Fractional CFO Services in Tulsa, OK

CFO Services That Drive Profit, Not Just Reports

A growing business demands more than just basic bookkeeping or tax filing. At some point, you need someone who can read the numbers and translate them into action. Straight Talk CPAs provides high-level CFO services for Tulsa businesses that want to scale with strategy, not guesswork.


Whether it’s navigating seasonal swings, planning for a major expansion, or managing your burn rate, having an experienced CFO in your corner can mean the difference between thriving and barely surviving.

  • Budgeting and cash flow forecasting
  • Financial statement analysis and reporting
  • Strategic tax planning in sync with business goals
  • Business model evaluation and pricing strategies
  • KPI tracking and profitability analysis
  • Exit and succession planning support

Tulsa’s diverse business landscape—spanning energy, healthcare, aerospace, and tech—calls for financial leadership that knows how to build resilience and seize opportunity.

What Virtual CFO Support Includes

Real Tulsa Case: Turning a Growing Mess Into a Profitable Machine

A Tulsa-based specialty foods company (with online, retail, and wholesale channels) was making decent revenue—but couldn’t figure out why cash was always short. Straight Talk CPAs stepped in with a Strategic Growth CFO package, cleaned up reporting, created a simple weekly cash flow dashboard, and helped renegotiate supplier terms.



Within six months, the business saw a 32% improvement in cash flow and gained enough insight to plan for a second location—confidently.

Flexible Service Packages Built Around Your Growth

Straight Talk CPAs offers tailored service packages based on your company’s stage, complexity, and needs. Whether you’re looking for monthly advisory or project-based financial modeling, you’ll only pay for the expertise you actually use.

Common packages include:

  • Strategic Growth CFO – Monthly advisory with KPI tracking, cash flow analysis, and revenue strategy
  • Launch & Scale CFO – For new businesses building financial structure from scratch
  • Capital Ready CFO – Focused on preparing financials, forecasting, and decks for investors or lenders
  • Transition CFO – Perfect for exit planning, acquisition prep, or leadership transitions

FAQs

  • What’s the difference between a CPA and a CFO?

    A CPA prepares taxes and handles compliance. A CFO focuses on strategy, growth, and translating financial data into business decisions. You get both at Straight Talk CPAs.

  • Do you offer part-time or project-based CFO support?

    Yes. The firm offers both ongoing advisory and one-off strategy projects. Packages are tailored to your business needs and budget.

  • Will my CPA and CFO be the same person?

    Not necessarily. While services are under one roof, you'll be matched with experts for each role—ensuring both compliance and forward-thinking advice.

  • Is CFO support only for big businesses?

    Not at all. Tulsa startups and lean teams often benefit most from fractional CFO support—especially during high-growth or high-stress phases.