Launched November 5, 2024
Sam's List
Your Trusted Path to Financial Expertise!
Subscription242 impressions#18 of its week
Sam's List connects you with trusted accountants, bookkeepers, and Fractional CFOs, tailored to your business needs. Simplify your search for top financial experts with our curated, reviewed marketplace.
Sam's List is a curated marketplace that matches businesses and high-net-worth individuals with vetted accountants, bookkeepers, financial advisors, and fractional CFOs.
- for
- Founders, operators, high earners, investors, and real-estate owners seeking trusted financial professionals.
- pricing
- free
Key features
5 features of Sam's List
- Browse & filter — Search professionals by location, specialty, industry expertise, and service type.
- Real reviews — Read authentic, verified reviews from founders and high-net-worth individuals before contacting anyone.
- AI-powered matching quiz — Answer a short questionnaire to get a personalized match in about 60 seconds.
- Write & share reviews — Submit your own experience to help future users evaluate financial pros.
- Free listing for pros — Financial firms can list their services and reach thousands of monthly visitors at no cost.
Use cases
- Find a CPA to handle complex tax filings for a growing startup
- Hire a fractional CFO to create cash-flow forecasts for a $5M revenue company
- Get a financial advisor for wealth planning after a liquidity event
- Secure a bookkeeper for day-to-day bookkeeping of an e-commerce business
- Obtain a real-estate CPA for 1031 exchange and cost-segregation advice
Sam's List FAQ
Does Sam's List earn any commission if I hire a professional?+
No, Sam's List does not receive referral fees or commissions from hires.
How are the professionals vetted?+
The team cold-calls firms, reviews client feedback, and builds detailed profiles based on real reviews.
Can I write a review for a professional I’ve worked with?+
Yes, anyone can submit an honest review of a financial pro at no cost.
How does the AI matching quiz work?+
You answer a few questions about your needs and the AI suggests professionals who have helped similar clients.
Summarized by DevHunt from samslist.co · Oct 4, 2026. Details may change; check the official site.
