Built Momentum?
Now Build a Smarter Financial Engine
Ideal for businesses generating $100K–$500K per year
You have proof of concept. Sales are growing.
But behind the scenes…
- Taxes feel unpredictable.
- Your books are messy or incomplete.
- And your business finances? Still feel like a guessing game.
You're not alone—and you're not doing anything wrong.
Most growth-stage businesses stall here because they don’t have the right systems, strategy, or CPA firm support.
That’s where the Growth Package comes in.
It’s time to go from reactive to strategic—and unlock your next level.
Sound Familiar?
You’re probably juggling all this:
- Paying more in taxes than you should
- Scrambling at tax time instead of planning ahead
- Tracking income and expenses across spreadsheets
- Unsure if your S Corp is actually saving you money
- Wondering what to ask your CPA team—and when to ask it
- Feeling like you’re making money… but not keeping it
You don’t need more hustle.
You need clarity, structure, and a financial system that works for you.
This Package Is Perfect For You If…
- Your business is earning $100K–$500K per year
- You’ve outgrown spreadsheets or DIY bookkeeping
- You want to stop overpaying taxes and start planning smarter
- You’re looking for strategic guidance—without hourly fees
- You’re ready to grow with confidence, not chaos
Best of the best. Our experience has been amazing. Attention to detail and focus on what your company needs the most. We highly recommend working with them.
Cristina Betancur
Pure Cad Design LLC
What’s Included in the Growth Package
1. Done-for-You Tax Planning & Entity Structuring
We don’t just file taxes. We plan them, optimize them, and align them with your business goals.
- Strategic Tax Planning Sessions (2x Sessions)
Tailored strategies to reduce tax liability and increase after-tax profit.
- Entity Review & Optimization
Is your LLC or S Corp set up for success? We make sure it’s working for you—not against you.
- Industry-Specific Deductions & Credits
We identify overlooked write-offs, tax credits, and industry-specific strategies.
- Retirement & Wealth Strategy Guidance
Grow wealth while saving on taxes—through smart contributions and tax-deferral options.
- Your 12 Month Tax Savings Roadmap
We’ll map out exactly how to keep more of what you earn, step by step.
2. Clean Books & Financial Clarity
Say goodbye to spreadsheet chaos. Get numbers you trust and systems that scale.
- QuickBooks Setup & Advisory
We’ll set up and optimize your QuickBooks file, tailor it to your business, and train you to use it confidently—so you get clean, reliable reports without the guesswork.
- Strategy Sessions with an Accounting Advisor (8 x 20-Minute Sessions)
Quick access for questions about pricing, reports, sales tax, or tech.
- 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.
- Pricing Guide for Growing Businesses
Customizable framework to help you confidently price your products or services as you scale—no more guesswork or second-guessing.
3. Full-Service Tax Preparation
Let us handle the filings, forms, and fine print—so you can focus on your business.
- Let us handle the filings, forms, and fine print—so you can focus on your business.
No DIY confusion. Just professional, thorough filings.
- S Corporation Tax Return (if applicable)
End-to-end prep and e-file, fully coordinated with your personal return.
- Annual Tax Compliance Review
We check every detail to ensure accuracy, savings, and zero surprises.
4. Ongoing Strategy & Support
Because your questions won’t wait until tax season—and neither should our answers.
- Unlimited Email Support
Real support. Real humans. Real answers, when you need them.
- Access to Our Small Business Resource Library
Checklists, guides, and financial planning tools to simplify your life.
- Quarterly “Profit & Growth” Masterclass with Salim Omar, CPA
Live sessions focused on scaling, saving, and stepping into the CEO role.
Fast-Action Bonus — Choose Your Free Gift
(Only if you sign up within 72 hours of your strategy call!)
You’ll unlock one of these powerful upgrades:
#1. Done-for-You LLC Formation (Value: $500+)
Launch your next venture—or restructure with ease. We’ll handle the paperwork. Just pay the state fee.
#2. Lifetime QuickBooks Subscription (Value: $1,500+)
No more monthly fees. We’ll cover your QuickBooks Simple Start subscription for as long as you’re a client.
Your choice. Real savings. Stronger foundation.
Total Value Over $20,300 – Yours for Just $5,800!
Choose Your Payment Plan
Annual Payment Option:
$5,800 upfront for 12 month plan (Get 2 months free — save $1,160!)
Weekly Payment Option:
$134/week for the year 2025, with a required fee prepayment deposit based on signup date:
-> Sign up January – February: $134/week (Full package benefits start immediately)
-> Sign up March – June: $1,500 Fee Prepayment Required
-> Sign up July – September: $2,000 Fee Prepayment Required
-> Sign up October – December: $2,500 Fee Prepayment Required
The fee prepayment covers the cost of your 2025 personal and S Corp tax returns.
Your First Month with Straight Talk
Week 1
- Welcome call and kickoff
- QuickBooks login setup
- Business entity evaluation
Week 2–4
- First strategy call
- QuickBooks configuration and clean-up
- Tax planning begins
Month 1+
- You’re compliant, organized, and tax-smart
- You’re leading your business with numbers you understand
Risk-Free Growth Guarantee
Try us for 30 days. If you’re not 100% confident in the value, we’ll make it right—or apply your fee to another package.

No risk. Just results.
Limited Availability
To deliver white-glove service, we only accept 10 new growth clients per month. If our calendar is full, you may need to wait for next month.
Why Business Owners Love This Package
No more guessing at tax time
Clean, accurate, ready-to-scale books
Clean, accurate, ready-to-scale books
Systems that save you money and time
One flat price—no hidden fees
FAQ: Your Questions Answered
Straight Talk CPAs helped me fix a mess my old accountant left behind. They’re the best investment I made in my business.
Paul Senat
FLP Support Services Inc.
Great team, very thorough and easy to talk to. Answered all my questions and concerns!
Fareen Jiwani
Farfar LLC
Ready to Go from Hustle to Clarity?
Apply now to lock in your bonus, secure your spot, and take the next smart step for your business.
