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Alabama · CFO Services

CFO Advisory & Financial Leadership — Alabama

Scale Resource Group provides fractional CFO and financial leadership services across Alabama — strategic CFO oversight, Controller execution, and intelligent automation for startups, PE-backed, and growth-stage companies.

What We Deliver

CFO & Controller Services

Strategic Financial Leadership

CFO-level strategy, financial planning, and business partnership — embedded in your organization without the full-time overhead.

Board & Investor Reporting

Investor-ready reporting packages, board decks, and KPI dashboards that communicate performance with clarity.

Budgeting & Forecasting

Annual budgets, rolling forecasts, and scenario models that keep your leadership team ahead of the numbers.

Controller Services

Month-end close ownership, reconciliations, and accounting operations managed by experienced Controller-level professionals.

Capital Raise Support

Financial due diligence preparation, data room readiness, and investor-facing financial narratives for your next raise.

Finance Transformation

Process redesign, system implementation, and intelligent automation that modernize your accounting function.

Why SRG

Financial Leadership Built for Growth

SRG delivers the same outcomes as a full-time CFO and Controller — without the overhead. Every engagement is anchored by experienced professionals who have built and scaled finance functions across startups, PE-backed companies, and growth-stage organizations.

We are a Ramp Certified Partner. Selected Ramp capabilities are implemented when they fit the client's needs and approved architecture — designed to reduce avoidable manual effort and, when properly configured and governed, support faster reporting and improved financial visibility.

Dedicated CFO and Controller on every engagement

No audit or compliance services — fully independent

Workflow automation designed to reduce manual effort and support close acceleration

Ramp-powered spend management and expense automation

Scalable model — grows with your business

Serving Alabama businesses from startup through exit

Common Questions

CFO Services — FAQ

Do you serve businesses across all of Alabama?

Yes. We serve clients statewide — Mobile, Fairhope, Birmingham, Huntsville, Montgomery, and beyond. Our model is fully remote and built for distributed teams.

What stage of company is SRG best suited for?

We work best with startups building their finance function from scratch, PE-backed companies scaling through growth, and growth-stage organizations preparing for a capital raise or exit.

How does pricing work?

Engagements are scoped based on the complexity of your accounting function and the services required. Schedule a call and we will walk through what a right-sized engagement looks like for your business.

What is the difference between a fractional CFO and SRG's Financial Leadership model?

SRG delivers the same strategic and operational outcomes as a fractional CFO — but through a team model. You get CFO-level strategy, Controller-level execution, and intelligent automation working together, not a single part-time hire.

Ready to Strengthen Your Finance Function?

Schedule a call with Brian or Dawn to discuss what an SRG engagement looks like for your business.