How do I know which service package is right for me?
During your consultation, Straight Talk CPAs will evaluate your volume, entity type, and financial goals to match you with the right level of monthly support.
Can you fix my books before we start monthly services?
Yes. A one-time cleanup is often the first step, especially if your books are outdated or disorganized.
Do I need to use a specific software?
The team works with QuickBooks Online and Xero. If you're on something else, they'll help migrate you to what fits your workflow best.
How do I communicate with my accountant?
You’ll get a consistent point of contact and communicate via email, secure messaging, and Zoom—whichever works best for your team.

