Outsourced CFO Services in Raleigh, NC

Strategic Financial Leadership Without a Full-Time Hire

If you’re scaling a business in Raleigh—whether you’re a marketing agency in Glenwood South or a multi-location health clinic near Brier Creek—you need more than just clean books. You need a trusted guide to help you understand your numbers, make better decisions, and grow confidently.



Straight Talk CPAs offers virtual CFO services in Raleigh, NC for business owners who are ready to stop guessing and start leading with strategy.

What’s Included in Virtual CFO Services?

Our approach combines modern cloud-based systems with a dedicated financial strategist. You’ll get:

  • Monthly or quarterly financial performance reviews
  • Budgeting and forecasting tools tailored to your industry
  • Custom KPI dashboards that track what really matters
  • Tax-smart planning built into every financial recommendation
  • Hands-on support during big financial decisions or market shifts


This isn’t theoretical consulting. It’s real-world support that evolves with your business.

Hiring a full-time CFO can cost over six figures per year—not including benefits. But going without financial leadership? That could cost you even more.


Our Raleigh-based virtual CFO services help you:

  • Pinpoint where money is being wasted
  • Improve margins without sacrificing quality
  • Forecast cash flow based on actual seasonality and cycles
  • Evaluate pricing strategies and cost structures
  • Prepare for strategic moves like hiring, expansion, or fundraising


From board-ready reports to actionable financial guidance, we help you run leaner, smarter, and with a lot less stress.

Why Consider a Virtual CFO?

Case Study: From Gut Instinct to Growth Strategy

Tyler runs a fast-growing software firm near Research Triangle Park. Despite rising revenue, he constantly felt short on cash and didn’t understand why his margins were slipping.


Here’s how we stepped in:

  • Set up a rolling 12-month forecast and cash flow model
  • Identified a $17,300 monthly service that could be renegotiated and cut by 42%
  • Rebuilt his pricing model based on cost-per-acquisition data and team utilization rates
  • Integrated real-time reporting with his existing accounting tools
  • Helped him map out a hiring timeline that avoided cash dips and investor stress


“I used to lead from instinct. Now I lead from insight. And I sleep way better.”

Tyler now uses his CFO dashboard weekly and checks in with his advisor monthly. He’s no longer flying blind—and he just hit his first seven-figure quarter.

Explore Our All Services in Raleigh, NC

List of Services

Why an Outsourced CFO?

Could you hire someone in-house? Sure—but for most Raleigh businesses, that comes with a $180K+ salary, benefits, and onboarding risk. Our outsourced CFO model gives you all the strategic insight without the cost or complexity.

  • No HR headaches
  • Fully remote, flexible support
  • Industry-specific expertise
  • Always aligned with your tax and business goals

FAQs

  • What does a virtual CFO actually do?

    We help with forecasting, budgeting, cash flow management, pricing analysis, financial reporting, and strategic decision-making—without the cost of a full-time executive.

  • Is this just for large companies?

    No. Many of our Raleigh clients are growing firms between $300K and $5M in revenue—right at the stage where smarter financial strategy makes the biggest impact.

  • Will you work with my existing accountant or bookkeeper?

    Absolutely. We regularly collaborate with internal teams and other vendors to create a seamless financial system.

  • Do I need special software?

    Nope. We use cloud-based tools that integrate with what you’re already using—QuickBooks, Xero, and more.