Cofounder @ Sam’s List I help business owners and high income earners find specialized CPAs and financial advisors I just wanna own a WNBA or NWSL team
New York
Joined October 2013
- Tweets4.9K
- Following628
- Followers2.1K
- Likes7.3K
Kimi retweeted
That confusion is really common. A simple rule of thumb is that your CPA should be able to tell you the tax effect of almost any money decision, even if the advisor picks the investment. If the two of them never talk to each other, that's the real gap.
Kimi retweeted
From @TheAthletic: The WNBA Finals starting at 12:30 p.m. Eastern is an embarrassment, our columnist writes. "Inexcusably obtuse planning, astoundingly bad optics, and most of all a wildly crappy thing to do to the people who consume your product." nyti.ms/4ssSHTm
If the only time you hear from your accountant is March, you don't have a tax strategy. You have a tax filing.
It's almost November. Year-end planning happens now, not in April.
Book the call this week.
Justin Moore @justinmooretfam asked me on his show why my first sponsorship ever was $8,000 to put Sam's List on Marc Lou's leg.
Short answer: I wanted Sam's List @hi_samslist o be involved with the most viral moment happening on the internet at that very moment.
Full story is on the episode 👇
youtube.com/watch?v=ZniccqKQ…
I asked accountants what clients ask them over and over.
Top answer so far: "Why am I profitable but have no cash?"
Profit is on your P&L. Cash is in the bank. Inventory, slow paying customers, debt payments and owner draws all live in the gap between them.
If you're a business owner shopping for financial help, ask every firm these 3 things:
Who will I actually talk to?
How fast do you usually respond?
Do you work with businesses like mine?
The answers tell you more than any website.
Bootstrapping update: still no outside money, still building Sam's List one firm and one client at a time.
Some weeks it feels slow. Then a client tells us they finally found a CPA who gets their business, and it's worth it.
Accountants, bookkeepers, and fractional CFOs: what's one question clients ask you constantly that you wish they understood before the first call?
Drop it below. I'm collecting these.
Kimi retweeted
I can't believe I'm typing this but @NotGoKGreen paid $8,000 to put the @hi_samslist logo on a creator’s thigh (@marclou) during a Hyrox fitness event...wtf???
BTW...Kimi has never spent a SINGLE DOLLAR on ads. So why was THIS her first sponsorship?!
On today's episode of the @SponsorMagnet podcast, we got into:
→ What happened to her logo within minutes of the race starting
→ The thing Marc did that wasn’t in the deal, and why it made the sponsorship worth it
→ Why 20+ creators pitched her the same idea and none of them got a reply
→ The sneaky move a $400M competitor pulled that she’s still jealous of
→ The exact pitch that would get her to say yes to a creator tomorrow
So did she make her $8K back?
Find out in the full episode below!
🤖 Made with AI
most business owners don't need a better accountant. They need to know which kind of financial pro they actually need.
Bookkeeper keeps the books.
CPA handles taxes and compliance.
Fractional CFO helps you plan and grow.
Hiring the wrong one is why so many people say "my accountant isn't helping."
Nobody outbid me on Marc Lou's left quad.
$8,000. Bootstrapped. Accounting marketplace.
A few weeks later we got a customer from it, website traffic jumped 238% during launch week, and people still open conversations with "so tell me about the left quad."
Weirdest ad buy of my life. Also weirdly effective.
If you're an accountant or financial advisor who wants visibility that isn't another LinkedIn carousel, Sam's List is still taking firms: samslist.com
"My CPA isn't doing what I need them to do."
I hear this every week.
Half the time it's not that the CPA is bad. It's that they hired a tax preparer and expected a fractional CFO.
Bookkeeper ≠ CPA ≠ controller ≠ fractional CFO ≠ financial advisor.
Most business owners treat those as synonyms. They're not.
If you're not sure which one you actually need, take the quiz on Sam's List and compare real reviews before you marry the first name your buddy gives you.
Kimi retweeted
THAT’S A WRAP!!
Spent the day shadowing @jonjfarb, a fractional CFO, real estate investor, and founder who:
- Only works 6 months out of the year
- Brushes his teeth 3x a day, after every meal lol
- Always picks up the phone when his mom calls, no matter what
- Goes above and beyond to take care of and reward his employees
- Takes a 30-minute Spanish lesson every single day
- Is constantly finding new ways to learn, grow, and challenge himself
- Owns an accounting/bookkeeping firm (and is actively looking to acquire more!)
- Owns rental properties across the country (also actively buying)
- Randomly walks up to strangers just to compliment them
- Might genuinely be one of the best connectors I’ve ever met
I didn’t even know who Jon was a week ago.
Someone introduced us because I run Sam’s List, a directory that helps people find accountants, bookkeepers, fractional CFOs, and financial advisors.
And now I just spent an entire day getting a front row seat to how he lives, works, thinks, and treats the people around him.
One of my favorite things about building Sam’s List is getting access to people like Jon and seeing the side of financial professionals that most people never get to see.
Their personalities, routines, relationships, hobbies, ambitions, and all the things that have absolutely nothing to do with accounting.
And I think there’s something really important about that.
When you’re hiring someone to handle your company’s finances, you’re not just hiring a list of credentials and services.
You’re choosing someone you might be talking to regularly for YEARS. Someone you’re trusting with some of the most personal and important parts of your business.
Of course experience, expertise, and fit matter. But do you actually like them? Do you feel comfortable asking them questions? Is this someone you’d enjoy working with?
That’s a part of finding an accountant or financial advisor I don’t think gets nearly enough attention.
Anyway, I had SO much fun doing this and learned a ton from Jon, especially about being intentional with your time, constantly learning, how to properly run and scale a business, and helping the people around you.
Thank you for letting me invade your life for a day, Jon!!
And if you’re looking for an accounting or bookkeeping firm, check out Jon and his team at 7daybookkeeper.com
First of many days shadowing the people behind Sam’s List!
Meet Jon: the Fractional CFO / Real Estate Investor / Competitive Golfer I’ve been shadowing all day
- Actively buying accounting and bookkeeping firms. Hit him up if you’re interested!
- Not mentioned but important: His accounting firm is 7 Day Bookkeeper —> 7daybookkeeper.com
- Actively taking clients
THAT’S A WRAP!!
Spent the day shadowing @jonjfarb, a fractional CFO, real estate investor, and founder who:
- Only works 6 months out of the year
- Brushes his teeth 3x a day, after every meal lol
- Always picks up the phone when his mom calls, no matter what
- Goes above and beyond to take care of and reward his employees
- Takes a 30-minute Spanish lesson every single day
- Is constantly finding new ways to learn, grow, and challenge himself
- Owns an accounting/bookkeeping firm (and is actively looking to acquire more!)
- Owns rental properties across the country (also actively buying)
- Randomly walks up to strangers just to compliment them
- Might genuinely be one of the best connectors I’ve ever met
I didn’t even know who Jon was a week ago.
Someone introduced us because I run Sam’s List, a directory that helps people find accountants, bookkeepers, fractional CFOs, and financial advisors.
And now I just spent an entire day getting a front row seat to how he lives, works, thinks, and treats the people around him.
One of my favorite things about building Sam’s List is getting access to people like Jon and seeing the side of financial professionals that most people never get to see.
Their personalities, routines, relationships, hobbies, ambitions, and all the things that have absolutely nothing to do with accounting.
And I think there’s something really important about that.
When you’re hiring someone to handle your company’s finances, you’re not just hiring a list of credentials and services.
You’re choosing someone you might be talking to regularly for YEARS. Someone you’re trusting with some of the most personal and important parts of your business.
Of course experience, expertise, and fit matter. But do you actually like them? Do you feel comfortable asking them questions? Is this someone you’d enjoy working with?
That’s a part of finding an accountant or financial advisor I don’t think gets nearly enough attention.
Anyway, I had SO much fun doing this and learned a ton from Jon, especially about being intentional with your time, constantly learning, how to properly run and scale a business, and helping the people around you.
Thank you for letting me invade your life for a day, Jon!!
And if you’re looking for an accounting or bookkeeping firm, check out Jon and his team at 7daybookkeeper.com
First of many days shadowing the people behind Sam’s List!
Meet Jon: the Fractional CFO / Real Estate Investor / Competitive Golfer I’ve been shadowing all day
- Actively buying accounting and bookkeeping firms. Hit him up if you’re interested!
- Not mentioned but important: His accounting firm is 7 Day Bookkeeper —> 7daybookkeeper.com
- Actively taking clients
Meet Jon: the Fractional CFO / Real Estate Investor / Competitive Golfer I’ve been shadowing all day
- Actively buying accounting and bookkeeping firms. Hit him up if you’re interested!
- Not mentioned but important: His accounting firm is 7 Day Bookkeeper —> 7daybookkeeper.com
- Actively taking clients
DITL of a Fractional CFO & Real Estate Investor
- Jon moved to Louisville Kentucky during COVID and started building out his RE portfolio out there
- While you were learning pickleball, Jon was snatching up the good stuff! (Kimi’s commentary)
- Jon’s actively buying in Kentucky and Ohio. Reach out if you’ve got any leads!
DITL of a Fractional CFO & Real Estate Investor
- Jon moved to Louisville Kentucky during COVID and started building out his RE portfolio out there
- While you were learning pickleball, Jon was snatching up the good stuff! (Kimi’s commentary)
- Jon’s actively buying in Kentucky and Ohio. Reach out if you’ve got any leads!
This one is for you tax lovers. And real estate lovers.
Jon’s talking about his current 1031 exchange.
He’s running out of town. WILL HE DO IT?! ⏰
DITL of a Founder & Real Estate Investor
- Jon’s on his 8th meeting of the day
- This one is his weekly marketing call with one of his friends who owns a marketing agency
- For someone who runs 3 different companies, it’s been interesting to see how much he’s focused on 1) development personally and how it directly improves his businesses 2) nurturing relationships from all walks of life
- Unrelated but important: We have not eaten yet. This 6 foot 10 giant has been running off of one bitter coffee from Joe & The Juice.