CPA Services for Businesses That Are Using The Scaling Up Performance System

CPA Expertise Aligned With the System You Already Use

You don’t need a CPA team that just files taxes or prepares financial statements. You need one that understands your Scaling Up framework, knows your business, and helps with financial reports that enable your leadership team to make smart, real-time decisions. At Straight Talk CPAs, we work directly within your Scaling Up system—bringing clarity, compliance, and strategic guidance to your financials without disrupting your meeting rhythms or workflows.


From accurate financial statements to big-picture advice, we give you the tools and insights you need to move forward confidently. We act as your Scaling Up financial reporting partner, making sure every KPI, Rock, and priority connects back to the bigger picture.

Real CPA Support.

No Guesswork.

No Extra Portals

We’re not just here for the year-end. We work within your Scaling Up performance system all year long—helping clean up your books, finalize monthly closes, and deliver financials your leadership team can actually use.



Need a second set of eyes on your Scorecards or Rocks? We’ll review and adjust. Need full oversight? We’ll take the lead. If you’re looking for Scaling Up-focused CPA services for business owners, we deliver clear, actionable guidance—directly from the system you already trust.

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

  • GAAP-Compliant Financial Statements
    Built from clean data aligned with your Scaling Up KPIs, Rocks, and growth priorities.

  • Close Support and Review
    We guide or own monthly close depending on your internal team’s workflow—keeping reports in sync with your Meeting Rhythms.

  • Audit and Due Diligence Readiness
    Supporting documents, schedules, and consistency—without last-minute stress.

  • Adjusting Entries and Financial Clean-Up
    Reconciliations, accruals, revenue timing, and expense allocation—kept accurate and aligned with Scaling Up metrics.

  • Ongoing CPA-Level Advice
    We don’t just point out problems—we help solve them and tie advice directly to Scaling Up financial data and decision-making.

We understand the difference between reports that look “good enough” and those that stand up to board, bank, or investor scrutiny. We build the latter. Tired of vague financial conversations? We cut through the noise.

Want to know how to read Scaling Up dashboards and Scorecards more effectively? We’ll show you what matters, why it matters, and how to act—so you can lead with confidence.

CEOs, Founders, and Executive Teams—We’ve Got Your Back

Why Choose Straight Talk CPAs?

  • We meet you where your numbers already live.
     No need to switch systems—we work within your existing Scaling Up setup, efficiently and accurately.

  • We simplify the complex.
    No jargon, lectures, or one-size-fits-all templates. Just smart guidance tied to your leadership goals.

  • We help you grow—not just stay compliant.
    Whether scaling, restructuring, or preparing for a transaction, we keep your Scaling Up plan front and center.

  • Need a higher-level financial partner?
    We also provide outsourced CFO services for Scaling Up companies, aligning forecasting, dashboards, and cash acceleration strategies with your CPA support.
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“Straight Talk CPAs transformed our Scaling Up system into a reliable financial tool. Reports are accurate, reconciliations are clean, and our leadership team can make confident decisions every month.”

Dr. Laura Simmons, Orthodontist

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“Straight Talk CPAs’ Scaling Up-focused CPA services gave us clarity like never before. From reporting to compliance, their guidance now drives every strategic move we make.”

Daniel Roberts, Corporate Attorney

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“Working with Straight Talk CPAs brought structure and insight to our Scaling Up financials. Their accounting expertise and actionable insights go beyond the numbers, helping us plan, grow, and stay audit-ready.”

Emily Grant, Operations Director, Tech Solutions

FAQs

  • How can Straight Talk CPAs help companies using Scaling Up?

    We plug our CPA services into the Scaling Up system already in place, turning raw numbers into clear insights, cleaner reports, and practical guidance tied to your Scorecards and priorities.


  • Do I need to change my current Scaling Up setup to work with Straight Talk CPAs?

    No. We work inside the framework the team knows, adding accurate data, financial clarity, and reporting that maps to Rocks, Meeting Rhythms, and KPIs.


  • Can you help Scaling Up companies with forecasting and strategy?

    Yes. Our outsourced CFO and CPA services team builds forecasts, dashboards, and plain-English insights from your Scaling Up metrics to support growth and day-to-day decisions.



  • How does your bookkeeping and adjusting entries work with Scaling Up?

    We record and reconcile transactions with care, align entries to your Scaling Up KPIs and priorities, and deliver reliable data leaders can trust when making calls.


  • Are your tax services aligned with Scaling Up systems?

    Absolutely. Our tax planning and preparation use Scaling Up-informed financial data to minimize surprises, optimize planning, and reflect true business performance.