5.0
Average rating
1
Client Reviews
$5,000 to $12,000
Monthly Fixed Fee
What Our Clients Say
5.0
1 Client Reviews
Stacey Krauss, Psy.D., ABPP
August 9, 2025
Client from 2024 - 2025
5.0
Reason for working with Sorso
We engaged Stan based on his extensive experience in financial planning and analysis, as well as his deep understanding of capital structure planning.
Experience working with Sorso
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.
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.
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.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
Annual revenue of at least $1M, US-based, SaaS, Fintech, Digital, Healthcare companies, consulting
Clients who wouldNOTbe a good fit
Businesses with less than $1M in annual revenue, as well as those in the real estate sector
Client Specialties
Preferred Industries
Industries Sorso doesNOTserve
Services Offered
Service Pricing
Monthly Fixed Fee
$5,000 to $12,000
Monthly Retainer
$5,000
Meeting Options
In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform
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
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
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.
