Scale Package
Build the Financial Systems That Support Your Next Level of Growth
Designed for businesses generating $500K–$1M in annual revenue
At this stage, your business is no longer just growing — it is scaling.
Revenue is increasing.
Your team may be expanding.
And the financial decisions you make now have a much greater impact on profitability and long-term success.
Yet many businesses at this stage are still relying on financial systems designed for a much smaller business.
Bookkeeping may technically be “done,” but it doesn’t provide the clarity needed to guide decisions.
Tax strategy is often reactive instead of proactive.
And CPA support may still revolve around tax filings rather than ongoing financial guidance.
The Scale Package helps you build the financial systems, tax strategy, and reporting structure needed to scale your business with clarity and confidence.
Schedule a complimentary strategy call to review your current financial structure and determine whether this package fits your business.
Does This Sound Familiar?
Many business owners at the $1M–$2.5M stage say:
- “Revenue is growing, but I’m not fully clear where profit is coming from.”
- “Our tax bill keeps increasing, and I’m not sure we’re using the right strategies.”
- “We have reports, but they don’t always help me make better decisions.”
- “I’m making bigger decisions without the financial clarity I need.”
At this stage, growth often outpaces financial structure.
The Hidden Cost of Scaling Without Financial Structure
As businesses approach the $1M revenue level, financial complexity increases quickly. Payroll grows. Tax obligations become more complicated. And financial decisions begin to carry much higher stakes.
Without the right financial structure, the hidden costs can add up quickly:
- overpaying taxes due to missed planning opportunities
- unclear profit margins that make hiring and pricing decisions harder
- financial reports that arrive too late to guide decisions
- growing compliance risks across payroll, sales tax, and multiple states
- time pulled away from leading the business to solve financial problems
The Scale Package helps eliminate these risks by providing structured financial systems, proactive tax strategy, and ongoing financial insight.
Clear reports, real tax strategies, and CFO-style guidance—it’s leadership-level support without the full-time hire.
Megan R.
Marketing Agency Owner
What the Scale Package Helps You Achieve
As your business approaches the $1M revenue milestone, the financial side of your company becomes more strategic.
The Scale Package helps you build the financial systems and insight needed to support your next stage of growth.
You gain:
- clear financial reports that reveal true profitability and margins
- proactive tax strategies designed to reduce unnecessary tax liability
- a structured bookkeeping system that keeps financial data accurate and current
- guidance on payroll, compliance, and operational financial decisions
- greater visibility into cash flow and business performance
- support from a CPA firm that understands the financial challenges of scaling businesses
What’s Included in the Scale Package
This package combines advanced tax strategy, structured financial systems, and advisory support.
Focused on improving visibility and decision-making as you scale.
Business Structure & Compliance Review
Ensure your business structure and compliance setup support continued growth.
- IRS & State Compliance Review
We review your federal and state compliance requirements, including:
→ franchise tax obligations
→ FBAR requirements (if applicable)
→ estimated tax payments
Based on our review, we guide you through setting up or correcting any necessary IRS or state accounts.
- Entity Optimization & Structuring
We evaluate whether your current entity structure (LLC or S-Corporation) is optimized for tax efficiency and long-term growth.
- Payroll, Sales Tax & Operational Guidance
As your business grows, payroll and compliance become more complex.
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
Advanced Tax Strategy
Reduce taxes with proactive planning aligned with your company’s growth.
- 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
Two dedicated consultations each year to review important financial decisions before you act.
You can schedule these sessions whenever significant financial decisions arise. 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
Accurate financial reporting that gives you clear visibility into performance.
- Full-Service Bookkeeping
Includes bookkeeping for up to 350 transactions per month (cash basis).
- Monthly Financial Statements
Clear reports that show how your business is actually performing.
- QuickBooks Setup & Custom Chart of Accounts
Your QuickBooks system is configured specifically for your business and reporting needs.
- Audit-Ready Recordkeeping System
A digital system that organizes financial records for lenders, investors, or tax filings.
Financial Review Sessions
Regular financial reviews that help you understand performance and guide 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 aligned with your tax strategy.
- Personal Tax Return
Preparation and e-filing of your federal return and up to two state returns, coordinated with your business activity.
- Audit Protection
Year-round support responding to IRS or state tax notices if questions arise.
Business Tax Return (Federal & Multi-State)
Preparation and e-filing of your federal business tax return and up to two state filings, aligned with your entity structure and tax planning strategy.
Support & Tools
Ongoing access to guidance and resources as your business continues to scale.
- Unlimited Support for Quick Questions
Email, chat, text, or phone support with responses typically within 48 hours.
- Additional Advisory Work
Additional meetings or analysis can be arranged at $125 per hour.
How the Scale Package Pays for Itself
When stronger financial systems and proactive tax strategies are in place, many business owners discover that the value of better decisions quickly outweighs the investment.
The Scale Package creates financial value in several ways:
- Reducing tax liability through proactive planning and entity optimization
- Improving profit margins by giving owners clear visibility into where money is actually being earned and spent
- Avoiding costly mistakes related to payroll, compliance, and multi-state tax obligations
- Making better hiring and growth decisions using reliable financial data
- Freeing the owner’s time by removing the burden of managing bookkeeping and tax coordination
For many businesses at this stage, the clarity and strategic guidance alone can produce a return that far exceeds the investment.
My previous CPA just filed and disappeared. Salim’s team took a deep dive into my numbers, uncovered over $15K in savings, and helped restructure my entity for better tax efficiency. I finally feel like I have a financial strategy—one that grows with my business.
Darius T.
Multi-State E-Commerce Retailer
Fast-Action Bonus (72-hour Window)
To encourage decisive action after your strategy session, we offer a fast-action bonus for new clients who enroll within 72 hours.
You may choose one of the following:
#1. Done-for-You LLC Formation (Value: $500+)
If you plan to launch an additional venture or restructure an entity, our team will handle the
LLC formation process for you. You simply pay the state filing fee.
#2. Lifetime QuickBooks Subscription (Value: $1,500+)
We will cover your QuickBooks Simple Start subscription for as long as you remain a client
of Straight Talk CPAs.
This bonus is our way of rewarding business owners who are ready to move forward
and begin strengthening their financial systems right away.
Investment
The Scale Package is designed to give scaling businesses the financial structure, tax strategy, and reporting clarity that many business owners spend years trying to build on their own.
Instead of reacting to problems after they occur, you gain proactive financial guidance and systems designed to support smarter decisions as your business continues to grow.
The annual investment is:
$13,800
Flexible payment options are available below.
Payment Options
Regardless of the payment option you choose, the scope of services remains the same.
Annual Strategic Partnership (Best Value)
$13,800
✔ One simple annual payment
✔ Best overall value
✔ Priority advisory access
3-Payment Plan
3 payments of $5,200
Due at signing, 30 days later, and 60 days later.
Total investment: $15,600
Monthly Payment Plan
$1,440 per month
Total annual investment: $17,280
New Client Setup & Onboarding
When a new Scale client joins, our team performs a detailed onboarding process to ensure your financial systems are structured correctly from the beginning.
This process allows us to fully understand your business, review your current financial setup, and configure the systems needed to support your next stage of growth.
A one-time onboarding fee of $1,500 applies.
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
Once these steps are completed, we credit $750 back to you.
What Happens After You Sign Up
Your first
90 days focus on building the financial systems and tax strategy needed to support your next stage of growth.
Week 1
- Welcome call and initial compliance review to understand your business, financial structure, and reporting needs.
Week 2–4
- Bookkeeping system is configured, QuickBooks structure is reviewed, and financial reporting begins taking shape.
Months 2-3
- Tax planning and financial review sessions begin, helping you gain clearer visibility into profitability, cash flow, and key financial decisions.
By the end of the first 90 days, your financial systems are organized, your reporting is clear, and your tax strategy is aligned with your growth plans.
Our 30-Day Risk-Free Guarantee
If, within the first 30 days, you feel the Scale Package wasn’t the right decision for your business, we’ll work with you to make it right or apply your payment toward another package that better fits your needs.
Our goal is to build long-term relationships with business owners that we can support as their companies grow.
Hear it Straight From One of our Scale Clients
Limited Availability
To ensure every client receives responsive service and thoughtful advisory support, we limit how many new
Scale 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
I’d outgrown spreadsheets and was winging it with taxes. Straight Talk CPAs gave me a clean, professional setup, handled everything from QuickBooks to tax prep, and coached me on how to improve margins. I feel supported, informed, and way more confident in my growth decisions.
Jessica M.
Boutique Fitness Studio Owner
