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Startup Finance · CFO Advisory · Growth-Stage

Startup & Growth-Stage Finance Function

SRG builds the accounting and finance function your startup needs to operate, raise capital, and scale — fractional CFO and Controller support, investor-ready reporting, and advanced intelligence-enabled workflows from day one through exit.

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What We Deliver

Everything Your Finance Function Needs to Scale

Finance Function Build-Out

SRG builds your accounting and finance function from day one — chart of accounts, close process, reporting cadence, and the systems and controls your business needs to operate and scale.

CFO & Controller Services

Senior finance leadership without the full-time cost. SRG embeds as your CFO or Controller from the start — owning the close, setting financial strategy, and building the infrastructure your investors expect.

Investor-Ready Reporting

Board decks, KPI dashboards, and financial packages built to the standard your investors expect — delivered on time, every reporting cycle.

Scalable Financial Systems

Accounting systems, workflows, and reporting infrastructure designed to grow with your business — so you're not rebuilding the function every time you close a round or add headcount.

Fundraising Support

Financial models, data room preparation, and investor materials built to support your capital raise — from seed through Series B and beyond.

GAAP Compliance & Controls

GAAP-compliant accounting from the start — with the internal controls and documentation your auditors, investors, and acquirers will expect as you grow.

Why SRG

Built for Founders. Designed for Investors.

SRG was built to serve the companies that traditional accounting firms underserve — startups and growth-stage businesses that need CFO-level financial leadership but can't justify a full-time hire. We bring the expertise, the systems, and the advanced intelligence-enabled workflows that let your finance function punch above its weight.

We've worked with companies from pre-seed through Series B — and with PE-backed portfolio companies navigating complex post-acquisition integration. We know what investors expect, and we build finance functions that deliver it.

Built for pre-seed through Series B and beyond

Fractional CFO and Controller support from day one

Investor-ready reporting and board materials

Ramp Certified Partner for spend management

Advanced intelligence tools deployed where appropriate to the engagement

Serving startups nationally from the Gulf Coast

Common Questions

Startup Finance — FAQ

When should a startup hire a fractional CFO?

Most startups need fractional CFO support earlier than they think — typically once they're raising a seed or Series A round, managing investor reporting, or dealing with complex accounting questions like revenue recognition or equity compensation. SRG works with companies from pre-seed through Series B and beyond.

What does "building the finance function from the ground up" mean?

It means SRG handles everything — setting up your chart of accounts, establishing your close process, building your reporting cadence, selecting and configuring your accounting systems, and putting the controls in place that your investors and auditors will expect. You get a complete finance function, not just a bookkeeper.

How is SRG different from a bookkeeper or accounting firm?

Bookkeepers record transactions. Accounting firms prepare taxes and audits. SRG builds and runs your finance function — with CFO and Controller-level leadership, advanced intelligence-enabled automation, and investor-ready reporting. We sit at the intersection of financial leadership and operational execution.

Can you help us prepare for a Series A or Series B raise?

Yes. Fundraising support is a core part of what SRG does for growth-stage companies — financial models, data room preparation, investor materials, and diligence support. We've helped companies build the financial story that gets deals done.

Ready to Build the Finance Function Your Investors Expect?

Schedule a call with Brian or Dawn to see what a startup finance function built for scale looks like.