CPA Services for Acumatica Users

Real CPAs. Real Strategy. All Inside Acumatica.

Acumatica gives you a robust ERP platform—but without expert oversight, even powerful tools can create messy data and risky decisions. Straight Talk CPAs delivers licensed CPA support directly in your Acumatica environment. Whether you’re scaling operations or preparing for an audit, this is proactive, strategic accounting built for growth.

We Bring Strategy to the System You’re Already Using

Our approach blends smart automation with human expertise. By embedding CPA oversight directly into Acumatica, you get strategic support without the runaround. Whether it’s compliance, audit prep, or financial storytelling for your board, our CPAs handle it inside your ERP—where it belongs.

What’s Included in Our CPA Services for Acumatica

Monthly or Quarterly CPA Oversight
A licensed CPA reviews your financials on your schedule. We examine reconciliations, review key reports, and flag irregularities to prevent downstream errors—before they become tax or compliance issues.


Acumatica Financial Review & Adjustments
We audit your general ledger, verify balances, and make correcting journal entries where needed—keeping your records investor-ready and audit-proof.


Chart of Accounts Consulting
We help restructure your chart of accounts in Acumatica to reflect how your business actually operates. The result: easier reporting, more insight, and less confusion.


GAAP Compliance & Best Practices
We help ensure your accounting aligns with Generally Accepted Accounting Principles, improving internal accuracy and external credibility—especially important for funding or mergers.


Audit Preparation Support
Got an upcoming financial review or tax audit? We make sure your Acumatica reports, documentation, and supporting detail are airtight and professionally presented.


Collaboration With Your Internal Team
We work directly inside your Acumatica instance and coordinate with your internal bookkeeper or finance team—no double entry, no silos, just clear oversight and communication.

  • We know Acumatica inside and out. No learning curves or delays.
  • We speak the language of CPAs and CFOs. Clean financials. Clear insight.
  • We plug into your workflow. We collaborate directly in your instance—no exporting or clunky back-and-forth.
  • We make audits easy. Whether it's a tax audit or investor due diligence, your numbers will be ready.

Why Use Straight Talk CPAs for Acumatica?

A Real-World Example

Business Type: B2B Software-as-a-Service (SaaS) company with $5M ARR


The Challenge:
The company’s internal bookkeeper kept up with daily entries in Acumatica, but they lacked CPA-level oversight. Revenue recognition was off, investor reports didn’t align with actual cash flow, and their chart of accounts was bloated with redundant categories.


What We Did:

  • Conducted a full financial review and cleaned up misclassifications
  • Streamlined their chart of accounts for clearer SaaS-specific reporting
  • Implemented GAAP-aligned revenue recognition workflows in Acumatica
  • Reviewed reports monthly and prepared quarterly board-ready financials

The Outcome:
The business secured a $2M growth investment after presenting clean, reliable financials. Their CEO now uses custom dashboards in Acumatica to monitor runway and MRR in real-time, supported by a CPA who ensures everything adds up.

Comprehensive Acumatica Solutions

Accounting Services | CPA Services | Bookkeeping Services | Tax Planning Services | Tax Preparation Services | CFO Services

FAQs

  • What’s the benefit of using a CPA inside Acumatica instead of exporting reports to an outside accountant?

    Working inside Acumatica allows us to review, adjust, and verify your data directly at the source—no duplicated work, no messy exports, and faster issue resolution.

  • Can you help restructure our chart of accounts in Acumatica?

    Yes. We specialize in chart of accounts optimization to match your industry and reporting needs. This makes your reports cleaner and more meaningful.


  • Do you work with our internal bookkeeper or controller?

    Absolutely. We regularly collaborate with internal teams, providing CPA-level oversight while your team manages daily tasks in Acumatica.

  • Can you help prepare for a financial audit or due diligence review?

    Yes. We’ll review your data, fix inconsistencies, and prepare clean reports with full documentation—so you’re ready for any audit or investor meeting.


  • What industries do you support with Acumatica CPA services?

    We work with companies across manufacturing, eCommerce, SaaS, construction, and professional services—customizing support based on your unique workflows in Acumatica.

  • Do you offer both monthly and quarterly CPA reviews?

    Yes. We tailor the cadence to your business needs and reporting deadlines—monthly for high-growth or investor-facing companies, quarterly for stable operations.