FrequentlyAsked Questions
What is Sam's List?
How does Sam's List work?
How do I know which type of financial professional I need?
Is Sam's List free to use?
What types of businesses do you work with?
Can I browse professionals on my own?
What's the difference between an accountant and a bookkeeper?
When should I hire a fractional CFO?
Do I need both a financial advisor and an accountant?
What's the difference between a wealth management advisor and a financial advisor?
How do you vet your financial professionals?
How does the matching process work?
What happens after I'm introduced to one of the professionals on Sam's List?
How quickly can I expect to be connected with a professional?
What if I'm not satisfied with my match?
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
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.
