Accounting Services for Acumatica Users

Already invested in Acumatica? Now let’s make sure your numbers are telling the right story.

ERP systems like Acumatica are powerful—but only if they’re backed by clean data, smart processes, and accounting experts who understand both compliance and strategy.



Straight Talk CPAs supports your business inside Acumatica—so your books aren’t just balanced… they’re usable.

We Make Acumatica Work for Your Business (Not the Other Way Around)

Acumatica is built for flexibility, but that can also mean complexity. From account structure to custom modules, workflows, and real-time reporting—if it’s not aligned, it’s costing you clarity.


Straight Talk CPAs helps growing companies clean up, organize, and actually use the numbers flowing through their ERP. We bring in accountants who can navigate the system and deliver reports you’ll actually use.

What’s Included in Acumatica Accounting Services

Monthly Bookkeeping in Acumatica
We keep your books accurate and up to date directly in Acumatica—transactions, reconciliations, AP/AR, expense coding, and more.


Financial Oversight & CPA Review
Get regular reviews from licensed CPAs who monitor your books, flag issues, and keep your financials clean and audit-ready.


Catch-Up & Cleanup Work
Behind on reconciliations or dealing with errors? We fix past issues, clean up your ledger, and bring your Acumatica books current.


Chart of Accounts & Workflow Optimization
We help restructure your chart of accounts and accounting workflows so they align with how your business actually operates.


Financial Reports That Make Sense
We build custom reports and dashboards inside Acumatica to give you clarity on cash flow, margins, and key financial drivers.


Advisory Support for Better Decision-Making
From budget reviews to forecasting, we help you use your accounting data to guide smarter business choices—without leaving Acumatica.

  • Companies using Acumatica but not fully leveraging it
  • Businesses with messy or outdated financials
  • Founders who need better visibility and planning tools
  • Finance teams seeking CPA-level oversight without full-time hires
  • Anyone ready to stop guessing and start growing with real numbers

Who Is This For?

A Real-World Example

Business Type: Mid-sized manufacturing company using Acumatica for inventory, sales, and financials


The Challenge:
They had recently migrated to Acumatica but were struggling with inaccurate financial data. Reconciliations were incomplete, the chart of accounts didn’t reflect their operations, and their in-house team wasn’t confident using the platform’s accounting features. Leadership couldn’t rely on the financial reports to make critical decisions.


What We Did:

  • Cleaned and reconciled three years of historical data
  • Restructured the chart of accounts to match operations and departments
  • Set up proper workflows for AP, AR, and month-end close
  • Created custom dashboards for cash flow, margins, and inventory cost tracking
  • Provided ongoing monthly CPA oversight and advisory

The Outcome:
Their books are now clean, current, and fully aligned with operations. Decision-makers can view real-time financial data inside Acumatica, making budgeting and forecasting more accurate. With monthly CPA insights and custom reports, the team now feels confident and in control of their financial direction.

Comprehensive Acumatica Solutions

Accounting Services | CPA Services | Bookkeeping Services | Tax Planning Services | Tax Preparation Services | CFO Services

FAQs

  • Can you handle all of our accounting directly inside Acumatica?

    Yes. Straight Talk CPAs works directly in your Acumatica system to handle bookkeeping, reconciliations, reporting, and more—so you get full visibility and control without needing to export or duplicate data.

  • We just migrated to Acumatica—can you clean up what’s already in there?

    Absolutely. Our team regularly helps new Acumatica users fix messy data, recode transactions, and bring financials up to date after a migration or partial setup.

  • Do you help with Acumatica chart of accounts setup and optimization?

    Yes. We’ll review your current setup, restructure your chart of accounts for clarity and accuracy, and align it with your business model to make reporting and tax prep smoother.

  • Can you create custom financial reports or dashboards in Acumatica?

    Definitely. We use Acumatica’s built-in tools and custom fields to create real-time dashboards, financial statements, and KPI reports tailored to your business needs.


  • Will your CPAs collaborate with our internal team or IT partner?

    Yes. We often coordinate with internal finance teams, consultants, or ERP partners to ensure smooth workflows, accurate syncing, and fully compliant financial processes.


  • Is Acumatica suitable for audit-ready accounting and tax prep?

    Yes—with the right setup. We ensure your data is audit-ready by aligning reconciliations, AP/AR, and reporting standards, so your Acumatica system supports clean tax filing and audit defense.