Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
A small-to-medium-sized business owner with annual revenues between $500,000 and $5 million. They are experts in their craft but lack expertise in financial strategy and business growth, often feeling overwhelmed by the complexities of running a business. They need a trusted advisor who can simplify their financial landscape, guide them through strategic decisions, and help them achieve their vision of success without the constant stress and uncertainty of doing it alone.
Clients who wouldNOTbe a good fit
A client that has not filed their taxes in the last three years or needs accounting work done for more than 2 years in the past.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Preferred Industries
Client Type
Services Offered
vbCPA's Tech Stack
About vbCPA
An advisory CPA firm specializing in technology advisory & accounting for businesses! Our technology-focused approach makes us nimble and flexible, allowing for a quicker response to your business needs.
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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4 Client Reviews
"I'm working with whitney and she's been very helpful, fast with responses, detailed and able to resolve any issue I've had"
Flat rate single source accounting, bookkeeping and tax solution for small to medium size businesses.
3 Client Reviews
"My experience with them has been fantastic. They make it super easy for me to stay hands off while still giving me all the important financial info I need. Would highly recommend!"
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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.
