CFO Services for Businesses Using the Scaling Up Performance System

Strategic Financial Leadership—Powered by the Scaling Up Framework You Already Run

Scaling Up helps you drive growth and align your team—but what about your numbers? Without clear financial visibility, connecting your Critical Numbers, One-Page Strategic Plan (OPSP), Rock priorities, and Cash Acceleration metrics to daily decisions is challenging. 


Straight Talk CPAs offer Scaling Up CFO services, which provide more than clean books—we deliver insight, strategy, and forward-looking financial leadership. We integrate directly within your Scaling Up performance system, ensuring your financials fuel smarter decisions, faster growth, and a more confident leadership team. No extra spreadsheets. 


No disconnected tools. Just a real financial strategy built directly into the system you already run.

High-Level Strategy Backed by Scaling Up Metrics

We don’t guess. We don’t wait until the end of the month-end. Our team works within your Scaling Up framework, using clean, reconciled financials to build cash flow forecasts, quarterly budgets, and dashboards that tie directly to your Critical Numbers, Rock Metrics, and top priorities.



Whether you’re scaling operations, raising capital, or navigating cash flow challenges, we offer Scaling Up advisory services to help your leadership team act with data, not instinct—supporting Weekly Huddles, Rock reviews, and strategic decision-making.

Our Scaling Up CFO Services Include

  • Cash Flow Forecasting –  See where cash will be tight and plan proactively, aligned with your Cash Acceleration goals.

  • Budgeting and Strategic Planning – Align quarterly plans with your OPSP and Rock priorities.

  • KPI Tracking and Reporting – Real-time dashboards tied to Scaling Up metrics.

  • Board and Investor Reporting – Clear, professional reports showing progress toward growth goals.

  • Growth and Profit Strategy – Identify profitable areas, scale with confidence, and ensure your financials support strategic Rocks.


Your business moves fast. You need a CFO who can help you see ahead—not just keep score behind you.

You need financial insights that tell you what’s working, what’s off track, and what needs immediate attention—without burying you in jargon. Our Scaling Up CFO services break down your metrics, forecasts, and dashboards so your leadership team can connect numbers to strategy, anticipate challenges, and lead with confidence.


We don’t just provide reports. We deliver actionable answers that feed your Weekly Huddles, OPSP, and Rock tracking.

Empowering Leadership With Real Financial Clarity

Why Work With Our Scaling Up CFO Team?

  • We know Scaling Up inside and out. From Critical Numbers to Rock Metrics, we connect your financials directly to your framework.
  • We think like growth partners, not just accountants. CFO services focused on execution, strategy, and scaling—not just compliance.
  • We build clarity that lasts. Whether you’re restructuring, raising funds, or expanding, we provide a financial roadmap you can trust.
  • Seamless integration with your team. Already have a bookkeeper or accountant? We work alongside them or provide full-stack support as needed.
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"Scaling Up CFO support transformed our financial visibility. Reports are accurate, reconciliations are clean, and our leadership team makes confident decisions every month."

Dr. Amelia Hughes, Multi-location Dental Practice

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"Straight Talk CPAs Scaling Up-focused CFO services gave us clarity and control. From KPIs to budgeting, our numbers now guide every strategic decision."

Marcus Lee, Corporate Attorney

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"Working with this team brought structure and consistency to our Scaling Up financials. Their insights help us plan, grow strategically, and stay audit-ready."

Olivia Grant, Marketing Director

FAQs

  • How do Scaling Up CFO services differ from traditional CFO services?

    Our services align financial strategy directly with the Scaling Up framework, connecting forecasts, reports, and metrics to your OPSP, Critical Numbers, Rock priorities, and Cash Acceleration goals.


  • Do you replace my bookkeeper or accountant?

    Not necessarily. We can partner with your internal team or provide full-stack support. Our role is to provide high-level financial leadership within your Scaling Up system.


  • Can you prepare reports for quarterly leadership meetings?

    Yes. We create dashboards, KPI reports, and Rock tracking aligned with your Scaling Up metrics and Weekly Huddles.


  • What size businesses benefit from EOS CFO services?

    Typically, mid-market companies use Scaling Up to manage growth, but any business leveraging the framework for strategy can benefit.


  • How do Scaling Up CFO services support growth planning?

    We model multiple scenarios, forecast cash flow, and tie metrics to your Critical Numbers, Rock priorities, and OPSP, giving leadership a clear financial path for scaling.