CPA Services for Businesses Using the Strategic Coach Program

CPA Expertise Aligned with Your Strategic Coach Plan

You don’t need a CPA who just files taxes or prepares statements. You need a CPA who understands the Strategic Coach: Premier Business Coaching Program, knows your business, and ensures your finances support your growth goals. At Straight Talk CPAs, we work directly within your Strategic Coach framework—providing clarity, compliance, and actionable guidance that keeps your financials aligned without disrupting your workflows.



From day-to-day bookkeeping to big-picture strategy, we give you the tools to build financial clarity and make confident decisions that support your growth plan. Every dashboard, metric, and report is monitored so your business finances work in harmony with your Strategic Coach priorities.

Real CPA Support.

No Guesswork.

No Extra Portals

We’re not just here at year-end. We integrate with your Strategic Coach plan all year long helping clean up your books, manage reporting, and deliver financials you can actually use.


Need a second set of eyes on your numbers or financial strategy? We’ll review and optimize. Want full oversight? We can manage your accounts and ensure your financial plan supports your Strategic Coach goals across the business.

What You’ll Get with Our Strategic Coach CPA Services

  • Financial Dashboard Management
    Keep your metrics, KPIs, and reports accurate and aligned with your Strategic Coach priorities.
  • Owner Compensation Optimization
    Ensure fair and consistent pay while maintaining cash flow and growth focus.
  • Tax Planning & Preparation
    Funds and strategies are organized to minimize surprises and support predictable finances.
  • Operating Expense Oversight
    We help manage spending, clean up books, and ensure operational costs match real revenue.
  • Ongoing CPA-Level Advice
    We provide guidance on strategy, allocations, and financial discipline tied to your Strategic Coach plan.

We know the difference between numbers that “look fine” and those that drive confident, strategic decisions.


Tired of guessing if your finances truly support your Strategic Coach goals? We cut through the noise. Want to understand dashboards, metrics, and allocation strategies? We show you exactly what matters, why it matters, and how to act—so you lead with clarity and confidence.

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

Why Choose Straight Talk CPAs?

  • We meet you where your numbers live – No need to change your existing systems. We integrate into your Strategic Coach metrics efficiently and accurately.
  • We simplify the complex – No jargon, lectures, or one-size-fits-all templates. Just actionable guidance to build confidence and clarity.
  • We help you grow—not just stay compliant – Whether scaling, restructuring, or planning for taxes, your Strategic Coach plan is always front and center.


Need a higher-level financial partner?
We also provide outsourced CFO services, helping with forecasts, dashboards, and strategic insights that support your Strategic Coach priorities.

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"Straight Talk CPAs gave us financial clarity like never before. Our dashboards, metrics, and reports now sync seamlessly with our Strategic Coach plan."

Marry Thompson, Owner, Boutique Restaurant

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"Working with Straight Talk CPAs brought structure and insight to our finances. We now know exactly where our cash is and how to optimize it in alignment with Strategic Coach goals."

Neil Parker, Tech Entrepreneur

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"Their Strategic Coach-focused services transformed our financial clarity. From bookkeeping to tax planning, everything now aligns with our business priorities."



Ammy Lee, Hospitality Business Owner

FAQs

  • How can your CPA services help businesses using Strategic Coach?

    Think of us as your financial wingman within Strategic Coach. We don’t just crunch numbers — we connect your accounting, CFO, and bookkeeping directly to the goals you’re already tracking. It helps you see where the money’s actually moving, and how it ties back to the growth plan you’re building with Coach.

  • Do I need to change my systems to work with you?

    Nope. We plug into what you already use. Our job is to clean up the numbers, sharpen reporting, and give you clearer insights — without throwing off your existing Strategic Coach rhythm.


  • Can you help with owner compensation and operational allocations?

    Yes. We ensure pay, expenses, and allocations are optimized to support growth and business priorities.


  • Do you provide ongoing financial guidance beyond bookkeeping?

    Absolutely. We provide actionable advice, forecasts, and financial discipline coaching to keep your Strategic Coach plan on track.


  • Are your services audit- and compliance-ready?

    Yes. All accounts, reconciliations, and reporting are GAAP-compliant and built to withstand audits, due diligence, or investor reviews.