Bookkeeping Services for Businesses Using the Scaling Performance System

Real-Time Bookkeeping, Built Directly for Scaling Up

If your books are constantly behind—or worse, you’re unsure where they stand—it’s time for a smarter approach. Straight Talk CPAs provides daily; accurate bookkeeping fully aligned with your Scaling Up Performance Platform. No messy handoffs. Just clean, up-to-date financials flowing directly into your One-Page Strategic Plan (OPSP), Meeting Rhythms, and Cash Acceleration priorities. 



We handle everything from transaction coding and reconciliations to vendor payments and workflow automation—all tied within your Scaling Up framework. Think of us as your financial reporting partner, ensuring your books support better business decisions every day.

Clean Books Without the Constant Catch-Up

Straight Talk CPAs doesn’t wait for the month-end to uncover financial insights. Our bookkeeping team works in real time—capturing, reviewing, and reconciling transactions as they occur. That means fewer surprises, faster reporting, and clear insights connected to your Scaling Up Metrics, Scorecards, and Rock priorities.


If your current setup is messy, don’t worry. We specialize in cleanup projects and long-term systems that stick. Need bookkeeping that blends accuracy, order, and actionable insights tied to your Scaling Up framework? That’s exactly what we deliver.

What’s Included in Our Scaling Up Bookkeeping Support

  • Daily Transaction Entry – Categorized, reconciled, and aligned with your Scaling Up metrics.

  • Bank & Credit Card Reconciliations – No gaps, no duplicates; everything matches your Cash Acceleration plan.

  • Accounts Payable & Receivable Tracking – Stay on top of bills, invoices, and payment timelines for smooth cash flow.

  • Revenue and Expense Matching – Clear insights into profitability and performance—no guesswork.

  • Ongoing Clean-Up and Maintenance – Fix prior bookkeeping issues and keep your Scaling Up data accurate going forward.



Messy books don’t just waste time—they cost money. Missed write-offs, overpaid taxes, or poor forecasting can hold your business back. We keep your books accurate, organized, and actionable.

Want to truly understand your financials as a CEO, without jargon or confusion? We break down what’s working, highlight what’s off track, and point out exactly where you should focus—so you can lead with confidence, clarity, and data-driven insights from your Scaling Up performance platform.

Built for Leaders Who Need Clean Numbers—Fast

Why Work With Straight Talk CPAs?

  • We work directly within your Scaling Up system. No outside tools or disconnected workflows. Everything happens where your data already exists.

  • We give you visibility, not just entries. You’ll always know what’s done, what’s pending, and what needs attention.

  • We move fast, stay consistent, and adapt to your business. Whether scaling or cleaning up, we keep pace with your framework.

Need more than bookkeeping?

Our outsourced CFO services integrate with your bookkeeping to align tactical execution with a long-term Scaling Up growth strategy.

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 "Straight Talk CPAs turned our Scaling Up bookkeeping into a tool we actually use. Transactions are organized, reports are clear, and our leadership team can make confident decisions every day."

Dr. Karen Douglas, Healthcare Group

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"Straight Talk CPAs Scaling Up–aligned bookkeeping services gave us real clarity and control. We finally trust our numbers to guide strategic decisions month after month."

Michael Lee, Founder, Retail Business

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"Working with Straight Talk CPAs brought structure and reliability to our financials. Their expertise and actionable insights help us stay organized, audit-ready, and growth-focused."

Sophia Ramirez, CFO, Tech Firm

FAQs

  • How does Straight Talk CPAs handle Scaling Up bookkeeping?

    We manage daily transactions, reconcile regularly, and deliver reports that feed directly into your One-Page Strategic Plan, Scorecards, and Metrics—so numbers are always accurate and visible.


  • Do I need to change my Scaling Up setup to work with you?

    No. We improve accuracy and reporting within your current Scaling Up Performance Platform without disrupting what’s already working.


  • Can you help with cleanup projects?

    Yes. We specialize in fixing messy financial data, correcting prior errors, and creating long-term systems that stick—aligned with your Scaling Up framework.


  • How do your services support Scaling Up metrics and cash planning?

    Every entry and reconciliation flows to dashboards, scorecards, and Rocks—so leaders get reliable metrics to act fast.


  • Are your bookkeeping services audit- and compliance-ready?

    Absolutely. We maintain GAAP-compliant books, tight reconciliations, and clear backup, so audits and diligence move smoothly without a last-minute scramble.