Who We Are
A Strategic Advisory Firm Built for the Accounting Function
Scale Resource Group (SRG) is an AI-powered outsourced accounting and advisory firm built for the modern finance function. We embed intelligent agents into every engagement — automating workflows, accelerating the close, and delivering real-time financial visibility. We serve startups building their accounting function from the ground up, PE-backed companies scaling through growth, and growth-stage organizations preparing for what's next.
Unlike traditional CPA firms, we do not provide compliance or audit services. This ensures we remain fully independent and aligned with your business — while enhancing your readiness for audit and compliance engagements.
What We Do
Our Services
We enhance your compliance readiness without impacting independence with your CPA firm.
AI-Powered Finance Tools & Automation
- —AI agent deployment across accounting workflows
- —Automated reconciliation and close acceleration
- —Intelligent reporting and real-time financial visibility
- —Custom AI tool integration tailored to your tech stack
Accounting Operations & Process Improvement
- —AI-assisted month-end close and workflow automation
- —Process redesign powered by intelligent agents
- —ERP alignment with real-time operational data
- —Accounting workflow standardization and documentation
- —Spend management automation via Ramp and AI tools
Cash Flow & Financial Planning
- —AI-driven cash flow forecasting and scenario modeling
- —Long-term financial planning and budgeting
- —Working capital optimization
- —Real-time financial visibility dashboards
Startup & Growth-Stage Finance Function
- —Build your accounting and finance function from the ground up
- —Fractional CFO and Controller support
- —Investor-ready reporting and financial infrastructure
- —Scalable systems designed to grow with your business
Transaction Advisory (M&A Support)
- —Financial due diligence support
- —Quality of earnings analysis
- —Integration planning and execution
- —Financial story development and data room preparation
GAAP & Technical Accounting Support
- —GAAP alignment and implementation
- —Revenue recognition and complex transaction guidance
- —Technical accounting memos and policy development
- —AI-assisted research and documentation workflows
Audit & Compliance Readiness
- —Audit readiness assessments and gap analysis
- —Documentation, support schedules, and workpaper prep
- —Pre-audit process reviews
- —Coordination with external auditors
Forensic & Investigative Accounting
- —Financial analysis and investigation
- —Fraud risk assessments
- —Data validation and reconstruction
- —Bankruptcy support and financial reconstruction
Internal Controls & Risk Management
- —Scalable control frameworks for growing businesses
- —SOX-ready structures for companies approaching public markets
- —Fraud prevention and detection design
- —AI-enhanced monitoring and anomaly detection
Technology-Forward Practice
AI Tools Built Into Every Engagement
We leverage Ramp for intelligent spend management and expense automation, alongside purpose-built AI agents that handle routine accounting workflows — so your team focuses on decisions, not data entry.
Ramp
Spend management & expense automation
AI Agents
Workflow automation & task execution
Auto-Reconciliation
Accelerated close process
Real-Time Reporting
Live financial visibility
Ramp Certified Partner
As a Ramp Partner, Scale Resource Group helps clients implement Ramp for intelligent spend management, automated expense workflows, and real-time financial visibility — reducing close time and eliminating manual data entry. Our team holds Ramp Academy certifications as both Ramp Specialists and Ramp AI Specialists, ensuring every implementation is built on deep platform expertise.
Visit Our Ramp Partner PageLeadership
Our Team
Brian Moore, CPA, CMA, MBA
Managing Partner
Brian Moore brings deep experience in accounting and finance leadership across startups, private equity-backed, and public companies. He specializes in building scalable accounting infrastructures, deploying AI agents to automate finance workflows, and aligning the finance function with operational performance. Brian works with founders and operators to stand up the full accounting and finance function — from day one through exit.
LinkedInDawn McLaughlin
Partner
Dawn McLaughlin brings significant experience in financial operations, control design, and accounting transformation across organizations at every stage of growth. Her expertise spans process optimization, internal controls, and audit readiness — with a focus on building finance functions that are both scalable and AI-ready.
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Let's Start a Conversation
Whether you're evaluating outsourced accounting support, preparing for an audit, or navigating a transaction — we're here to help. Reach out and we'll respond within one business day.