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Top SMB Owners | Sam's List

Whether you’re a solopreneur, service provider, or growing e-commerce brand, the right accountant can help you stay compliant, minimize taxes, and plan for long-term growth. Our curated list of SMB accountants includes CPAs, bookkeepers, and tax advisors who specialize in small and midsize businesses across the U.S. From entity setup to monthly bookkeeping to audit support—we’ll help you find the financial expert your business needs.
Need to outsource something else? Search for proactivefinancial advisorsandfractional CFOson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!
Acuity | Accounts Payable/Receivable , Budgeting & Forecasting, Business Tax Preparation
Anywhere

Acuity

Scale confidently – our clients see a 313% higher survival rate.
0 Client Reviews
Requirements
CSI Accounting & Payroll | Advisory Services, Bookkeeping, Budgeting & Forecasting
National (U.S.)

CSI Accounting & Payroll

One stop shop for taxes, bookkeeping & payroll.
0 Client Reviews
Requirements
Rivet | Individual Tax Preparation, Tax Resolution & IRS Representation, Tax Planning & Strategy
Anywhere

Rivet

Boutique corporate & personal tax prep firm, led by a former IRS auditor.
Profile picture of Katlyn Segrin
Profile picture of Sam Sklar
33 Client Reviews
Requirements
The Creator CPA | Bookkeeping, Business Formation, Business Tax Preparation
Anywhere

The Creator CPA

The CPA for Content Creators
0 Client Reviews
Requirements
Lakeview Tax Advisors, LLC | Advisory Services, Bookkeeping, Business Formation
Anywhere

Lakeview Tax Advisors, LLC

We provide tax preparation and tax planning to help you minimize your taxes and reach your financial goals.
0 Client Reviews
Requirements
Kio Accounting | Budgeting & Forecasting, Business Tax Preparation, Bookkeeping
Anywhere

Kio Accounting

We are a reliable, responsive, and personable accounting firm for our clients.  We provide financial and accounting services that stands on integrity, understandability and communication.  We work with all industries and clients that are SBOs.
0 Client Reviews
Requirements

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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.
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