We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Annual Revenue
$50,000
Minimum Annual Income
N/A
Industries We Specialize In
Specialties We Work With
Services We Offer
✔ Advisory Services
✔ Bookkeeping
✔ Business Tax Preparation
✔ Business Formation
✔ Business Valuations
✔ Due Diligence
✔ Fractional CFO Services
✔ International Tax Services
✔ Payroll Services
✔ Sales Tax
✔ Tax Preparation
✔ Tax Planning & Strategy
✔ Individual Tax Preparation
Our Ideal Client Profile
Business owners who's looking for one-stop-shop for bookkeeping, tax, and planning work.
We're Probably Not A Good Fit If
✗ Ultra high net worth individuals looking for investment advice
How We Work
Transparent Pricing
Bookkeeping
$300 - $1,000 Monthly Fixed Fee
Zhong & Sanchez's Tech Stack
About Zhong & Sanchez
Zhong & Sanchez is a tech-forward accounting, tax and advisory firm serving founders and modern business owners. Trusted by 500+ founders since inception, we’ve tracked $3m+ USD in tax savings, and secured $60m+ USD in fundings for clients.
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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Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
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.