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Pensacola, Florida · Escambia County · CFO Services

CFO Services — Pensacola, Florida

Scale Resource Group provides fractional CFO and financial leadership services to businesses in Pensacola and Escambia County, Florida — CFO-level strategy, Controller-level execution, and intelligent automation for growth-stage and PE-backed companies in the Florida Panhandle.

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.

Serving Pensacola, Escambia County, and the Florida Panhandle

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

Remote-first — available across Northwest Florida

Common Questions

CFO Services — FAQ

Does SRG serve businesses in Pensacola and Escambia County?

Yes. We serve businesses across Pensacola, Escambia County, and the broader Florida Panhandle. Our model is remote-first, so we work with clients across Northwest Florida and the Gulf Coast corridor.

What industries does SRG work with in the Pensacola area?

We work with businesses across industries — defense, aerospace, real estate, healthcare, professional services, and technology. Our focus is on the finance function, not the industry vertical.

Do you provide audit or tax services in Florida?

No. SRG does not provide audit, tax, or compliance services in any market. We focus exclusively on financial leadership — CFO strategy, Controller execution, and accounting operations.

How does SRG differ from a Florida CPA firm?

A CPA firm focuses on compliance — tax returns, audits, and financial statements. SRG focuses on financial leadership — strategy, forecasting, reporting, and building the finance function that drives your business forward.

Ready to Strengthen Your Finance Function?

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