Virtual CFO Services That Drive Profits and Clarity
Scale your business with expert financial strategy—without the full-time CFO salary.
At Straight Talk CPAs, our Virtual CFO Services (also called fractional CFO services) give you executive-level financial guidance—without the overhead. Whether you’re growing fast, facing financial complexity, or want sharper insight into your numbers, we help you make smarter, data-backed decisions that grow profits and reduce risk.
What Is a Virtual CFO?
A Virtual CFO is a part-time or outsourced financial expert who acts as your CFO—guiding strategic decisions, optimizing cash flow, improving systems, and helping you grow sustainably. You get high-level leadership without hiring a full-time executive.
Our CFO services are included in our Scale, Thrive, and Enterprise advisory packages, designed for 6-, 7-, and 8-figure businesses ready to take their operations and financial insight to the next level.
What You Get with Straight Talk CFO Services
Financial Forecasting - We build short- and long-term forecasts using real-time data, industry benchmarks, and your business goals.
Profitability Analysis - We break down your revenue streams, margins, and costs to find ways to boost profitability—fast.
KPI Dashboards & Insights - Get easy-to-read dashboards showing exactly how your business is performing across key metrics.
Business Strategy Advising - As an outside advisor, we bring a fresh, agenda-free perspective to your toughest business decisions.
Cash Flow Planning & Optimization - We track your cash inflows and outflows to help you avoid surprises and stay ready for growth.
Expense Control Systems - We set up expense tracking tools and approval workflows to control costs and increase efficiency.
Internal Controls & Risk Reduction - We assess your internal controls and build systems that reduce fraud risk and improve accountability.
Team Training & Support - We train your leadership and finance team to ensure everyone is aligned and informed.
Additional Support as Needed
We can also assist with:
- Support with financial audits & due diligence
- Debt or equity fundraising
- Cap table creation & maintenance
- Accounting software implementation
- Hiring or mentoring your internal accounting team
Is It Time to Bring in a CFO?
You may need a Virtual CFO if…
- You’re growing and need more than basic accounting
- Your cash flow feels tight or unpredictable
- You want help with funding, forecasting, or financial strategy
- You need better systems, reports, or visibility
- You want a clear plan for scaling profitably
If any of these sound familiar, we’re ready to step in.
CFO Services Built Into Our Advisory Packages
Our CFO support is baked into the following Straight Talk CPAs service tiers:
- Scale ($500K–$1M): Financial clarity, KPI dashboards, and growth planning
- Thrive ($1M–$5M): Full financial strategy, cash flow modeling, executive-level reporting
- Enterprise ($5M+): Advanced support including fundraising, M&A readiness, and strategic CFO guidance
Each tier includes a growing level of CFO insight and involvement—so you get the right support for where your business is today and where it’s going tomorrow.
Why Choose Straight Talk CPAs?
Our team includes seasoned CFOs, entrepreneurs, and advisors who’ve built and led businesses—not just balanced spreadsheets. We bring real-world experience, a strategic mindset, and a personal commitment to helping your business grow profitably.
We call it the Straight Talk Trifecta:
- Real-time financial data
- Forward-looking advice
- Total client focus
When you're not ready for a full-time CFO, we step in to bridge the gap—with clarity, care, and results.
How The Process Works
CFO Roadmap
We develop a roadmap tailored to your needs—whether it's stabilizing cash flow, raising capital, or preparing for a big leap in growth.
Implementation & Advising
We meet with you monthly or quarterly, deliver detailed reports, and offer ongoing guidance to help you execute and adjust.
FAQ
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Client Success Stories
I cannot recommend Straight Talk CPAs enough. They’ve been a game-changer for my business this year. From advising on our S-Corp transition to helping me understand key financial levers, they’ve supported every decision with expertise and care.
What truly sets them apart is their personalized support—it feels like working with family. Their approach is clear, responsive, and incredibly effective. If you're looking for a team that truly cares about your success, Straight Talk CPAs is the one.
Tyden Rickard
Working with Straight Talk CPAs gave me visibility into parts of my business I had been ignoring. Their CFO-level reporting and monthly reviews helped us restructure pricing, cut waste, and double our profit margins in under 12 months.
It’s more than accounting—it’s leadership.
Amanda V., Creative Agency Owner
Let’s Build a Financial Strategy That Fuels Growth
There’s no charge and no obligation—just clarity and a path forward.
