Startup Package
Build Your Business the Right Way
From Day One
Designed for founders working toward their first $100K in revenue.
Starting a business is exciting—but the financial side can quickly become confusing.
Taxes are unclear.
QuickBooks feels overwhelming.
Deadlines start piling up.
Many new business owners run into trouble not because their idea is bad—but because their financial and tax foundation was never set up properly. That leads to missed deductions, tax surprises, and messy books that become expensive to fix later.
The Startup Package helps you start your business with the right structure, clean financial systems, and proactive tax guidance—so you can focus on building your business instead of worrying about compliance.
Does This Sound Familiar?
Many founders come to us saying:
- “I’m not sure what taxes I owe—or when to pay them.”
- “My books are messy, and I don’t trust my numbers.”
- “I set up an LLC, but I’m not sure it’s structured correctly
- “QuickBooks feels confusing and overwhelming.”
If this sounds familiar, you’re exactly who this package is designed for.
Why Getting the Financial Foundation Right Matters
When you’re starting a business, it’s natural to focus on customers, sales, and building momentum.
But if the financial side of the business isn’t set up correctly early on, small issues can quietly turn into bigger problems later.
Some common challenges new business owners face include:
- missing tax deadlines or estimated payments
- paying more taxes than necessary
- bookkeeping that becomes difficult to untangle later
- uncertainty about whether the business is actually profitable
The good news is that these problems are completely avoidable when the right systems are put in place early.
The Startup Package is designed to give you a clean financial foundation so you can focus on building your business with confidence.
We came in overwhelmed and unsure. Today, our books are spotless, our taxes are handled, and we finally feel confident about our numbers.
Cristina B.
Pure Cad Design
What the Startup Package Helps You Achieve
- Confidence that your business is compliant from day one
- Clean financial records you can rely on
- Clear visibility into your income and expenses
- Strategies to legally reduce your tax burden
- Peace of mind knowing your taxes, books, and compliance are handled correctly
- Guidance from an experienced CPA team when questions arise
- A financial foundation designed for growth beyond $100K
These are the financial foundations most successful businesses build early.
What’s Included in the Startup Package
This package combines proper business structure, essential tax guidance, and foundational financial systems.
Built to help you start with clarity and stay compliant from day one.
Business Formation & Tax Setup
Start your business with the right structure and compliance.
- Business Formation & Tax Setup Review
We review your entity structure and confirm it supports tax efficiency and long-term growth.
- IRS & State Compliance Review
We confirm the required filings, including estimated taxes, franchise taxes, and regulatory obligations.
- Entity Optimization & Structuring
Ensure your LLC or S Corp is working for you—not against you.
- Payroll & Sales Tax
Guidance on payroll setup, contractor classification, and sales tax considerations.
Tax Planning
Reduce taxes and avoid costly mistakes early.
- Mid-Year Tax Planning Session
We review your financial activity and identify practical tax-saving strategies that can still be implemented during the year.
- End-of-Year Tax Review Session
Before the year closes, we review your financials to determine whether any additional tax-saving actions should be taken before December 31.
Clean Books & Financial Clarity
Understand your numbers so you can make better business decisions.
- QuickBooks Setup & Custom Chart of Accounts
We configure your QuickBooks file to match your business.
- QuickBooks Health Review & Training
Includes up to 3 hours of training so you can use your system confidently.
- Audit-Ready Recordkeeping Framework
Tools and templates to keep your records organized and compliant.
Optional Add-On: Monthly Bookkeeping
Many founders prefer to focus on growing their business instead of managing bookkeeping.
If you'd rather have a professional team handle it for you, we offer full-service bookkeeping support.
Monthly Bookkeeping Services: $2,000 per year
Includes:
- Monthly transaction categorization
- Bank and credit card reconciliation
- Monthly financial statements
- Ongoing bookkeeping oversight
Many Startup clients choose this option so they can focus on running their business instead of managing their books.
Financial Strategy Support
Access expert guidance when important financial questions arise.
- You receive four financial review sessions per year, each including a 30-minute review of your financial reports and business performance.
- These sessions help translate your financial data into actionable insights for running your business.
Tax Preparation & Filing
Ensure your personal and business taxes are filed accurately and strategically.
- Personal Tax Filing (with Business Integration)
Preparation and e-filing of your federal return and up to two state returns, coordinated with your business activity.
- Audit Protection
Support responding to IRS or state notices, with up to $1,000 of assistance included if questions arise.
Support & Resources
Practical tools and guidance to help you grow your business.
- Unlimited Support for Quick Questions
Email, chat, text, or phone support for simple questions with responses within 48 hours.
- Small Business Resource Library
Access to practical guides and tools designed for growing businesses.
Straight Talk CPAs helped me fix a mess my previous accountant left behind. They’ve been the best investment I've made in my business.
Paul Senat
FLP Support Services Inc.
Fast-Action Bonus (72-hour Window)
Enroll within 72 hours of your strategy session and choose one bonus at no additional cost.
#1. Done-for-You LLC Formation (Value: $500+)
We handle the paperwork and filing. You simply pay the state fee.
#2. Lifetime QuickBooks Subscription (Value: $1,500+)
We cover your QuickBooks Simple Start subscription for as long as you remain our client.
Investment
The Startup Package is designed to give you the structure, tax strategy, and financial clarity many founders spend years trying to figure out on their own.
The annual investment is:
$3,800
A flexible payment plan is available below.
Payment Options
We keep pricing simple and transparent. Regardless of the payment option you choose, the scope of services remains the same.
Annual Strategic Partnership (Best Value)
$3,800
✔ One simple annual payment
✔ Best overall value
✔ Priority access for advisory support
3-Payment Plan
3 payments of $1,400
Due at signing, 30 days later, and 60 days later.
Total investment: $4,200
New Client Setup & Onboarding
A $500 onboarding fee applies to properly setting up your systems and accounts.
You can earn 50% back by completing the following within your first 90 days:
✔ Attend onboarding calls
✔ Provide requested documents within 7 business days
✔ Complete a brief client feedback survey.
When completed, we will credit $250 back to you.
What Happens After You Sign Up?
Your first 90 days focus on building a strong financial foundation.
Week 1
- Welcome call and compliance review begin.
Weeks 2–4
- QuickBooks setup and system configuration.
Months 2-3
- Tax planning session and financial guidance.
By the end of 90 days, your financial systems are clean, organized, and ready to support growth.
Already Growing Quickly?
If your business is approaching or exceeding $100K in revenue, our Growth Package may be a better fit for
your stage of business.
It provides deeper financial systems, proactive tax strategies, and expanded advisory support.
Our 30-Day Risk-Free Guarantee
If within the first 30 days you feel the Startup Package wasn’t the right decision, we’ll either make it right or apply your payment toward another package that fits better.
Our goal is to build long-term relationships with founders we can support as their businesses grow.
Hear it Straight From Our Startup Clients
We Intentionally Limit New Startup Clients Each Month
To ensure every client receives responsive support, we limit how many new Startup clients we onboard each month.
If you’re seeing this page, there may still be availability to schedule a strategy session.
FAQ
The Straight Talk Difference
Straight Talk CPAs was built on a simple belief: business owners deserve clear guidance, proactive tax strategy, and financial systems that support real growth.
Instead of reacting once a year at tax time, we help clients build clean financial foundations, understand their numbers, and make smarter financial decisions throughout the year.
Our goal is to be more than a tax preparer. We aim to be a long-term financial partner supporting business owners as they build, grow, and strengthen their companies.
Trusted By Business Owners Nationwide
Great team, very thorough and easy to talk to. Answered all my questions and concerns!
Fareen Jiwani
Farfar LLC
