Outsourced CFO Services in Kansas City, MO

When your business reaches a certain level of complexity, bookkeeping and tax prep alone won’t cut it. You need clear visibility into your finances, a plan to scale, and expert support to navigate what’s next.


Straight Talk CPAs offers CFO and Tax Planning services in Kansas City, MO for established companies seeking executive-level financial leadership—without the overhead of a full-time hire.


Whether you're operating across multiple states, preparing for an acquisition, or restructuring your debt, our virtual CFO services provide the clarity and control you need to grow with confidence.

High-Level Financial Strategy for Complex Operations

What Our Kansas City CFO Services Include

Our fractional CFO support provides forward-looking, hands-on financial leadership:

  • Monthly and quarterly forecasting
  • Budget development and cost control strategies
  • Cash flow modeling and scenario planning
  • Profit margin analysis by service line, location, or product
  • M&A financial readiness and investor reporting
  • Internal process reviews and KPI design


All reporting is clear, custom to your operations, and delivered on a cadence that matches your executive decision-making process.

Hiring an in-house CFO can cost well into six figures. Straight Talk CPAs delivers that same caliber of insight through flexible, remote partnerships—tailored to the size, pace, and complexity of your business.


We’ve helped:

  • A regional commercial construction firm stabilize their cash flow cycle across $24.6M in annual project volume
  • A consulting agency operating in 4 states reduce overhead by $173,900 through margin analysis and vendor contract renegotiation
  • A real estate development company reforecast after a major investment round, aligning budget with $7.2M in new capital


This is more than just financial advice—it’s executive-level strategy that drives real, measurable results.

Executive Financial Oversight—Without the Full-Time Expense

Case Study: Growth-Ready Strategy for a Multi-State Operation

A Kansas City-based transportation and logistics company with operations in three states approached Straight Talk CPAs during a period of rapid expansion. With revenue crossing $35.4M and growing payroll, they needed strategic guidance to protect margins and plan for the next 24 months.


Here’s what changed:

  • Implemented a cash management model that balanced payables with rolling receivables
  • Introduced department-level forecasting that flagged a $91,260 overrun risk in advance
  • Built an executive dashboard tracking key metrics across 5 departments
  • Repositioned debt to increase liquidity by $400,000


Today, their leadership team uses that dashboard weekly to make informed, agile decisions—and they’ve just launched a new Midwest hub.

“We thought we were hiring a consultant. What we got was a partner with deep operational understanding. Every meeting brings more clarity.”

Built for Companies With Complex Needs

Straight Talk CPAs works with companies that are:

  • Managing multi-million-dollar budgets
  • Navigating multi-entity, multi-state operations
  • Preparing for funding rounds, exits, or M&A
  • Scaling quickly and need structure to support it

This isn’t surface-level financial help. It’s integrated, high-level oversight—without the in-house salary.

FAQs

  • How do CFO services differ from traditional accounting?

    Accounting focuses on the past. CFO services look forward—strategizing for growth, optimizing costs, and steering the financial direction of the company.

  • Can I use CFO services without switching CPAs?

    Yes. We can operate as your standalone CFO or coordinate with your internal finance and accounting teams.

  • Is this a remote service?

    Yes. All services are 100% virtual, with secure document sharing, real-time dashboards, and scheduled strategy sessions.

  • How do you price CFO services?

    Pricing is customized based on business size and engagement complexity. All packages are flat-rate—no hourly billing.