Financial Services

CFO-level financial leadership without the full-time cost.

We provide fractional CFO, controller, payroll, and FP&A services to growing US businesses — so you get senior financial expertise exactly when you need it, at a fraction of a full-time hire.

US-Based Team
Controllers, payroll managers & CFO-level professionals
60–80% Savings
Versus hiring a full-time CFO or controller
Flexible Engagement
Monthly retainer or project-based — your choice
💼
Fractional CFO
Strategic financial leadership — cash flow, forecasting, board reporting.
Outsourced Controller
Month-end close, GAAP compliance, audit readiness.
Payroll Management
End-to-end payroll, multi-state compliance, W-2/1099.
FP&A Services
Budgeting, forecasting, KPI dashboards, variance analysis.
Who We Help

Common financial challenges we solve daily.

😰
"I don't know if we're actually profitable."

Your books are months behind and your P&L doesn't tell the real story.

→ Outsourced Controller + monthly close
💸
"I never know if payroll will clear."

Cash flow is unpredictable and you're always reacting instead of planning.

→ Fractional CFO + 13-week cash flow forecast
📋
"A full-time CFO is way out of budget."

A full-time CFO costs $250K–$400K/year. You need the expertise without that commitment.

→ Fractional CFO from $5K/month
⚠️
"I'm scared of payroll errors and IRS penalties."

Multi-state payroll, tax filings, and compliance are getting complicated.

→ Payroll management + compliance
📊
"My investors want reports I can't produce."

Board decks, investor metrics, and financial models are taking too long.

→ FP&A + CFO advisory
🔧
"Our QuickBooks is a disaster."

Inconsistent chart of accounts, uncategorized transactions, and no reliable data.

→ Books cleanup + system setup
What We Offer

Five financial services built for growing US businesses.

01 — Fractional CFO Services
Strategic financial leadership, on demand.

Your CFO-level partner for cash flow, forecasting, investor relations, and financial strategy — without the $300K+ full-time salary. Our fractional CFOs embed with your leadership team and drive real decisions, not just reports.

  • Cash flow management and 13-week rolling forecasts
  • Board reporting and investor-ready financial packages
  • Annual budgeting and quarterly reforecasting
  • Fundraising support — financial models, cap tables, due diligence
  • M&A analysis, scenario planning, and strategic advisory
  • KPI design and executive dashboard implementation
Starting from
$5,000
per month · 10–40 hrs
Cash Flow Forecasting Board Reporting FP&A Fundraising
02 — Outsourced Controller Services
Clean books, reliable close, full visibility.

Our experienced controllers own your month-end close, financial statements, and internal controls — so your numbers are always accurate, on time, and audit-ready. Stop chasing your accountant and start trusting your data.

  • Monthly and year-end close (within 5–7 business days)
  • GAAP-compliant financial statements — P&L, balance sheet, cash flow
  • Accounts payable and accounts receivable management
  • Internal controls design and implementation
  • Audit preparation and CPA liaison
  • Multi-entity and multi-currency consolidation
Starting from
$2,500
per month · ongoing
Month-End Close GAAP Audit Prep AR/AP
03 — Payroll Management
Accurate, compliant payroll — every time.

Our payroll managers handle your entire payroll cycle end-to-end. Multi-state, multi-entity, any pay schedule. We manage the compliance so you never have to worry about IRS penalties, missed filings, or payroll errors again.

  • Full-cycle payroll processing — weekly, bi-weekly, semi-monthly
  • Multi-state payroll compliance and tax withholding
  • Payroll tax filings — 941, 940, W-2, 1099, state returns
  • Payroll system setup and migration (ADP, Gusto, Rippling, Paychex)
  • Benefits deduction coordination and garnishment processing
  • Payroll audit and fraud detection
Starting from
$750
per month · per entity
Multi-State W-2 / 1099 ADP Gusto Compliance
04 — Financial Planning & Analysis (FP&A)
Turn your numbers into decisions.

We build the financial operating system your leadership team needs — budgets that hold, forecasts that update, and dashboards that actually drive action. Stop guessing and start leading with data.

  • Annual operating budget build and management
  • Rolling monthly and quarterly reforecasting
  • Budget vs. actuals variance analysis with commentary
  • KPI dashboard design and automated reporting
  • Financial modeling for new products, markets, or hires
  • Unit economics analysis — CAC, LTV, margin by segment
Starting from
$3,000
per month · ongoing
Budgeting Forecasting KPI Dashboards Variance Analysis
05 — Books Cleanup & Accounting System Setup
Build a clean financial foundation fast.

If your books are behind, messy, or you're switching systems, we get you sorted quickly. We set up your chart of accounts, clean up historical data, and build a process your team can sustain — then hand it off or keep managing it for you.

  • QuickBooks Online and Xero setup, migration, and optimization
  • Historical books catchup (3 months to 3 years behind)
  • Chart of accounts redesign and standardization
  • Bank and credit card reconciliation cleanup
  • Financial process documentation and SOP creation
  • Team training on accounting systems and workflows
Project-based
$2,000+
one-time · scoped upfront
QuickBooks Xero Catchup Cleanup
Engagement Tiers

Simple packages that scale with you.

Starter
$1,500
per month
Includes
  • Bookkeeping & reconciliation
  • Monthly financial statements
  • Payroll processing (up to 10 employees)
  • Quarterly tax estimate prep

Get Started
Scale
$9,000
per month
Includes
  • Fractional CFO (20 hrs/month)
  • Controller + monthly close
  • Full FP&A suite
  • Payroll management
  • Board & investor reporting

Get Started
Enterprise
Custom
per month
Includes
  • Dedicated CFO + Controller team
  • Multi-entity consolidation
  • M&A and fundraising support
  • Full FP&A + payroll
  • Audit & compliance management
Let's Talk
Why SRGGT

US-based. Senior-level. Built for your stage.

🇺🇸
100% US-Based Team

Our controllers, payroll managers, and CFO-level professionals are all US-based — fluent in US GAAP, multi-state tax law, and your time zone.

💰
60–80% Cost Savings

A full-time CFO costs $250K–$600K per year all-in. Our fractional model gives you the same caliber of leadership at a fraction of the cost.

🔄
Flexible Engagement

Start with a project, scale to a retainer, or pause anytime. We adapt to your needs — no long-term contracts required.

🏢
Senior-Level Talent

You work directly with experienced CFOs and controllers — not junior staff. The person you meet in discovery is the one managing your finances.

Fast Onboarding

We complete a financial health assessment in the first 2 weeks and have your first deliverables ready by day 30. No long ramp-up periods.

🔗
Integrated with Tech

We pair financial expertise with SRGGT's technology services — giving you a rare partner who understands both your P&L and your tech stack.

How an engagement starts
  • Free 30-minute discovery call to understand your current state and goals.
  • Financial health assessment delivered within 2 weeks — gap analysis and roadmap.
  • Engagement scoped and started within 5 business days of agreement.
  • Monthly check-ins, transparent reporting, and open-book pricing throughout.
Clients who benefit most
  • US-based businesses with $1M–$50M in annual revenue
  • Startups preparing for fundraising or Series A
  • Companies with 5–200 employees scaling quickly
  • PE-backed businesses needing immediate financial structure
Start with a free financial health assessment.

We'll review your current financials, identify gaps, and build a 90-day action plan — at no cost and no commitment.

Book Free Assessment