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Cover image for post "Are Financial Advisors Worth It? The Real ROI Behind the Fee"
Financial advisors aren’t just for investing. Explore the real value behind AUM fees—including tax...
Cover image for post "The Hidden Costs of Bad Bookkeeping | How It Hurts Your Valuation"
Bad bookkeeping doesn’t just stress you out—it can tank your business valuation. Discover the hidden...
Cover image for post "Best Financial Advisors for Retirement in Your 50s | Sam’s List"
In your 50s and thinking about retirement? Discover which type of financial advisor is best for your...
Cover image for post "QSBS Disqualification Risks: What Founders Must Know to Preserve the $10M Exemption"
Founders: Your Qualified Small Business Stock (QSBS) could be disqualified by common legal...
Cover image for post "Accountant for Construction Companies: Job-Cost & WIP Made Easy"
From work-in-progress schedules to 263A capitalization—learn 5 high-ROI services a...
Cover image for post "Accountant for Property Management Companies: Rent-Roll to ROI"
From rent-roll reconciliation to 1031 tracking—see 5 key services a property-management CPA delivers...
Cover image for post "Accountant for Restaurants: Food-Cost KPIs & Tax Tips"
Rising food costs and tip rules killing profit? See 5 high-ROI services a restaurant CPA provides—plus...
Cover image for post "Accountant for Startups: Cash-Burn Control & Fund-Raise Ready"
Deferred revenue, R&D credits, messy cap tables—see why a startup CPA matters, real pricing, and 5...
Cover image for post "Accountant for Self-Employed: Taxes, Write-Offs, and Cost"
Gig-worker or freelancer? See the write-offs you’re missing, real CPA pricing, and signs it’s time to...
Cover image for post "Bookkeeping Services for Startups: DIY vs. Outsource Cost Guide"
See pricing for cloud, freelance, and controller options—plus 7 reasons startups switch to pro...
Cover image for post "Bookkeeping Checklist for Small Business: 12 Must-Do Tasks"
Download a monthly & quarterly bookkeeping checklist, tool stack tips, and red flags that signal...
Cover image for post "Fractional CFO Services: What They Cost & When They Pay Off"
See pricing models, ROI math, and 3 mini-cases that prove when a part-time CFO beats a full-time hire.
Cover image for post "Do I Need a Fractional CFO? 7 Signs You’re Ready"
Struggling with runway, fundraising, or messy KPIs? Spot seven signals it’s time to hire a part-time CFO.
Cover image for post "Accountant for Doctors: 5 Tax Moves to Save Six Figures"
Physicians juggle W-2, 1099, and big equipment buys. Discover five tax moves to save six figures...
Cover image for post "Accountant for Crypto Investors: DeFi, NFTs & the IRS"
Staking, bridging, NFTs—see how a crypto-savvy CPA handles tax traps and five mistakes that...
Cover image for post "Accountant for Dentists: Drill Down on Tax & Cash Flow"
Equipment write-offs, practice buy-ins, AR chaos—see five ways a dental-practice CPA saves money...
Cover image for post "Accountant for High‑Net‑Worth Individuals: 5 Services You Can’t Ignore"
Estate taxes, QSBS, multi‑state filings—learn five critical services HNW accountants provide and...
Cover image for post "Financial Advisor for HNW Individuals: 8 Questions You Must Ask"
Managing $5 M+? Vet advisors with eight key questions, red‑flag answers, and a wealth‑ready...
Cover image for post "Financial Advisor for Small Business: When Is It Worth It?"
Crossing $500 K and feeling stretched? See how a specialist advisor pays for itself—and the signs...
Cover image for post "10 Smart Questions to Ask a Financial Advisor in 2025"
Before you trust your money to anyone, ask these 10 must‑know questions. Spot red flags fast and hire...
Cover image for post "Bookkeeping Checklist for Small Business Owners"
Use this monthly and year-end bookkeeping checklist to stay organized, save money, and prepare for tax...
Cover image for post "Can Small Business Owners Do Their Own Bookkeeping?"
You can do your own bookkeeping—but should you? Here’s what every small business owner needs to...
Cover image for post "Bookkeeping for Solopreneurs: How to Stay Organized and Save Time"
If you're a solopreneur, doing your own books can be overwhelming. Here's how to streamline your...
Cover image for post "Best Bookkeeping Software for Small Businesses (2025 Guide)"
Explore the top bookkeeping software options for small businesses. Compare features, pricing, and...
Cover image for post "How Much Does a Bookkeeper Cost? (Monthly + Hourly Rates)"
Find out how much bookkeepers charge per hour or month and what affects their rates—plus how to...
Cover image for post "7 Common Bookkeeping Mistakes (and How to Avoid Them)"
Bad books lead to bad decisions. Here are the top bookkeeping mistakes founders make—and what...
Cover image for post "Stop Doing Your Own Bookkeeping—Here’s Why"
Think DIY bookkeeping is saving you money? It might be costing you more than you think. Here’s...
Cover image for post "Can I Do My Own Bookkeeping? What to Know Before You DIY"
Yes, you can do your own bookkeeping—but should you? Learn when it makes sense to DIY, when to...
Cover image for post "When Should You Hire a Bookkeeper? 5 Signs It’s Time"
If you’re spending too much time on books or earning $250K+, it’s time to hire a bookkeeper...
Cover image for post "How to Find a Good Bookkeeper for Your Business"
Learn how to find a qualified bookkeeper for your business. Discover what to look for, red flags to...
Cover image for post "Best Accounting Software for Small Businesses in 2025"
Discover the top accounting software picks for small businesses in 2025, from QuickBooks to Xero...
Cover image for post "What Does a Bookkeeper Actually Do? Responsibilities, Tools & When to Hire"
Discover the real responsibilities of a bookkeeper, what they track, tools they use, and how to know...
Cover image for post "Common 1099 and W-9 Filing Mistakes to Avoid (2025)"
Learn which mistakes on your 1099 or W-9 forms could lead to IRS penalties or audits. Avoid...
Cover image for post "What Is a W-9 Form? Guide for Small Business Owners (2025)"
Discover when and why you need a W-9 form. Essential guide for freelancers and small business...
Cover image for post "How to Fill Out a 1099-NEC Form (2025 Guide for Businesses)"
Learn how to properly complete IRS Form 1099-NEC for contractor payments in 2025...
Cover image for post "Why Your Startup Needs a Fractional CFO (Not Just a CPA) | Sam’s List"
Startups need more than tax help. Discover why hiring a fractional CFO can unlock growth...
Cover image for post "Financial Advisor for Entrepreneurs: 6 Must‑Have Skills"
Scaling fast? Vet advisors with these six skills, red‑flag answers, and a founder‑focused checklist.
Cover image for post "I'm redoing Sam's List"
Sam's List is supposed to be the Yelp for financial professionals
Cover image for post "Ecommerce Accounting Services: What You Need to Know | Sam’s List"
Running an ecommerce business? Discover why specialized ecommerce accounting services are...
Cover image for post "Why Startups Need Specialized Accountants | Sam’s List"
Startups face unique financial challenges. Learn why working with an accountant who specializes in...
Cover image for post "How to Find the Best Accountant for Small Businesses | Sam’s List"
Searching for an accountant for your small business? Learn what to look for, common mistakes to...
Cover image for post "How to Hire an Ecommerce Bookkeeper | Sam’s List"
Find out how to hire the right ecommerce bookkeeper to keep your finances accurate...
Cover image for post "Sam’s List Year 1 Recap: Month by Month Breakdown"
A year ago, I didn’t know if Sam’s List would work. 12 months later, we’ve helped 2,500+ people find...
Cover image for post "Ecommerce Accounting Best Practices | Sam's List"
Master the financial side of your ecommerce business. Learn essential ecommerce accounting...
Cover image for post "Find the Best CPA for Entrepreneurs and Small Business Owners | Sam’s List"
Discover top CPAs for entrepreneurs and small business owners. Find tax experts who understand...
Cover image for post "Startup Accounting Mistakes: How to Avoid Costly Errors | Sam’s List"
Startups often make avoidable accounting mistakes. Learn the top financial pitfalls and find...
Cover image for post "Financial Advisor for Business Owners: 7 Traits to Demand"
The right advisor boosts profit and preps your exit. Learn the seven traits every $1 M+ owner should...
Cover image for post "Fractional CFO vs Full-Time CFO: Which is Right for Your Business? | Sam’s List"
Wondering whether you need a fractional CFO or a full-time CFO? Learn the differences and find...
Cover image for post "Hire a Tax Accountant for Your Small Business Online | Sam’s List"
Find the right tax accountant for your small business. Discover how to hire online CPAs quickly and...
Cover image for post "Accountants for Startups and Entrepreneurs | Sam’s List"
Entrepreneurs need more than basic accounting. Find CPAs who specialize in startups, fundraising...
Cover image for post "Find the Best Ecommerce Accountants | Sam’s List"
Running an ecommerce business? Find accountants who specialize in ecommerce taxes, inventory...
Cover image for post "Fractional CFO Services for Startups | Find Experts on Sam’s List"
Discover why startups benefit from fractional CFOs. Get expert guidance on financial strategy...
Cover image for post "Pro Forma Financial Statements for Startup Fundraising: Guide"
Learn how to create compelling pro forma financial statements that will impress investors and help...
Cover image for post "Pro Forma vs. Historical Financial Statements: Complete Comparison"
Discover the critical differences between pro forma and historical financial statements and when to use...
Cover image for post "Financial Advisor Fees Explained: What You’re Really Paying For"
Curious about how financial advisors charge? We break down fee-only, AUM, and flat-rate models...
Cover image for post "Pro Forma Financial Statements Templates: Ultimate Resource Guide"
Find the best pro forma financial statement templates with our comprehensive guide to structure...
Cover image for post "What Are Pro Forma Financial Statements? Definition & Examples 2025"
Discover what pro forma financial statements are, why they matter for your business, and how to use...
Cover image for post "How to Create Pro Forma Financial Statements: 6-Step Process"
Learn to create accurate pro forma financial statements with our step-by-step guide, including...
Cover image for post "Pro Forma Financial Statements: Complete Guide for Business Planning 2025"
Learn how to create and use pro forma financial statements to forecast your business's future...
Cover image for post "Qualified Small Business Stock (QSBS): The Complete 2025 Guide for Founders & Investors"
Learn everything about Qualified Small Business Stock (QSBS) in 2025: tax benefits, qualification...
Cover image for post " Best CPA for Small Business 2025"
Need a CPA for your small business? Learn when to hire one, how to evaluate your options, and what...
Cover image for post "Best Accounting Software for Small Businesses in 2025 "
Looking for the best accounting software for your small business? We analyzed Reddit threads and...
Cover image for post "What is the difference between Cash and Accrual Accounting?"
Confused about cash vs. accrual accounting? Learn the key differences and how bookkeeping services...
Cover image for post "Signs Your Financial Advisor May Be Pushing Unnecessary Life Insurance"
Learn the red flags and sales tactics financial advisors use to push unnecessary life insurance...
Cover image for post "How Life Insurance Commissions Work (And What Advisors Don’t Tell You)"
Learn how much commission financial advisors earn from life insurance sales and how those incentives...
Cover image for post "Which firm would Noah Kagan hire for bookkeeping? "
Noah Kagan’s viral post comparing two bookkeeping sites sparked a debate—but judging an accountant...
Cover image for post "Why Do Financial Advisors Recommend Annuities? "
Financial advisors often recommend annuities for guaranteed income—but is it right for you? Learn...
Cover image for post "Why Do Financial Advisors Push Life Insurance?"
Financial advisors often recommend life insurance, but is it for your benefit or theirs? Learn why...
Cover image for post "E-commerce Accounting 101: Insights from Ecom CPA on Growth, CFOs & Taxes"
Struggling with e-commerce accounting? Learn how Ecom CPA helps founders manage cash flow, cut...
Cover image for post "E-commerce Accounting: Automation & CFO Strategy with ECOM CPA"
Discover how automation, real-time tracking, and strategic CFO support are changing e-commerce...
Cover image for post "QSBS Requirements: How to Qualify for the Section 1202 Tax Exemption"
Learn how to qualify for the QSBS tax exemption under Section 1202. Understand eligibility criteria...
Cover image for post "QSBS Tax Exemption: What Founders & Investors Need to Know in 2025"
Discover how the QSBS tax exemption can eliminate up to 100% of capital gains tax. Learn how to...
Cover image for post "What Is the Best Way to Find a Good Accountant? | Sam’s List"
Find an accountant who meets your financial needs. Learn how to evaluate credentials, experience, and...
Cover image for post "Pro Forma Financial Statements for Startups in 2025"
Learn how to create pro forma financial statements, forecast startup growth, and build investor-ready...
Cover image for post "How to Create a Pro Forma Income Statement (2025 Guide)"
Step-by-step guide to building a pro forma income statement. Learn how startups and small businesses...
Cover image for post "What Are Pro Forma Financial Statements?"
Learn what pro forma financial statements are, how to create them, and why they matter for small...
Cover image for post "How to Pick a CPA for Your Small Business in 2025"
Choosing the right CPA is crucial for small businesses. This 2025 guide breaks down how to...

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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.
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