CFO Services for Businesses Using the Strategic Coach Program

Strategic Financial Leadership—Built Around Your Strategic Coach Goals

The Strategic Coach program helps you grow with clarity and focus—but even the best business coaching can stall without clear financial oversight. How do your key metrics, goal tracking, and cash allocations inform your decisions?

That's where we step in. Straight Talk CPAs provides Strategic Coach–aligned CFO services—delivering more than reconciled books. We provide forward-looking financial leadership, cash flow strategy, and actionable insights—so you can focus on your Unique Ability® while your business thrives. We integrate directly within your systems, ensuring your business coaching goals translate into confident decision-making, predictable growth, and long-term financial clarity.

High-Level Strategy Backed by Strategic Coach Metrics

We don’t guess. We don’t wait for the month-end. Our team works within your Strategic Coach framework to create cash flow forecasts, quarterly budgets, and dashboards that tie directly to your metrics and goal priorities.



Whether you’re scaling operations, planning owner distributions, or preparing for taxes, we provide CFO advisory to help your leadership team act on data, not instinct—supporting goal reviews, strategy sessions, and financial planning.

Our Profit First CFO Services Include

  • Cash Flow Forecasting – See where funds will be tight and plan proactively, aligned with your key business metrics.
  • Budgeting and Strategic Planning – Align quarterly plans with your Strategic Coach goals and leadership priorities.
  • KPI Tracking and Reporting – Real-time dashboards showing cash positions, financial metrics, and progress toward goals.
  • Board and Investor Reporting – Clear, professional reports demonstrating business performance and growth.
  • Growth and Profit Strategy – Identify profitable areas, optimize cash allocations, and ensure financials support owner pay and long-term business sustainability.

You need insights that show what’s working, where cash is available, and what needs attention—without jargon or guesswork. Our Strategic Coach CFO services break down financial 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 inform owner pay, operating expenses, and long-term profit planning.

Empowering Leadership with Financial Clarity

Why Work With Straight Talk CPAs?

  • We integrate seamlessly with your Strategic Coach framework – No need to change your systems—we align financial strategy, forecasting, and reporting with your goals.
  • We turn complexity into clarity – No jargon, no cookie-cutter templates. Just actionable insights to optimize cash, build permanent profitability, and maintain financial discipline.
  • We help you grow—not just stay compliant – Strategic financial leadership that ensures goal-focused decisions, supports sustainable growth, and maximizes profitability.



Need a higher-level financial partner?
We also provide outsourced CFO support for Strategic Coach businesses, integrating cash strategy, forecasting, and dashboards to ensure every financial decision aligns with your coaching goals.

Woman with dark hair, smiling, wearing a blazer and turtleneck, against a brick wall background.
A white background with a few lines on it

"Straight Talk CPAs’ Strategic Coach CFO services transformed our financial visibility. Metrics are precise, and our leadership team has complete cash confidence."

Patricia Guyen, CEO, Marketing Agency

Man smiling, holding laptop, wearing blue suit, white shirt, white belt.
A white background with a few lines on it

"Their guidance gave us control over cash, owner pay, and growth strategy. Every decision now aligns with our Strategic Coach goals."

Robert Martinez, Founder, Retail Business

Woman with bun holding binder, leaning against orange wall, wearing glasses and black shirt.
A white background with a few lines on it

"With Straight Talk CPAs, our Strategic Coach plan is fully supported. They provide insights beyond bookkeeping, strengthening our profitability and clarity."

Abigail Morris, Owner, Holistic Wellness Studio

FAQs

  • How are Strategic Coach CFO services different from traditional CFO services?

    We focus on goal-aligned strategy, cash management, and metric tracking—integrating financial leadership directly into your Strategic Coach framework.


  • Do you replace my bookkeeper or accountant?

    Not necessarily. We can partner with your internal team or provide full-stack CFO support. Our role is high-level financial guidance for Strategic Coach businesses.


  • Can you prepare reports for owner or board meetings?

    Yes. We create dashboards, allocation reports, and forecasts aligned with key metrics and coaching goals.


  • What size businesses benefit most from Strategic Coach CFO services?

    We work with everyone from small service shops to mid-market firms, making sure the financial side keeps pace with the coaching goals. Size matters less than having growth plans you actually want your numbers to support.


  • How do these services support growth and profitability?

    We keep an eye on cash flow, show you where to put resources to work, and turn the numbers into a story you can act on. That way, leadership can scale with fewer blind spots and more confidence in every move.