Accounting & CPA Services for Businesses Using the Scaling Up Performance System

Unlock the Full Potential of Scaling Up with the Right Financial Team

Scaling Up is a proven business growth framework—but even the best systems only work when your financial data is accurate, clear, and directly connected to your Scorecards, Rocks, and Four Decisions®: People, Strategy, Execution, and Cash.


When numbers are messy, reports are confusing, or leadership struggles to act, the Scaling Up Performance Platform loses its impact. Sound familiar? You’re not alone.


Straight Talk CPAs helps companies running Scaling Up streamline financial workflows, align reporting with key metrics, and turn complex numbers into insights that fuel your One-Page Strategic Plan and guide discussions in your Meeting Rhythms.


We don’t just manage numbers—we strengthen your Scaling Up framework by connecting financial clarity to the tools you already use: Scorecards, dashboards, and Cash Acceleration strategies. 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 Scaling Up or have been running it for years, we provide the services that matter most. From daily bookkeeping to high-level financial leadership, everything we do complements your Scaling Up framework and enhances its impact.


We offer:

  • Accounting – Align financial reporting with the Scaling Up metrics, giving leaders data they can trust.
  • CPA Services – Compliance, reporting, and strategic support built keeping  your Scaling Up system in the forefront.
  • Outsourced CFO – Forecasts, dashboards, and insights tied directly to your growth priorities and Cash Acceleration goals.
  • Bookkeeping – Accurate daily transactions that feed directly into your Scorecards, dashboards, and management reporting.
  • Tax Planning – Proactive strategies based on Scaling Up-informed data that support growth and minimize surprises.
  • Tax Preparation – Fast, accurate filings that reflect your Scaling Up financial structure and long-term strategy.


Everything happens and is aligned to your existing Scaling Up framework—no disconnected tools, patchwork workflows, or duplicate data. We bring focus, alignment, and insight into one streamlined financial process.

Why Work With Straight Talk CPAs?

  • We speak Scaling Up fluently.
    From Scorecards to Rocks, we know how to translate Scaling Up data into clean financials, actionable reporting, and insights that drive decisions.


  • You get more than accurate books—you get clarity.
    Our team ensures that your numbers sync with Scaling Up tools like the One-Page Strategic Plan and dashboards, so leadership can take confident action quickly.


  • We help CEOs and leadership teams lead with data, not guesswork.
    Want to know exactly how your company is performing? We tie Scaling Up metrics directly to your financials, giving you confidence to make bold moves.


  • We tailor services to your company structure.
    Single entity? Multiple divisions? No problem. We align with your Scaling Up 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 strategies, we keep your Scaling Up system fed with accurate numbers—so you’re leading with clarity, not reacting to problems.
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“Straight Talk CPAs brought structure and insight to our Scaling Up framework. Their guidance helps us plan strategically, grow sustainably, and stay audit-ready.”

Olivia Martinez, CFO

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“Our Scaling Up system feels alive thanks to Straight Talk CPAs. Transactions, reports, and metrics all sync seamlessly, giving leadership the confidence to act fast.”

Daniel Kim, Managing Director, Consulting Firm

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“Working with Straight Talk CPAs brought order and insight to our Scaling Up financials. Their expertise helps us stay growth-focused and confident in every decision.”

Samantha Blake, Marketing Director

FAQs

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

    We integrate accounting, CPA, CFO, and bookkeeping services directly into your Scaling Up system, making financial data actionable and leadership more confident in decision-making.


  • Do I need to change my current Scaling Up setup to work with you?

    No. We work within your existing Scaling Up framework, adding clean financials and clear reporting that map directly to the metrics your team already tracks.


  • Can you help with forecasting and strategic planning?

     Yes. Our outsourced CFO and CPA services use your Scaling Up metrics to build practical forecasts, dashboards, and next steps that support confident growth.


  • How does your bookkeeping service complement Scaling Up?

     We ensure daily transactions are accurate and organized, feeding directly into your Scorecards, dashboards, and reports so leadership can track progress and act faster.


  • Are your tax services aligned with Scaling Up?

    Absolutely. Our tax planning and preparation services use EOS-informed financial data to minimize surprises, optimize planning, and ensure filings accurately reflect your business performance and strategy.