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Gulf Coast · Mobile · Baldwin · Escambia · Harrison

CFO Advisory & Financial Leadership — 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.

SRG delivers CFO-level strategy, Controller-level execution, and advanced intelligence to Gulf Coast businesses — with the flexibility to meet face-to-face when it matters.

Gulf Coast Service Area

Four-County Gulf Coast Footprint

Extended Service Area

Regional Markets

SRG serves clients across the broader Southeast through remote-first and hybrid engagements. These markets are served on a project or retainer basis.

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 advanced intelligence that modernize your accounting function.

Why SRG

Why Local Businesses Choose SRG

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.

Brian Moore, CPA, CMA, MBA — Managing Partner based in Mobile

Dawn McLaughlin — Partner with deep operational finance experience

Gulf Coast presence across all four counties

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

Common Questions

Frequently Asked Questions

Do you meet with clients in person?

Yes. Brian Moore and Dawn McLaughlin are based in the Mobile area and are available to meet in person across Mobile County, Baldwin County, Escambia County, and Harrison County. Meeting availability is built into local engagements — we work around your schedule.

Which specific markets do you serve locally?

We serve businesses across Mobile County (Mobile, Saraland, Prichard), Baldwin County (Fairhope, Daphne, Spanish Fort, Gulf Shores, Foley), Escambia County FL (Pensacola and surrounding areas), and Harrison County MS (Biloxi, Gulfport, D'Iberville). If your business is in one of these four counties, you have access to local CFO and Controller support.

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.

Do you provide audit or tax services?

No. SRG does not provide audit, tax, or compliance services. We focus exclusively on financial leadership — CFO strategy, Controller execution, and accounting operations. This keeps us fully aligned with your business.

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.

Schedule a Call

No sales pitch. A straightforward conversation about whether SRG is the right fit for your business.