Sam's List Community: 10 Finance Pros for Business Owners and Entrepreneurs

Sam's List Community: 10 Finance Pros for Business Owners and Entrepreneurs

Owning a business ties your company money, your own pay and your family's plans together, and the right person to sort that out depends on how much help you want and who does the work. If you are looking for finance pros for business owners and entrepreneurs, ten of the firms in the Sam's List community that list Business Owners/Entrepreneurs as a specialty are: Bone Fide Wealth, Cannon Wealth Management, CMH Advisors, Emory Wealth LLC, Fortress Financial Partners, HB Wealth, Manetta Wealth Management, ProProject Bookkeeping, Scratch Capital and Strategic Financial.

Every firm here is part of the Sam's List community. Listing on Sam's List is free, and so is a place in this roundup; no firm paid to be included. Some firms pay to be featured elsewhere on Sam's List, which has no bearing on this post.

Sam's List compiled this roundup; no regulator reviewed or approved it. It lists the firms in alphabetical order, does not rank them, and says nothing about investment performance, returns or fees. Before hiring an advisor, check their registration and any disciplinary history at adviserinfo.sec.gov or brokercheck.finra.org.

How to Choose Finance Pros for Business Owners and Entrepreneurs

A business owner's money has more moving parts than a paycheck does. The company, the owner's pay, taxes, retirement and often a family all draw on the same cash. So start with scope. Ask what the firm does itself, such as bookkeeping, tax preparation, planning or advice, and what it hands to someone else.

Then ask who does the work and how you will hear from them. Ask how the firm is paid and get that in writing before you sign.

If the firm is a financial advisor for business owners, check its registration and any disciplinary history at the sites named above, and ask to see its Form ADV if it is registered. Registration does not imply a certain level of skill or training.

The limitation: a specialty on a profile is the firm's own statement of focus, not a record of results, and a review is one client's experience. Ask for a reference from an owner with a business like yours.

The firms

The firms are in alphabetical order. The order is not a ranking.

Bone Fide Wealth

Bone Fide Wealth serves clients nationwide. It describes itself as helping millennials, next-gen investors and their families plan first, then invest, and it says couples and money is its specialty. Its profile lists Business Owners/Entrepreneurs, Content Creators and Business Executives as specialties.

Bone Fide Wealth does not yet have enough reviews on its Sam's List profile for us to cite a count. Its stated focus is younger clients and couples, so an owner at a different stage should ask how the firm works with them.

Cannon Wealth Management

Cannon Wealth Management serves clients nationwide. Its tagline says financial planning is as important as investments. Its profile lists High Net Worth Individuals, Business Owners/Entrepreneurs and Young Professionals as specialties.

Cannon does not yet have enough reviews on Sam's List for us to cite a count. The tagline is a single line and does not say what the planning includes, so ask what a client receives in the first year and who prepares it.

CMH Advisors

CMH Advisors serves clients nationwide and is listed under financial advisors. It describes itself as a full service accounting, advisory, payroll and tax strategy CPA firm. Its profile lists Athletes & Entertainers, Business Executives and Business Owners/Entrepreneurs as specialties.

CMH Advisors does not yet have enough reviews on its Sam's List profile for us to cite a count. Its description covers several kinds of work, so ask which services each licensed professional provides and whether the advisory side is registered.

Emory Wealth LLC

Emory Wealth LLC serves clients nationwide. It describes itself as an Austin-based independent wealth firm helping families, business owners and retirees simplify investments, tax planning, retirement, estate and financial decisions. Its profile lists Business Owners/Entrepreneurs, Divorced Individuals and Equity Compensation as specialties.

Emory Wealth does not yet have enough reviews on Sam's List for us to cite a count. Its description spans families, owners and retirees, so ask how much of its work is for business owners.

Fortress Financial Partners

Fortress Financial Partners serves clients nationwide. It describes itself as offering personalized financial planning that brings retirement, taxes, insurance, estate planning and cash flow into one coordinated strategy. Its profile lists Business Owners/Entrepreneurs, Divorced Individuals and Generational Wealth Transfer as specialties.

Fortress does not yet have enough reviews on its Sam's List profile for us to cite a count. One coordinated strategy covers a lot of ground, so ask which parts the firm does itself and which it refers to other professionals.

HB Wealth

HB Wealth serves clients nationwide. It describes itself as serving business owners, executives, professionals and families with wealth advisory. Its profile lists Business Executives and Business Owners/Entrepreneurs as specialties.

HB Wealth does not yet have enough reviews on Sam's List for us to cite a count. The description names several kinds of client, so an owner should ask how the firm handles the company side of the picture.

Manetta Wealth Management

Manetta Wealth Management serves clients nationwide. Its tagline is a first-person statement from the advisor about how the practice is run. Its profile lists High Net Worth Individuals, Business Owners/Entrepreneurs and Pre-Retirees (5-10 years out) as specialties.

Manetta has 2 reviews on its Sam's List profile as of October 24, 2026, with an average rating of 4.8. One reviewer, Shirley H., wrote: "He always returns my calls and messages." Two reviews are a very small sample, and a review is one client's experience, not an endorsement by Sam's List, so ask for references.

ProProject Bookkeeping

ProProject Bookkeeping serves clients nationwide and is listed under bookkeepers. It describes itself as offering advisory-level bookkeeping and project accounting for firms with project-based revenue streams. Its profile lists Business Owners/Entrepreneurs, Bootstrapped Companies and Growing Companies ($1M to $10M) as specialties.

ProProject does not yet have enough reviews on its Sam's List profile for us to cite a count. Its focus is project-based revenue, so a business that sells products or subscriptions should ask whether the approach carries over.

Scratch Capital

Scratch Capital serves clients nationwide. It describes itself as a registered investment advisor providing wealth management services to business owners, high net worth individuals, corporate executives and their families. Its profile lists Business Owners/Entrepreneurs, Multi-generational Families and Real Estate Investors as specialties.

Scratch Capital does not yet have enough reviews on Sam's List for us to cite a count. Registration is the firm's own statement here, so confirm it on the regulator sites above and ask for the firm's Form ADV.

Strategic Financial

Strategic Financial serves clients nationwide. Its tagline is general and does not say which services it provides. Its profile lists Business Owners/Entrepreneurs, Generational Wealth Transfer and Multi-generational Families as specialties.

Strategic Financial does not yet have enough reviews on its Sam's List profile for us to cite a count. Because the tagline says little about the work, ask for a written scope and who in the firm would handle your account.

Questions to Ask Finance Pros for Business Owners and Entrepreneurs

Take the same questions into every first call, because answers are easier to compare than pitches. What will you deliver in the first 90 days? Who does the work, and who reviews it? How are you paid, and what is not covered? How do you coordinate with my CPA and my attorney? What happens to the plan if I bring in a partner or sell the company? Can I see your registration and your Form ADV?

The limitation: answers describe a plan, not an outcome, and no firm can promise how a plan will turn out.

Frequently Asked Questions

What does a financial advisor for business owners do?

It varies by firm. Some plan around the owner's pay and the company, covering retirement, taxes, insurance and estates. Others also manage investments or offer accounting. Ask for the scope in writing, ask how the firm is paid, and check its registration at adviserinfo.sec.gov before you sign.

What are the questions to ask a business owner's advisor?

Start simple. Ask what is delivered in the first 90 days, who does the work, how the firm is paid, what the fee excludes, how it works with your CPA and attorney, and whether it is registered. Compare the answers across two or three firms.

Did these firms pay to be in this article?

No. Listing on Sam's List is free, and so is a place in this roundup. Some firms pay to be featured elsewhere on Sam's List; that has no effect on who appears here or in what order.

You can browse the Sam's List directory for more finance pros, and write a review if you have worked with one of these firms.

How we put this together

The pool. The pool is the firms in the Sam's List community, not every firm on Sam's List and not every finance professional who works with business owners.

How the group was chosen. Each firm here has a Sam's List profile that lists Business Owners/Entrepreneurs as a specialty. More than ten community firms list this specialty. We wrote up ten of them, picked from firms not yet written up in a recent Sam's List post, so this is not a complete list of every community firm with this specialty.

How it is ordered. The firms are in alphabetical order. It is not a ranking, and no firm is recommended over another.

Where the facts come from. Every fact about a firm comes from its Sam's List profile as read on October 24, 2026. Taglines are the firms' own words, and we have not verified them. Profiles can change.

What review counts mean. A count shows how many people wrote a review. It does not measure the quality of the work. Where a firm has fewer than two reviews, we give no count and no rating. Read more in the reviews disclosure.

What payment does and does not buy. Listing on Sam's List is free, and so is a place in this roundup. No firm paid to be included. Some firms pay to be featured elsewhere on Sam's List, which has no bearing on this post.

---

About the author: Kimberly Green is the cofounder of Sam's List, where business owners and high earners find vetted CPAs, financial advisors, and fractional CFOs. She's met one-on-one with 400+ financial professionals and writes from the real data behind thousands of client-advisor matches. Ask her anything about finding an accountant - she's heard it all, including the questions people are afraid to ask.