Sorso
FOUNDING YEAR
2020
NUMBER OF EMPLOYEES
2 - 5 employees
CREDENTIALS
Other
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
SOFTWARE
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
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
$2,000,000
Services Offered
Client Specialties
Service Pricing
Monthly Fixed Fee
$5,000 to $12,000
Preferred Industry
Client Type
Meeting Options
In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform
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
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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Works with clients across the US
6 Client Reviews
Requirements:
$250,000 Minimum Revenue
White-Glove CPA Services for Solopreneurs (Ad Agencies, Consultants, Attorneys, and More) with $250K–$2M in Revenue
Advisory Services
Bookkeeping
Fractional CFO Services
Payroll Services
Tax Preparation
Budgeting & Forecasting
Cash Flow Management
Individual Tax Preparation
Tax Planning & Strategy
Specialities
Solopreneurs
SMB Owners
$1,700-Monthly
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.
