Sam's List Community: 10 Finance Pros for Solopreneurs

Sam's List Community: 10 Finance Pros for Solopreneurs

When you are the whole company, the person who does your books and taxes has to work around a business with one owner, uneven income and no finance team, and the right fit depends on how much help you want and who does the work. If you are looking for finance pros for solopreneurs, ten firms in the Sam's List community list Solopreneurs as a specialty: Aligned CPA, Axiom Finance, Clarissa Wilson, Humm Accounting, Lucid CPA, Monterra Halden, SAS Tax & Accounting, Shoff Accounting, SteadyHand Accounting & Advisory and TaxCentric.

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.

How to Choose Finance Pros for Solopreneurs

A solo business is simple on the surface and awkward underneath. Nobody else catches mistakes, business and personal money tend to overlap, and the owner is usually the only person who knows why a payment happened. The right accountant for solopreneurs makes that easy to hand over.

Start with scope. Ask whether the firm does bookkeeping, tax preparation, tax planning or advice, and which are part of the first engagement. Then ask how the work gets done: which tools share records, how often you will hear from the firm, and who answers a question in March or in August.

Finally, ask about your own situation: your entity type, how you pay yourself and how you handle estimated tax payments. A good firm explains its approach in plain terms and tells you when something needs a second opinion. Confirm any tax specifics with a CPA who has seen your records.

The limitation: a profile lists a specialty in the firm's own words, and a specialty is a statement of focus, not a record of results. Ask for a reference from a client with a business like yours.

The firms

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

Aligned CPA

Aligned CPA, LLC serves clients nationwide. It describes itself as a CPA firm that helps solo and small law firms with proactive accounting. Its profile lists SMB Owners and Solopreneurs as specialties.

Aligned CPA does not yet have enough reviews on its Sam's List profile for us to cite a count, so we describe the firm by what it says about itself. Its stated focus is legal practices, so if your business is different, ask how its approach carries over.

Axiom Finance

Axiom Finance serves clients nationwide. It describes itself as helping seven-figure service businesses with taxes and decisions throughout the year. Its profile lists SMB Owners, Content Creators and Solopreneurs as specialties.

Axiom does not yet have enough reviews on Sam's List for us to cite a count. The tagline points at larger service businesses, so a smaller solo practice should ask whether the firm takes on clients its size.

Clarissa Wilson

Clarissa Wilson serves clients nationwide. Her profile describes bookkeeping for small business owners, and it lists Pre-revenue Startups, Solopreneurs and Content Creators as specialties.

Clarissa Wilson has 2 reviews on her Sam's List profile as of October 23, 2026, both rated 5.0. Two reviews are a very small sample, so treat them as a prompt for questions and ask for references. If you are only starting out, ask what she would set up in the first month.

Humm Accounting

Humm Accounting serves clients nationwide. It describes itself as offering bookkeeping and tax for today's entrepreneur. Its profile lists SMB Owners, Real Estate Investors and Solopreneurs as specialties.

Humm Accounting does not yet have enough reviews on its Sam's List profile for us to cite a count. Its description covers both bookkeeping and tax, so ask whether the same team does both and how records move between them.

Lucid CPA

Lucid CPA serves clients nationwide and is listed under fractional CFOs. It describes itself as working with content creators who earn $100k or more. Its profile lists Content Creators, SMB Owners and Solopreneurs as specialties.

Lucid CPA does not yet have enough reviews on Sam's List for us to cite a count. Its stated focus is a specific income range, so ask whether it works with creators below that range and what part of its work is advisory rather than tax preparation.

Monterra Halden

Monterra Halden serves clients nationwide. It describes itself as built for multi-entity businesses that need a tax strategy and a financial partner during the year. Its profile lists SMB Owners, Real Estate Investors and Solopreneurs as specialties.

The firm does not yet have enough reviews on Sam's List for us to cite a count. Multiple entities suit owners with several ventures, so a solopreneur with one business should ask whether it fits the firm's usual client.

SAS Tax & Accounting

SAS Tax & Accounting serves clients nationwide. It describes itself as a friendly firm offering bookkeeping, tax and advisory services, with a focus on clear communication and timely follow up. Its profile lists Solopreneurs, Real Estate Investors and SMB Owners as specialties.

SAS does not yet have enough reviews on Sam's List for us to cite a count. Responsiveness is a claim you can test, so ask how quickly the firm replies to a question.

Shoff Accounting

Shoff Accounting serves clients nationwide. It describes itself as helping business owners with tax planning. Its profile lists SMB Owners, Real Estate Investors and Solopreneurs as specialties.

Shoff Accounting does not yet have enough reviews on its Sam's List profile for us to cite a count. Its description centers on planning, so ask when in the year planning happens and whether bookkeeping is included or handled by someone else.

SteadyHand Accounting & Advisory

SteadyHand Accounting & Advisory serves clients nationwide. It describes itself as helping women-led professional services firms with cash flow, predictable billing and clearer decisions. Its profile lists SMB Owners, Solopreneurs and Real Estate Investors as specialties.

SteadyHand has 5 reviews on its Sam's List profile as of October 23, 2026, with an average rating of 5.0. One reviewer, Clara M., wrote: "Melissa is timely in communication and answers all my questions in a way that I can understand what's best for my business." Five reviews are a small sample, so ask about fit for a business your size.

TaxCentric

TaxCentric serves clients nationwide. It describes itself as offering accounting and financial advising that prioritizes expertise and customer service. Its profile lists SMB Owners, Solopreneurs and Digital Nomads as specialties.

TaxCentric does not yet have enough reviews on its Sam's List profile for us to cite a count. Its description is broad, so ask what a solopreneur client receives in a typical month and which services are billed separately.

Questions to Ask Finance Pros for Solopreneurs

Take the same questions into every first call, because answers are easier to compare than pitches. What will you deliver in the first 60 days? Who does the work, and who reviews it? What is not covered by your fee? When will you tell me about estimated tax payments? What happens if my income changes sharply or I add a second business? Can I export my own books at any time?

The limitation: answers describe a plan, not an outcome, so agree on a short trial period and a clear way out.

Frequently Asked Questions

What do finance pros for solopreneurs do?

They keep the books current, prepare the tax return and, at some firms, advise on planning and cash flow. Scope differs by firm, so ask for it and the fee in writing.

What are the questions to ask a solopreneur accountant?

Ask what is delivered in the first 60 days, who does the work, what the fee excludes, when estimated tax payments are discussed and how you can export your records. Compare the answers across two or three firms rather than relying on one call.

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.

How do I compare an accountant for solopreneurs?

Compare what each delivers and who does the work, not the adjectives in a tagline. Ask for a scope, a fee and a reference from a similar business. A review count is a clue, not a verdict.

You can browse accountants on Sam's List, look at fractional CFOs if you want finance leadership, 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 solo owners.

How the group was chosen. Each firm here has a Sam's List profile that lists Solopreneurs as a specialty. We wrote up ten community firms that list 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 23, 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.

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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.