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Sams List
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Samโs 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, weโve got vetted pros, reviews you can trust, and smart tools to introduce you to someone.
For business owners and entrepreneurs: Quickly find financial pros who specialize in your industry, revenue size, and needs. No more useless referrals or Googling in the dark that leave you in a sucky situation.
For financial firms and advisors: Build visibility, get discovered by high quality clients, and boost your reputation with verified reviews and a profile that converts.
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Sams List's answer:
Bubble and Airtable
Sams List's answer:
Samโs List is the only review platform built for small business owners, entrepreneurs, and high-net-worth individuals to find vetted financial professionalsโincluding 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:
Samโs 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 ($500Kโ$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:
Samโs 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 $5Mโ$30M in revenue
Family offices and UHNW individuals across the US
Real estate investors, franchise operators, and solo founders