Minimum
Bookkeeping, tax planning, and tax filing made simple. Sign up, connect your banks, and get back to work.
Bookkeeping
Tax Preparation
Business Tax Preparation
Cash Flow Management
3+ more
Specialities
Venture-Backed Startups
Solopreneurs
SMB Owners
$1,000-$20,000Monthly
ExploreAccountants for Tax Preperation
Works with clients across the US
2 Client Reviews
Requirements:
No Minimum
White Glove Tax Strategy, Compliance and Accounting Services for Emerging Wealth, High Net Worth, and Founders
Bookkeeping
International Tax Services
Tax Preparation
Individual Tax Preparation
7+ more
Specialities
Venture-Backed Startups
Cryptocurrency Investors
High Net Worth Individuals
Real Estate Investors
2+ more
$2,500-Project-Based Fee
Works with clients around the world
1 Client Reviews
Requirements:
No Minimum
We offer tax, accounting, and CFO Services
Specialities
E-commerce Businesses
Franchise Owner
Non-Profit Organization
Real Estate Investors
1+ more
Connect withFractional CFO's
Works with clients around the world
2 Client Reviews
Requirements:
$1,000,000 Minimum Income, $500,000 Minimum Revenue
Ursa Consultants offers accounting and financial consulting services to startups, prioritizing scalable growth and trusted partnerships.
Advisory Services
Bookkeeping
Fractional CFO Services
Payroll Services
Specialities
Venture-Backed Startups
$1,000-$20,000Monthly
Works with clients across the US
Requirements:
No Minimum
With over a decade of experience, we specialize in the unique accounting needs of tech startups, including accounting, tax, Fractional CFO and HR.
Advisory Services
Bookkeeping
Fractional CFO Services
International Tax Services
5+ more
Specialities
Venture-Backed Startups
Franchise Owner
SMB Owners
Solopreneurs
$500-$2,000Monthly
ExploreAccountants for Year-Round Support
Works with clients around the world
3 Client Reviews
Requirements:
$500,000 Minimum Income, $500,000 Minimum Revenue
Full-Stack Finance Services for VC Backed Companies - Built By VCs themselves.
Advisory Services
Bookkeeping
Fractional CFO Services
Payroll Services
1+ more
Specialities
Venture-Backed Startups
Solopreneurs
SMB Owners
Franchise Owner
5+ more
$1,000-$20,000Monthly
Works with clients across the US
3 Client Reviews
Requirements:
$1,000,000 Minimum Income, $1,000,000 Minimum Revenue
The #1 Team Startups Rely On For Accounting & CFO - Get clean books, strategic guidance and industry specific support, all in one place.
Advisory Services
Bookkeeping
Fractional CFO Services
Tax Preparation
8+ more
Specialities
Venture-Backed Startups
E-commerce Businesses
Franchise Owner
Non-Profit Organization
2+ more
$450-$20,000Monthly
Connect withFinancial Advisors
Works with clients across the US
Requirements:
No Minimum
PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies. Ask me about Security Backed Lending!
Stock Option Planning
Executive Compensation
Exit Planning
Business Succession Planning
28+ more
Specialities
$100-$1,000Hourly Rate
Works with clients across the US
Requirements:
No Minimum
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Portfolio Management
Asset Allocation
Retirement Planning
401(k) & IRA Management
8+ more
Specialities
$12,350-Flat Fee
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. 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.
