Accounting & CPA Services for Businesses Using the Profit First Cash Management System

Getting More From Profit First Starts With the Right Team

Profit First, the cash management system that flips the traditional formula—prioritizing profit first, then running the business on what remains. But even the best system only works when your financials are clear, reconciled, and actionable. Messy accounts, inconsistent allocations, or unclear cash flow can keep Profit First from delivering its full impact. Sound familiar? You’re not alone.


Straight Talk CPAs help companies already implementing Profit First streamline cash management, align bank accounts and allocation percentages, and turn complex financial data into insights your leadership team can actually use.



We don’t just track numbers—we make your Profit First system work harder for you. Our services go beyond compliance, delivering cleaner data, sharper reporting, and financial clarity that empowers leaders to make smarter, faster decisions.

One System. One Team. All the Services You Need.

Whether you’re just getting started with Profit First or have been running it for years, we provide the services that matter most. From daily bookkeeping to high-level cash strategy, everything we do complements your Profit First setup and enhances its impact.


We offer:

  • Accounting – Align reporting with Profit First allocation percentages for Profit, Owner’s Pay, Taxes, and Operating Expenses.
  • CPA Services – Compliance, reporting, and strategy integrated seamlessly into your Profit First cash management system.
  • Outsourced CFO – Forecasts, dashboards, and insights tied to profit-first metrics and business priorities.
  • Bookkeeping – Accurate daily transactions feeding directly into Profit First accounts and allocations.
  • Tax Planning – Proactive strategies built on Profit First-informed financial data to minimize surprises.
  • Tax Preparation – Fast, accurate filings fully aligned with your cash management framework.


Everything happens inside your existing Profit First structure—no disconnected tools, patchwork workflows, or duplicate data. We bring focus, alignment, and insight into one streamlined process.

Why Work With Straight Talk CPAs?

  • We speak Profit First fluently. From allocation percentages to profit accounts and cash confidence, we translate Profit First data into clean financials, actionable reporting, and insights that drive real decisions.

  • You get more than accurate books—you get cash clarity. Your leadership team can see exactly where money lives, what’s allocated, and where attention is needed.

  • We help CEOs lead with confidence. Want to know if your business is truly profitable? We tie Profit First metrics directly to your financials, giving you the insight to make bold moves.

  • We tailor services to your setup. Single entity? Multiple divisions? No problem. We align with your Profit First framework as it is, never forcing you to adjust your system to fit us.

  • We deliver proactive financial leadership. From daily bookkeeping to long-term cash strategy, we keep your Profit First system fed with the right numbers, so you’re leading from clarity, not reacting to cash surprises.
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"Straight Talk CPAs turned our Profit First system into a tool we actually use. Allocation percentages, cash accounts, and reporting all sync seamlessly, giving our leadership team the confidence to act fast."

Dr. Mooren Douglas, Healthcare Group

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"Working with Straight Talk CPAs brought structure and insight to our Profit First accounts. Our cash flow is clear, our Profit account grows consistently, and we finally trust our numbers to guide strategic decisions."

Michael Lee, Founder, Logistics Company

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"Their Profit First-focused services transformed our financial clarity. From daily transactions to tax planning, everything now aligns with our cash management priorities."

Sophia Ramirez, CFO, Tech Firm

FAQs

  • How can Straight Talk CPAs help companies using Profit First?

    We integrate accounting, CPA, CFO, and bookkeeping services directly into your Profit First system—turning raw numbers into clear insights, accurate allocations, and practical guidance.



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

    No. We work inside your existing framework, improving accuracy and reporting without disrupting your cash management process.


  • Can you help with allocation percentages for Profit, Owner’s Pay, Taxes, and Operating Expenses?

    Yes. We ensure each account is funded properly, tracked accurately, and reconciled regularly—so your Profit First strategy actually works.


  • How do your services support cash flow and profitability?

    Every transaction, allocation, and reconciliation feeds directly into your Profit First accounts, helping leadership monitor cash confidence and predictability.


  • Are your services audit- and compliance-ready?

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