QuickBooks CFO Services
Strategic Financial Leadership—Powered by the Platform You Already Trust
QuickBooks is great for tracking what’s happened. But what about what’s next?
Straight Talk CPAs offers outsourced CFO services for companies using QuickBooks who want more than clean books—they want insight, strategy, and direction. We use your existing system to build forecasts, plan growth, and give leadership the confidence to act fast with the right data in hand.
No new tools. No generic spreadsheets. Just smart strategy, built on real numbers from inside your business.
High-Level Strategy Backed by Real-Time Financials
We don’t guess. We don’t wait until year-end. And we don’t operate outside your platform. Our team works directly inside your QuickBooks environment, using clean, reconciled financials to build cash flow models, budgets, and board-level reporting that actually moves the needle.
Whether you’re managing growth, planning for investment, or solving complex cash flow challenges, we’ve got you covered. We deliver
QuickBooks advisory services for business owners who want to lead with data—not intuition.
Our QuickBooks CFO Services Include
- Cash Flow Forecasting
Know when cash is tight—and how to plan around it - Budgeting and Strategic Planning
Model multiple outcomes and allocate resources with confidence - KPI Tracking and Reporting
Real-time dashboards for sales, margins, expenses, and more - Board and Investor Reporting
Impress with accurate, clean reports that actually make sense - Growth and Pricing Strategy
Understand profitability, product margins, and what to scale
Your business is moving fast. You need someone who can help you see ahead—not just close the books behind you.
Want to know how to read QuickBooks reports as a CEO so you can make real-time decisions? We’ll show you exactly where to focus, what to track, and what’s holding you back.
We don’t just give you reports. We give you answers.
Empowering CEOs and Operators With Real Financial Clarity
Why Work With Straight Talk CPAs?
We know QuickBooks inside and out.
From data cleanup to forecasting dashboards, we build strategy inside the system you already use.
We think like operators, not just accountants.
Our CFO services are focused on action, not just analysis. We help you move forward faster.
We build long-term clarity, not short-term fixes.
Whether you’re launching a new offering, raising a round, or rethinking your pricing—we give you the numbers and the narrative.
Already have a bookkeeper or CPA?
No problem. We partner well with internal teams—or handle everything ourselves. And if you need both, we provide outsourced CFO for companies using QuickBooks with full-stack support
