CFO Services for Sage Intacct Users

Strategic Leadership Without the Full-Time Cost

A CFO brings high-level financial strategy, but hiring one full-time can be costly. With Straight Talk CPAs, you get seasoned CFO expertise—fully integrated with your Sage Intacct data—so you can make smarter business decisions without the overhead.

From Numbers to Strategy

We don’t just interpret your Sage Intacct reports—we use them to build actionable plans for growth, profitability, and cash flow stability. Whether you’re preparing for a funding round, scaling into new markets, or tightening your margins, our fractional CFO services give you boardroom-level insight at a fraction of the cost.

What’s Included in Sage Intacct CFO Services

Financial Forecasting & Modeling
We project revenue, expenses, and cash flow so you can plan with confidence.


Budget Creation & Oversight
We help build and manage budgets aligned with your goals.


Cash Flow Management
We monitor and optimize working capital using real-time Sage Intacct data.


Board & Investor Reporting
We prepare professional-grade reports for stakeholders directly from your ERP.


Profitability Analysis
We identify your most and least profitable products, clients, or projects.


Strategic Growth Planning
We develop plans for expansion, acquisitions, or new product launches with full financial backing.

With Straight Talk CPAs’ CFO services, Sage Intacct becomes more than an accounting tool—it becomes the foundation for scaling smarter, faster, and more profitably.

Turn Sage Intacct Into a Strategy Engine

A Real-World Example

Business Type: National e-commerce retailer


The Challenge:
They had strong sales but inconsistent profits due to poor inventory forecasting and lack of cash flow planning. Without a CFO, leadership was making decisions without full financial visibility.


What We Did:

  • Built a rolling 12-month cash flow forecast in Sage Intacct
  • Created budget vs. actual reporting to identify spending leaks
  • Developed inventory purchasing guidelines tied to sales data
  • Prepared quarterly board packages with clear KPIs and financial insights

The Outcome:
They improved inventory turnover by 27%, stabilized cash flow, and increased net profit margins by 8% in the first year.

FAQs

  • Do you work inside our Sage Intacct system?

    Yes. All our CFO work is done directly from your ERP data to ensure accuracy and alignment.

  • Can you attend board or investor meetings?

    Absolutely. We can join in person or virtually to present financials and answer questions.

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

    You get the same strategic expertise but only pay for the time and services you need.


  • Do you only work with large companies?

    No. We work with businesses of all sizes that want high-level financial strategy without the full-time cost.


  • Can you help prepare for funding or a sale?

    Yes. We can prepare your financials, forecasts, and reports to position you for a successful transaction.


  • Do you integrate CFO services with tax and accounting?

    Yes. Because we handle all aspects of your financials, our CFO services are fully aligned with your tax and accounting processes.