Sorso
5.0 stars · 5 reviews · Serves Nationwide · 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
Services
- Board & Investor Relations
- Bookkeeping
- Business Valuations
- Capital Structure Planning
- Cash Flow Management
- Financial Modeling
- Financial Strategy Development
- Financial Systems Implementation
- Fundraising Support
- International Tax Services
- Mergers and Acquisitions
- Process Optimization
- Risk Management
Pricing
- Monthly Fixed Fee — $1,500–$12,000 monthly
- Monthly Retainer — $1,500–$8,000 monthly
Reviews
Dave Yarnall
5 stars
2025-11-28T17:32:55.722+00:00
Stan was an immense help, building forecasting models for SaaS and desktop software products with multiple pricing and subscription duration options, and consumed by multiple customer segments each with their own new and returning business purchasing behaviours. Always professional, responsive and thorough, as well as patient when our data quality left something to be desired or was difficult to provide. Thank you, Stan! Definitely recommended!
Michael Nelskyla
5 stars
2025-09-26T10:05:44.816+00:00
Stan has worked as our fractional CFO for several years now. If we had the scale, we would look to onboard him full time. He has been instrumental in helping us navigate our ongoing financial management including help with the board decks, strategic planning and fundraising. I couldnt recommend him enough.
Peter Suma
5 stars
2025-09-04T19:32:47.36+00:00
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&A negotations and simultaneous fund raising efforts. I have worked with Stan at 2 companies and would engage him again as a fractional CFO or financial modelling consultant.
Joel Wright
5 stars
2025-08-19T09:21:25.517+00:00
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.
Stacey Krauss, Psy.D., ABPP
5 stars
2025-08-09T22:51:06.302+00:00
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 budget for our multi-location business, improving the clarity and structure of our planning, and created well-crafted, data-driven presentations for a variety of stakeholders. Stan was responsive, consistently produced high-quality work, and made us feel like we were more than just another client. He worked effectively with both our internal team and external accounting vendors, fostering smooth collaboration. When we later progressed to hiring a full-time CFO, they noted that Stan’s work was solid and provided a strong foundation for our continued growth. I’ve already recommended Stan to others and would do so again without hesitation.