Hourglass Advisors
Typically responds within 100 hours
FOUNDING YEAR
2024
NUMBER OF EMPLOYEES
2 - 5 employees
TRANSACTION EXPERIENCE
M&A under $10M
M&A $10M-$50M
LOCATION
-
SUPPORT
Dedicated Staff
Hourglass Advisors
Hourglass Advisors provides fractional CFO, accounting, and tax services to online businesses, including coaches, consultants, SaaS companies, education businesses, and e-commerce brands. We offer an all-in-one financial solution, bundling CFO strategy, tax planning, and accounting into a seamless monthly service.
Our team specializes in cash flow management, financial forecasting, profit optimization, and tax efficiency, ensuring our clients scale profitably while staying compliant. Unlike traditional accounting firms, we focus on growth-driven businesses, providing real-time insights and proactive strategies rather than just historical bookkeeping.
With dedicated CFO oversight, we help businesses make data-driven decisions, minimize tax liabilities, and maximize their valuations when it’s time to exit. Whether you’re hitting $50K per month or scaling to $10M+ annually, we act as your financial partner, ensuring your numbers drive profitability, efficiency, and long-term success.
We don’t just handle numbers—we help you grow.
Our team specializes in cash flow management, financial forecasting, profit optimization, and tax efficiency, ensuring our clients scale profitably while staying compliant. Unlike traditional accounting firms, we focus on growth-driven businesses, providing real-time insights and proactive strategies rather than just historical bookkeeping.
With dedicated CFO oversight, we help businesses make data-driven decisions, minimize tax liabilities, and maximize their valuations when it’s time to exit. Whether you’re hitting $50K per month or scaling to $10M+ annually, we act as your financial partner, ensuring your numbers drive profitability, efficiency, and long-term success.
We don’t just handle numbers—we help you grow.
Services Offered
Client Specialties
Service Pricing
Monthly Retainer
$3,000
Quarterly Retainer
$7,200
Project-Based Fee
Meeting Options
Video meetings
Phone
Email
Client Portal/Online Platform
In person meetings
Clients who would be a good fit
Our ideal client is an online business owner or entrepreneur generating at least $50,000 per month in revenue and looking for financial clarity, strategic growth, and tax efficiency. They operate in industries such as coaching, consulting, SaaS, education, or e-commerce, and they value data-driven decision-making over reactive bookkeeping.
They likely:
✅ Have profitable operations but lack real-time financial insights.
✅ Want cash flow management, profit optimization, and tax planning strategies to scale efficiently.
✅ Are growth-minded, aiming to reach $1M+ in annual revenue or preparing for an exit.
✅ Prefer a trusted partner who handles their financials while they focus on business growth.
✅ Operate in a remote-first, online-friendly environment and embrace technology.
They understand that hiring a bookkeeper isn’t enough—they need a fractional CFO team to guide them through financial strategy, tax savings, and business scaling.
They likely:
✅ Have profitable operations but lack real-time financial insights.
✅ Want cash flow management, profit optimization, and tax planning strategies to scale efficiently.
✅ Are growth-minded, aiming to reach $1M+ in annual revenue or preparing for an exit.
✅ Prefer a trusted partner who handles their financials while they focus on business growth.
✅ Operate in a remote-first, online-friendly environment and embrace technology.
They understand that hiring a bookkeeper isn’t enough—they need a fractional CFO team to guide them through financial strategy, tax savings, and business scaling.
Clients who wouldNOTbe a good fit
Our services are not a good fit for:
❌ Small businesses or startups making less than $50K per month – Our expertise is best suited for companies with consistent revenue looking for strategic financial guidance, not basic bookkeeping.
❌ Business owners who only want compliance-based accounting – If you’re just looking for tax prep or historical bookkeeping with no interest in financial strategy, forecasting, or cash flow management, we’re probably not the right fit.
❌ People unwilling to embrace technology – We work with modern, cloud-based tools to provide real-time insights. If you prefer manual processes, paper receipts, or spreadsheets over automation, we’re not the right match.
❌ Solopreneurs without growth plans – If you’re running a lifestyle business with no intention of scaling beyond your current size, you likely won’t see the full value of our CFO and advisory services.
We work best with growth-focused, online-first businesses that want strategic financial guidance, not just bookkeeping.
❌ Small businesses or startups making less than $50K per month – Our expertise is best suited for companies with consistent revenue looking for strategic financial guidance, not basic bookkeeping.
❌ Business owners who only want compliance-based accounting – If you’re just looking for tax prep or historical bookkeeping with no interest in financial strategy, forecasting, or cash flow management, we’re probably not the right fit.
❌ People unwilling to embrace technology – We work with modern, cloud-based tools to provide real-time insights. If you prefer manual processes, paper receipts, or spreadsheets over automation, we’re not the right match.
❌ Solopreneurs without growth plans – If you’re running a lifestyle business with no intention of scaling beyond your current size, you likely won’t see the full value of our CFO and advisory services.
We work best with growth-focused, online-first businesses that want strategic financial guidance, not just bookkeeping.
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 platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. 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.
