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.

How does Sam's List vet the professionals on the platform?

Every professional on Sam's List goes through a review process before being listed. We review their credentials, confirm they are actively practicing, and monitor their client reviews over time. Unlike directories that let anyone pay to be listed, we maintain quality standards so the professionals you see are legitimate and reputable.

Are the reviews on Sam's List real?

Yes. Every review on Sam's List is submitted by someone who has interacted with that firm. We do not allow firms to remove negative reviews or manipulate their ratings. Every reviewer must authenticate through LinkedIn, Google, or Twitter before submitting a review. No anonymous reviews are allowed.

How is Sam's List different from other financial professional directories?

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.

Does it cost anything to use Sam's List?

No. Sam's List is completely free for anyone searching for a financial professional. You can browse profiles, read reviews, take the matching quiz, and contact professionals at no cost.

Why Your Startup Needs Fractional CFO Services

Kimberly Green | 2025-04-09

Startups can benefit from fractional CFO services to improve financial forecasting, manage burn rate, prepare for fundraising rounds, and build scalable financial systems. A part-time CFO provides executive-level expertise without the cost of a full-time hire.

Find experienced fractional CFOs for startups on Sam’s List.

Common Financial Mistakes Startups Make

Without strategic financial leadership, startups often:

Miscalculate cash runway
Fail to prepare for funding rounds
Underestimate operational costs
Overhire too quickly

A fractional CFO helps anticipate these pitfalls and proactively design solutions.

How a Fractional CFO Supports Startups

Fundraising Preparation: Builds financial models investors trust
Cash Flow Management: Monitors burn rate and cash runway precisely
Strategic Financial Planning: Aligns financial strategy with growth milestones
Investor Reporting: Prepares polished reports that build investor confidence

When to Hire a Fractional CFO

Startups typically need a fractional CFO:

After raising a seed or Series A round
When monthly burn exceeds $50k
When preparing for rapid scaling or additional funding rounds

How Sam’s List Helps

Sam’s List features seasoned fractional CFOs experienced in startup environments. You can browse fractional CFOs by startup expertise, fundraising experience, and client success stories.

FAQs

What does a fractional CFO do for a startup?

They manage cash flow, prepare fundraising materials, build financial models, and advise on financial strategy and operations.

When should a startup hire a fractional CFO?

Typically once the company has external investors, needs sophisticated forecasting, or plans to aggressively scale.

How much do fractional CFO services cost for startups?

Fees typically range from $3,000 to $10,000 per month depending on engagement scope.

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Author: Kimi, Co-founder of Sam's List

Kimi writes about what she's learning while building Sam's List and shares honest takeaways from her conversations with accountants and financial advisors across the country. None of this is financial advice—just the stuff most people wish someone told them sooner.