CPA Services for Sage Intacct Users

CPA Expertise That Lives Inside Your ERP

Having Sage Intacct is one thing. Having a CPA who knows how to navigate it, optimize it, and pull the right insights is another. Straight Talk CPAs combines deep accounting knowledge with hands-on Sage Intacct experience, so your business gets both compliance and clarity in one place.

Compliance Meets Strategy

A CPA’s job isn’t just to check boxes at year-end. It’s to protect your business, find efficiencies, and guide you with accurate, timely data. Our CPAs work directly inside Sage Intacct, reviewing your numbers, flagging risks, and ensuring your financials are rock-solid all year long.

What’s Included in Sage Intacct CPA Services

Monthly or Quarterly CPA Reviews
Regular oversight to ensure your books are accurate, compliant, and audit-ready.


Internal Controls & Process Checks
We review and improve workflows to prevent errors, fraud, and compliance issues.


Industry-Specific Compliance
From revenue recognition to project accounting, we tailor our reviews to your sector’s unique requirements.



Board & Lender Reporting
We prepare and format reports for investors, lenders, and boards—directly from Sage Intacct.

Straight Talk CPAs turns Sage Intacct into more than a reporting tool—we make it a compliance and strategy engine. With our CPAs overseeing your numbers, you get the confidence to act decisively and grow sustainably.

Make Sage Intacct Work at a Higher Level

A Real-World Example

Business Type: Multi-entity professional services firm


The Challenge:
The firm’s financial data lived in Sage Intacct but was riddled with classification errors and inconsistent expense reporting. They needed CPA oversight to satisfy their lender and prepare for expansion.

What We Did:

  • Conducted a full review of the past 12 months’ financials
  • Standardized expense categories across all entities
  • Set up quarterly CPA review meetings to catch issues early
  • Prepared lender-ready financial packages with clean, reconciled numbers

The Outcome:
The firm secured a new line of credit at favorable rates and now runs quarterly reviews that keep both management and lenders confident in their numbers.

FAQs

  • Will you work inside our Sage Intacct environment?

    Yes. All our CPA oversight happens directly in your system so we’re working from the most accurate, up-to-date data.


  • Do you replace our in-house finance team?

    Not unless you want us to. We can partner with your staff or act as your outsourced CPA function.

  • Can you help with audit prep?

    Absolutely. We make sure every statement, schedule, and report is clean and ready for external review.

  • Do you handle both tax and accounting oversight?

    Yes. We align tax planning and compliance with your ongoing accounting processes.


  • What industries do you work with?

    We serve businesses in professional services, SaaS, hospitality, construction, and more—anyone using Sage Intacct who needs CPA-level support.


  • How often should we have a CPA review our books?

    At least quarterly, though many of our clients prefer monthly reviews for maximum accuracy and insight.