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Financial Operations. Business Intelligence. Better Decisions.

Human Expertise+Modern Technology=Better Business Decisions

Outsourced accounting, CFO leadership, and advanced financial intelligence — built for growing organizations that need a more capable finance function.

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Who We Are

Better Financial Visibility.
Better Business Decisions.

Scale Resource Group is a human-led financial intelligence firm. We combine experienced financial professionals, disciplined operating practices, and a modern Microsoft-based technology platform to deliver outsourced accounting, CFO advisory, and finance transformation for growth-stage and PE-backed organizations.

Our clients gain improved financial visibility, stronger controls, and the CFO-level leadership that supports more confident decisions — without the overhead of a full internal finance department. Human expertise remains at the center of everything we deliver.

Professional Foundation

Experience Behind the Work

SRG's approach is informed by Big Four assurance, public-company reporting, contract CFO leadership, multi-entity private-equity controllership, treasury, forecasting, and M&A support. That experience helps connect disciplined finance work to the decisions owners, executives, lenders, and investors need to make.

Big Four Assurance

PwC experience serving public and nonpublic organizations.

Public-Company Reporting

SEC reporting, including Forms 10-Q and 10-K, with SOX and technical-accounting support.

Executive Finance Leadership

Contract CFO experience and multi-entity controllership in a private-equity-owned operating business.

Transaction Environments

Experience involving buy-side diligence, enterprise sell-side diligence, acquisition support, and post-acquisition integration.

Professional experience attributed to Brian Moore, CPA, CMA, MBA.

Construction business owner surrounded by digital dashboards — cash flow, customers, bids, suppliers, jobs, schedule, team, invoices, capacity, and forecast — Scale Resource Group

First Step

Start with a Financial Operations Assessment

Before recommending a scope of work, SRG conducts a structured review of your finance function. It is not a sales call — it is a working session where an experienced SRG finance professional walks through your accounting processes, close procedures, reporting, technology, controls, and governance with you directly. The goal is a clear, honest picture of where your finance function stands today, where the gaps are, and where the highest-value opportunities are. The depth and focus are tailored to your organization's size, complexity, and objectives.

Reporting gaps

Identify missing, delayed, or unreliable financial reporting that limits leadership visibility.

Visibility gaps

Surface blind spots in cash flow, margin, and operational performance before they become problems.

Process bottlenecks

Pinpoint manual workflows and close-cycle inefficiencies that may be limiting your finance function's performance.

Governance risks

Assess internal controls, segregation of duties, and documentation against audit-readiness standards.

Automation opportunities

Identify where intelligent automation can reduce manual effort and improve accuracy within your specific accounting environment.

Scalability constraints

Evaluate whether your current finance infrastructure can support your next stage of growth.

What the Assessment Includes

Who it's for

Owner-operated, growth-stage, and PE-backed businesses that need a clear picture of their finance function before committing to a scope of work.

Business questions reviewed

Close cycle, reporting reliability, controls, technology fit, team capacity, and visibility into cash, margin, and performance.

What to bring

Recent financial statements, a description of your current close process, and any known pain points or open questions.

What happens

A structured working session with an SRG finance professional — not a sales presentation.

What you receive

A direct, honest summary of findings, gaps, and the highest-value opportunities in your finance function.

What's not included

Audit, attest, tax preparation, legal advice, or investment advice.

Next-step decision

You decide whether to engage SRG, pursue another path, or take no action. There is no obligation.