Blog
June 2, 2025
Are Financial Advisors Overpriced?
Kimberly Green
cofounder
Financial advisors aren’t just for investing. Explore the real value behind AUM fees—including tax...
May 24, 2025
The Hidden Costs of Bad Bookkeeping: Why Your Valuation Suffers Before You Even Negotiate
Kimberly Green
cofounder
Bad bookkeeping doesn’t just stress you out—it can tank your business valuation. Discover the hidden...
Kimberly Green
cofounder
In your 50s and thinking about retirement? Discover which type of financial advisor is best for your...
Kimberly Green
cofounder
Founders: Your Qualified Small Business Stock (QSBS) could be disqualified by common legal...
Kimberly Green
cofounder
From work-in-progress schedules to 263A capitalization—learn 5 high-ROI services a...
Kimberly Green
cofounder
From rent-roll reconciliation to 1031 tracking—see 5 key services a property-management CPA...
Kimberly Green
cofounder
Rising food costs and tip rules killing profit? See 5 high-ROI services a restaurant CPA...
Kimberly Green
cofounder
Deferred revenue, R&D credits, messy cap tables—see why a startup CPA matters, real pricing, and 5...
Kimberly Green
cofounder
Gig-worker or freelancer? See the write-offs you’re missing, real CPA pricing, and signs it’s time to...
Kimberly Green
cofounder
See pricing for cloud, freelance, and controller options—plus 7 reasons startups switch to pro...
Kimberly Green
cofounder
Download a monthly & quarterly bookkeeping checklist, tool stack tips, and red flags that signal...
Kimberly Green
cofounder
See pricing models, ROI math, and 3 mini-cases that prove when a part-time CFO beats a full-time hire.
May 14, 2025
Do I Need a Fractional CFO? 7 Signs You’re Ready
Kimberly Green
cofounder
Struggling with runway, fundraising, or messy KPIs? Spot seven signals it’s time to hire a...
Kimberly Green
cofounder
Physicians juggle W-2, 1099, and big equipment buys. Discover five tax moves to save six figures...
Kimberly Green
cofounder
Staking, bridging, NFTs—see how a crypto-savvy CPA handles tax traps and five mistakes that...
Kimberly Green
cofounder
Equipment write-offs, practice buy-ins, AR chaos—see five ways a dental-practice CPA saves money...
Kimberly Green
cofounder
Estate taxes, QSBS, multi‑state filings—learn five critical services HNW accountants provide and...
Kimberly Green
cofounder
Managing $5 M+? Vet advisors with eight key questions, red‑flag answers, and a wealth‑ready...
Kimberly Green
cofounder
Crossing $500 K and feeling stretched? See how a specialist advisor pays for itself—and the signs...
Kimberly Green
cofounder
Before you trust your money to anyone, ask these 10 must‑know questions. Spot red flags fast and hire...
Kimberly Green
cofounder
Use this monthly and year-end bookkeeping checklist to stay organized, save money, and...
Kimberly Green
cofounder
You can do your own bookkeeping—but should you? Here’s what every small business owner...
Kimberly Green
cofounder
If you're a solopreneur, doing your own books can be overwhelming. Here's how to streamline your...
Kimberly Green
cofounder
Explore the top bookkeeping software options for small businesses. Compare features, pricing, and...
May 3, 2025
How Much Does a Bookkeeper Cost?
Kimberly Green
cofounder
Find out how much bookkeepers charge per hour or month and what affects their rates—plus how to...
Kimberly Green
cofounder
Bad books lead to bad decisions. Here are the top bookkeeping mistakes founders make—and what...
May 2, 2025
Stop Doing Your Own Bookkeeping
Kimberly Green
cofounder
Think DIY bookkeeping is saving you money? It might be costing you more than you think. Here’s...
May 2, 2025
Can I Do My Own Bookkeeping?
Kimberly Green
cofounder
Yes, you can do your own bookkeeping—but should you? Learn when it makes sense to DIY, when to...
May 1, 2025
When Should You Hire a Bookkeeper?
Kimberly Green
cofounder
If you’re spending too much time on books or earning $250K+, it’s time to hire a bookkeeper...
Kimberly Green
cofounder
Learn how to find a qualified bookkeeper for your business. Discover what to look for, red flags to...
April 30, 2025
Best Accounting Software for Small Businesses in 2025
Kimberly Green
cofounder
Discover the top accounting software picks for small businesses in 2025, from QuickBooks to Xero...
Kimberly Green
cofounder
Discover the real responsibilities of a bookkeeper, what they track, tools they use, and how to know...
Kimberly Green
cofounder
Learn which mistakes on your 1099 or W-9 forms could lead to IRS penalties or audits. Avoid...
Kimberly Green
cofounder
Discover when and why you need a W-9 form. Essential guide for freelancers and small business...
Kimberly Green
cofounder
Learn how to properly complete IRS Form 1099-NEC for contractor payments in 2025...
April 23, 2025
Why Your Startup Needs a Fractional CFO (Not Just a CPA)
Kimberly Green
cofounder
Startups need more than tax help. Discover why hiring a fractional CFO can unlock growth...
April 22, 2025
Financial Advisor for Entrepreneurs: 6 Must‑Have Skills
Kimberly Green
cofounder
Scaling fast? Vet advisors with these six skills, red‑flag answers, and a founder‑focused checklist.
April 21, 2025
I'm redoing Sam's List
Kimberly Green
cofounder
Sam's List is supposed to be the Yelp for financial professionals
April 21, 2025
Ecommerce Accounting Services: What You Need to Know
Kimberly Green
cofounder
Running an ecommerce business? Discover why specialized ecommerce accounting services are...
April 20, 2025
Why Startups Need Specialized Accountants
Kimberly Green
cofounder
Startups face unique financial challenges. Learn why working with an accountant who specializes in...
April 19, 2025
How to Find the Best Accountant for Small Businesses
Kimberly Green
cofounder
Searching for an accountant for your small business? Learn what to look for, common mistakes to...
April 18, 2025
How to Hire an Ecommerce Bookkeeper
Kimberly Green
cofounder
Find out how to hire the right ecommerce bookkeeper to keep your finances accurate...
April 17, 2025
Sam's List is 1 years old!
Kimberly Green
cofounder
A year ago, I didn’t know if Sam’s List would work. 12 months later, we’ve helped 2,500+...
Kimberly Green
cofounder
Master the financial side of your ecommerce business. Learn essential ecommerce accounting...
Kimberly Green
cofounder
Discover top CPAs for entrepreneurs and small business owners. Find tax experts who understand...
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