Growth Package
Turn Your Growing Business Into a
Financially Smart Business
Designed for businesses generating $100K–$500K in annual revenue
Your business is no longer an experiment.
Revenue is coming in, and clients are relying on you.
At this stage, the financial side of the business becomes more important than ever.
Taxes become more complicated.
Financial decisions carry higher stakes.
And unclear numbers can slow down growth.
Most businesses at this stage don’t struggle because of a lack of demand—they struggle because they lack financial systems and strategic guidance.
The Growth Package provides the financial structure, tax strategy, and reporting systems needed to support your next stage of growth.
Schedule a complimentary strategy call to review your current setup and determine whether this package fits your business.
Does This Sound Familiar?
Many business owners at this stage say:
- “I feel like I’m paying more in taxes than I should.”
- “My bookkeeping is inconsistent or behind.”
- “I don’t fully understand my financial reports.”
- “I want guidance—but I don’t want surprise fees.”
At this stage, better structure and proactive tax planning can make a meaningful difference.
The Hidden Cost of DIY Finances —
or the Wrong Level of Support
Many businesses at the $100K–$500K stage start out managing their finances themselves.
At first, that approach works.
But as revenue grows, financial complexity grows with it.
Some business owners eventually hire a tax preparer to file returns each year, and perhaps a bookkeeper to record transactions.
Yet many still feel like something is missing.
They may have tax preparation and bookkeeping support—but they don’t yet have a coordinated financial strategy guiding the business.
Without that level of guidance, the hidden costs can add up quickly:
- Overpaying taxes because planning strategies aren’t implemented early
- Unclear financial decisions due to weak financial reporting
- Missed growth opportunities because financial data isn’t guiding decisions
- Time pulled away from running the business, managing bookkeeping, or fixing accounting issues
The Growth Package is designed to eliminate these problems by giving you the systems, visibility, and tax strategy growing businesses need.
Best of the best. Our experience has been amazing. Their attention to detail and focus on what our company needed most has been incredible.
Cristina Betancur
Pure Cad Design LLC
This Package Is Perfect For You If…
As your business grows, the financial side becomes more important—and more complex.
The Growth Package helps you move from reactive finances to a structured financial system that supports better decisions and long-term growth.
You gain:
- reliable financial reports that give you clear visibility into your business
- proactive tax strategies designed to reduce your tax burden
- guidance on entity structure, payroll, and compliance as your team grows
- a clearer understanding of how much profit you are actually keeping after taxes
- support from advisors who understand the financial challenges of growing businesses
- a stronger financial foundation for scaling toward the next stage
What’s Included in the Growth Package
This package combines proactive tax planning, structured bookkeeping, and ongoing financial guidance.
Designed to reduce taxes and bring consistency to your financials.
Business Structure & Compliance Review
Ensure your business structure and compliance setup support growth.
- Business Formation & Tax Setup Review
We review your entity structure to ensure it supports tax efficiency and long-term growth.
- IRS & State Compliance Review
We review filing requirements, including:
→ franchise taxes
→ FBAR requirements (if applicable)
→ estimated tax payments
Based on the findings, we guide you through the setup or correction of any necessary IRS or state accounts.
- Entity Optimization & Structuring
We evaluate whether your LLC or S Corporation is structured in the most effective way.
- Payroll, Sales Tax & Operational Guidance
We provide guidance on:
→ payroll platform selection
→US payroll setup
→employee vs contractor classification
→ owner salary recommendations
→ sales and use tax obligations based on your industry and location
Proactive Tax Planning & Strategy
Reduce taxes with planning that happens before year-end.
- Mid-Year Tax Planning Session
We perform a deep dive into your financials to identify tax-saving strategies while there is still time to act. You’ll receive a customized Tax Savings Report outlining recommended strategies and the steps required to implement them.
- End-of-Year Tax Review Session
Before the year closes, we review your financials to determine whether additional tax strategies should be implemented before December 31. This ensures your tax plan stays aligned with changes in tax law and your business growth.
- Priority Decision Support Session
One dedicated consultation each year to review important financial decisions before you act.
You can schedule this session whenever a significant financial decision arises. This may include evaluating the tax impact of purchasing or selling assets, entity elections, retirement contributions, or other strategic tax questions.
Clean Books & Financial Clarity
Reliable financial reports that show how your business is performing.
- Full-Service Bookkeeping
Includes bookkeeping for up to 150 transactions per month (cash basis).
- Monthly Financial Statements
Clear reports showing your business performance.
- QuickBooks Setup & Custom Chart of Accounts
Your QuickBooks system is configured specifically for your business.
- Audit-Ready Recordkeeping System
A digital system to organize financial documents for tax filings or lenders.
Financial Review Sessions
Regular reviews that help you understand your numbers and make better decisions.
- 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 business and personal tax returns are filed accurately and strategically.
- Personal Tax Return
Preparation and e-filing of your federal return and up to two state returns.
- Audit Protection
Year-round support responding to federal or state tax notices if questions arise.
- Business Tax Return
Preparation of your federal business tax return and up to two state filings, coordinated with your personal return.
Support & Tools for Growth
Access expert guidance and practical tools as your business grows.
- Unlimited Support for Quick Questions
Email, chat, text, or phone support with responses within 48 hours.
- Additional Advisory Work
Additional meetings or analysis available at $125 per hour.
How the Growth Package Pays for Itself
Many business owners initially evaluate this package based on the annual investment. But once their financial systems and tax strategy are in place, many discover the value extends far beyond the cost.
Some of the ways the Growth Package creates financial value include:
- Reduced tax liability
Proactive tax planning can identify strategies that legally reduce taxes. - Better financial visibility
Clear financial reports help owners make better decisions about pricing, hiring, and expenses. - Avoiding costly mistakes
Correct payroll setup, entity structure, and compliance prevent expensive corrections later. - Time returned to the business owner
Delegating bookkeeping and tax coordination allows owners to focus on growing the business.
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 Growth Package is designed to give you the financial systems, tax strategy, and ongoing guidance many growing businesses struggle to build on their own.
Instead of reacting to financial issues after they happen, you gain proactive planning, reliable financial reporting, and advisors who help you make smarter financial decisions as your business grows.
The annual investment is:
$8,800
Flexible payment plans are 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)
$8,800
✔ One simple annual payment
✔ Best overall value
✔ Priority advisory access
3-Payment Plan
3 payments of $3,300
Due at signing, 30 days later, and 60 days later.
Total investment: $9,900
Monthly Payment Plan
$920 per month
Total annual investment: $11,040
New Client Setup & Onboarding
When a new Growth client joins, our team performs a detailed onboarding process to ensure your financial systems are set up correctly from the beginning.
This includes reviewing your financial structure, gathering key records, configuring systems, and preparing your bookkeeping and tax planning systems. A one-time onboarding fee of $750 applies.
You can earn 50% back by completing the following within your first 90 days:
✔ Attend onboarding calls
✔ Provide requested documents within 5 business days
✔ Complete a brief client feedback survey
When completed, we credit $375 back to you.
What Happens After You Sign Up
Your first 90 days focus on building the financial systems required for growth.
Week 1
- Welcome call and compliance review.
Weeks 2–4
- Bookkeeping setup and system configuration.
Months 2-3
- Tax planning and financial review sessions begin.
By the end of 90 days, your financial systems are clean, organized, and ready to support growth.
Our 30-Day Risk-Free Guarantee
If within the first 30 days you feel the Growth 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 business owners we can support as their companies grow.
Hear it Straight From One of our Growth Clients
Limited Availability
To ensure responsive service, we limit how many new Growth 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
