Sam's List is a curated directory of vetted financial professionals including accountants, CPAs, financial advisors, bookkeepers, and fractional CFOs. We help business owners and high net worth individuals find the right professional through verified reviews, detailed profiles, and a matching quiz that connects you with professionals based on your needs, industry, and financial profile.

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Most other platforms take 5-10% of your annual contract when you hire a firm through them, sometimes in perpetuity. Sam's List takes zero referral fees and zero commissions. Our reviews are verified through social authentication and cannot be removed by the firm, and our matching quiz recommends professionals based on your specific situation rather than who paid the most for visibility.

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Sorso

5.0 stars · 5 reviews · Serves Texas · Specializes in Bootstrapped Companies, Enterprise Companies ($50M+), Growing Companies ($1M–$10M)

Helping clinic owners ($0.5M-$50M) cut waste & scale profitably | Accounting & Fractional CFO & Washington Post featured expert

Featured reviews

"Stan helped us implement a sophisticated monthly KPI process that delivered consistent, actionable insights and gave me a clearer understanding of my company than I’d ever had before. He developed an excellent annual bud…"
— Stacey Krauss, Psy.D., ABPP, 5.0 stars
"Stan and the Sorso team we terrific. I would highly recommend them to anyone who is looking a fractional CFO, strategic financial advice or fundraising strategy."
— Joel Wright, 5.0 stars
"Stan was very easy to deal with, brought extension existing models to speed the process of completing the work needed to put in place detailed cash management processes, and to build a detailed model to support several M…"
— Peter Suma, 5.0 stars

Sorso

Featured reviews

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