Blog
Insights on accounting, bookkeeping, and financial strategy for high-growth businesses and high net worth individuals. Learn how top-tier financial professionals can accelerate your growth.
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+ people find...
Kimberly Green
cofounder
Learn how to create compelling pro forma financial statements that will impress investors and help secure...
Kimberly Green
cofounder
Discover the critical differences between pro forma and historical financial statements and when to use each for...
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 to help you...
Kimberly Green
cofounder
Find the best pro forma financial statement templates with our comprehensive guide to structure, resources...
Kimberly Green
cofounder
Discover what pro forma financial statements are, why they matter for your business, and how to use them...
Kimberly Green
cofounder
Learn to create accurate pro forma financial statements with our step-by-step guide, including practical...
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
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 to expect.
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 real founder...
Kimberly Green
cofounder
Confused about cash vs. accrual accounting? Learn the key differences and how bookkeeping services can help...
Kimberly Green
cofounder
Learn the red flags and sales tactics financial advisors use to push unnecessary life insurance policies. Protect...
Kimberly Green
cofounder
Learn how much commission financial advisors earn from life insurance sales and how those incentives may...
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 by...
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 advisors push...
Kimberly Green
cofounder
Struggling with e-commerce accounting? Learn how Ecom CPA helps founders manage cash flow, cut taxes...
Kimberly Green
cofounder
Discover how automation, real-time tracking, and strategic CFO support are changing e-commerce...
Kimberly Green
cofounder
Learn how to qualify for the QSBS tax exemption under Section 1202. Understand eligibility criteria, the 5-year...
Kimberly Green
cofounder
Discover how the QSBS tax exemption can eliminate up to 100% of capital gains tax. Learn how to qualify and...
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...
Kimberly Green
cofounder
Learn how to create pro forma financial statements, forecast startup growth, and build investor-ready...
March 4, 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 use...
Kimberly Green
cofounder
Learn what pro forma financial statements are, how to create them, and why they matter for small businesses...
March 2, 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 evaluate...
Kimberly Green
cofounder
Wondering if hiring a CPA is worth the cost? This guide breaks down CPA benefits, costs, when to hire one...
February 3, 2025
Top Houston Outsourced Accounting Firms
Kimberly Green
cofounder
Discover the top Houston outsourced accounting firms for startups. Find expert bookkeeping, tax planning...
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 CFOs. Hire a...
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 optimize...
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 choose the...
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 select...
Weigh the pros and cons of free accounting software for your business. Understand the limitations and explore...
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 key...
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 Sam’s...
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 match...
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, and...
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 funding...
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, benefits, and...
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 drive...
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 CFO...
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 help...
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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.
