Straight Talk CPAs Logo

Need a financial co-pilot without the expense of a full-time CFO? Meet your new partner: Virtual CFO Services from Straight Talk CPAs. We bring executive-level financial expertise to your consulting firm without the overhead—or the need for a corner office.

Virtual CFO Services for Consulting Firms

Why a Virtual CFO is Your Consulting Firm's Secret Weapon

Think of us as your financial Swiss Army knife, ready to tackle challenges while you focus on delivering results for your clients. Here’s how we help you excel:

Crystal-Clear Financial Forecasting

We help you anticipate and prepare for financial scenarios, ensuring every decision sets you up for success.

Growth Strategy Partner

Spot and seize new market opportunities faster than you can say "expansion."

Cash Flow Mastery

Keep your finances steady and secure, no matter your firm’s workload.

Virtual CFO Services You Can’t Do Without

We’re more than just number crunchers—we’re the strategic team your consulting firm needs:

  • Strategic Financial Planning: Customized to fit the unique needs of consulting firms.
  • Budgeting and Forecasting: Solutions that align with your project-based and retainer revenue streams.
  • Risk Management: Protect your firm’s investments and navigate potential pitfalls with confidence.
  • KPI Development: Track what really matters to your growth and profitability.
  • Merger and Acquisition Support: Get expert advice when it’s time to scale or diversify.
  • Funding and Investor Relations: Secure resources to fuel your firm’s next big move.

We know you’re always on the go, so we leverage cutting-edge tools to keep you connected:

Tech-Savvy Solutions for Modern Consulting Professionals

Virtual Meetings: Fit financial strategy sessions into your busy schedule.

Advanced Financial Tools: Stay ahead of the competition with tech that works for you.

Cloud-Based Dashboards: Access your financials anytime, anywhere.

Why Consulting Firms Love Our Virtual CFO Services

  • Flexible Support: Whether you need help for a single project or ongoing services, we scale with your needs.
  • Expertise at a Fraction of the Cost: Get top-tier financial guidance without the expense of a full-time CFO.
  • Industry-Specific Knowledge: We understand the nuances of consulting firms, from billing cycles to client retention strategies.

Real Talk from Real Clients

"Straight Talk CPAs transformed my consulting firm with their virtual CFO services. Their insights have helped us make smarter financial decisions, uncover new growth opportunities, and stay ahead of the curve. They’re different then most CPA firms I had talked to." – Anna Poole, Consulting Firm Owner


Ready to Take Your Consulting Firm to the Next Level?

Let’s talk! We promise actionable, clear advice that’s as strategic as it is straightforward—and maybe even a little fun (yes, we make finance enjoyable). Contact us today and let’s unlock the full potential of your consulting firm with our Virtual CFO expertise!

Share by: