Scaling Fast?
It’s Time to Lead with Strategy, Not Guesswork
Ideal for Businesses Generating $500K–$1M Annually
At this stage, growth is exciting—but it’s also exposing the cracks.
Your revenue is rising, but:
- You’re not sure if your tax strategy is actually working
- You can’t get real-time visibility into your margins or cash flow
- Your books are “done,” but don’t help you make decisions
- Your CPA feels reactive instead of strategic
You’ve outgrown basic bookkeeping and after-the-fact tax prep.
What you need now is clarity. Clean financials. And a team that thinks ahead—so you can scale without flying blind.
That’s exactly what the Scale with Confidence Package delivers.
We combine proactive tax strategy with CFO-level insights, so you can lead with numbers that make sense—and growth that’s sustainable.
Sound Familiar?
- Uncertainty around tax savings and entity structure
- Confusion over where your cash is actually going
- Financials that don’t show profit margins or performance clearly
- A CPA who shows up once a year—after the big decisions are made
- The pressure of growth without the clarity to match
At this level, guesswork gets expensive. Let’s replace it with strategy.
This Package Is Built For You If…
- You generate $500K–$1M in annual revenue
- You want monthly reporting that’s actually useful
- You need real-time insight into profitability and cash flow
- You’re ready for CFO-level support—without hiring in-house
- You’re scaling fast and want to make smarter, data-driven moves
Clear reports, real tax strategies, and CFO-style guidance—it’s leadership-level support without the full-time hire.
Megan R.
Marketing Agency Owner
What’s Included in the Scale Package
1. Advanced Tax Strategy & Entity Structuring
Start saving where others overpay.
- Strategic Tax Planning Sessions (2x Sessions)
We go deep into your numbers—then design the roadmap to lower your liability.
- Entity Review & Optimization
We’ll confirm your setup is right—or upgrade it to unlock savings.
- Industry-Specific Deductions & Credits
Get access to overlooked breaks your last CPA missed.
- Retirement & Wealth Tax Planning
Build long-term wealth while saving on taxes—through smart contributions and tax-deferral options.
- 12 Month Tax Savings Roadmap
A living blueprint tailored to your goals, growth, and evolving entity structure.
2. CFO-Level Financial Reporting & Strategy
Financial clarity that fuels your confident decisions.
- Full-Service Bookkeeping & QuickBooks Setup
We handle your books end-to-end—customizing, maintaining, and reconciling your QuickBooks so you stay focused on growth, not data entry.
- Monthly Financial Reports You Can Rely On
Accurate, up-to-date reports delivered monthly—giving you the insight you need to make smart, strategic moves.
- Quarterly CFO Strategy Sessions
Deep-dive calls where we review your margins, cash flow, and growth strategy—so you’re not just tracking numbers, you’re using them to scale.
- Audit-Ready Recordkeeping System
A digital system to organize and retain key financial documents—so you're always ready for tax season, audits, or lender requests.
- Multi-State Tax Compliance
From nexus to filings, we handle the complexity of multi-state taxes—keeping your business compliant and stress-free as you grow across state lines.
3. Full-Service Tax Preparation
No stress, no last-minute panic—just expert execution.
- Personal Tax Return
(Business Included)
From Schedule E to K-1, we ensure your filings are clean and complete.
- S Corporation Business Return
Filed accurately, aligned with your structure, and designed for efficiency.
- Tax Filing Calendar & Payment Tracker
Know exactly what’s due, when—and what to set aside.
4. Strategic Advisory + Unlimited Support
Because growth doesn’t happen in a vacuum.
- Unlimited Email Support
Ask anything, anytime. We’re here when you need us.
- CEO Resource Library
Templates, tools, and guides to simplify your next move.
- Quarterly “Profit & Growth” Masterclasses
Live expert sessions with Salim Omar, CPA—designed for founders like you.
Fast-Action Bonus — Pick One Gift
(Worth $1,500+ in savings — 72-hour deadline)
You’ll unlock one of these powerful upgrades:
#1. Done-for-You LLC Formation (Value: $500+)
We’ll form an LLC for your next venture or restructure—just pay the state fee.
#2. Lifetime QuickBooks Subscription (Value: $1,500+)
We’ll cover your QuickBooks Simple Start for life—as long as you’re a client.
Your choice. Real savings. Stronger foundation.
Total Value Over $37,800 – Yours for Just $10,800!
Choose Your Payment Plan
Annual Payment Option:
$10,800 upfront for 12 month plan (Get 2 months free — save $2,160!)
Weekly Payment Option:
$250/week for the year 2025, with a required fee prepayment deposit based on signup date:
-> Sign up January – February: $250/week (Full package benefits start immediately)
-> Sign up March – June: $2,500 Fee Prepayment Required
-> Sign up July – September: $3,000 Fee Prepayment Required
-> Sign up October – December: $3,500 Fee Prepayment Required
The fee prepayment covers the cost of your 2025 personal and S Corp tax returns.
What Happens After You Sign Up
Week 1
- Welcome call
- Initial entity & tax review
- QuickBooks access and assessment
Week 2–4
- Tax strategy kickoff
- System setup + clean up
- Entity optimization
Month 1+
- Monthly financials + ongoing advisory
- Quarterly CFO calls
- Tax savings roll in
Risk-Free Growth Guarantee
Try us for 30 days. If you don’t feel more confident, supported, and strategic—we’ll make it right, or credit your payment toward another service.
You take zero risk. And potentially save thousands.
Why Scaling-Focused Founders Choose Straight Talk CPAs
- “I finally stopped guessing and started leading with numbers.”
- “They don’t just file—they strategize.”
- “It’s like having a CFO without the full-time price tag.”
- “They found $12,700 in savings my last CPA missed.”
Limited Spots Each Month
We only onboard 5 new clients at this level per month. If we’re full, we’ll hold your spot for the following cycle.
FAQ: What You Might Be Wondering
My previous CPA just filed and disappeared. Salim’s team took a deep dive into my numbers, uncovered over $15K in savings, and helped restructure my entity for better tax efficiency. I finally feel like I have a financial strategy—one that grows with my business.
Darius T.
Multi-State E-Commerce Retailer
I’d outgrown spreadsheets and was winging it with taxes. Straight Talk CPAs gave me a clean, professional setup, handled everything from QuickBooks to tax prep, and coached me on how to improve margins. I feel supported, informed, and way more confident in my growth decisions.
Jessica M.
Boutique Fitness Studio Owner
Ready to Lead with Strategy?
You’re not winging it anymore. Let’s build your next chapter with clarity, confidence, and a team that helps you grow.
