Our previous vendor was negligent on trying to optimize annual tax savings proactively, so we ended up overpaying dramatically. Our previous was not communicative and we did not have good visibility into our books.
I knew of Jordan Ross from his online reputation and once he decided to start an accounting firm, I decided to try them.
Experience working with 8 Figure Finance
It has been GREAT. They are so responsive, proactive, organized, and knowledgeable. I've referred several friends to them and am a very happy customer.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Reply
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "It has been GREAT. They are so responsive, proactive, organized, and knowledgeable. I've referred several friends to them and am a very happy customer. ", "author": "8 Figure Finance", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
Michelle Morand
July 28, 2025
Current client since 2025
5.0
Reason for working with 8 Figure Finance
They came highly recommend from another start up founder
Experience working with 8 Figure Finance
Working with 8FF has noticeably improved our accounting operations. They’ve shortened our monthly close time and saved me several hours each month. Just as importantly, they helped clean up and streamline our processes, bringing more structure and clarity to our workflow. The team is thorough, organized, and easy to work with!
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Reply
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "Working with 8FF has noticeably improved our accounting operations. They’ve shortened our monthly close time and saved me several hours each month. Just as importantly, they helped clean up and streamline our processes, bringing more structure and clarity to our workflow. The team is thorough, organized, and easy to work with! ", "author": "8 Figure Finance", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
All business owners who need assistance in proper accounting and want reliable services
Clients who wouldNOTbe a good fit
We don't work with companies using google sheets or Quickbooks desktop.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
$50,000
Client Specialties
Services Offered
Service Pricing
Monthly Fixed Fee
$1,000
Project-Based Fee
$250
Meeting Options
In person meetings
Video meetings
Email
Client Portal/Online Platform
8 Figure Finance's Tech Stack
About 8 Figure Finance
8 Figure Finance is a financial services firm dedicated to helping business owners gain clarity and confidence in their cash flow and finances. We offer world-class accounting, bookkeeping, and CFO services designed to alleviate the stress of financial management. We are certified public accountants focus on delivering organized, timely, and enterprise-level bookkeeping with a personal touch. With a commitment to responsive communication and virtual support, 8 Figure Finance aims to be a trusted partner for businesses looking to scale effectively.
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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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.