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.

What does sales tax involve?

Sales Tax is managing multi-jurisdiction sales-tax compliance. The Bookkeepers on Sam's List offer it and are vetted through real client reviews, so you can compare experience before you commit.

How do I find a bookkeeper for sales tax?

Filter Sam's List to Bookkeepers offering sales tax, compare verified client reviews and pricing, and contact them directly. No referral fees or commissions.

Sales Tax Compliance

Sales Tax is about managing multi-jurisdiction sales-tax compliance. These Bookkeepers handle this as part of ongoing bookkeeping; browse verified reviews, compare pricing, and reach out with no referral fees.

36 bookkeepers. 126 client reviews. Used by 200,000+ business owners and high net worth individuals.

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What clients are saying

"We've been working with Scale CPA for support across billing, federal filings, sales tax, and more—and they've been an exceptional partner. Their comm…"
— Vanessa Luo, 5.0 stars, for Scale CPA
"Ottit does an amazing job with customer service, and they're always available. They're extremely knowledgeable and show amazing hospitality."
— Steve Olvera, 5.0 stars, for Ottit | Accounting, Bookkeeping & Controllership For Fast-Growth E-Commerce, SaaS, and SMB Operators Generating $1M - $95M/yr
"Our experience has been great. The onboarding process was smooth, especially considering the mess they inherited from us. Their team is responsive, ea…"
— ORZA Inc, 5.0 stars, for Ottit | Accounting, Bookkeeping & Controllership For Fast-Growth E-Commerce, SaaS, and SMB Operators Generating $1M - $95M/yr

Frequently asked questions

What does sales tax involve?: Sales Tax is managing multi-jurisdiction sales-tax compliance. The Bookkeepers on Sam's List offer it and are vetted through real client reviews, so you can compare experience before you commit.
How do I find a bookkeeper for sales tax?: Filter Sam's List to Bookkeepers offering sales tax, compare verified client reviews and pricing, and contact them directly. No referral fees or commissions.

Sales Tax Compliance

Browse related profiles

What clients are saying

Frequently asked questions

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