Outsourced CFO Services in Houston, TX

Running a business in Houston, TX means moving fast, making big decisions, and managing constant change. Whether you’re operating out of the Energy Corridor, scaling a logistics company near Downtown, or leading a professional services firm, financial uncertainty shouldn’t slow you down.


Straight Talk CPAs provides outsourced CFO services for Houston-based companies that want clarity, control, and confidence in every financial decision.


We don’t do spreadsheets for the sake of it — we help you understand what the numbers mean and how to use them to grow smarter, not just bigger.

Financial Clarity for Houston’s Growth-Minded Businesses

Tax Strategy That Works Hand in Hand With Growth

A strong financial plan means nothing if your tax strategy doesn’t align with it. Every CFO engagement with Straight Talk CPAs includes full tax advisory integration — because profit protection isn’t optional.


We help you:

  • Choose the best business structure for tax efficiency
  • Design owner compensation plans that maximize savings
  • Identify underused deductions and credits
  • Build proactive forecasts to eliminate tax surprises


Your accounting, tax, and strategy teams finally work together — not in silos.

Hiring a full-time CFO isn’t realistic for every business — but getting CFO-level strategy absolutely is.

Our virtual CFO services give Houston business owners the insight to make smarter decisions, protect cash flow, and plan confidently for growth.


Here’s how we help:

  • Detect and stop financial leaks that quietly drain profit
  • Create pricing models built around true margin data
  • Improve cash flow and working capital efficiency
  • Forecast growth and expansion with clarity and control


One of our Houston tech clients identified $46K in annual recurring waste and improved margins by 13% — all within two months of onboarding.

Lead with Clarity. Grow with Confidence

Case Study: From Financial Fog to Full Control

Meet Raphel, who runs a Houston-based specialty contracting company. Her business was growing fast, but cash flow was unpredictable. Invoices lagged, profitability varied by project, and she couldn’t see which clients were driving real returns.


Here’s what we did:

  • Audited her financial systems and vendor contracts
  • Built a real-time profitability tracker by project
  • Streamlined accounts receivable and vendor payments
  • Implemented a rolling cash flow forecast and budget dashboard


The results:

  • $42,000 in annual savings
  • 19% improvement in cash flow stability
  • Confidence to hire and expand into a new market


“I finally understand where our money goes — and where it should go next. That peace of mind is priceless.” — Rachel M., Houston Business Owner


Built for Businesses That Mean Business

Straight Talk CPAs works with companies that are:

  • Managing multi-million-dollar budgets
  • Operating across multiple states or entities
  • Preparing for growth, funding, or exit
  • Ready to bring structure and strategy to their finances



We’re not another outsourced service. We’re your strategic partner — focused on building a financial foundation that actually supports your vision.

Explore Our Other Services in Houston, TX

List of Services

Why Houston Businesses Choose Straight Talk CPAs

Because you want financial insight without the corporate nonsense.

We’re approachable, data-driven, and obsessed with helping business owners make decisions that pay off — literally.

Here’s how we work differently:

  • Licensed CPAs with deep industry experience
  • 100% virtual CFO model for flexibility and speed
  • Transparent pricing — no hidden fees or vague retainers
  • Proactive, responsive communication — every time

When you’re ready to lead with clarity, we’re ready to help you scale with confidence.

Ready to Get CFO-Level Clarity Without the Full-Time Cost?

Let’s talk about strategy, structure, and scalability. Whether you need a financial cleanup or long-term CFO guidance, we’ll help you understand your numbers — and make them work harder for you.

FAQs

  • What do outsourced CFO services include?

    Our CFO services cover financial forecasting, cash flow optimization, pricing strategy, tax alignment, and ongoing advisory for growth and profitability.


  • How is a virtual CFO different from a full-time CFO?

    You get the same high-level financial insight and strategy without paying for a full-time salary or benefits — ideal for growing companies that need structure, not overhead.


  • How long does onboarding take?

    Most CFO engagements begin with a 2–4 week onboarding period, during which we review your systems, clean up data, and establish reporting dashboards.


  • Do you handle tax planning and compliance, too?

    Yes — every CFO engagement includes integrated tax advisory to ensure your strategy, structure, and compliance all work in sync.


  • What types of Houston businesses benefit most?

    We specialize in service-based, construction, logistics, healthcare, and tech companies generating $1M+ in annual revenue and ready to scale.