Past $1M?
It’s Time to Lead With Precision.
Ideal for businesses generating $1M–$5M in annual revenue
Your business is past the scrappy stage. The revenue’s real.
But so is the complexity.
Suddenly…
- Your tax strategy feels scattered—and costly
- Financial reports show up late
- Budgets don’t match what’s happening on the ground
- And you’re making big decisions without the data you really need
You didn’t build this just to feel out of control.
You’re not running a side hustle—you’re leading a real company now.
The Thrive Advisory Package gives you the strategic firepower to scale smart, lead clearly, and finally feel in command of your numbers.
Sound Familiar?
- You know you’re overpaying in taxes—but not sure where or how
- Your CPA shows up during tax season… but disappears the rest of the year
- Cash flow, margins, and team accountability feel fuzzy
- You’re expanding—but without a financial roadmap
- You’re thinking about exit or legacy—but have no clear plan
This isn’t about “fixing” your business.
It’s about building a machine that works for the future you're creating.
This Package Is Built For You If…
- Your company brings in $1M–$5M annually
- You want accurate, timely financials to drive big decisions
- You need a partner—not a form-filer
- You’re scaling toward legacy, exit, or enterprise-level growth
- You’re ready to stop guessing and lead with confidence
Our last CPA never brought up half of these strategies. Straight Talk CPAs gave us a playbook and the execution
Kevin R.
Franchise Operator
What’s Included in the Thrive Advisory Package
1. Tax Strategy & Entity Optimization
Smarter savings. Built for scale.
- Quarterly Strategic Tax Planning Sessions
We take a proactive look under the hood—adjusting for real-time changes, tax-saving opportunities, and upcoming goals.
- Custom, Forward-Looking Tax Plan
A live, evolving strategy designed to minimize liability as your business grows.
- 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-Entity Structuring + S Corp Strategy
We evaluate your setup and recommend the smartest way to structure ownership, flow-through income, and legal protection.
- Advanced Tax Tactics (QBI, R&D Credits, IC-DISC & more)
We help put systems in place to keep your records clean and ready if the IRS ever comes knocking.
2. Executive-Level Financial Reporting
Finally, numbers that guide—not confuse.
- Monthly or Bi-Weekly Financial Reports
Your books done right—and transformed into reliable reports that reveal what’s working and what’s not.
- Cash Flow Forecasting & Annual Budget Planning
We help you predict and plan for what’s ahead—so growth doesn’t get choked by surprise expenses.
- Custom Executive Dashboards
Visual reporting tools built around your KPIs, giving you clarity at a glance.
- Departmental & Team-Level Reporting
Uncover trends and performance insights by team, location, or department—so you lead with facts, not gut feel.
- Personalized Chart of Accounts
We tailor your COA to your business model for cleaner data and better decision-making.
3. CFO Strategy & Profit Acceleration
Lead like a CEO—not a firefighter.
- Monthly or Quarterly Strategic Advisory Calls
Big-picture strategy sessions to help you grow profits, reduce waste, and make smarter CEO moves.
- Margin & Cost Analysis by Product or Service
We break down what’s making you money—and what’s eating into it.
- Compensation & Distribution Planning
Smart planning for how to pay yourself, your partners, and your team—tax-efficiently.
- Budget Coaching for Your Team Leads
We equip department heads with guidance and tools to stay on track and hit goals.
- Full Support for Operational Execution
From pricing changes to workflow improvements—we help bring strategy to life.
4. Done-for-You Tax Filing & Compliance
Stress-free, on-time, and fully optimized.
- Personal Tax Filing (K-1s, Schedule E, etc.)
Clean, accurate returns for you and your partners—filed with full context from your business.
- Federal & Multi-State Business Returns
We handle every filing your business requires—no matter how many states you're in.
- Nexus Review & Filing Support
We evaluate where you owe and help you stay compliant as you expand across state lines.
- Alerts + Filing Calendar
We’ll keep you ahead of every deadline with clear reminders and zero surprises.
5. Future-Focused Growth & Legacy Planning
Plan now for what’s next.
- Exit & Succession Planning Support
Whether you're selling or passing it on, we help you design a smooth, profitable transition.
- Profit-Sharing & Retirement Design
Tax-smart plans that reward your team, reduce your tax burden, and build your legacy.
- M&A Guidance
(Buy/Sell Side)
We help you navigate the financial side of acquiring—or preparing to be acquired.
- Business Valuation Readiness
Get your numbers and records in shape to support a strong, defendable valuation.
6. On-Demand Support + CEO Tools
Support designed for growth-stage business owners.
- Unlimited Email Support
Quick answers and expert insights from your CPA team—whenever you need them.
- Quarterly “Profit & Growth” Masterclasses
Exclusive sessions led by Salim Omar, CPA—designed to elevate your strategy and leadership.
- Business Owner Resource Library
Access checklists, SOPs, and playbooks built for thriving companies.
- Team Training & Financial Workshops
We help your team understand the numbers—so everyone’s aligned on growth.
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+)
Set up a new LLC for your next venture (we handle it all, just pay the state fee)
#2. Lifetime QuickBooks Subscription (Value: $1,500+)
We’ll cover your Simple Start license — for life, as long as you’re a client
Your choice. Real savings. Stronger foundation.
Total Value Over $69,300 – Yours for Just $19,800!
Choose Your Payment Plan
Annual Payment Option:
$19,800 upfront for 12 month plan (Get 2 months free — save $3,960!)
Weekly Payment Option:
$457/week for the year 2025, with a required fee prepayment deposit based on signup date:
-> Sign up January – February: $457/week (Full package benefits start immediately)
-> Sign up March – June: $3,500 Fee Prepayment Required
-> Sign up July – September: $4,000 Fee Prepayment Required
-> Sign up October – December: $4,500 Fee Prepayment Required
The fee prepayment covers the cost of your 2025 personal and S Corp tax returns.
Our Thrive Guarantee
Try us for 30 days.
If you’re not seeing real strategic value, we’ll credit the full amount toward a better-fit service — or refund your fee.
No risk. Just smart, forward movement.
Limited to 5 New Thrive Clients Per Month
We only take on a handful of businesses at this level to deliver the depth of strategy you deserve. If we’re full, we’ll save your place for next month.
FAQs
The level of insight and support we’ve received from the team at Straight Talk CPAs has been transformational. We’re now planning five years ahead instead of reacting month to month.
Daniel L.
B2B SaaS Founder
We were growing fast, but our financial systems were a mess. Now we get real-time data, our tax planning is proactive, and we finally feel in control.
Shalini M.
Marketing Agency Owner
Ready to Scale Smarter, Not Just Bigger?
Let’s build a business that works for you — not the other way around.
