5.0
Average rating
5
Client Reviews
$5K to $12K
Monthly Fixed Fee
$0
Minimum Annual Income
$2M
Minimum Annual Revenue
What Our Clients Say
5.0
5 Client Reviews
Dave Yarnall
November 28, 2025
Client from 2021 - 2025
5.0
Reason for working with Sorso
Good understanding of our challenges and historic limitations, and where we wanted to get to with the analysis and forecasting of key products.
Experience working with Sorso
Stan was an immense help, building forecasting models for SaaS and desktop software products with multiple pricing and subscription duration options, and consumed by multiple customer segments each with their own new and returning business purchasing behaviours.
Always professional, responsive and thorough, as well as patient when our data quality left something to be desired or was difficult to provide.
Thank you, Stan! Definitely recommended!
Always professional, responsive and thorough, as well as patient when our data quality left something to be desired or was difficult to provide.
Thank you, Stan! Definitely recommended!
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
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Michael Nelskyla
September 26, 2025
Current client since 2020
5.0
Reason for working with Sorso
Stan came recommended by a venture firm
Experience working with Sorso
Stan has worked as our fractional CFO for several years now. If we had the scale, we would look to onboard him full time. He has been instrumental in helping us navigate our ongoing financial management including help with the board decks, strategic planning and fundraising. I couldnt recommend him enough.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "Stan has worked as our fractional CFO for several years now. If we had the scale, we would look to onboard him full time. He has been instrumental in helping us navigate our ongoing financial management including help with the board decks, strategic planning and fundraising. I couldnt recommend him enough.", "author": "Sorso", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
Annual revenue of at least $1M, US-based, SaaS, Fintech, Digital, Healthcare companies, consulting
Clients who wouldNOTbe a good fit
Businesses with less than $1M in annual revenue, as well as those in the real estate sector
Client Specialties
Preferred Industries
Industries Sorso doesNOTserve
Services Offered
Service Pricing
Monthly Retainer
$5,000
Meeting Options
In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform
Sorso's Tech Stack
About Sorso
If you want to ensure that you have reliable data for making business decisions, never run out of cash, and maintain a predictable cash flow, we can review your financials and prepare a free report on the status of your finances.
As a part of our free financial review service, we analyze various aspects of your business's financial health to identify opportunities and potential areas of improvement. The service includes:
* Quality of Financial reports
* Financial Statement Analysis
* Cash Flow Analysis
* Budget Review
* Analysis of business metrics
What you will get:
- Identify discrepancies or inefficiencies in financial reports for a healthier financial status
- Gain a deeper understanding of your business’s financial standing through detailed financial statement analysis, helping you pinpoint areas for growth and improvement
- Identify potential issues affecting cash flow early on, allowing for timely interventions to avoid financial distress
- Review and fine-tune your budget to align better with organizational goals, aiding in cost-saving and improved profitability
As a part of our free financial review service, we analyze various aspects of your business's financial health to identify opportunities and potential areas of improvement. The service includes:
* Quality of Financial reports
* Financial Statement Analysis
* Cash Flow Analysis
* Budget Review
* Analysis of business metrics
What you will get:
- Identify discrepancies or inefficiencies in financial reports for a healthier financial status
- Gain a deeper understanding of your business’s financial standing through detailed financial statement analysis, helping you pinpoint areas for growth and improvement
- Identify potential issues affecting cash flow early on, allowing for timely interventions to avoid financial distress
- Review and fine-tune your budget to align better with organizational goals, aiding in cost-saving and improved profitability
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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"My experience has been outstanding. They are organized, proactive, and genuinely invested in helping my business thrive. Their support has not only improved my financial systems but has also given me the freedom to focus on the areas of my work where I’m most needed. I feel informed, supported, and confident knowing they’re managing such an important part of my business."
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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.
