Gloria Bea
Gloria's posts
October 27, 2025
Bench Shuts Down Amidst Tax Season
Bench Accounting has abruptly shut down, leaving businesses without support during tax season. Turn to...
October 26, 2025
Private Banking Requirements: How Much Do You Need to Qualify?
Wondering if you qualify for these services in the U.S.? Learn typical asset minimums, who these services are for...
October 25, 2025
What Is a Revocable Living Trust?
A revocable living trust lets you manage and distribute your assets while you’re alive and after death. Learn what it is...
October 24, 2025
What are Financial Securities Licenses?
Learn the meaning and purpose of Series 6, Series 7, Series 65, and Series 66 licenses so you can understand how your...
October 23, 2025
What Does "FBO in Trust" Mean?
Learn what “FBO in trust” means in estate planning and how the “for benefit of” designation protects beneficiary rights...
Learn how PPP loans worked, who qualified, and what business owners can learn from the program’s rules...
Learn what a fiduciary financial advisor does, how they differ from brokers, and how to verify their credentials...
Learn what financial consultants do, when to hire one, and how they differ from advisors. Find trusted experts near...
Discover what a conservatorship means, how it works when someone cannot manage their finances or personal care...
October 18, 2025
The 7 Best TurboTax Alternatives in 2025
Need a TurboTax alternative? Learn how platforms like Sam’s List and FreeTaxUSA offer affordable, personalized...
October 17, 2025
Depreciation Recapture and Selling Your S-Corp at a Loss: What Business Owners Need to Know
Selling your S-Corp at a loss? Learn how depreciation recapture works, when it applies, and how to reduce your...
October 16, 2025
Joint Tenancy vs. Tenants in Common Explained
Compare joint tenancy and tenants in common ownership to decide how you hold property, what happens on death, and...
September 14, 2025
Bench Accounting Shutdown Sparks Employer.com Acquisition
After Vancouver based Bench Accounting’s abrupt shutdown, Employer.com steps in with a surprise acquisition.
September 14, 2025
Why Small Businesses Should Consider a Fractional CFO
Discover how fractional CFO services can bring clarity, confidence, and strategic growth to your small business...
September 14, 2025
What Benefits Does a Fractional CFO Bring to a Growing Business?
Discover how a fractional CFO drives growth, optimizes finances, and provides strategic guidance for your business.
September 14, 2025
Outsourced Accounting: Streamlining Financial Operations
Outsourced accounting enhances financial efficiency with tailored solutions, secure technology, and expert guidance...
September 14, 2025
What is Outsourced Accounting and Why Your Business Needs It
Discover the benefits of outsourced accounting for businesses earning $250K+ annually. Get expert help with...
September 14, 2025
Top Outsourced Accounting Services: The Best Firms for Your Business
Discover the best outsourced accounting services and firms for growing businesses. Find your perfect match on Sam’s...
August 27, 2025
How to Pay Yourself as a Business Owner LLC (U.S. Guide)
Learn how to pay yourself as an LLC owner in the U.S. Compare draws vs S-Corp salary, IRS rules, and...
Going through a divorce? Sam’s List connects you with vetted financial advisors who specialize in helping...
August 13, 2025
Fractional CFOs for Advertising & Marketing Companies: Strategic Financial Leadership for Creative Agencies
Advertising and marketing companies face unique financial challenges that require specialized expertise. Use Sam's...
August 13, 2025
What Kind of Financial Help Do You Actually Need?
Confused about hiring a bookkeeper, CPA, CFO, planner, or advisor? This guide helps founders over $500K pick the...
Immigrants often face unique financial traps in the U.S.—from foreign account reporting to overlooked estate taxes...
August 11, 2025
Fractional CFOs for E-Commerce Brands: Strategic Financial Leadership Without the Full-Time Cost
Running an e-commerce business means juggling inventory, marketing, customer service, and countless other tasks...
Tampa commercial real estate broker saves nearly $400K in taxes after $20M+ deal using 4 strategies from Greg at...
August 10, 2025
How to Find a Financial Advisor on Sam's List: A Step-by-Step Guide for Connecting with Qualified Professionals
Finding the right financial advisor can feel overwhelming with so many options available. Find a specialized...
Finding the right accountant for your business or personal needs can feel overwhelming. Find a specialized...
August 7, 2025
How to Pay Yourself as a Business Owner (2025 Guide)
Learn how to pay yourself as a business owner in 2025. Covers salary vs draw, LLCs, S-Corps, sole proprietors...
Leaving the U.S.? This complete guide for Indian H1B visa holders covers taxes, retirement accounts, investments, and...
Kordis CFO helped a boutique gym raise $750K, slash burn, and fix financial chaos. Learn when and why to hire...
August 5, 2025
Can H1B Visa Holders Invest in U.S. Real Estate?
Yes, H1B visa holders can invest in U.S. property. Here's what Indian immigrants need to know about taxes...
Planning to move from the U.S. to India? Here's what happens to your 401(k), Roth IRA, and brokerage...
India taxes global income. U.S. might still tax your assets. Here's how NRIs returning from the U.S. can use DTAA to...
August 2, 2025
Marketplace Accounting: A Founder’s Guide to Clean Books and Investor-Ready Financials
Learn marketplace accounting essentials: software options, cash vs accrual, chart of accounts, sales tax compliance...
August 1, 2025
Should I Sell My U.S. Stocks Before Moving to India?
Indian H1B visa holders: Selling U.S. stocks before moving home could save taxes. Here’s how capital gains are taxed...
Just received a $2M gift in the U.S.? Here's exactly what to do next: handle potential taxes, structure it wisely, and...
July 19, 2025
Switching from Excel to Construction Accounting Software: What to Know Before You Upgrade
Explore why construction pros are ditching Excel for AP/AR tools, and what to look for when choosing accounting...
Learn what accountants love and dislike about popular accounting software—and how those insights can guide...
July 18, 2025
Controller is being fired..
Learn what to do when your controller leaves unexpectedly—risks, next steps, and how to safeguard your finances...
Learn how CPAs differ from general financial advisors—licensing, services, and when your business needs each...
A Smarter Small Business Tax Guide: filing basics, deductions, withholdings, credits, and frequently asked...
July 17, 2025
What is the best way to find a personal accountant?
Need a personal accountant you can trust? Learn where to look, vetting questions to ask, and what red flags to watch...
July 17, 2025
Value of a good accountant
Discover how a proactive accountant can save you money, plan for growth, and help you reach long-term financial...
July 17, 2025
The Difference Between An Accountant And Bookkeeper
Understand the difference between a bookkeeper and an accountant—roles, education, tasks & when your small...
July 17, 2025
What is an accountant and what exactly do they do?
What does an accountant actually do? This small business owner’s guide explains bookkeeping, tax prep, CPA roles...
Wondering how much you need for a private banker? Here are the 2025 asset minimums by institution—and when to...
July 14, 2025
How Private Banking Works (and Who It’s For)
Thinking about tailored wealth services? Learn how it works, who it’s designed for, and whether a fiduciary...
July 13, 2025
Do You Need Millions for Private Banking?
You might not need millions to access private banking services. Here’s what really matters—and when a fiduciary...
July 10, 2025
Private Banking vs. Wealth Management
Confused by the difference between private banking and wealth management? Here's a clear breakdown—plus how...
July 10, 2025
What Is Private Banking?
Learn what private banking is, who qualifies, and how it compares to independent wealth advisors. Discover if it's...
July 8, 2025
She Thought Subscription Pricing Would Hurt Her Revenue — Until Her Accountant Showed Her This
A founder feared switching to subscriptions would kill her revenue. Her CPA—acting like a CFO—showed her it...
June 2, 2025
Are Financial Advisors Overpriced?
Financial advisors aren’t just for investing. Explore the real value behind AUM fees—including tax strategy, entity...
May 24, 2025
The Hidden Costs of Bad Bookkeeping: Why Your Valuation Suffers Before You Even Negotiate
Bad bookkeeping doesn’t just stress you out—it can tank your business valuation. Discover the hidden risks, investor...
In your 50s and thinking about retirement? Discover which type of financial advisor is best for your goals—fiduciary...
Founders: Your Qualified Small Business Stock (QSBS) could be disqualified by common legal and structural...
From work-in-progress schedules to 263A capitalization—learn 5 high-ROI services a construction CPA provides...
From rent-roll reconciliation to 1031 tracking—see 5 key services a property-management CPA delivers, pricing, and...
Rising food costs and tip rules killing profit? See 5 high-ROI services a restaurant CPA provides—plus pricing and red...
Deferred revenue, R&D credits, messy cap tables—see why a startup CPA matters, real pricing, and 5 high-ROI services.
Gig-worker or freelancer? See the write-offs you’re missing, real CPA pricing, and signs it’s time to hire help.
See pricing for cloud, freelance, and controller options—plus 7 reasons startups switch to pro bookkeeping.
Download a monthly & quarterly bookkeeping checklist, tool stack tips, and red flags that signal it’s time to hire a pro.
See pricing models, ROI math, and 3 mini-cases that prove when a part-time CFO beats a full-time hire.
May 14, 2025
Do I Need a Fractional CFO? 7 Signs You’re Ready
Struggling with runway, fundraising, or messy KPIs? Spot seven signals it’s time to hire a part-time CFO.
Physicians juggle W-2, 1099, and big equipment buys. Discover five tax moves to save six figures and how to vet...
Staking, bridging, NFTs—see how a crypto-savvy CPA handles tax traps and five mistakes that trigger IRS letters.
Equipment write-offs, practice buy-ins, AR chaos—see five ways a dental-practice CPA saves money and stress.
Estate taxes, QSBS, multi‑state filings—learn five critical services HNW accountants provide and how to vet the...
Managing $5 M+? Vet advisors with eight key questions, red‑flag answers, and a wealth‑ready checklist.
Crossing $500 K and feeling stretched? See how a specialist advisor pays for itself—and the signs you’re ready.
Before you trust your money to anyone, ask these 10 must‑know questions. Spot red flags fast and hire the right...
Use this monthly and year-end bookkeeping checklist to stay organized, save money, and prepare for tax season. Perfect...
You can do your own bookkeeping—but should you? Here’s what every small business owner needs to know before...
If you're a solopreneur, doing your own books can be overwhelming. Here's how to streamline your bookkeeping...
Explore the top bookkeeping software options for small businesses. Compare features, pricing, and who each tool...
May 3, 2025
How Much Does a Bookkeeper Cost?
Find out how much bookkeepers charge per hour or month and what affects their rates—plus how to budget for...
Bad books lead to bad decisions. Here are the top bookkeeping mistakes founders make—and what to do...
May 2, 2025
Stop Doing Your Own Bookkeeping
Think DIY bookkeeping is saving you money? It might be costing you more than you think. Here’s when and why to...
May 2, 2025
Can I Do My Own Bookkeeping?
Yes, you can do your own bookkeeping—but should you? Learn when it makes sense to DIY, when to hire a pro, and...
May 1, 2025
When Should You Hire a Bookkeeper?
If you’re spending too much time on books or earning $250K+, it’s time to hire a bookkeeper. Here’s how to...
Learn how to find a qualified bookkeeper for your business. Discover what to look for, red flags to avoid, and how to...
April 30, 2025
Best Accounting Software for Small Businesses in 2025
Discover the top accounting software picks for small businesses in 2025, from QuickBooks to Xero. Learn...
Discover the real responsibilities of a bookkeeper, what they track, tools they use, and how to know when your business...
Learn which mistakes on your 1099 or W-9 forms could lead to IRS penalties or audits. Avoid common pitfalls and stay...
Discover when and why you need a W-9 form. Essential guide for freelancers and small business owners, plus...
Learn how to properly complete IRS Form 1099-NEC for contractor payments in 2025. Step-by-step instructions...
April 23, 2025
Why Your Startup Needs a Fractional CFO (Not Just a CPA)
Startups need more than tax help. Discover why hiring a fractional CFO can unlock growth, improve cash flow, and...
April 22, 2025
Financial Advisor for Entrepreneurs: 6 Must‑Have Skills
Scaling fast? Vet advisors with these six skills, red‑flag answers, and a founder‑focused checklist.
April 21, 2025
I'm redoing Sam's List
Sam's List is supposed to be the Yelp for financial professionals
April 21, 2025
Ecommerce Accounting Services: What You Need to Know
Running an ecommerce business? Discover why specialized ecommerce accounting services are critical for growth, tax...
April 20, 2025
Why Startups Need Specialized Accountants
Startups face unique financial challenges. Learn why working with an accountant who specializes in startups is...
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