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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.
Kimberly Green
cofounder
Crossing $500 K and feeling stretched? See how a specialist advisor pays for itself—and the signs you’re...
Kimberly Green
cofounder
Before you trust your money to anyone, ask these 10 must‑know questions. Spot red flags fast and hire the...
Kimberly Green
cofounder
Use this monthly and year-end bookkeeping checklist to stay organized, save money, and prepare for tax...
Kimberly Green
cofounder
You can do your own bookkeeping—but should you? Here’s what every small business owner needs to know...
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 who each...
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 to do...
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 when and...
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 hire a...
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. Here’s how to...
Kimberly Green
cofounder
Learn how to find a qualified bookkeeper for your business. Discover what to look for, red flags to avoid...
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. Learn...
Kimberly Green
cofounder
Discover the real responsibilities of a bookkeeper, what they track, tools they use, and how to know when your...
Kimberly Green
cofounder
Learn which mistakes on your 1099 or W-9 forms could lead to IRS penalties or audits. Avoid common pitfalls...
Kimberly Green
cofounder
Discover when and why you need a W-9 form. Essential guide for freelancers and small business owners, plus...
Kimberly Green
cofounder
Learn how to properly complete IRS Form 1099-NEC for contractor payments in 2025. Step-by-step...
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, improve cash flow...
April 22, 2025
Financial Advisors for Entrepreneurs: What to Look For
Kimberly Green
cofounder
Entrepreneurs need financial advisors who understand both personal and business finances. Learn how to...
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 critical...
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 startups...
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 avoid...
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, organized, and scalable.
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
Master the financial side of your ecommerce business. Learn essential ecommerce accounting best practices...
Kimberly Green
cofounder
Discover top CPAs for entrepreneurs and small business owners. Find tax experts who understand startup...
Kimberly Green
cofounder
Startups often make avoidable accounting mistakes. Learn the top financial pitfalls and find experienced...
Kimberly Green
cofounder
The right advisor boosts profit and preps your exit. Learn the seven traits every $1 M+ owner should look...
Kimberly Green
cofounder
Wondering whether you need a fractional CFO or a full-time CFO? Learn the differences and find expert...
Kimberly Green
cofounder
Find the right tax accountant for your small business. Discover how to hire online CPAs quickly and easily...
April 11, 2025
The Best Accountants for Startups and Entrepreneurs
Kimberly Green
cofounder
Entrepreneurs need more than basic accounting. Find CPAs who specialize in startups, fundraising support...
April 10, 2025
Best Accounting Services for Ecommerce Businesses
Kimberly Green
cofounder
Running an ecommerce business? Find accountants who specialize in ecommerce taxes, inventory management...
April 9, 2025
Why Your Startup Needs Fractional CFO Services
Kimberly Green
cofounder
Discover why startups benefit from fractional CFOs. Get expert guidance on financial strategy, fundraising, and...
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...
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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.
