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Sam's List helps business owners find accountants, fractional CFOs, and financial advisors. Read real client reviews and browse professionals & connect based on your needs!

Website, pricing, platforms and company facts side by side.
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| Website | samslist.com | codegres.org |
| Pricing | — | |
| Company | Startup from the United States · 1 - 9 employees · 2024 | — |
| Listed in |
In their own words, as submitted to SaaSHub.


Sam’s List helps you find trusted financial experts fast. Think of it like Yelp, but for business finance. If you need an accountant, bookkeeper, CFO, or financial advisor who understands your business or life stage, we’ve got vetted pros, reviews you can trust, and smart tools to introduce you...
No description of Codegres.org yet.
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As answered by people managing Sams List and Codegres.org.
Sams List's answer
Bubble and Airtable
Sams List's answer
Sam’s List is the only review platform built for small business owners, entrepreneurs, and high-net-worth individuals to find vetted financial professionals—including accountants, bookkeepers, CFOs, and fiduciary advisors. Unlike generic directories, we verify licenses, display real client reviews, and tailor results based on business size, complexity, and industry.
Sams List's answer
Sam’s List specializes in trusted introductions for financial professionals. We pre-screen every vendor using public license databases (like CPA Verify or BrokerCheck), publish verified reviews from real clients, and provide a guided quiz that helps business owners and UHNW individuals find experts who understand their goals, revenue, and complexity.
Sams List's answer
Our core users are:
Small and mid-sized business owners ($500K–$50M+ in revenue)
Entrepreneurs, real estate investors, and founders
High-net-worth and ultra-high-net-worth individuals ($1M+ net worth) seeking trusted tax planning, estate, or investment guidance
Sams List's answer
Sam’s List was started from Sam Parr looking for an CPA and asking his 300,000 Twitter followers for recommendations for someone specialzied in entreprenerus and UHNW. What started as a Google Sheet of referrals grew into a platform connecting SMBs and wealthy individuals with reviewed, licensed professionals.
Sams List's answer
Entrepreneurs
Multi-location retail stores
E-commerce businesses with $5M–$30M in revenue
Family offices and UHNW individuals across the US
Real estate investors, franchise operators, and solo founders
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