Solutions for Small Businesses

Build Business Value * Optimize Income * Achieve Retirement Goals

Why StraightForward Financial Insights?

Not all Professionals in Accounting & Finance are created equal

  • CEPA Professional
  • Exit Planning should require certification and experience
  • Certified Management Accounting Professional
  • Comprehensive training and experience in accounting and finance
  • Custom Solutions
  • Extensive training and experience with small businesses owners
  • Fractional Services
  • The business obtains the expertise it needs and only pays for the hours it uses.

Why does StraightForward serve businesses so well?

Because business owners - and their employees - deserve professional attention to their unique needs. The typical firm often doesn't understand that - they fit you to them. StraightForward works with you to find solutions, as a team.


Our Clients Love Us

“Jason is our CFO and he has done near miraculous work with our company. He is fast, calm, and extremely effective at defining financial issues and providing clear solutions to those issues. We were in a very tight spot when Jason came on board and he was able to define where we were, where we were going, and how to correct those issues within only a matter of weeks. I cannot recommend him more.”

Jeff H.J. - Elkhorn, Wisconsin

Want to Learn More?

Learn how StraightForward Financial Insights can benefit your business by reaching out today.  Start with an understanding of what your business is worth with a free, no obligation inquiry into the value of your business.