FAQ: Outsourced Accounting & CFO Advisory | Scale Resource Group

Question 1

What does outsourced accounting actually include?

Accepted Answer

SRG handles the full accounting function — bookkeeping, accounts payable, accounts receivable, payroll coordination, bank reconciliations, month-end close, and financial statement preparation. The scope is tailored to each client, so you get exactly what you need without paying for what you don't.

Question 2

How is outsourced accounting different from hiring a bookkeeper?

Accepted Answer

A bookkeeper records transactions. SRG closes the books, prepares financial statements, manages the close calendar, and delivers the reporting your leadership team and investors actually use. You get a full accounting department — not a single hire.

Question 3

What accounting software do you work with?

Accepted Answer

We work with any accounting or financial software your business uses. Our team adapts to your existing technology stack and can help you get the most from the systems already in place.

Question 4

Will I lose visibility into my own financials?

Accepted Answer

No — you retain full access to your accounting system at all times. SRG works inside your environment, not a separate one. You can log in and see everything whenever you want.

Question 5

How do you handle month-end close?

Accepted Answer

We follow a structured close checklist: bank reconciliations, accruals, prepaid amortization, payroll entries, AR/AP aging review, and financial statement tie-out. Most clients receive a close package within 10 business days of month end.

Question 6

What is a fractional CFO?

Accepted Answer

A fractional CFO provides CFO-level financial leadership on a part-time or project basis — without the cost of a full-time hire. SRG's CFO advisory covers cash flow forecasting, budget-to-actual reporting, board and investor reporting, and strategic financial planning.

Question 7

Who needs CFO advisory services?

Accepted Answer

Companies that have outgrown basic bookkeeping but aren't ready for a full-time CFO. That typically means PE-backed businesses, growth-stage companies raising capital, and owner-operated businesses navigating a transaction, acquisition, or rapid growth phase.

Question 8

Can you work alongside our existing finance team?

Accepted Answer

Yes. SRG often works alongside an internal controller or finance manager — handling the strategic and reporting layer while the internal team manages day-to-day operations. We define the division of responsibilities clearly at the start of the engagement.

Question 9

Do you help with fundraising or investor reporting?

Accepted Answer

Yes. We prepare the financial models, data rooms, and reporting packages investors expect — including three-statement models, KPI dashboards, and board decks. We've supported clients through PE transactions, growth equity raises, and bank financing processes.

Question 10

How long does onboarding take?

Accepted Answer

Most clients are fully onboarded within 2–4 weeks. The process covers system access, chart of accounts review, historical data migration if needed, and a first-close walkthrough. We set a clear milestone calendar at kickoff so you know exactly what to expect.

Question 11

What do you need from us to get started?

Accepted Answer

Access to your accounting system, bank accounts (read-only is fine to start), and a list of current vendors and payroll setup. We'll send a structured onboarding checklist after the engagement is signed so nothing falls through the cracks.

Question 12

Do you work with businesses that have messy books?

Accepted Answer

Yes — and it's more common than you'd think. We'll assess the state of your books during onboarding and give you a clear picture of what needs to be cleaned up, how long it will take, and what it will cost. No surprises.

Question 13

Can we start mid-year?

Accepted Answer

Absolutely. We onboard clients at any point in the fiscal year. If you're starting mid-year, we'll reconcile the prior months as part of onboarding so your year-to-date financials are accurate before we take over the close.

Question 14

How is SRG priced?

Accepted Answer

SRG engagements are priced on a fixed monthly retainer based on the scope of services. We don't bill by the hour — you know your cost upfront. Pricing is based on transaction volume, complexity, and the services included.

Question 15

Is there a minimum engagement term?

Accepted Answer

Most engagements start with a 3-month initial term to allow time for onboarding and the first close cycle. After that, engagements are month-to-month. We don't lock clients into long-term contracts.

Question 16

What's included in the monthly retainer?

Accepted Answer

The retainer covers the agreed scope of services — typically month-end close, financial statement preparation, and any advisory deliverables. Ad hoc projects (audits, due diligence support, system migrations) are scoped and priced separately.

Question 17

Do you work with businesses outside of the Gulf Coast?

Accepted Answer

Yes. While SRG is headquartered in Mobile, AL and serves clients across the Gulf Coast region, we work with remote clients nationwide. Our remote engagements are fully virtual — all communication, file sharing, and reporting happen through cloud-based tools.

Question 18

What is Scale Resource Group?

Accepted Answer

Scale Resource Group (SRG) is an outsourced accounting and CFO advisory firm headquartered in Mobile, Alabama. Founded by Brian Moore, CPA, CMA, MBA, SRG provides outsourced accounting, fractional CFO services, and financial leadership to growth-stage companies, PE-backed businesses, and owner-operated organizations across the Gulf Coast and nationwide.

Question 19

Where is Scale Resource Group located and who do you serve?

Accepted Answer

SRG is headquartered in Mobile, Alabama and serves clients across the four-county Gulf Coast footprint — Mobile County, Baldwin County (AL), Escambia County (FL), and Harrison County (MS) — as well as remote clients throughout the United States. Our team includes Brian Moore, CPA, CMA, MBA (Managing Partner) and Dawn McLaughlin (Partner).

Question 20

Who leads Scale Resource Group?

Accepted Answer

Scale Resource Group is led by Brian Moore, CPA, CMA, MBA (Managing Partner) and Dawn McLaughlin (Partner). Brian founded SRG after a career spanning startups, PE-backed businesses, and public company finance environments. He is a Microsoft Certified AI Business Professional and Ramp Certified Partner. Dawn brings deep expertise in accounting operations, financial reporting, and client service, and holds Ramp Specialist and Ramp AI Specialist certifications.

Question 21

What types of businesses does Scale Resource Group work with?

Accepted Answer

SRG works with growth-stage companies, PE-backed businesses, startups building their first finance function, and owner-operated businesses navigating a transaction or rapid growth phase. Industries served include construction, professional services, technology and SaaS, manufacturing, real estate, nonprofits, and private equity portfolio companies.

Question 22

Is Scale Resource Group a CPA firm?

Accepted Answer

Scale Resource Group is led by a CPA (Brian Moore, CPA, CMA, MBA) and delivers accounting services with the technical rigor of a CPA practice. SRG does not provide audit or attest services — this is intentional. It allows SRG to remain fully aligned with management as a true advisory partner, while still helping clients build the controls and documentation that support audit readiness.

Question 23

How does Scale Resource Group use AI in accounting?

Accepted Answer

SRG integrates advanced intelligence and intelligent automation into client engagements as a core part of service delivery — not a future roadmap item. Brian Moore holds the Microsoft Certified AI Business Professional designation, and the SRG team holds Ramp AI Specialist certifications. Advanced intelligence-enabled workflows reduce close cycle time, improve accuracy, and free the team for higher-value analysis and advisory work.

Question 24

What is Ramp and why does SRG recommend it?

Accepted Answer

Ramp is a corporate card and spend management platform that automates expense categorization, enforces spend controls, and integrates directly with accounting software. SRG is a certified Ramp partner and recommends it because it reduces close time and improves data quality for clients who implement it.

Question 25

Do I have to use Ramp to work with SRG?

Accepted Answer

No. Ramp is a recommendation, not a requirement. Many SRG clients use other expense tools or traditional corporate cards. We work with whatever your team is already using.

Question 26

What does a Ramp implementation involve?

Accepted Answer

SRG handles the full implementation — chart of accounts mapping, ERP or accounting software integration, card issuance, spend policy configuration, and team training. Because we're accountants, the implementation is built around your close process from day one.

Frequently Asked Questions

Outsourced Accounting

CFO Advisory

Onboarding & Getting Started

Pricing & Engagement

About Scale Resource Group

Ramp & Technology

Talk to Brian or Dawn directly