Outsourced CFO Services in Virginia Beach, VA

Financial Strategy that Drives Growth—Without Hiring Full-Time

When your business outgrows basic bookkeeping and tax filing, you don’t need more spreadsheets—you need strategic insight. Straight Talk CPAs provides outsourced CFO services in Virginia Beach for businesses that want to make confident, data-backed decisions without the overhead of a full-time hire.


From forecasting to cash flow to tax planning, we help you connect the financial dots and move forward with clarity.

Not Just a Numbers Person—Your Growth Translator

The right CFO isn’t just about balance sheets. It’s about guidance.


Our team helps you:

  • Build pricing models that protect margins
  • Monitor KPIs that reflect actual performance
  • Prepare for expansion with tax-aware budgeting
  • Catch red flags before they become real problems


And all of it is delivered in plain English, by an advisor who knows your goals and challenges—not someone who parachutes in for a quarterly review.

Our virtual CFO services are built for businesses with momentum—and questions:

  • Where are we losing money, and how can we fix it?
  • Is this the right time to hire, expand, or invest?
  • How do we reduce taxes without creating risk?
  • Are our financial systems strong enough for what’s next?

We help answer those questions with:

  • Rolling 12-month forecasting
  • Profit margin improvement
  • Cash flow management strategies
  • S-Corp salary optimization and owner tax planning
  • Monthly reporting that’s actually understandable

Whether you’re a construction firm in Pungo, a tech startup near Town Center, or a regional distributor, our outsourced CFOs become your strategic partner in every major decision.

CFO Services for Established Companies Ready to Scale

Case Study: From Disorganized to Data-Driven

Rodney runs a commercial HVAC company serving Virginia Beach and Norfolk. His team was growing fast, but behind the scenes, his financials were chaotic—projects were underbilled, taxes were unclear, and there was no reliable monthly reporting.



Here’s how Straight Talk CPAs helped:

  • Implemented job costing to track profit per install
  • Created a custom cash flow model to guide equipment purchases
  • Identified over $17,200 in missed billing due to inconsistent quoting
  • Helped convert the business into an S-Corp, reducing tax liability and optimizing owner compensation
  • Trained his admin team to upload reports into a shared cloud dashboard weekly

“For the first time, I feel like I know where my business stands—and where it’s going.”

Rodney now meets monthly with his CFO advisor and is planning to expand to a third location in Chesapeake with confidence.

Explore Our All Services in Virginia Beach, VA

List of Services

Why Growing Companies Choose Our Virtual CFOs

  • True partnership: We’re not here to audit—we’re here to guide
  • Customized tools: Dashboards, forecasts, and models built for your actual operations
  • Tax expertise included: Our CPAs bake tax planning into every financial move
  • Scalable support: We adapt as you grow, from $500K to $15M and beyond
  • Fully virtual: Real-time access, no office visits required

FAQs

  • What does an outsourced CFO do that a bookkeeper or accountant doesn’t?

    We focus on forecasting, strategy, pricing, growth planning, and tax alignment—not just past transactions.

  • Do I need to be a certain size to benefit?

    Typically, if you're generating $500K+ in annual revenue and planning to scale, it’s the right time.

  • Can you work with my existing bookkeeper or tax preparer?

    Absolutely. We collaborate with in-house and external teams all the time.

  • Is it really all virtual?

    Yes. We use secure cloud tools, video check-ins, and shared dashboards to keep everything simple and streamlined.