Fractional CFO in Fort Walton Beach, FL
Fort Walton Beach · Okaloosa County, FL
SRG's Financial Leadership & CFO Services provide a complete package — CFO-level strategy, Controller-level execution, and advanced intelligence-enabled accounting — delivered to Fort Walton Beach-area businesses without the cost of a full-time hire.
Fort Walton Beach is the commercial hub of Okaloosa County, anchored by a strong defense and aerospace sector tied to Eglin Air Force Base, alongside growing professional services, healthcare, and tourism businesses. SRG works with Fort Walton Beach-area companies to build the financial infrastructure that supports growth and investor readiness.
Brian Moore and Dawn McLaughlin are based in the Mobile area and serve Fort Walton Beach and surrounding communities including Niceville, Destin, and Crestview.
What We Deliver
CFO & Controller Services for Fort Walton Beach Businesses
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
Local Presence. Senior Expertise.
SRG delivers the same outcomes as a full-time CFO and Controller — without the overhead. Every Fort Walton Beach 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
Local presence — Gulf Coast based, no scheduling friction
No audit or compliance services — fully independent
Ramp-powered spend management and expense automation
Scalable model — grows with your business
Who We Work With
Built for Florida Growth-Stage Companies
Startups
Pre-seed through Series B — building the finance function from scratch.
PE-Backed Companies
Portfolio companies that need reporting, controls, and close processes that meet investor standards.
Growth-Stage Organizations
Companies scaling revenue and headcount that have outgrown their current accounting setup.
Pre-Transaction
Businesses preparing for a capital raise, acquisition, or exit that need investor-ready financials.
Common Questions
Fractional CFO Services in Fort Walton Beach — FAQ
Do you meet in person in Fort Walton Beach?
Yes. Brian Moore and Dawn McLaughlin are based in the Mobile area and serve Fort Walton Beach and throughout Okaloosa County, FL.
What does a fractional CFO engagement include?
Every SRG engagement includes CFO-level financial strategy, Controller-level close execution, board and investor reporting, budgeting and forecasting, and Ramp-powered spend automation. The scope is tailored to your business.
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.
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.
Book a Call
Talk to a Fort Walton Beach-Area CFO Advisor
Schedule a no-obligation call with Brian or Dawn. We'll learn about your business, walk through what a right-sized engagement looks like, and answer any questions you have.
Serving Okaloosa County, FL and the surrounding Gulf Coast region.
Opens our scheduling calendar — pick a time that works for you.
Related Services & Resources
Our Services
Industries We Serve
Resources
Ready to Build a Finance Function That Scales?
Schedule a call with Brian or Dawn — we are based in the region and available to meet in Fort Walton Beach.