Financial Leadership—Powered by the EOS You Already Run

EOS helps you lead your business with vision and accountability. But what about your numbers? Without financial clarity, it’s tough to connect your Scorecard, Rocks, and Vision Traction Organizer (V/TO) to day-to-day reality.


Straight Talk CPAs offers outsourced CFO services for companies using EOS who need more than accurate books—they need insight, strategy, and forward-looking financial leadership. We work within your EOS framework, making sure your finances fuel smarter decisions, faster growth, and a stronger team.



No new tools. No spreadsheets buried in email. Just a real strategy built directly into the system you already run your business on.

High-Level Strategy Backed by EOS-Driven Financials

We don’t guess. We don’t wait until year-end. And we don’t operate outside your framework. Our team works inside your EOS framework, using clean, reconciled financials to build cash flow models, quarterly forecasts, and reporting that tie directly to your EOS Scorecard and Rocks.



Whether you’re scaling, raising capital, or facing cash flow challenges, we deliver EOS advisory services that help leadership lead with data—not instinct.

Our EOS CFO Services Include

  • Cash Flow Forecasting
    Know when money will be tight—and plan with confidence.


  • Budgeting and Strategic Planning
    Model outcomes by quarter and align directly with your Rocks.


  • KPI Tracking and Reporting
    Real-time dashboards that connect with your EOS Scorecard.


  • Board and Investor Reporting
    Clear, professional reports that show progress on your V/TO.


  • Growth and Pricing Strategy
    See where profit margins are strongest and scale with clarity.


  • Your business moves quickly. You need a CFO partner who can help you see ahead—not just close the books behind you.

Your business is moving fast. You need a CFO who can help you see ahead—not just keep score behind you.


Numbers should tell you what’s working, what’s off track, and what needs immediate focus—not bury you in jargon. We break down your EOS-aligned reports so leadership can connect financials to strategy, anticipate challenges, and lead with clarity and confidence.



We don’t just give you reports. We give you answers.

Empowering Visionaries and Integrators with Real Financial Clarity

Why Work With Straight Talk CPAs?

We know EOS inside and out.
From Scorecards to Rocks, we connect financials directly to the framework you already run.


We think like growth partners, not just accountants.
Our CFO services are focused on execution and growth—not just compliance.


We build clarity that lasts.
Whether you’re restructuring, raising funds, or scaling fast—we give you the financial roadmap.


Already have a bookkeeper or CPA?
No problem. We integrate seamlessly with your team—or provide full-stack support if you need both.

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"Our EOS framework was strong, but our numbers were all over the place. The outsourced CFO support gave us structure, clean reporting, and cash flow clarity. Now, I walk into every Level 10 meeting with confidence."

Rachel Simmons, Marketing Agency Owner

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"Before this, our Scorecard and finances never matched up. With EOS-focused CFO services, we finally have forecasts, reports, and insights that help us make smart, fast decisions."

David Clark, Manufacturing Founder

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"Our integrator and I used to guess on big financial moves. Now we plan with data. The EOS CFO support gave us tools to tie growth strategy directly to our V/TO."

Laura Mitchell, Tech Startup Founder

FAQs

  • How are EOS CFO services different from standard CFO services?

    EOS CFO services align financial strategy with the EOS framework—tying reports, forecasts, and KPIs directly to your Scorecard, Rocks, and V/TO.


  • Do you replace my bookkeeper or CPA?

    Not necessarily. We can partner with your internal team or provide full-stack support. Our role is higher-level financial leadership within EOS.


  • Can you help prepare reports for Level 10 meetings?

    Yes. We design financial dashboards and Scorecard metrics that integrate directly into your Level 10 meeting process.


  • What size businesses benefit from EOS CFO services?

     Typically, companies between $1M–$50M in revenue benefit most, but any EOS-run business needing financial clarity can see value.


  • How do EOS CFO services support growth planning?

    We model multiple financial scenarios, build quarterly forecasts, and tie metrics to EOS Rocks so leadership has a clear financial direction for scaling.