Blog
April 6, 2025
Understanding Financial Advisor Fees With Bull Oak
Kimberly Green
cofounder
Curious about how financial advisors charge? We break down fee-only, AUM, and flat-rate models...
Kimberly Green
cofounder
Learn to create accurate pro forma financial statements with our step-by-step guide, including...
Kimberly Green
cofounder
Discover what pro forma financial statements are, why they matter for your business, and how to use...
Kimberly Green
cofounder
Learn how to create and use pro forma financial statements to forecast your business's future...
April 1, 2025
Qualified Small Business Stock (QSBS): The Complete 2025 Guide for Founders and Investors
Kimberly Green
cofounder
Learn everything about Qualified Small Business Stock (QSBS) in 2025: tax benefits, qualification...
March 29, 2025
QSBS Requirements: How to Qualify for the Qualified Small Business Stock Tax Exemption
Kimberly Green
cofounder
Learn how to qualify for the QSBS tax exemption under Section 1202. Understand eligibility criteria...
Kimberly Green
cofounder
Discover how the QSBS tax exemption can eliminate up to 100% of capital gains tax. Learn how to...
Kimberly Green
cofounder
Learn how to create pro forma financial statements, forecast startup growth, and build investor-ready...
March 29, 2025
What Are Pro Forma Financial Statements?
Kimberly Green
cofounder
Step-by-step guide to building a pro forma income statement. Learn how startups and small businesses...
Kimberly Green
cofounder
Learn what pro forma financial statements are, how to create them, and why they matter for small...
March 29, 2025
How to pick CPA for small business
Kimberly Green
cofounder
Need a CPA for your small business? Learn when to hire one, how to evaluate your options, and what...
March 28, 2025
Need best accounting software for small business
Kimberly Green
cofounder
Looking for the best accounting software for your small business? We analyzed Reddit threads and...
Kimberly Green
cofounder
Confused about cash vs. accrual accounting? Learn the key differences and how bookkeeping services...
Kimberly Green
cofounder
Learn the red flags and sales tactics financial advisors use to push unnecessary life insurance...
Kimberly Green
cofounder
Learn how much commission financial advisors earn from life insurance sales and how those incentives...
March 22, 2025
Which firm would Noah Kagan hire for bookkeeping?
Kimberly Green
cofounder
Noah Kagan’s viral post comparing two bookkeeping sites sparked a debate—but judging an accountant...
March 19, 2025
Why Do Financial Advisors Recommend Annuities?
Kimberly Green
cofounder
Financial advisors often recommend annuities for guaranteed income—but is it right for you? Learn...
March 19, 2025
Why Do Financial Advisors Push Life Insurance?
Kimberly Green
cofounder
Financial advisors often recommend life insurance, but is it for your benefit or theirs? Learn why...
March 17, 2025
Is It Worth Paying for a CPA as a Small Business Owner?
Kimberly Green
cofounder
Wondering if hiring a CPA is worth the cost? This guide breaks down CPA benefits, costs, when to...
Kimberly Green
cofounder
Struggling with e-commerce accounting? Learn how Ecom CPA helps founders manage cash flow, cut...
Kimberly Green
cofounder
Discover how automation, real-time tracking, and strategic CFO support are changing e-commerce...
March 11, 2025
How to pick CPA for small business
Kimberly Green
cofounder
Choosing the right CPA is crucial for small businesses. This 2025 guide breaks down how to...
March 5, 2025
How to Find an Accountant for Personal Taxes
Kimberly Green
cofounder
Find an accountant who meets your financial needs. Learn how to evaluate credentials, experience, and...
February 3, 2025
Top Houston Outsourced Accounting Firms
Kimberly Green
cofounder
Discover the top Houston outsourced accounting firms for startups. Find expert bookkeeping, tax...
February 1, 2025
What Is a Fractional CFO? A Guide for Growing Businesses
Kimberly Green
cofounder
Learn what a fractional CFO is, how they help businesses scale, and where to find top fractional...
January 31, 2025
How to Build a Financial Dashboard for Your Small Business
Master the process of building a financial dashboard for your small business. Get real-time insights to...
January 30, 2025
What’s the Difference Between Cash vs. Accrual Accounting?
Unsure whether to use cash or accrual accounting? We break down the key differences to help you...
January 28, 2025
How to Choose the Right Small Business Accountant: Key Questions to Ask Before Hiring
Need the right small business accountant? Find out the key questions to ask before hiring and how to...
Weigh the pros and cons of free accounting software for your business. Understand the limitations and...
January 24, 2025
How to Prepare Financial Statements for a Loan Application
Learn how to prepare financial statements for a loan application. This guide covers essential steps and...
January 23, 2025
Top 8 Outsourced Accounting Firms in Texas
Kimberly Green
cofounder
Discover Texas’s best outsourced accounting firms. From startups to SMBs, find vetted accountants on...
January 23, 2025
Top Outsourced Accounting Services for Businesses in 2025
Kimberly Green
cofounder
Discover the best outsourced accounting services for businesses. Find vetted professionals and tailored...
Kimberly Green
cofounder
Discover the best outsourced accounting services and firms for growing businesses. Find your perfect...
January 22, 2025
5 Essential Financial Metrics for Small Business Success
Learn the 5 essential financial metrics for small businesses to measure success, boost profitability...
January 21, 2025
How to Write an Investor-Ready Business Plan
Learn how to write an investor-ready business plan that convinces investors your business is worth...
January 17, 2025
The Complete Guide to Payroll Compliance for Small Businesses
Stay compliant with payroll laws. This guide helps small businesses navigate tax withholdings...
Take advantage of business tax reduction strategies in 2025. Learn how to maximize deductions and...
January 17, 2025
How to Choose the Best Fractional CFO for Your Startup
Find out how startups can hire the best fractional CFO to manage finances, secure funding, and...
January 9, 2025
Top Outsourced Accounting Services in Dallas-Fort Worth
Kimberly Green
cofounder
Find the top Dallas-Fort Worth accounting firms for startups. Visit Sam’s List for trusted options.
January 8, 2025
Top Outsourced Accountants in Austin, Texas
Kimberly Green
cofounder
Discover the top Austin outsourced accounting firms for startups. Find bookkeeping, tax planning, and...
January 6, 2025
What is Outsourced Accounting and Why Your Business Needs It
Kimberly Green
cofounder
Discover the benefits of outsourced accounting for businesses earning $250K+ annually. Get expert...
January 5, 2025
Outsourced Accounting: Streamlining Financial Operations
Kimberly Green
cofounder
Outsourced accounting enhances financial efficiency with tailored solutions, secure technology, and...
January 4, 2025
Best Alternatives to Employer.com in 2025: Find the Perfect Accountant for Your Small Business
Kimberly Green
cofounder
Looking for an Employer.com alternative? Explore the best platforms for small business bookkeeping...
Kimberly Green
cofounder
Find expert ecommerce accountants and bookkeepers for your business on Sam's List.
Kimberly Green
cofounder
Discover how a fractional CFO drives growth, optimizes finances, and provides strategic guidance...
January 2, 2025
Why Small Businesses Should Consider a Fractional CFO
Kimberly Green
cofounder
Discover how fractional CFO services can bring clarity, confidence, and strategic growth to your...
January 1, 2025
Why Would a Small Business Need a Fractional CFO
Kimberly Green
cofounder
Learn how fractional CFOs provide expert financial strategy, budgeting, and cash flow management.
December 30, 2024
Bench Accounting Shutdown Sparks Employer.com Acquisition
Kimberly Green
cofounder
After Vancouver based Bench Accounting’s abrupt shutdown, Employer.com steps in with a surprise...
December 30, 2024
Employer.com Acquires Bench Accounting
Kimberly Green
cofounder
Bench Accounting has been acquired by Employer.com, raising even more questions from...
December 28, 2024
What Happened to Bench Accounting?
Kimberly Green
cofounder
Bench Accounting's abrupt shutdown has left small businesses searching for alternatives. Use Sam's...
December 28, 2024
Vancouver's Bench Accounting Abruptly Shuts Down: What It Means for Small Businesses
Kimberly Green
cofounder
Bench Accounting, once North America's largest bookkeeping service for small businesses, has...
December 28, 2024
Sam Parr Launches Alternative for Bench Users
Kimberly Green
cofounder
Serial entrepreneur Sam Parr, founder of The Hustle and My First Million, launches Sam’s List as the...
December 27, 2024
Bench Shuts Down Amidst Tax Season
Kimberly Green
cofounder
Bench Accounting has abruptly shut down, leaving businesses without support during tax season. Turn...
December 27, 2024
Bench Accounting Shutting Down
Kimberly Green
cofounder
Bench Accounting’s closure has left many businesses searching for accountants. Sam’s List offers a...
Kimberly Green
cofounder
Find and hire the best accountants for startups on Sam’s List offering tailored services like...
Learn the differences between Form I-9 and Form 1099, including their purpose, requirements, and...
December 19, 2024
What Is a 1099 NEC vs 1099 MISC? Key Differences Explained
Confused about 1099 NEC vs 1099 MISC? Learn the key differences, when to use each form, and how...
December 18, 2024
How to Estimate Quarterly Business Taxes and Avoid Penalties
Find out how to estimate quarterly business taxes, calculate liabilities, and pay on time to avoid...
December 17, 2024
What Is a Consolidated Form 1099? A Complete Guide for Taxpayers
Understanding a Consolidated Form 1099 is key to accurate tax filing. Learn what it includes, why it’s...
Maximize tax savings by learning how to deduct small business expenses. Explore common...
December 13, 2024
10 Questions to Ask an Accountant Before Hiring
Find the perfect accountant for your business! Ask these 10 essential questions to ensure you make the...
Looking to secure funding? Learn how to create a cash flow projection to showcase your business's...
December 9, 2024
Tax Strategies for High-Net-Worth Individuals
Maximize your wealth with these tax strategies for high net worth individuals. Explore proven...
Sam Parr sparked a debate on Twitter and LinkedIn about Cash EBITDA as an alternative to traditional...
December 6, 2024
How to Pay Yourself From Your Business: Salary or Owner’s Draw?
How should business owners pay themselves? Find out the best methods, tax implications, and...
December 6, 2024
What Are the Benefits of an LLC vs. S Corp?
LLC vs. S Corp: Which is better for your business? Explore personal asset protection, tax benefits, and...
December 1, 2024
Top Accounting Firms for Startups
Kimberly Green
cofounder
Discover and hire the best accountants for startups. Explore expert firms specializing in tax planning...
Simplify financial management for your small business with the best accounting software. Find...
November 28, 2024
The 7 Best TurboTax Alternatives in 2025
Need a TurboTax alternative? Learn how platforms like Sam’s List and FreeTaxUSA offer affordable...
Find out which platform—1800Accountant or Sam's List—is better for accounting, bookkeeping, and...
November 26, 2024
How to Find Accounting Clients: Proven Strategies for Success
Struggling to attract clients? Learn how to find accounting clients with proven strategies to grow...
November 26, 2024
DIY vs Outsourced Bookkeeping: Which Is Best for Your Business?
Should you handle your books or hire a pro? Explore the differences between DIY and...
November 21, 2024
How to Get Bookkeeping Clients: Proven Strategies for Success
Want to grow your bookkeeping business? Find out how to get bookkeeping clients with advice on...
November 20, 2024
Tax Attorney vs. CPA: What's the Difference?
Tax Attorney vs. CPA: Get to know their differences and determine which professional suits your tax...
November 18, 2024
How to Switch Accountants
Not getting the service you need from your accountant? Learn why switching accountants can...
November 14, 2024
Best Crypto Tax Accountant in 2024
Find the best crypto tax accountant to manage your digital assets. Get expert help with tax planning...
November 12, 2024
What Is Due Diligence in Mergers and Acquisitions? A Complete Guide
Understand the M&A due diligence process, including how to analyze financial, legal, and...
November 11, 2024
Meet Michael Wander, The Founder at Wander CPA
Kimberly Green
cofounder
Meet Michael Wander, the Founder at Wander CPA and the most interesting accountant on Sam's List.
November 8, 2024
How to Choose the Right Accounting Software for Your Business
Struggling to find the best accounting software for your business? Learn key factors like budget...
November 8, 2024
Top 11 Alternatives to 1800Accountant
Find the top alternatives to 1800Accountant that offer better pricing, customization, and support for...
November 6, 2024
How to Do Taxes for Small Business
Learn how to do taxes for your small business with this comprehensive guide. Understand your...
Explore top fractional CFO firms offering tailored financial strategies for startups and SMEs. Learn...
Discover the best fractional CFO companies offering expert financial guidance for startups and SMEs.
Learn what a Fractional CFO is and how they provide financial strategy, budgeting, and risk...
Explore the differences between a Fractional CFO and a Full-Time CFO. Learn which financial...
Discover how a Fractional CFO can help Series A, B, and C startups optimize financial strategies...
October 5, 2024
Best Crypto CPA in 2024
Looking for the best crypto CPA? Find top professionals to help you with tax planning...
October 3, 2024
Best Accounting Firms for High Net Worth
Find the perfect accounting firm for your financial needs. Explore the top high-net-worth accounting...
October 2, 2024
How to Do Due Diligence on a Startup
Before investing in a startup, learn the key areas of due diligence, including financial analysis, legal...
October 1, 2024
Do I Need an Accountant for My Small Business
Wondering if you need an accountant for your small business? Learn the key benefits and when it's time...
September 30, 2024
Best Bookkeeping for Startups
Save time and stay tax-ready with the best bookkeeping for startups. Explore top accounting...
September 18, 2024
Best Startup Accounting Software
Find the best accounting software for startups in 2024. Get expert recommendations on tools that...
September 18, 2024
Best Accounting Software for Ecommerce
Explore the best accounting software for ecommerce in 2024. Find tools that streamline your finances...
September 17, 2024
How Much is an Accountant for a Small Business?
Find out the typical costs of hiring an accountant for a small business and how factors like business size...
September 17, 2024
CPA vs EA: Which Tax Professional is Best for Your Business?
CPA vs EA explained. Get insights on their roles, services, and representation rights to choose the...
September 17, 2024
Should I Hire a CPA for My Small Business?
Are you wondering if hiring a CPA for your small business is worth it? Find out how CPAs help with...
September 13, 2024
A weekend in my life as a Cofounder
Kimberly Green
cofounder
Help! I need help explaining my "job" to my 9-5 friends.
September 6, 2024
My Car Ride Epiphany
Kimberly Green
cofounder
Just faced my biggest fear—and oh ya, Sam's List almost shut down last week.
September 6, 2024
Buying a Small Business Due Diligence Checklist
Learn how to conduct due diligence when buying a small business. This checklist helps you assess risks...
September 6, 2024
How to Do Accounting for Ecommerce Business
Learn how to optimize your ecommerce accounting processes to save time, reduce errors, and ensure...
September 3, 2024
How to Do Bookkeeping for Ecommerce
Our step-by-step guide will help you learn bookkeeping for e-commerce. Discover tips for...
September 3, 2024
How to Do Bookkeeping for Small Business
Simplify your small business bookkeeping with our detailed guide. Learn how to maintain accurate...
September 2, 2024
How to Do Bookkeeping for Real Estate
Simplify your real estate bookkeeping with our step-by-step approach. Ensure accurate tax records and...
September 1, 2024
What is Cybersecurity Due Diligence?
Implement robust cybersecurity due diligence to safeguard your business against cyber threats, with...
September 1, 2024
Sam Parr Is Helping Ecommerce Businesses Find the Right Accountant
Kimberly Green
cofounder
Sam Parr, serial entrepreneur, is helping ecommerce businesses and high net worth individuals find the...
August 29, 2024
What is Due Diligence in Real Estate?
Protect your real estate investment with thorough due diligence strategies, including zoning checks...
August 29, 2024
Bookkeeper vs. Accountant: What’s the Difference?
Unsure if your business needs a bookkeeper or an accountant? This guide breaks down their roles...
August 29, 2024
What is SaaS Accounting?
Master SaaS accounting with our comprehensive guide. Learn key differences from traditional...
Are you confused about whether to hire a bookkeeper or CPA? This guide will help you...
August 28, 2024
Best Bookkeeping Software for Real Estate Investors in 2024
Struggling with real estate finances? Explore our guide to the best bookkeeping software for...
Discover the key differences between improved land and raw land in real estate investments. Learn...
Learn how tax harvesting can help investors reduce tax liabilities by offsetting capital gains with...
Learn how a Non-Qualified Deferred Compensation Plan (NQDC) can help high earners reduce taxes...
August 26, 2024
Understanding the Corporate Transparency Act: What You Need to Know for Your LLC or Corporation
Learn everything you need to know about the Corporate Transparency Act, including who needs...
August 22, 2024
Top 10 Tax Deductions and Tax Breaks for Business Owners
Discover the top 10 tax deductions and breaks for business owners to maximize savings this tax season.
August 22, 2024
How to Qualify as a Real Estate Professional
Learn how qualifying as a real estate professional can maximize your tax benefits, especially with...
August 22, 2024
Navigating the Maze of Business Entity Structures: C-Corp, S-Corp, LLC, Sole Proprietorship, and Partnership
Learn the pros and cons of different business entity structures—C-Corp, S-Corp, LLC, Sole...
August 20, 2024
Types of Bookkeeping: Which is Right for Your Business?
Confused about bookkeeping types? We break down single-entry, double-entry, cash basis, and accrual...
August 18, 2024
Bookkeeping Services for Startups
Learn how specialized bookkeeping services can transform your startup's financial operations and...
August 16, 2024
The quiz that nearly broke me
Kimberly Green
cofounder
The day has finally come—we're updating the quiz on Sam's List to make our accountant...
August 15, 2024
Best Accounting Firms for Startups
Kimberly Green
cofounder
Find the right accounting firm and how they can provide strategic financial guidance and support...
August 12, 2024
Clutch.co vs. Sam's List: Which one is Better?
Clutch.co vs. Sam's List: Which platform offers the best service provider reviews and profiles...
August 8, 2024
CPA vs. Financial Advisor
Learn about the differences between a CPA and a financial advisor. Choose the right expert for your...
August 5, 2024
How to Find Bookkeeping Services for Small Businesses
Struggling to manage your business's finances? Find out how to choose the right bookkeeping services...
August 1, 2024
How Much Does a CPA Cost for a Small Business?
Find out how much a CPA costs for small businesses. Get insights into average fees, fee structures, and...
Kimberly Green
cofounder
Sam Parr, serial entrepreneur, is helping businesses and high net worth individuals find the perfect...
July 29, 2024
Best Accounting Firms for Small Business
Looking for top accounting firms for your small business? Get the best options for bookkeeping, tax...
July 28, 2024
I want to hire my neighbor
Kimberly Green
cofounder
How a late-night chat with my neighbor over IPAs changed my perspective on hiring for Sam’s List.
July 25, 2024
The Best Clutch.co Alternatives on the Market
Looking for Clutch.co alternatives? Find top-rated platforms for reliable service provider reviews and...
Tax Preparer or CPA: Which one suits your needs? Compare their expertise, services, and benefits to...
July 18, 2024
Fractional CFO For Dummies
Kimberly Green
cofounder
Insights from my two-hour call with Alejandro, a new accountant on Sam’s List, where we delved...
Explore the various types of payroll services and learn how to choose the best one for your business...
Kimberly Green
cofounder
Running the world’s most boring startup: a website that helps you find accountants. While it may...
Discover the importance of understanding beneficial ownership for business owners and stakeholders...
July 5, 2024
Understanding QSBS as a Business Owner: Navigating Tax Benefits and Eligibility Criteria
Unlock the financial benefits of Qualified Small Business Stock (QSBS) as a business owner. Learn...
Discover why specialized accounting services are crucial for solopreneurs. Learn how tailored...
Understand the key differences between bookkeepers, accountants, and CPAs. Learn their...
Learn essential bookkeeping practices to manage your small business finances efficiently. Discover...
Discover how to find a reputable accountant near you for tailored financial advice, tax compliance...
Learn how to streamline your small business finances with essential accounting practices. Discover tips...
Kimberly Green
cofounder
Learn how to read and understand financial statements including the balance sheet, income...
June 11, 2024
Taxes for International People with U.S. Based Companies: A Guide to Compliance and Optimization
Navigate U.S. tax obligations with ease as an international business owner. Learn key...
Expert tips for finding the right accountant for your small business. Learn how to assess your...
Discover the fundamentals of accounting, the language of business. Learn how accurate financial...
May 1, 2024
Finding Accounting Firms You Can Trust
Learn how to choose the right accounting firm for your business by understanding key services and...
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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.
