CPA Services for Businesses Using the Profit First Cash Management System

CPA Expertise Aligned With the Profit First System

You don’t need a CPA who just files taxes or prepares financial statements. You need one who understands the Profit First methodology, knows your business, and helps structure cash flow so the right cash is in the right place at the right time. At Straight Talk CPAs, we work directly within your Profit First system—bringing clarity, compliance, and actionable guidance without disrupting your workflows.


From accurate allocations to big-picture advice, we give you the tools to build cash confidence and drive permanent profitability. Every TAP (Target Allocation Percentage) and CAP (Current Allocation Percentage) is monitored so your Profit, Owner’s Pay, Taxes, and Operating Expenses accounts work in harmony.

Real CPA Support.

No Guesswork.

No Extra Portals

We’re not just here for the year-end. We integrate with your Profit First system all year long—helping clean up your books, manage allocations, and deliver financials you can actually use.



Need a second set of eyes on your allocation percentages or adjustments? We’ll review and optimize. Want full oversight? We can manage your accounts and ensure profit-first discipline is maintained across your business.

What You’ll Get With Our CPA Services in Scaling Up

  • Profit Account Management
    Ensure your profit is taken first and properly allocated—so your business grows while building a safety net.
  • Owner’s Pay Optimization
    We make sure you’re compensated fairly, according to TAPs, without jeopardizing operational cash.
  • Tax Planning & Preparation
    Funds for taxes are always set aside in your Tax Account, minimizing surprises and supporting predictable cash flow.
  • Operating Expenses Oversight
    We help manage OpEx allocations, clean up books, and ensure spending aligns with your real revenue.
  • Ongoing CPA-Level Advice
    We don’t just point out numbers; we advise on allocation adjustments, cash strategy, and financial discipline tied to your Profit First system.

We know the difference between accounts that “look good enough” and those that ensure permanent profitability.



Tired of chasing numbers or wondering if you’ll have cash for the next quarter? We cut through the noise. Want to understand your allocation percentages and optimize CAPs and TAPs? We’ll show you exactly what matters, why it matters, and how to act—so you can make confident, cash-smart decisions.

Entrepreneurs, CEOs, and Business Owners—We’ve Got Your Back

Why Choose Straight Talk CPAs?

  • We meet you where your cash lives
    No need to change your bank setup. We integrate into your existing Profit First accounts efficiently and accurately.


  • We simplify the complex
    No jargon, lectures, or one-size-fits-all templates. Just actionable guidance to build cash confidence.


  • We help you grow—not just stay compliant
    Whether scaling, restructuring, or planning for taxes, your Profit First plan is always front and center.


  • Need a higher-level financial partner?
    We also provide outsourced CFO services, helping with cash allocation strategy, forecasts, and dashboards that support your Profit First system.
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"Working with Straight Talk CPAs gave us clarity like never before. Our Profit First allocations are accurate, and our cash confidence has soared."

Sarah Thompson, Boutique Owner

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"Straight Talk CPAs' Profit First-focused CPA services transformed our cash flow management. We now know exactly where our cash is and how to optimize it."

James Parker, Tech Entrepreneur

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"With Straight Talk CPAs, we finally have a system that ensures profitability first. Their insights go beyond numbers—they’ve reshaped how we run the business."

Amandy Lee, Service-Based Business Owner

FAQs

  • How can your CPA services help with Profit First?

    We plug into your Profit First system, turning raw numbers into clear insights, cleaner allocations, and practical guidance tied to TAPs, CAPs, and account management.


  • Can you help with cash flow planning and taxes?

    Yes. We provide tax planning, preparation, and cash strategy guidance—all aligned with your Profit First methodology.


  • Do I need to change my bank setup to work with you?

    No. We integrate with your existing Profit, Owner’s Pay, Tax, and OpEx accounts for seamless CPA support.


  • How do you handle allocations and adjusting entries?

     We record, reconcile, and adjust transactions with care, ensuring CAPs and TAPs are accurate and your cash is allocated properly.


  • Do you provide ongoing guidance beyond bookkeeping?

     Absolutely. We provide actionable advice, forecasting, and financial discipline coaching to build permanent profitability.