Kimi Green: Why Clients Quit You | Big 4 Transparency

The number one complaint isn’t pricing, it’s confusion.

.Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines

For many business owners, finding the right accountant feels like an impossible task. You’re trusting someone with your finances, your future, and sometimes even your peace of mind. But in an industry dominated by word-of-mouth and vague Google listings, Sam’s List has emerged as a game-changing alternative: a review-based directory for CPAs, bookkeepers, fractional CFOs, and financial advisors, designed to make trust and transparency easier for everyone. 

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In this episode of Big 4 Transparency, host Dominic Piscopo speaks with co-founder Kimi Green, who shares the wild story of how the viral idea from entrepreneur Sam Parr (of My First Million) turned into a thriving lead-generation platform - and how she found herself leading it with no prior experience in accounting. “I despised accounting,” Green laughs. “I didn’t even ask follow-up questions when someone told me they were a CPA.”