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PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies. Ask me about Security Backed Lending!
Stock Option Planning
Executive Compensation
Exit Planning
Business Succession Planning
28+ more
Specialities
$100-$1,000Hourly Rate
See what clients are saying!
Hear from people who have worked with financial professionals on Sam’s List and learn about their experiences.
Ettore
lota Finance
Igor from lota Finance is the accountant that all modern accountants should strive to be. He has a deep understanding of accounting and business, making him a great match for entrepreneurs looking to level up their tax and bookkeeping. He is always on the cutting edge of accounting tech, making the process smoother for his clients and partners.
Jordan Smith
Nimbl
My company started using Nimbl after parting with our controller. I discovered he had not reconciled our books for nearly the entire year! I felt very hopeless and overwhelmed and reached out to Nimbl for help. They got our books in order and even helped us establish a new payroll system and process. The professionals at Nimbl have been fantastic to work with and the ROI was immediately obvious.
Robert Prentice
Graphite
Graphite has been our accounting firm since very early on and never once have we second guessed our bookkeeping, financial modeling or taxes. Everyone we have worked with there has always been punctual, communicative and a true partner. They are fantastic at what they do!
Justin Wright
Anomaly CPA
Anomaly is excellent: tons of experience working with digital entrepreneurs and real estate investors. They’ve directly helped me implement strategies that have saved me tens of thousands over the last several years. Responsive and knowledgeable!
Zach Bruhnke
OLarry
OLarry is the accounting platform I have wished for since what feels like the beginning of time. They strike an excellent balance between personal touch and technology and truly make you feel like their only client throughout all your interactions
Stuart King
Good Operator
Good Operator is that unique blend of down to earth people and I-wish-I-had-thought-of-that brilliance. They actively listen to business challenges and offer creative solutions that just make sense. Communication is fun and easy, and they never try to upsell you on services you don’t need. They embrace technology and know what software solutions will help your business grow. I highly recommend Good Operator as a knowledgeable and trustworthy business partner.
Max Marketing
STAXX
They're my CFO right now & they've done a tremendous job. The best job any accountant has ever done in the history of accountants... maybe ever. And I know a lot of accountants
Amy Oliver Cooke
Solopreneur CPA (Matt Chiappetta, CPA)
Securing Matt's services has been my best investment in the last 24 months. He does all of my business and personal accounting. I don't spend one minute worrying about it anymore. He affords me more time with my family and friends. I couldn't ask for anything more.
Lauren Ferry
Alpine Mar CPAs & Advisors
After enduring years of unresponsive and unhelpful accountants, especially during the crucial tax season, we found Pablo and Kevin, and our relief is immense. Whether you're a new business looking for basic advice or an established company needing detailed insights for strategic planning, they are always there to answer any questions. I highly recommend their services to anyone in my network.
Kevin Bilsky
Fiat Finance
Kaley Pate is both my corporate and personal accountant. Her dedication to our business is unmatched. She's always available and offers insightful guidance. What stands out most, is the personalized service and attention, unlike the experience we've had in dealing with large accounting firms. She offers a level of accessibility and expertise that we have yet to find with any other company. If you want someone who truly cares about your success, I highly recommend Kaley.
Shelby Burford
Till CFO
Till CFO is the missing puzzle piece for focused founders too busy to establish a clear financial strategy alone yet too ambitious to embark on a future without one. Their holistic view of a company's financial implications can rescue well-meaning leaders from costly dilution, time-consuming investor data requests, essential long-term forecasting and more.
Michael Ben-Tov
Lemoti
As a tech founder, Lemoti held my hand along our entire fund raising journey. They took care of our books, tax filings, and helped us with compliance and investor relations. Would recommend for any SaaS or Ecom founder.
Winslow Marshall
Ralph & Ralph
The Ralph & Ralph team has been amazing to work with. We've turned to them for both tax & accounting support. Their team is thorough, responsive, and helpful. I'd highly recommend them!
Mako Ueda
Mako Ueda
I've had the privilege of working with Jace long before he founded Ursa Consultants. His extensive experience as a fractional CFO, combined with his work with hundreds of startups, equips him with a deep well of knowledge to address each client’s unique needs. What truly sets Ursa apart is their personalized approach. Jace and his team genuinely care, rolling up their sleeves to tackle your challenges head-on. They offer a full spectrum of services, from accounting and tax to strategic financial guidance, ensuring comprehensive support for your business.
Ben Tiggelaar
Appletree
they haven’t fired me yet as a customer (I can be demanding and expect quality). Like them as it’s fully outsourced small business accounting, payroll and personal tax. Used to be separate accountants for biz and personal. No more!
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