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
- Tweets4.8K
- Following628
- Followers2.1K
- Likes7.3K
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.
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.
DITL of a Fractional CFO & Real Estate Investor
- Jon met Jeremy online 5 years ago because they were both posting videos about real estate
- They’re finally meeting IRL for the first time and filming for both of their podcasts talking about real estate and growing their multiple businesses
- my favorite part: Jeremy talking about why he fired his accountant, how he found the replacement, and then gave him 15 more clients through his real estate community. The power of good work!
- Jeremy’s company is bnbcalc.com/
- Jon’s podcast is jonfarber.co/podcast
DITL of a Fractional CFO & Real Estate Investor
- Jon met Jeremy online 5 years ago because they were both posting videos about real estate
- They’re finally meeting IRL for the first time and filming for both of their podcasts talking about real estate and growing their multiple businesses
- my favorite part: Jeremy talking about why he fired his accountant, how he found the replacement, and then gave him 15 more clients through his real estate community. The power of good work!
- Jeremy’s company is bnbcalc.com/
- Jon’s podcast is jonfarber.co/podcast
DITL of a Fractional CFO & Real Estate Investor
- Jon’s dilemma
- Network at night, meet people and lose some sleep or Get some sleep and go to fewer night events
DITL of a Fractional CFO & Real Estate Investor
- Each of the IRL meetings Jon has today happened from the internet
- Yesterday he posted here on Twitter that he wanted to grab coffee with founders here in NYC. A guy replied shortly after and then a few hours later grabbed coffee
- Screw the scheduled meetings. Make it happen! No time like the present! (my comment. not jon’s)
ew. it should be renamed to The Auriemma
or The Geno
or Geno's Auriemma
or Geno's Arena
Major news: Gampel Pavilion is getting a new name 👀
ctinsider.com/news/article/u…
i set up a couple of grokbots for my friend who opened up her own therapy practice in dallas. it does her seo and lead sourcing.
in one week she just signed 2 new clients from that outreach and her site traffic has more than doubled. she's been paying an agency for 4 months $10k+ and their work has contributed nothing.
anyone else need help? this is fun. we are living in exciting times!
DITL of a Fractional CFO & Real Estate Investor
- Each of the IRL meetings Jon has today happened from the internet
- Yesterday he posted here on Twitter that he wanted to grab coffee with founders here in NYC. A guy replied shortly after and then a few hours later grabbed coffee
- Screw the scheduled meetings. Make it happen! No time like the present! (my comment. not jon’s)
DITL of a Fractional CFO & Real Estate Investor
- Second part of the day starts with a few IRL meetups
- First one is with a fellow real estate investor friend Jon made from the internet a few years back. Him and his wife recently launched a new business generating $1-$2M per month and are here visiting NYC for a few days
- Second meet up is with another RE friend that Jon met on the internet. He built a deal analysis tool for Airbnbs and his wife is one of the largest creators on the internet
DITL of a Fractional CFO & Real Estate Investor
- Second part of the day starts with a few IRL meetups
- First one is with a fellow real estate investor friend Jon made from the internet a few years back. Him and his wife recently launched a new business generating $1-$2M per month and are here visiting NYC for a few days
- Second meet up is with another RE friend that Jon met on the internet. He built a deal analysis tool for Airbnbs and his wife is one of the largest creators on the internet
Not sure if related but one thing I saw him do was create notion tasks that are automatically added onto his calendar during the first part of his day in the morning so that he knocks time critical tasks out first before the rest of the day takes over. His time management is really good
But I’ll let @jonjfarb give you the real answer
Kimi retweeted
Epic day with @NotGoKGreen
Go check her out
DITL of a Fractional CFO & Real Estate Investor who works 6 months out of the year
- Here’s Jon’s background on how he got into real estate starting in North Carolina
DITL of a Fractional CFO & Real Estate Investor
- Jon created a fully autonomous Claude agent that manages his entire recruiting and hiring process including outreach, messaging, scheduling, and vetting
- He also paused his meeting to show me as it was working in real time haha
Day in the life of a Fractional CFO
- 8am start the day grabbing coffee and listening to 4 hour work week for the 30th time
- Jon prefers to reread books based on the season of life he’s in
One of my favorite things about being a founder is getting access to people I probably wouldn't otherwise meet and getting to learn from them.
Today I'm spending the day shadowing @jonjfarb , who runs an accounting/bookkeeping firm, plays competitive golf, and somehow manages to only work 6 months out of the year.
He's also spent the last several winters living in South America.
So I'm curious, if you had access to someone like John for an entire day, what would you ask him?
Anything about running an accounting firm, fractional CFO services, making money, golf, living abroad, or how he manages to take half the year off.
I'm going to be asking him questions throughout the day, so drop yours below and I'll bring them along!!
There's a study going around where AI crushed licensed accountants on month-end tasks.
Cool. Also not the whole story.
AI is great at the grind. Clients still fire firms for not answering the phone, not knowing their niche, and making them feel stupid for asking a basic question.
We've seen the same pattern on Sam's List: the firms that win leads aren't the most "tech-enabled." They're the ones with real reviews and fast responses.
If 98% of accountants are using AI, marketing yourself as tech-enabled means nothing.
Be the human who owns the AI output.