5.0 stars · 1 review · Serves Texas
As a family Chief Financial Officer, I manage taxes, investments, estate planning, insurance, and related companies while negotiating deals and overseeing all financial and accounting matters.
"use them for 4 years. Responsive, passionate about accounting/tax strategy, has slack group. Knows startups (and freelancers/independents) well."— John, 5.0 stars
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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.
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