Outsourced CFO Services in Arlington, TX

Real Strategy. Real Numbers. Real Results.

If your business is growing fast (or finally steady) but you’re still making financial decisions by gut feeling or Google searches—pause. Because thriving businesses in Arlington are scaling with strategy, not guesswork.


Straight Talk CPAs offers outsourced CFO services to Arlington-based entrepreneurs, agencies, and online businesses that need high-level financial insight—without the full-time salary.

When numbers get bigger, the stakes do too. A bookkeeper might be recording transactions, but who’s reading the story they tell? That’s where an outsourced CFO steps in—with clarity, leadership, and strategy that makes sense.


Our CFO services include:

  • Forecasting and cash flow planning
  • Budget creation and management
  • KPI tracking, analysis, and reporting
  • Pricing, profit margin, and cost control strategies
  • Strategic tax planning and estimated payment coordination
  • Investor or lender-ready financial statements
  • Monthly calls and quarterly strategic deep dives

We help clients across Arlington—from entertainment startups in Downtown to logistics firms near I-20—run leaner, smarter, and more profitably.

Why Arlington Businesses Choose a Virtual CFO

What Makes Our CFO Services Different?

Most outsourced CFOs come from corporate backgrounds. We come from entrepreneurial trenches. We understand what it means to build something from scratch, make payroll with days to spare, and reinvest profits with purpose.


This isn’t generic advice. We tailor your CFO roadmap to your actual numbers, goals, and risk level—so you can lead your business like a CEO with full financial visibility.

Case Study: Saving a Scale-Up From Growing Broke

Carlos runs a creative agency in Arlington that doubled revenue in a year. But profit? Stagnant. His team was growing, expenses were up, and he had no clue where the money was going.


What Straight Talk CPAs did:

  • Conducted a full financial diagnostic
  • Built a 12-month cash flow forecast
  • Created a pricing model tied to actual deliverable costs
  • Set monthly revenue and expense KPIs

Carlos went from overwhelmed to organized, and hit his first 30% profit margin within 6 months—all while paying himself more.

Flexible Service Packages Built Around Your Growth

Whether you're just getting serious about your finances or ready to scale with strategy, we've designed two simple service packages to meet you where you are—and help you grow from there. One gets you essential support and monthly insight. The other layers on deeper analysis, strategic check-ins, and more hands-on guidance. No fluff. No surprise fees. Just clear value, delivered at the pace your business needs.

FAQs

  • How do outsourced CFO services work if you’re not on-site?

    Everything’s done virtually—secure dashboards, Zoom check-ins, and real-time reporting tools. No office required, just clarity delivered.

  • Do I still need a bookkeeper or accountant?

    Yes. We work alongside your bookkeeper or handle it in-house if you use our team. CFO services focus on strategy and decision-making—not data entry.

  • What’s the minimum revenue to benefit from a CFO?

    Most clients are at $500K+ in annual revenue, but we work with smaller businesses if they’re in growth mode or preparing for investment.


  • Can you help with raising capital or applying for loans?

    Absolutely. We prepare bank- and investor-ready financials, guide the process, and help you put your best numbers forward.