CFO Services for Acumatica Users

When You Need More Than a Bookkeeper—But Not a Full-Time CFO

Your Acumatica data can tell you where your business has been—but a CFO can help you decide where it’s going. Straight Talk CPAs offers fractional CFO services designed for Acumatica users who want high-level financial strategy without hiring an in-house executive.

We Turn Your Acumatica Data Into a Roadmap for Growth

From cash flow modeling to profitability analysis, our CFOs use the numbers you already have in Acumatica to guide your business forward. We bring clarity to the financial story, helping you scale efficiently, make better investment decisions, and avoid costly surprises.

What’s Included in Acumatica CFO & Advisory Services

Cash Flow Forecasting
We build rolling forecasts in Acumatica so you can see months ahead and plan with confidence.


Budget Creation & Variance Analysis
We help you set realistic budgets and monitor performance against them, using actual Acumatica data.


Profitability Analysis by Product, Service, or Client
We dig into your margins so you know exactly where you’re making (and losing) money.


Scenario Planning & “What If” Modeling
We run the numbers for different growth plans, investments, or staffing changes—before you commit.


KPI Tracking & Executive Dashboards
We set up custom dashboards in Acumatica to track the metrics that matter most to your leadership team.


Board & Investor Reporting
We prepare polished, accurate financial packages for lenders, investors, or board meetings—directly from your ERP.

A Real-World Example

Business Type: Multi-location eCommerce retailer


The Challenge:
Sales were up, but cash was constantly tight. The owners had no forward-looking financial plan and made reactive decisions that caused seasonal cash crunches.


What We Did:

  • Built a 12-month rolling cash flow forecast in Acumatica
  • Created monthly KPI dashboards for sales, margins, and inventory turnover
  • Analyzed product line profitability and cut low-margin SKUs
  • Developed a seasonal budgeting plan to smooth out cash dips

The Outcome:
The business eliminated emergency credit line use during slow months and increased annual profit margins by 6%. Owners now make proactive decisions based on clear financial projections.

FAQs

  • What’s the difference between your CFO services and regular bookkeeping?

    Bookkeeping records history; CFO services plan the future. We use your data to forecast, budget, and guide strategic decisions.

  • Do I need to hire you full-time?

     No. Our fractional CFO model means you get top-level financial expertise as needed—without the full-time salary.


  • Will you work inside Acumatica or in a separate tool?

    We work directly inside your Acumatica environment so everything stays in one place and fully connected.

  • Can you help with investor or lender presentations?

    Yes. We prepare clear, professional financial reports and presentations using real Acumatica data to help you secure funding or meet board expectations.


  • What if my financials aren’t clean enough for forecasting?

    We can clean up your books first, then build accurate forecasts and budgets you can trust.


  • Is this service only for large companies?

    Not at all. Many small and mid-sized businesses use our fractional CFO services to get big-company insight without big-company overhead.