AI-Powered CFO Services for Businesses

Smart Strategy. Real Guidance. Better Decisions.

If your business is growing but you’re still making big money decisions based on gut instinct or late-night Google searches, it’s time to change that. Growth doesn’t have to mean guesswork.


At Straight Talk CPAs, our AI-assisted CFO services give you a clear view of your finances without the overhead of hiring a full-time CFO. We combine AI tools that crunch numbers in real time with human expertise that helps you make sense of them—so you can keep more of what you earn and plan your next move with confidence.


When revenue goes up, so do the stakes. A bank balance alone doesn’t tell the full story. That’s where we step in with systems, insights, and strategy designed for your real-world goals.

  • Cash flow forecasts that update in real time
  • Budgets that actually work with your business cycle
  • Profit margin reviews that show where money leaks out
  • Tax planning that stays one step ahead of deadlines
  • Scenario modeling for career moves, investments, or time off
  • Dashboards that cut through noise and show what matters
  • Monthly check-ins and quarterly strategy sessions


We help consultants, small firms, and growing businesses spend less time second-guessing the numbers—and more time building what they do best.

What You’ll Get with AI + CFO Support

Why Choose an AI-Assisted CFO

Most CFOs come from big corporate boardrooms. We come from the world of small businesses and professionals juggling unpredictable income, client projects, and self-funded growth.


Here’s the difference: AI handles the heavy lifting—spotting trends, flagging anomalies, and keeping everything up to date. But the real strategy comes from us, turning those insights into decisions that fit your business and your comfort with risk. 


No cookie-cutter formulas. No jargon. Just straight answers tailored to you.

Case Study: From Uncertain to In Control

Meet Jordan.

Jordan runs a small but fast-growing design agency. On paper, business looked great—but payroll weeks were stressful, and every investment felt like a shot in the dark.


Here’s what we did together:

  • Built a 12-month AI-powered cash flow forecast that updated as invoices cleared
  • Set up automatic savings for taxes and team bonuses
  • Flagged recurring software costs that were eating into margins
  • Modeled different hiring scenarios so Jordan could grow without risking payroll

Six months later, Jordan had his most profitable quarter yet added two team members, and finally stopped refreshing the bank app every Friday.

Flexible Options That Grow with You

Some businesses just need monthly clarity and a plan. Others want deeper analysis and hands-on support. We offer both—without the fine print or hidden fees.

Your expertise earns the money. Our expertise helps you keep more of it. With AI and human insight working side by side, your finances stop being a question mark and start being a growth tool.

📅 Schedule your free consultation today and see how an AI-assisted CFO can put your business on a stronger footing.

FAQs

  • How does an AI-assisted CFO service actually work?

    AI tools track, analyze, and update your financial data in real time. We interpret that data and work with you on strategy.


  • Do I still need an accountant?

    Yes—AI CFO services complement, not replace, bookkeeping or tax prep. We work alongside your accountant to guide bigger financial decisions.

  • Can you help if I’m not a large company?

    Absolutely. Our services are designed for consultants, small businesses, and professionals earning a steady income but needing more clarity.


  • Can you plan for time off, hiring, or investments?

    Yes. We use AI-powered modeling to test different scenarios so you can make decisions with less stress and fewer surprises.

  • What if my financial data is messy or incomplete?

    That’s common. AI tools help clean and organize your data quickly, and our team steps in to fill the gaps. You’ll start with clarity, not chaos.

Complete Solutions for AI-assisted Services