Outsourced CFO Services in Milwaukee, WI

Whether you’re running a growing agency near the Third Ward or a warehouse operation in West Allis, navigating your numbers can be overwhelming. That’s why Straight Talk CPAs offers outsourced CFO services in Milwaukee—so you can stop guessing and start growing.


We help local businesses build sustainable strategies, tighten cash flow, and finally get the clarity they’ve been missing.

Unlock Financial Clarity for Your Milwaukee Business

Strategic Tax Planning Built In

Our outsourced CFO services don’t stop at operations—we also integrate tax planning directly into your long-term financial goals.


We’ll review:

  • S-Corp and entity restructuring
  • Smart retirement contributions for owner-operators
  • Overlooked deductions
  • Forecasts to avoid IRS surprises


You’ll never wonder if you’re paying more than you should—we’ll make sure every financial move is tax-aware.

You Run the Business. We Run the Numbers.

We’re not robots or number bullies. We’re the kind of team that explains cash flow with clarity, ties financial goals to your operations, and sends you reminders when you’re too busy to check your dashboard.

You’ll never feel in the dark again.

You don’t need a full-time CFO to operate like one.
Our virtual CFO services are built to uncover:

  • Revenue leaks hiding in plain sight
  • Opportunities to improve margins
  • Pricing structures that actually make sense
  • Cash flow strategies that keep you ahead, not behind



We once helped a Milwaukee wholesaler reduce overhead by 19% and turn cash crunches into growth opportunities within one quarter.

Maximize Profit. Minimize Chaos.

Tech That Shows You the Whole Picture

Our tools give you:

  • Real-time dashboards
  • Custom KPI tracking
  • Clean monthly reports
  • Growth models and scenario planning


It’s like having a financial control center in your pocket. And yes—we’ll teach you how to use it (no MBA required).

Case Study: From Guesswork to Growth

Lauren, founder of a fast-growing interior design firm in Milwaukee, was pricing on instinct, had no financial forecast, and didn’t know if she could afford to hire.



We helped by:

  • Building a rolling 12-month forecast
  • Aligning expenses with incoming project milestones
  • Creating a clear hiring budget
  • Uncovering $12,000 in recurring costs she didn’t need

Now, she tracks goals monthly and just hired a junior designer with full confidence.

“I stopped feeling reactive. Now I’m strategic—and it shows.”

Explore Our Other Services in Milwaukee, MI

List of Services

Why Milwaukee Businesses Choose Straight Talk CPAs

Here’s why local leaders turn to us:

  • We explain the numbers in plain English
  • Our virtual systems are smooth, secure, and easy to use
  • We help you plan ahead—not just react to tax season
  • We're always one step ahead of IRS changes and local regs
  • We actually care (and we actually answer our phones)

Ready to Elevate Your Business?

You’ve got vision. We’ve got the financial strategy to match. Whether you need a full overhaul or just monthly insights, let’s talk about how our CFO services can give you peace of mind and a stronger bottom line.

FAQs

  • What does an outsourced CFO actually do?

    We help you understand your numbers, forecast growth, manage cash flow, cut waste, and plan big-picture moves—all without hiring a full-time CFO.

  • Do you work with my bookkeeper or CPA?

    Yes! We often work alongside existing teams to create seamless financial insight.

  • How do I know if I need a CFO?

    If you’re growing fast, can’t confidently answer financial questions, or feel like you’re flying blind—it’s probably time.

  • Do you handle taxes too?

    Absolutely. Our CFO strategies are integrated with tax planning by default.

  • Are services virtual?

    100% virtual and secure. Everything is handled through video calls, dashboards, and cloud collaboration.