Online CPA Services To Help Entrepreneurial Businesses Thrive

Straight Talk CPAs helps small and mid-sized businesses master their finances, reduce taxes, and grow profits—with real-time data, proactive guidance, and expert support you can count on. 


From startups to 8-figure companies, our clients rely on us for virtual accounting, tax planning, tax preparation, and CFO-level insights that drive results. We offer tiered service packages based on your revenue stage—so whether you're just starting out or scaling fast, you'll get the support that fits your goals. 

Get Strategic. Stay Compliant. Grow with Confidence.

We go beyond basic accounting and tax services. At Straight Talk CPAs, we give you the tools, clarity, and guidance to grow a thriving business—powered by technology, backed by experts, and delivered with unmatched care. 

Here’s what you can expect when you work with us: 

Financial Reporting

We handle your books, close each month, and deliver easy-to-read financial statements with expert commentary. You’ll always know where your business stands—and how to move forward.

Quarterly CFO Strategy Calls

Each quarter, you’ll meet with a dedicated account manager who acts as a fractional CFO. We review trends, uncover insights, and help you plan ahead—so you can grow with clarity and confidence. 

Proactive Tax Planning

We don’t just prepare taxes—we help you reduce them legally and proactively. Throughout the year, we look for deductions, credits, and strategies to minimize your tax burden before the year ends. 

Tax Preparation

We prepare and file your federal and state tax returns accurately and on time. Whether you're an S corp, C corp, LLC, partnership, or sole proprietor, we’ve got you covered. 

Sales Tax Services

Sales tax can be confusing and costly if done wrong. We handle setup, tracking, and filing to keep you compliant—and avoid late fees and penalties.

Payroll & Employee Benefits

We simplify payroll and ensure everything is filed properly. Our solutions are tailored to your needs, helping you stay compliant while saving time and reducing risk.

Technology Consulting

We recommend and help implement the best tech stack for your business. From cloud accounting tools to automation systems, we make your processes faster and smarter. 

Retirement & Wealth Management

It’s never too early to plan for the future. We help you build wealth strategically with guidance on retirement plans, business exits, and long-term financial growth.

Legacy & Succession Planning 

Thinking about the next chapter? We’ll help you minimize taxes during ownership transfers and create a plan that protects your legacy and ensures business continuity. 

White-Glove Service, the Straight Talk Way

We treat your business like it’s our own. With regular check-ins, clear answers, and no jargon, we bring a level of responsiveness and care that’s hard to find in today’s CPA world. 

CPA Services Tailored to Your Stage of Business 

We offer CPA services through five tailored packages

  • Startup ($0–$100K): Simple, smart systems to build your foundation 
  • Growth ($100K–$500K): Optimize tax and build financial strength 
  • Scale ($500K–$1M): CFO-level support and deeper insights 
  • Thrive ($1M–$5M): Maximize profits and plan for the future 
  • Enterprise ($5M+): Advanced strategy and multi-entity guidance 



We meet you where you are—and help you get where you want to go. 

FAQ

  • What is a CPA, and why do I need one?

    A CPA (Certified Public Accountant) is licensed to offer expert-level financial guidance, tax strategy, and compliance services. We bring the experience and insight to help your business stay compliant and grow profitably.

  • What is the difference between a CPA and a bookkeeper?

    A bookkeeper handles day-to-day financial data. A CPA provides higher-level analysis, tax planning, and strategic financial guidance. With Straight Talk CPAs, you get both—integrated into one powerful solution.

  • Do you serve both individuals and businesses?

    Our focus is on helping business owners—especially small and mid-sized companies. That said, we do assist business owners with personal tax planning and wealth strategies when needed. 

  • How much do your services cost?

    We offer transparent, fixed-fee packages based on your business’s revenue and complexity. No surprise hourly bills—just clear monthly pricing.

  • What services are included in your CPA packages?

    Our packages include bookkeeping, tax planning, tax prep, financial reporting, and quarterly CFO strategy calls. Higher tiers include more advanced support like cash flow forecasting and succession planning. 

  • Can you help me with multi-state compliance?

    Yes. We work with clients across the U.S. and handle complex, multi-state tax and sales tax issues every day.

  • Is virtual service really as effective as in-person?

    Yes—and often more efficient. We use cloud tools, secure portals, and Zoom meetings to deliver real-time service and insights, no matter where you are.

  • How do I get started?

    How do I get started? 

    Book a free call with our team. We’ll learn about your goals, recommend the right package, and guide you through onboarding. 

Full-Service Solutions Tailored to Meet All Business Requirements

Financial

Statements


Straight Talk CPAs ensures timely, accurate financial statements for informed business decision-making.

Quickbooks Healthchecks


Expert QuickBooks training and checks for optimal financial management efficiency.

Cash Flow Management


Prevent cash crises with strategic cash flow management and optimization.

Payroll


Comprehensive payroll and benefits solutions for small business compliance and efficiency.

Sales Tax


Navigate complex sales tax regulations efficiently to avoid unnecessary costs.

Wealth Management


Expert wealth management aligning aspirations with precise, innovative financial strategies.

Accounts Payable


Straight Talk CPAs boosts efficiency with expert accounts payable management.

Investment Advisory


Expert guidance to help you maximize returns and secure your financial future with tailored investment strategies.

Retirement Planning


Comprehensive planning to ensure a comfortable and financially secure retirement, tailored to your unique goals.

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After many negative experiences with CPAs over the years, Straight Talk CPAs has been wonderful! Even during the holidays, they have been available to answer questions and provide sound advice. I appreciate having an accounting firm that I can trust.

Lindsay Kirsch

Let’s Simplify, Save, and Scale

Let’s find the package that’s right for your business.