Scale Resource Group
Financial Leadership
Scale Resource Group provides Financial Leadership and CFO Advisory Services for growing organizations that need experienced finance and accounting leadership — strategic direction, operational finance management, and decision support — without building a full internal finance department.
Schedule a ConsultationStrategic Financial Leadership for Growing Companies
Our services are designed to support businesses through growth, transition, transformation, special projects, leadership gaps, and strategic decision-making. SRG provides embedded financial leadership — combining CFO-level strategy, operational finance management, and process improvement — to help leadership teams improve financial visibility, strengthen decision-making, and build a scalable financial foundation. Depending on the engagement, this may take the form of ongoing fractional or part-time CFO and Controller services, interim financial leadership during a transition, or project-based advisory for a specific initiative.
SRG's Financial Leadership engagements are designed to bridge the gap between historical accounting and forward-looking business strategy. Depending on the scope of an engagement, services may include:
Our goal is simple: Help business owners and leadership teams gain clarity, confidence, and control so they can make better business decisions.
Scale Resource Group provides Financial Leadership and CFO Advisory services for startups, PE-backed businesses, and growth-stage organizations across Alabama, Mississippi, Florida, Georgia, Louisiana, and nationwide. Our engagements include ongoing CFO services and Controller oversight, interim CFO leadership during transitions, and project-based advisory for specific initiatives. Whether you need a part-time CFO to guide strategic decisions, an outsourced CFO to manage your finance function, or an interim financial leader to bridge a critical gap, SRG delivers embedded financial leadership and operational finance management without the overhead of a full-time hire.
Our financial leadership team — led by Brian Moore, CPA, CMA, MBA and Dawn McLaughlin — brings deep experience across private equity-backed companies, high-growth startups, and owner-operated businesses. Every engagement combines CFO-level strategy, Controller-level execution, and technology-enabled financial operations to support faster closes, improved financial visibility, and decisions grounded in accurate data.
How We Engage
Engagement Models
Interim CFO & Controller
Full-time or near-full-time leadership during vacancies, transitions, and critical periods. Available immediately.
Learn moreCFO & Controller Services
Ongoing, part-time financial leadership — strategic guidance, reporting, and finance management without a full-time hire.
Learn moreProject-Based Services
Scoped finance expertise for a specific initiative — due diligence, audit readiness, system implementation, or financial modeling.
Learn moreFinancial Leadership for the Modern Business
Many organizations reach a point where bookkeeping and basic accounting are no longer enough. Common challenges include:
SRG serves as an embedded financial operations partner — helping leadership teams move beyond historical reporting, strengthen financial processes, and focus on the forward-looking insights needed to support growth and better decisions.
Our Services
Financial Leadership & CFO Advisory Services
Strategic Finance Leadership
We help executive teams translate financial data into business decisions.
- —Executive financial advisory
- —Strategic planning support
- —Financial performance reviews
- —Business model analysis
- —Organizational growth planning
- —Board and leadership presentations
- —Scenario planning and decision support
Cash Flow Forecasting & Planning
Cash flow is often the most important metric for growing companies.
- —Build rolling cash flow forecasts
- —Analyze liquidity requirements
- —Identify potential cash constraints
- —Evaluate growth initiatives
- —Develop funding and capital planning strategies
- —Improve working capital management
Budgeting & Financial Forecasting
Whether preparing for growth, financing, acquisitions, or operational planning, organizations need reliable forecasts.
- —Annual budgeting support
- —Rolling forecast development
- —Revenue forecasting
- —Cost modeling
- —Headcount planning
- —Scenario and sensitivity analysis
- —Strategic planning support
Performance Management & KPI Development
Business leaders need more than financial statements. We help establish meaningful metrics that support accountability and growth.
- —Revenue and profitability trends
- —Gross margin analysis
- —Customer performance metrics
- —Operational KPIs
- —Cash conversion measures
- —Departmental performance reporting
- —Executive dashboards
Investor, Lender & Board Reporting
Stakeholders expect accurate, timely, and professional reporting.
- —Investor reporting packages
- —Board reporting materials
- —Financial presentations
- —Banking relationships
- —Debt covenant monitoring
- —Capital raise preparation
- —Due diligence support
Finance Function Transformation
As companies scale, finance processes must evolve.
- —Improve reporting processes
- —Standardize accounting workflows
- —Optimize financial systems
- —Strengthen internal controls
- —Reduce manual effort through automation
- —Implement advanced intelligence-enabled finance solutions
- —Build scalable finance infrastructure
Why Scale Resource Group
Unlike traditional accounting providers, SRG is built specifically to deliver integrated Financial Operations — combining financial leadership, operational finance management, process improvement, and technology-enabled workflows within a single engagement model.
Strategic Financial Leadership
Executive-level advisory focused on business outcomes.
Technology-Enabled Financial Operations
Intelligent automation and advanced intelligence tools integrated into finance workflows to support faster reporting, improved visibility, and more efficient operations.
Scalable Infrastructure
Processes, reporting, and systems designed to support future growth.
Independent Perspective
We do not provide audit services, allowing us to remain fully aligned with management while strengthening audit readiness and compliance preparedness.
Experience Across Growth Stages
From startups building their first finance function to PE-backed and rapidly scaling organizations.
Who We Serve
Startups
Build financial infrastructure from the ground up and prepare for future fundraising.
Growth-Stage Companies
Improve visibility, strengthen decision-making, and scale efficiently.
Private Equity-Backed Businesses
Deliver investor-grade reporting, operational insights, and finance transformation support.
Founder-Led Organizations
Gain strategic financial leadership without adding a full-time CFO to payroll.
What Success Looks Like
When financial leadership is operating effectively, organizations typically experience:
How We Engage
Where We Work — Built Around Your Business
SRG serves clients across the Gulf Coast in person and companies nationwide through a fully remote model. Both engagement types deliver the same CFO-level strategy, Controller-level execution, and automated workflows.
Gulf Coast
Local Markets
Brian Moore and Dawn McLaughlin are based in the Mobile area and serve clients across four counties — Mobile County and Baldwin County in Alabama, Escambia County in Florida, and Harrison County in Mississippi.
Four-County Gulf Coast Footprint
- Mobile County, AL
- Baldwin County, AL
- Escambia County, FL
- Harrison County, MS
Extended Service Area
Served across the broader Southeast on a project or retainer basis.
Remote · Nationwide
Remote Clients
For companies outside the four-county Gulf Coast area, SRG delivers the full engagement model remotely — cloud-native accounting stack, structured reporting cadence, and automated close workflows built for distributed teams.
- All US markets outside the four-county area
- Cloud-native accounting stack
- Async-first communication
- Automated close acceleration
Schedule a Strategic Finance Consultation
Whether you're preparing for growth, seeking greater financial visibility, or strengthening your finance function, Scale Resource Group can help. We provide the financial leadership, operational finance management, and process improvement support needed to help your organization move forward with clarity and confidence.
Schedule a Consultation