{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "Stan was an immense help, building forecasting models for SaaS and desktop software products with multiple pricing and subscription duration options, and consumed by multiple customer segments each with their own new and returning business purchasing behaviours. Always professional, responsive and thorough, as well as patient when our data quality left something to be desired or was difficult to provide. Thank you, Stan! Definitely recommended!", "author": "Dave Yarnall", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Stan has worked as our fractional CFO for several years now. If we had the scale, we would look to onboard him full time. He has been instrumental in helping us navigate our ongoing financial management including help with the board decks, strategic planning and fundraising. I couldnt recommend him enough.", "author": "Michael Nelskyla", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Stan was very easy to deal with, brought extension existing models to speed the process of completing the work needed to put in place detailed cash management processes, and to build a detailed model to support several M&A negotations and simultaneous fund raising efforts. I have worked with Stan at 2 companies and would engage him again as a fractional CFO or financial modelling consultant. ", "author": "Peter Suma", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Stan and the Sorso team we terrific. I would highly recommend them to anyone who is looking a fractional CFO, strategic financial advice or fundraising strategy.", "author": "Joel Wright", "reviewRating": { "@type": "Rating", "ratingValue": "5" } } { "@context": "https://schema.org", "@type": "Review", "reviewBody": "Stan helped us implement a sophisticated monthly KPI process that delivered consistent, actionable insights and gave me a clearer understanding of my company than I’d ever had before. He developed an excellent annual budget for our multi-location business, improving the clarity and structure of our planning, and created well-crafted, data-driven presentations for a variety of stakeholders. Stan was responsive, consistently produced high-quality work, and made us feel like we were more than just another client. He worked effectively with both our internal team and external accounting vendors, fostering smooth collaboration. When we later progressed to hiring a full-time CFO, they noted that Stan’s work was solid and provided a strong foundation for our continued growth. I’ve already recommended Stan to others and would do so again without hesitation.", "author": "Stacey Krauss, Psy.D., ABPP", "reviewRating": { "@type": "Rating", "ratingValue": "5" } }
5.0
Average rating
5
Client Reviews
$0
Minimum Annual Income
$2M
Minimum Annual Revenue
What Our Clients Say
5.0
5 Client Reviews
Dave Yarnall
Client from 2021 - 2025
Experience working with Sorso
Stan was an immense help, building forecasting models for SaaS and desktop software products with multiple pricing and subscription duration options, and consumed by multiple customer segments each with their own new and returning business purchasing behaviours. Always professional, responsive and thorough, as well as patient when our data quality left something to be desired or was difficult to provide.
Thank you, Stan! Definitely recommended!
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": "Stan was an immense help, building forecasting models for SaaS and desktop software products with multiple pricing and subscription duration options, and consumed by multiple customer segments each with their own new and returning business purchasing behaviours. Always professional, responsive and thorough, as well as patient when our data quality left something to be desired or was difficult to provide. Thank you, Stan! Definitely recommended!", "author": "Sorso", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
Michael Nelskyla
Current client since 2020
Experience working with Sorso
Stan has worked as our fractional CFO for several years now. If we had the scale, we would look to onboard him full time. He has been instrumental in helping us navigate our ongoing financial management including help with the board decks, strategic planning and fundraising. I couldnt recommend him enough.
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": "Stan has worked as our fractional CFO for several years now. If we had the scale, we would look to onboard him full time. He has been instrumental in helping us navigate our ongoing financial management including help with the board decks, strategic planning and fundraising. I couldnt recommend him enough.", "author": "Sorso", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
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Sorso's Tech Stack
About Sorso
If you want to ensure that you have reliable data for making business decisions, never run out of cash, and maintain a predictable cash flow, we can review your financials and prepare a free report on the status of your finances. As a part of our free financial review service, we analyze various aspects of your business's financial health to identify opportunities and potential areas of improvement. The service includes:
* Quality of Financial reports * Financial Statement Analysis * Cash Flow Analysis * Budget Review * Analysis of business metrics
What you will get:
- Identify discrepancies or inefficiencies in financial reports for a healthier financial status - Gain a deeper understanding of your business’s financial standing through detailed financial statement analysis, helping you pinpoint areas for growth and improvement - Identify potential issues affecting cash flow early on, allowing for timely interventions to avoid financial distress - Review and fine-tune your budget to align better with organizational goals, aiding in cost-saving and improved profitability
Disclaimer
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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.